SharkNinja (SN) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Reported EPS
- $1.26
- Estimate
- $1.13
- Surprise
- +11.7%
- Revenue (period 2026-06-30)
- $1.77B
- Score at report (before → after)
- 5.7 → 5.7/10
Revenue source: mixed.
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.
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
- Sector modifier (Consumer Cyclical): -1.5
- Momentum score 4.2/10 — below 4.5 minimum
- Insider activity: 2.53%=extreme
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.
The levels TrendMatrix's engine tracks
- Current price
- $160.80
- Price target
- $182.32
- Stop
- $152.30
- Upside to target
- +13.4%
- Reward-to-risk
- 1.6:1
The stock trades at 32.8× trailing but 21.0× forward earnings — consensus estimates already build in a substantial earnings recovery.
Risk check: trading volume is running 1.6× its average — elevated turnover around the report window.
Model outputs from TrendMatrix’s engine as of 2026-09-14 — shown for context, not personalized investment advice.
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
- $22.76B
- P/E (fwd)
- 21.0
- P/E (ttm)
- 32.8
- 52-week range
- $83.12–$194.54
- Off 52-week high
- 17.3%
- RSI (14)
- 30
- Volume vs avg
- 1.62×
- Score today
- 5.6/10