Feld Peter sold $900K of SN

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.

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.

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.

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.

SharkNinja reported 22.2% Q2 2026 net sales growth and raised full-year 2026 guidance to 16%-17%. Management cited international growth of 36.6%, tariff refunds of about $247.1 million expected in Q3 2026, and continued investment in R&D and AI. Tariffs remain a gross margin headwind; inventory rose 8.6% YoY.

SharkNinja (SN) reported Q2 adjusted EPS of $1.26, up 29.9% year over year and above the Zacks Consensus of $1.10. Net sales rose 22.2% to $1,765.5M, also above consensus. Management raised its 2026 outlook, including adjusted EPS to $6.45-$6.55 and net sales growth of 16%-17%. SN shares rose about 8% after the results.