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SNSharkNinja, Inc.Sell5.6·$175.06-0.11%

SharkNinja (SN) Q2 2026 earnings — TrendMatrix coverage

BEAT+11.7% vs estimateEPS $1.26 vs $1.13 estVerdict Buy (Wait)Hold

Reported

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure

Event detail · Q2 2026

Key numbers

Reported EPS
$1.26
Estimate
$1.13
Surprise
+11.7%
Revenue (period 2026-06-30)
$1.77B
Score at report (before → after)
5.75.7/10

Revenue source: mixed.

Report record · Q2 2026

How the report landed

SharkNinja (SN) beat the $1.13 estimate with diluted EPS of $1.26 — a large 11.7% upside surprise. TrendMatrix's engine moved from Buy (Wait) (5.7/10) to Hold at 5.7/10 after the report.

Current read · as of 2026-09-04

Where TrendMatrix's rating stands now

TrendMatrix currently rates SN Sell at 5.6/10.

4 of the last 4 quarters beat the estimate; this quarter's +11.7% surprise compares with a +9.2% four-quarter average. Next scheduled report: 2026-11-05.

What supports the rating

  • Strong earnings beat streak (4/4)
  • Wide economic moat

What argues against it

  • Thin upside margin: 4.1%
  • Sector modifier (Consumer Cyclical): -1.5
  • Negative momentum

This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.

Current engine read

The levels TrendMatrix's engine tracks

Current price
$175.06
Price target
$182.32
Stop
$165.00
Upside to target
+4.1%
Reward-to-risk
0.6:1

The stock trades at 35.7× trailing but 22.9× forward earnings — consensus estimates already build in a substantial earnings recovery.

Model outputs from TrendMatrix’s engine as of 2026-09-04 — shown for context, not personalized investment advice.

Consumer Cyclical context

SN at TrendMatrix's latest read

Cyclical consumer names live and die on demand momentum — same-quarter comps and guidance carry more weight than the headline surprise.

Industry
Furnishings, Fixtures & Appliances
Market cap
$24.80B
P/E (fwd)
22.9
P/E (ttm)
35.7
52-week range
$83.12$194.54
Off 52-week high
10.0%
RSI (14)
37
Volume vs avg
0.77×
Score today
5.6/10

Earnings figures are sourced from TrendMatrix’s pipeline (EPS: existing earnings extraction; revenue: SEC XBRL company facts where available, yfinance-provisional otherwise). Not a buy/sell rating, a price target, or investment advice — see the current verdict on the stock’s main page for TrendMatrix’s live read.

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