Explore 28 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.
To own SharkNinja, I think you need to believe the company can keep turning product innovation into durable market share and earnings, despite higher costs and mixed consumer demand. The Shark EveryMess launch reinforces that innovation story, but on its own is unlikely to change the most important short term catalyst, which remains execution against raised 2025 guidance, or the biggest risk, which is rising labor, production, and tariff costs in Asia squeezing margins.
Among recent announcements, the November 2025 guidance raise, calling for 15.0% to 15.5% net sales growth for the year, feels most relevant here. It shows management is still confident in the broader product engine that launches like EveryMess plug into, but it also heightens the stakes if cost inflation or slower category demand make it harder to convert that revenue growth into sustained profit expansion.
However, investors should also be aware that rising regional tariffs and wage pressures could still materially compress margins if...
Read the full narrative on SharkNinja (it's free!)
SharkNinja's narrative projects $8.0 billion revenue and $982.2 million earnings by 2028. This requires 10.8% yearly revenue growth and roughly a $460 million earnings increase from $518.5 million today.
Uncover how SharkNinja's forecasts yield a $133.60 fair value, a 23% upside to its current price.
Eight members of the Simply Wall St Community currently place SharkNinja’s fair value between US$91.06 and US$163.47, reflecting a wide spread in expectations. You can weigh those views against the risk that higher Asian production and tariff costs may limit how much of SharkNinja’s innovation driven revenue growth ultimately reaches the bottom line, and explore several alternative viewpoints before deciding how this fits into your portfolio.
Explore 8 other fair value estimates on SharkNinja - why the stock might be worth 16% less than the current price!
Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.
Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com