SharkNinja Raises Price Target to $200 After Q4 EPS Beat

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SharkNinja delivered Q4 EPS of $1.93, beating estimates by 8.23%, with revenue of $2.1 billion, 1.3% above projections. Jefferies upheld a Buy rating and raised its price target from $175 to $200, sending the stock up nearly 7.9%.

1. Q4 Financial Highlights

SharkNinja posted EPS of $1.93, surpassing the $1.78 consensus for an 8.23% surprise, while revenue reached $2.1 billion, 1.3% above estimates and up from $1.79 billion year-over-year.

2. Analyst Rating and Price Target

Jefferies maintained a Buy rating and raised its price target from $175 to $200 following the earnings beat, signaling increased confidence in SharkNinja's growth trajectory.

3. Category Sales and Margin Expansion

Sales across all product categories rose 18% overall, with Beauty and Home segments surging 63%, contributing to expanded operating margins for the quarter.

4. Stock Market Reaction

Shares climbed 7.9%, trading between $114.08 and $128.05, and market capitalization reached $18.07 billion on a volume of 2.63 million shares.

Sources

BSFZ