William Blair analyst Phillip Blee has maintained their bullish stance on SN stock, giving a Buy rating on February 9.
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Phillip Blee has given his Buy rating due to a combination of factors, including SharkNinja’s ability to deliver solid top-line growth while significantly outperforming expectations on profitability. He highlights broad-based strength across categories and regions, with especially strong contributions from high-growth segments and international markets that support sustained revenue momentum.
He also emphasizes that gross margin and earnings materially exceeded consensus, demonstrating effective management of tariff pressures and cost dynamics, which underpins confidence in accelerating earnings in 2026 despite a cautious sales outlook. In addition, the newly announced $750 million share repurchase program, slated to begin in 2026, is viewed as a shareholder-friendly use of capital that should further enhance per-share returns over time.
In another report released on February 9, Canaccord Genuity also maintained a Buy rating on the stock with a $140.00 price target.