SharkNinja, Inc. Receives Buy Rating from Andrea Faria Teixeira Following Strong Q1 2025 Performance and Upgraded Guidance

J.P. Morgan analyst Andrea Faria Teixeira has maintained their bullish stance on SN stock, giving a Buy rating yesterday.

Andrea Faria Teixeira has given her Buy rating due to a combination of factors including SharkNinja, Inc.’s impressive financial performance in the first quarter of 2025. The company reported an adjusted EPS of $0.87, significantly surpassing both J.P. Morgan’s estimate and the consensus, indicating a strong earnings momentum. Additionally, SharkNinja’s adjusted EBITDA also exceeded expectations, driven by better-than-anticipated sales growth and effective cost management.
Furthermore, the company has raised its guidance for 2025, projecting net sales growth of 11-13%, which is an upward revision from previous estimates. This optimistic outlook, despite the challenging tariff environment, reflects the management’s confidence in the company’s underlying business strength and its ability to navigate market challenges effectively. The positive reaction expected in the stock market further supports the Buy rating, as the company’s results and outlook stand out in the current operating environment.

In another report released yesterday, Jefferies also maintained a Buy rating on the stock with a $175.00 price target.