SEC EDGARJUL 212 min read$SN

Barrocas Mark sold $38.8M of SN

Barrocas Mark (Chief Executive Officer) sold 250,000 shares of SharkNinja, Inc. (SN) at $155.01 ($38.75M total) on 2026-07-17 under a Rule 10b5-1 trading plan.

Original reporting

SEC EDGAR · Barrocas Mark

Published Jul 21, 2026, 1:27 AM UTC

Analysis

AlphAI AI DeskAI-generated

Added to AlphAI Jul 21, 2026, 1:33 AM UTC. Informational, not investment advice.

How this was made

AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.

About AlphAI AI Desk Scoring methodology Report an issue

AlphAI market briefInsider activity

Primary signal

$SN

Neutral

high confidence

Mentioned

$SN

Relevance

6/10

AlphAI data visualization · based on SEC EDGAR

Decision brief

The 30-second read

$SNNeutralLow

Why it matters

Discloses the size, price, and post-sale holdings after an open-market sale conducted under a pre-arranged Rule 10b5-1 plan.

Market read

Provides a fresh insider-sale datapoint that can influence short-term sentiment but lacks fundamental new information.

What to watch

Traders may overreact without checking whether the plan is long-standing and whether there are offsetting insider buys or other contemporaneous disclosures.

Relevance 6/10Novelty 5/10Timing: SEC Form 4 filed 2026-07-20 for a 2026-07-17 sale.

Background

The article is an SEC Form 4 insider transaction for SharkNinja, Inc. (SN) by CEO Mark Barrocas.

Company-level read

Ticker impact

AI estimates · verify against primary disclosures

$SNNeutralHigh confidence

Context

SharkNinja CEO Mark Barrocas filed a Form 4 selling 250,000 shares at $155.01 on 2026-07-17 under a 10b5-1 plan.

Expected impact

Limited near-term impact; any reaction is likely sentiment-driven and short-lived.

Evidence & confidence

Form 4 insider sales, even when large, are often pre-arranged under 10b5-1 plans and do not by themselves change fundamentals.

Market effects

Sector

No clear sector read-across; this is company-specific insider transaction disclosure.

Regional

None.

Global

None.

Counterpoint

What could challenge this read

A large 10b5-1 sale can reflect scheduled liquidity needs rather than bearish expectations, so price impact may be overstated.

Key entities

issuer
SharkNinja, Inc.
Subject of the Form 4 insider sale disclosure.
insider
Mark Barrocas
CEO and director who sold 250,000 shares.
trading mechanism
Rule 10b5-1 plan
Indicates the sale was pre-arranged, reducing interpretive weight.

Read at source ← All news

SEP 3

$SNHighAI 8/10

Blowout Guidance Sends SharkNinja Shares Higher

SharkNinja (SN) reported Q2 2026 net sales of $1.77B (up 22.2% YoY) and adjusted net income of $178M (up 29%). The company raised full-year 2026 guidance, targeting up to 17% sales growth and $6.55 adjusted EPS. SN shares have risen 56% YTD, supported by institutional demand and strong fundamentals, including 3-year sales growth of 20% and EPS growth of 63.8%.

yahoo.com2 min

AUG 12

$SNMed

UBS raises SharkNinja stock price target to $219 on product expansion

UBS raised its price target for SharkNinja (NYSE:SN) to $219.10 from $147 and kept a Buy rating, citing Q2 results and faster product launches. The firm pointed to 13 new products year to date versus nine in the first eight months of 2025, plus plans for up to three new subcategories in 2026. SN trades at $187.68 and reported revenue of $1.77B (+22.2%) with adjusted EPS of $0.92.

investing.com4 min

AUG 10

$SNMedAI 8/10

Should You Buy, Sell or Hold SharkNinja Stock Post Q2 Earnings?

SharkNinja (SN) reported Q2 2026 net sales of $1.77B, up 22.2% YoY, and raised its fiscal 2026 outlook. Adjusted EBITDA rose 18.6% to $264.9M and adjusted EPS increased 29.9% to $1.26. Management now expects net sales growth of 16-17% and adjusted EPS of $6.45-$6.55.

tradingview.com6 min

AUG 9

$SNHighAI 9/10

SharkNinja Q2 Earnings Call Highlights

SharkNinja (NYSE:SN) reported Q2 call updates on product launches, including the Ninja Crispi Microwave and plans to reach a 41st subcategory by end of Q3. International revenue rose, with U.K. up 18.7% to $255M. Adjusted gross margin fell to 48.7% on tariffs. Adjusted EPS guidance raised to $6.45-$6.55 and net sales to +16%-17%, aided by a $247.1M tariff refund accepted by U.S. Customs.

finance.yahoo.com4 min

AUG 7

$SNLow

Barrocas Mark sold $88.8M of SN

Barrocas Mark (Chief Executive Officer) sold 500,000 shares of SharkNinja, Inc. (SN) at an average of $177.50 ($170.00–$185.00, $88.75M total) across 2 trades over 2026-08-05 to 2026-08-06 under a Rule 10b5-1 trading plan.

SEC EDGAR2 min