SharkNinja(SN)

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UFC® and Smith+Nephew announce multi-year extension of partnership
Globenewswire· 2025-10-22 23:30
Smith+Nephew to continue as UFC’s Preferred Sports Medicine Technology Partner Smith+Nephew (LSE:SN, NYSE:SNN), the global medical technology company, and UFC the world’s premier mixed martial arts organization, have announced a multi-year extension of their landmark worldwide marketing partnership forged in 2024. Under the renewal, Smith+Nephew will continue as UFC’s Preferred Sports Medicine Technology Partner, a designation it received as UFC’s inaugural partner in that category, to activate its brand a ...
Can the SharkNinja Rally Continue? Analysts Think So
MarketBeat· 2025-10-22 22:15
核心观点 - 文章认为SharkNinja公司是面向2025年底及未来的可选消费领域投资标的 在宏观经济改善 公司业绩超预期和技术面转强等多因素驱动下 公司可能迎来持续上涨 [1][13] 宏观经济环境 - 高盛对零售行业持乐观看法 其理由支持了SharkNinja的积极前景 降低的通胀预期和预期的美联储降息通常能提振消费者信心和支出 [2] - 美国零售销售额在过去一个季度平均每月增长06% 这表明消费者韧性正在恢复 这对于服务于房主和家电购买者的SharkNinja公司有益 [3] 房地产与住房装修敞口 - SharkNinja的目标客户包括新房主和现有房主 这意味着这家家电公司对房地产周期有显著敞口 这既是挑战也带来了巨大的风险回报比 [4] - 一方面 美国建筑许可数量处于2020年以来的最低水平 表明新房需求及相关家电支出下降 这可能是公司股价仅为其52周高点的73%的原因 [5] - 但如果抵押贷款利率下降(美联储降息的可能结果)且建筑许可数量恢复 新房的装修可能带来显著提振 这可能在未来几个季度转化为SharkNinja更高的销量 [5] 技术面与市场情绪 - SharkNinja股价在最近一周内上涨53% 这种势头可能并非偶然 市场正在发出潜在的看涨信号 特别是过去一个月空头净额减少了49% [6][7] - 空头退缩的原因可能在于下行风险减小 在当前折价水平 随着行业复苏且公司业绩已超预期 风险回报状况已决定性地转向有利于多头的一方 [8] 公司财务业绩 - 在2025年第二季度财报中 SharkNinja每股收益为097美元 显著高于市场预期的078美元 超出预期24% 这表明公司在降息和零售业全面复苏的实际效果显现前已能超越预期 [9] - 市场对2025年第三季度的共识每股收益预期为142美元 较最近一个季度跃升超过46% [10] 分析师预测与估值 - 华尔街分析师设定的共识目标价为127美元 意味着较当前水平有36%的上涨空间 [11] - SharkNinja目前的市盈率为255倍 较零售行业平均189倍存在适度溢价 这种差异意味着市场预期增长但尚未完全定价其上行潜力 [11] - 即使存在溢价 公司当前估值仍远低于其22倍的长期平均市盈率 随着每股收益增长叠加市盈率扩张 可能推动持续上涨 为投资者带来盈利增长和估值提升的双重好处 [12] 投资主题总结 - SharkNinja正从一段不合理的弱势中复苏 其股价受挫更多是由于被归类为可选消费股而非公司特定问题 这是典型的估值误判 [13] - 随着盈利势头加速 投资者情绪转向以及宏观力量转向有利 公司为中长期投资者提供了一个引人注目的投资机会 [13]
What Does Wall Street Think About SharkNinja (SN)?
Yahoo Finance· 2025-10-16 20:21
公司股价与评级 - 摩根大通将SharkNinja公司目标价从142美元下调至136美元 但维持超配评级 [1] - 摩根大通认为该公司股价有超过50%的上涨空间 [1] - 美国银行证券分析师给予公司买入评级 目标价为140美元 基于其战略举措和强劲增长潜力 [3] 公司财务表现与展望 - 由于零售商采取谨慎库存策略以及亚马逊会员日提前 公司第三季度销售增长趋势可能降至低双位数 [2] - 摩根大通将公司第三季度销售增长预期从之前的13.5%下调至11.1% [3] - 摩根大通持续认为公司为假日季做好了充分准备 [3] 公司业务概况 - SharkNinja是一家全球性技术和产品设计公司 产品组合涵盖31个家居子类别 [4] - 公司产品覆盖清洁、食品处理、烹饪、家居环境等多个类别 [4] - 公司通过Shark和Ninja两大品牌组合运营 Shark品牌提供机器人及手持吸尘器、蒸汽拖把等清洁产品 Ninja品牌提供咖啡机、空气炸锅、炊具等饮品和烹饪电器 [4][5]
Is SharkNinja Inc. (SN) One of the Most Promising Stocks Under $100?
Yahoo Finance· 2025-10-13 21:28
SharkNinja Inc. (NYSE:SN) is one of the most promising stocks under $100. On September 30, JPMorgan lowered the firm’s price target on SharkNinja to $136 from $142, while keeping an Overweight rating on the shares. JPMorgan expects the company’s sales growth in Q3 to be 11.1%, down from 13.5% previously, as the firm believes that the company is well-positioned for the holiday season. In Q2, SharkNinja reported net sales growth of 15.7% year-over-year to $1.4 billion and a robust 33% increase in adjusted ...
SharkNinja Inc. (SN) Announces Collaboration with Kevin Hart
Yahoo Finance· 2025-10-12 20:41
Third Point Management holds $118,788,000 worth of SharkNinja Inc. (NYSE:SN) shares, representing 1.56% of its portfolio. The stock is included in our list of Billionaire Dan Loeb’s 10 Stocks with Huge Upside Potential. SharkNinja Inc. (SN) Announces Collaboration with Kevin Hart On October 6, 2025, SharkNinja Inc. (NYSE:SN) announced its collaboration with Kevin Hart, a comedian and actor, appointing him as the new global brand ambassador. With this, Kevin Hart joins David Beckham in a multi-year market ...
Smith+Nephew announces new category I CPT® code for its CARTIHEAL™ AGILI-C™ Cartilage Repair Implant
Globenewswire· 2025-10-10 00:30
Smith+Nephew (LSE:SN, NYSE:SNN), the global medical technology company, today announces that the American Medical Association (AMA) CPT Editorial Panel has established a Category I Current Procedural Terminology (CPT) code for procedures involving its CARTIHEAL AGILI-C Cartilage Repair Implant, effective January 1, 2027. The new CPT code recognizes the clinical significance and growing adoption of the CARTIHEAL Implant, a single-stage, off-the-shelf solution for treating cartilage and osteochondral defects ...
2 Mid-Cap Growth Stocks Dan Loeb Bought Up Last Quarter
247Wallst· 2025-10-07 22:51
SharkNinja (NYSE:SN) and Primo Brands (NYSE:PRMB) are two stocks Dan Loeb of Third Point, who is one of my favorite professional money managers to follow closely, recently purchased. ...
SharkNinja Is Flashing a Buy Signal the Market Is Ignoring
MarketBeat· 2025-10-07 22:25
股价表现与基本面背离 - 公司股价在过去一个月下跌近20% [1] - 股价下跌与强劲基本面形成鲜明对比 公司第二季度财务报告显示业务表现优异 [2][3] - 股价下跌归因于市场对消费类股票的整体抛售 而非公司自身执行问题 [3][5] 第二季度强劲财务业绩 - 净销售额同比增长15.7% 达到14.4亿美元 超出预期6000万美元 [4] - 每股收益为0.97美元 大幅超过分析师一致预期的0.78美元 [4] - 管理层将2025年全年净销售额增长指引上调至13%-15% [3] 创新驱动增长战略 - 公司拥有超过5200项已授权专利 每年推出约25款新产品 [6] - 近期成功推出新产品线 包括进入户外生活品类的Ninja Fireside360和巩固家居护理主导地位的Shark StainForce无线清洁器 [7] - 战略性进入高利润的美容科技行业 推出Shark Glam多功能造型器和FacialPro Glow设备 以建立新的增长垂直领域 [7] 国际扩张潜力 - 2025年第二季度国际净销售额增长加速至20%以上 [9] - 公司处于全球扩张的早期阶段 长期目标是将国际市场的销售额占比提升至总销售额的50% [8][9] - 在法国和德国等关键市场采用经过验证的可扩展策略 先推出核心产品线 再逐步引入更多产品 [9] 分析师观点与估值 - 覆盖该公司的九位华尔街分析师给予买入评级 平均12个月目标价为130.71美元 [10][11] - 目标价范围从101.00美元的低点到175.00美元的高点 即使最保守的目标价也显示当前股价有上行空间 [11][12] - 公司远期市盈率约为21倍 对于实现两位数增长且股本回报率达28.78%的公司而言 估值合理 [13] 稳健的财务状况 - 公司资产负债表强劲 债务与权益比率低至0.32 为持续投资创新和增长提供了财务灵活性 [14]
SharkNinja, Inc. (SN) Stock Declines While Market Improves: Some Information for Investors
ZACKS· 2025-10-07 06:51
SharkNinja, Inc. (SN) closed at $94.35 in the latest trading session, marking a -3.81% move from the prior day. The stock's change was less than the S&P 500's daily gain of 0.37%. Elsewhere, the Dow saw a downswing of 0.14%, while the tech-heavy Nasdaq appreciated by 0.71%. Heading into today, shares of the company had lost 16.29% over the past month, lagging the Retail-Wholesale sector's gain of 0.38% and the S&P 500's gain of 4.26%.Investors will be eagerly watching for the performance of SharkNinja, Inc. ...
Smith+Nephew announce latest scientific data supporting new ALLEVYN™ COMPLETE CARE 5-Layer Foam Dressing for pressure injury prevention
Globenewswire· 2025-10-03 23:53
Smith+Nephew (NYSE:SNN; LSE:SN), the global medical technology business, is pleased to announce exciting new data from Professor Amit Gefen and his research group published in the International Wound Journal,1 demonstrating the pressure injury prevention mechanism of action of ALLEVYN COMPLETE CARE Foam Dressing and its ability to absorb and dissipate friction and shear forces. Pressure injuries are localized damage to the skin or underlying tissue, resulting from prolonged exposure to pressure in combinati ...