SN
SharkNinja, Inc.Consumer Cyclical · $25.4B market cap
Verdict
Share price
$182.57
close of Oct 3, 2026
Fair value
$97.63
Sticker Price
Payback Price
$39.05
buy price
SN is Overpriced: at $182.57 it trades 87% above its fair value of $97.63. Its buy price (Payback Price) is $39.05, 79% below today's price. Business quality is strong: all 5 key numbers clear the 10% bar.
How we valued it
Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.
Business quality
5 of 5 clear the 10% bar. What are the Big Five?
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5 of the investors we track hold SN. In Q2 2026, 1 added, 1 trimmed and 1 sold out. Who we track
Abrams Bison Investments
Abrams Bison Investments · as of Q2 2026
$218.7M
1,436,000 shares
Mason Hawkins
Southeastern Asset Management · as of Q2 2026
$9.6M
63,234 shares
First Eagle Investment Management
First Eagle Investment Management · as of Q2 2026
$1.2M
8,155 shares
Bill Miller
Miller Value Partners · as of Q2 2026
$903K
5,932 shares
Polen Capital Management
Polen Capital Management · as of Q2 2026
$631K
4,146 shares
Insider activity
Since Jun 18, 2026: no open-market purchases, 15 sales worth $577.0M and 19 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Shah Neil B.
Chief Commercial Officer · 2026-08-26
Sold
$7.3M
Shah Neil B.
Chief Commercial Officer · 2026-08-26
Sold
$2.0M
Feld Peter
director · 2026-08-20
Sold
$900K
Shah Neil B.
Chief Commercial Officer · 2026-08-10
Sold
$271K
Shah Neil B.
Chief Commercial Officer · 2026-08-10
Sold
$29K
Show all 15 salesShow fewer
Shah Neil B.
Chief Commercial Officer · 2026-08-10
Sold
$3.5M
Shah Neil B.
Chief Commercial Officer · 2026-08-07
Sold
$1.3M
Shah Neil B.
Chief Commercial Officer · 2026-08-07
Sold
$4.2M
Quigley Adam
Chief Financial Officer · 2026-08-07
Sold
$322K
Barrocas Mark
Chief Executive Officer · 2026-08-06
Sold
$46.3M
Barrocas Mark
Chief Executive Officer · 2026-08-05
Sold
$42.5M
Barrocas Mark
Chief Executive Officer · 2026-07-17
Sold
$38.8M
Wang Xuning
director · 2026-07-10
Sold
$401.2M
Barrocas Mark
Chief Executive Officer · 2026-06-25
Sold
$14.5M
Barrocas Mark
Chief Executive Officer · 2026-06-18
Sold
$14.0M
Other filings
Barrocas Mark
Chief Executive Officer · 2026-08-07
Tax withholding
$14.6M
Barrocas Mark
Chief Executive Officer · 2026-08-07
Option exercise
200,000 shares
Shah Neil B.
Chief Commercial Officer · 2026-08-07
Tax withholding
$3.6M
Shah Neil B.
Chief Commercial Officer · 2026-08-07
Option exercise
40,000 shares
Quigley Adam
Chief Financial Officer · 2026-07-31
Award
$11K
Show all 19 other filingsShow fewer
Wang Barney Tianhao
director · 2026-07-30
Award
861 shares
Feld Peter
director · 2026-06-18
Award
1,338 shares
Feld Peter
director · 2026-06-18
Option exercise
2,085 shares
Hui Chi Kin Max
director · 2026-06-18
Award
1,338 shares
Hui Chi Kin Max
director · 2026-06-18
Option exercise
2,085 shares
Wortendyke Jason
director · 2026-06-18
Option exercise
726 shares
Wortendyke Jason
director · 2026-06-18
Award
1,338 shares
Paul Dennis
director · 2026-06-18
Option exercise
2,085 shares
Barton Kathryn J.
director · 2026-06-18
Award
1,338 shares
Barton Kathryn J.
director · 2026-06-18
Option exercise
2,085 shares
Warner Timothy R.
director · 2026-06-18
Award
1,338 shares
Warner Timothy R.
director · 2026-06-18
Option exercise
2,085 shares
Wang Barney Tianhao
director · 2026-06-18
Award
1,338 shares
Wang Barney Tianhao
director · 2026-06-18
Option exercise
2,085 shares
About SharkNinja, Inc.
SharkNinja, Inc., a product design and technology company, engages in the provision of various solutions for consumers in the United States, China, and internationally. It offers cleaning appliances, including corded and cordless vacuums, such as handheld and robotic vacuums, as well as other floorcare products comprising steam mops, wet/dry cleaning floor products, and carpet extraction; fans, coolers, frozen drink…
Furnishings, Fixtures & Appliances
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works