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SNSharkNinja, Inc.Sell5.6·$167.69

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

Adjusted 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 adjusted 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 2026-09-24

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: 8.7%
  • 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
$167.69
Price target
$182.32
Stop
$155.96
Upside to target
+8.7%
Reward-to-risk
1.1:1

The stock trades at 34.5× trailing but 22.0× forward earnings — consensus estimates already build in a substantial earnings recovery.

Model outputs from TrendMatrix’s engine as of 2026-09-24 — 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
$23.84B
P/E (fwd)
22.0
P/E (ttm)
34.5
52-week range
$83.12$194.54
Off 52-week high
13.8%
RSI (14)
41
Volume vs avg
0.01×
Score today
5.6/10

EPS and the estimate come from Yahoo Finance’s earnings calendar, captured around the report date. That EPS is the adjusted figure analysts forecast, so it can differ from the GAAP diluted EPS in the company’s filing, and consensus estimates vary between data providers. Revenue comes from 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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