Get the Weekly Intelligence Brief — top committee picks every Sunday.
SN · NASDAQ · STOCK

SharkNinja

Consumer Cyclical Updated August 09, 2026
$185.59
52W $83.12 – $187.63
62/100
$26.25B
37.6
1.17
AI Committee Verdict
Buy
62/100
Conviction: Contested · 80% agreement · 5 analysts
-45.9%
Contested

Is SN Bullish or Bearish?

Bullish. Innellis AI committee rates SharkNinja (SN) Buy with a composite score of 62/100 , based on 5 analysts with 80% agreement. Last updated August 09, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +12.89 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -7.11 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Growth Analyst sees a compelling case — 5 consecutive earnings beats -- consistent execution. Risk Analyst remains cautious — bollinger bandwidth of 30.1% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • 5 consecutive earnings beats -- consistent execution — Growth
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • Price structure making higher highs and higher lows — Technical
  • MACD histogram positive -- bullish momentum — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • RSI at 83 is in overbought territory — Technical
  • Price trading above the upper Bollinger Band -- stretched — Technical
  • Weekly RSI at 86 -- overbought on the larger timeframe too — Technical
  • Bollinger bandwidth of 30.1% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 09, 2026
Overall Committee Score
62/100
Agreement
80%
Analysts
5
Conviction
Contested
Sector Rank
Top 29%
of 124 Consumer Cyclical peers
Growth Analyst bullish
82 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ 5 consecutive earnings beats -- consistent execution
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− RSI at 83 is in overbought territory
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 30.1% signals elevated volatility
Macro Analyst bullish
70 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
62 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
Open Full Terminal →

Investment Thesis Evolution

Committee score moved marginally from 62.5 to 62.1.

Comparing 2026-08-08 to 2026-08-09 (1 day apart).

Technical Analysis

RSI (14)
83.3
Overbought
MACD Histogram
2.555
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Mixed
Bollinger %B
1.06
Above Upper Band
Price vs Moving Averages
EMA 9
$170.93 Above
EMA 21
$161.12 Above
EMA 50
$147.79 Above
EMA 200
$124.26 Above

Fundamental Analysis

Valuation
34
Growth
84
Profitability
81
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio 37.6×
P/B Ratio 9.22×
PEG Ratio 1.12
Dividend Yield 0.00%
52W High $187.63
52W Low $83.12
Quality & Growth
ROE 2620.8%
ROA 1311.1%
Gross Margin 4874.0%
Operating Margin 1385.7%
Revenue Growth YoY
Debt / Equity 0.32
AI Fundamental Assessment
P/E ratio of 37.6 (rich relative to a 15-40x range); Price-to-book of 9.2x; PEG ratio of 1.1 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 26.2%; Return on assets of 13.1%; Net margin of 10.1%; Gross margin of 48.7%; Current ratio of 2.08 (healthy short-term liquidity); Debt-to-equity of 0.32; Free cash flow per share is positive (4.30); Most recent quarter beat estimates by 10.7%; 5 consecutive earnings beats; EPS growth accelerating (-43.5% -> +15.6% QoQ); Average YoY EPS growth of 29.9%; Analyst estimates falling over recent quarters
Get the Full SN Analysis
Interactive charts · Live committee votes · Trade plan · Paper trading · AI Q&A
Open in Terminal →

Explore SN Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
Weekly Intelligence Brief
Get the committee's top-scored stocks every Sunday.
Free · No spam · Unsubscribe anytime