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SharkNinja Gains as Investors Eye Earnings Setup and Stronger Street Targets

Investivoq PriceTracker

SharkNinja (SN) is up 4.0% today. Here is some analysis on what might have caused this price movement. ([stockanalysis.com](https://stockanalysis.com/stocks/sn/history/?utm_source=openai))

Analysis: The move appears tied to a mix of bullish analyst sentiment and positioning ahead of the company’s next earnings report, which is expected in early November. Investors may also be looking ahead to a sizable third-quarter cost-of-sales benefit tied to previously disclosed refund claims, while recent product launches help reinforce the company’s growth story. ([stockanalysis.com](https://stockanalysis.com/stocks/sn/?utm_source=openai))

Details:

  • Shares were trading around 4% higher intraday on October 12, 2026, extending a run that has pushed the stock near its 52-week highs. ([stockanalysis.com](https://stockanalysis.com/stocks/sn/history/?utm_source=openai))
  • A recent Wall Street target increase left SharkNinja with a $219.10 high target on one widely followed tracker, helping support momentum in the name. ([stockanalysis.com](https://stockanalysis.com/stocks/sn/?utm_source=openai))
  • The company’s next earnings release is widely expected for November 5, 2026, which can draw buying interest when sentiment is constructive heading into the report. ([marketbeat.com](https://www.marketbeat.com/earnings/reports/2026-11-5-sharkninja-inc-stock/?utm_source=openai))
  • Management previously said it expects to record an approximately $247.1 million third-quarter benefit as a reduction of cost of sales tied to submitted refund claims, which could be adding to optimism around upcoming results. ([ir.sharkninja.com](https://ir.sharkninja.com/news/news-details/2026/SharkNinja-Reports-Second-Quarter-2026-Results/default.aspx?utm_source=openai))
  • Sources:

    SharkNinja Investor Relations, Stock Analysis, MarketBeat

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $SN Insider Trading Activity

    SN Insider Trades

    $SN insiders have traded $SN stock on the open market 13 times in the past 6 months. Of those trades, 0 have been purchases and 13 have been sales.

    Here’s a breakdown of recent trading of $SN stock by insiders over the last 6 months:

    • XUNING WANG sold 2,668,200 shares for an estimated $401,190,552
    • MARK BARROCAS (Chief Executive Officer) has made 0 purchases and 4 sales selling 850,000 shares for an estimated $141,502,500.
    • NEIL B. SHAH (Chief Commercial Officer) has made 0 purchases and 5 sales selling 50,000 shares for an estimated $9,296,090.
    • PETER FELD sold 5,000 shares for an estimated $900,000
    • ADAM QUIGLEY (Chief Financial Officer) sold 1,750 shares for an estimated $321,902
    • PEDRO J. LOPEZ-BALDRICH (Chief Legal Officer) sold 2,200 shares for an estimated $269,720

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $SN Hedge Fund Activity

    We have seen 350 institutional investors add shares of $SN stock to their portfolio, and 200 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • BLACKROCK, INC. added 4,291,735 shares (+136.3%) to their portfolio in Q2 2026, for an estimated $653,502,488
    • UBS GROUP AG added 1,793,109 shares (+82.8%) to their portfolio in Q2 2026, for an estimated $273,036,707
    • STEADFAST CAPITAL MANAGEMENT LP removed 922,463 shares (-74.9%) from their portfolio in Q2 2026, for an estimated $140,463,441
    • FMR LLC removed 788,556 shares (-3.9%) from their portfolio in Q2 2026, for an estimated $120,073,422
    • INVESCO LTD. added 632,636 shares (+527.7%) to their portfolio in Q2 2026, for an estimated $96,331,483
    • PRICE T ROWE ASSOCIATES INC /MD/ added 580,748 shares (+79.4%) to their portfolio in Q2 2026, for an estimated $88,430,497
    • QUBE RESEARCH & TECHNOLOGIES LTD removed 580,384 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $88,375,071

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $SN Analyst Ratings

    Wall Street analysts have issued reports on $SN in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

    Here are some recent analyst ratings:

    • Piper Sandler issued a "Overweight" rating on 06/10/2026
    • JP Morgan issued a "Overweight" rating on 05/07/2026

    To track analyst ratings and price targets for $SN, check out Investivoq's $SN forecast page.

    $SN Price Targets

    Multiple analysts have issued price targets for $SN recently. We have seen 5 analysts offer price targets for $SN in the last 6 months, with a median target of $161.0.

    Here are some recent targets:

    • Alexander Perry from B of A Securities set a target price of $165.0 on 07/07/2026
    • Steven Forbes from Guggenheim set a target price of $175.0 on 07/06/2026
    • Peter Keith from Piper Sandler set a target price of $150.0 on 06/10/2026
    • Andrea Teixeira from JP Morgan set a target price of $146.0 on 05/07/2026
    • Brian McNamara from Canaccord Genuity set a target price of $161.0 on 05/04/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.