SharkNinja, Inc.(SN)Stock Analysis
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Rank #394 of 2,960 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
SN Stock Analysis & AI Quality Score
Data updated 2026-09-10AI stock analysis and institutional research for SharkNinja, Inc. (SN), a Technology sector company. 13F Pro's AI-powered ranking engine scores SN at 66.8/100 on a 32-signal composite quality model, placing it at rank #394 of 2,960 stocks — the top 25% of the AI-ranked universe. SN scores in the top quartile across revenue growth (95.5), institutional flow (85.0), balance sheet strength (83.6). Areas of concern include earnings quality (28.8) and free cash flow (29.8), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), SharkNinja, Inc. reports quarterly revenue of $1.8B, net income of $129.8M, an operating margin of 10.2%. Top institutional holders of SN by reported 13-F value include FMR, BlackRock, HighTower Advisors, based on the most recent SEC filings. SN trades on the NYSE exchange and files with the SEC under CIK 1957132. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SN daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for SharkNinja, Inc. directly from SEC EDGAR. SharkNinja, Inc.'s 13F Pro composite quality score has ranged between 47 and 71 since 2026, currently 66.8 — a declining long-term trajectory across 19 quarterly and live scoring snapshots.
What's Driving SN's Business? Latest 10-Q Breakdown
✓ 33/33 datapoints verifiedAI-extracted from SharkNinja, Inc.'s 10-Q filed 2026-08-05 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
SharkNinja net sales grew 22.2% YoY to $1,765.5M in Q2 FY2026, led by a 65.3% surge in Beauty and Home Environment and 36.5% growth in Cooking and Beverage, though gross margin slipped 30bps on tariffs and FX.
Biggest Revenue Drivers
Driven by the carpet extractor and cordless vacuums sub-categories
Driven by sales of the Ninja Luxe Café espresso machine and strength of the Ninja Crispi
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$1.8B
Net Income
Q2 2026
$129.8M
Free Cash Flow
Q2 2026
$382.6M
Operating Margin
Q2 2026
10.2%
ROIC
Q2 2026
20.2%
D/E Ratio
Q2 2026
0.25
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+15.7% YoYNet Income
+59.9% YoYOperating Income
+42.9% YoYEPS (Diluted)
+58.8% YoYTotal Assets
+21.7% YoYTotal Debt
-5.1% YoYOp. Cash Flow
+42.0% YoYFree Cash Flow
+58.0% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $6.40B +15.7% | $5.53B +30.0% | $4.25B +14.4% | $3.72B -0.3% | $3.73B | — |
| Net Income | $701.4M +59.9% | $438.7M +162.6% | $167.1M -28.1% | $232.4M -29.8% | $331.1M | — |
| Operating Income | $920.3M +42.9% | $644.2M +72.4% | $373.6M +16.2% | $321.4M -26.7% | $438.3M | — |
| EPS (Diluted) | $4.94 +58.8% | $3.11 +159.2% | $1.20 -28.1% | $1.67 -29.8% | $2.38 | — |
| Total Assets | $5.35B +21.7% | $4.39B +26.0% | $3.49B +5.8% | $3.29B | — | — |
| Total Debt | $736.1M -5.1% | $775.5M -3.0% | $799.6M +83.3% | $436.1M | — | — |
| Operating Cash Flow | $634.1M +42.0% | $446.6M +59.2% | $280.6M +36.9% | $205.0M -10.6% | $229.1M | — |
| Free Cash Flow | $488.1M +58.0% | $308.9M +95.7% | $157.9M +26.6% | $124.7M -31.2% | $181.2M | — |
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Top Institutional Holders of SN
FMR LLC
$3.0B19,374,823 shBlackRock, Inc.
$1.1B7,440,189 shHighTower Advisors, LLC
$964.8M6,335,917 shUBS Group AG
$603.0M3,959,748 shSTATE STREET CORP
$395.1M2,594,513 shBAILLIE GIFFORD & CO
$291.2M1,912,105 shFIL Ltd
$268.5M1,763,360 shABRAMS BISON INVESTMENTS, LLC
$218.7M1,436,000 shGEODE CAPITAL MANAGEMENT, LLC
$218.1M1,436,528 shPRICE T ROWE ASSOCIATES INC /MD/
$199.8M1,311,849 sh
| Fund | Value | Shares |
|---|---|---|
| FMR LLC | $3.0B | 19,374,823 |
| BlackRock, Inc. | $1.1B | 7,440,189 |
| HighTower Advisors, LLC | $964.8M | 6,335,917 |
| UBS Group AG | $603.0M | 3,959,748 |
| STATE STREET CORP | $395.1M | 2,594,513 |
| BAILLIE GIFFORD & CO | $291.2M | 1,912,105 |
| FIL Ltd | $268.5M | 1,763,360 |
| ABRAMS BISON INVESTMENTS, LLC | $218.7M | 1,436,000 |
| GEODE CAPITAL MANAGEMENT, LLC | $218.1M | 1,436,528 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $199.8M | 1,311,849 |
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Popular Research
Is SN a good stock to buy?
13F Pro's AI-powered analysis of SharkNinja, Inc. (SN) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SN are available on the SN stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. SN is classified as a large company.
Which hedge funds own SN?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SN. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of SharkNinja, Inc.'s investment landscape.