Professional
Added to YB: 2025-06-17
Pitch date: 2025-06-04
SN [bullish]
SharkNinja, Inc.
+13.13%
current return
Author Info
Voss Capital is a hedge fund looking for value-oriented special situations. Sign up for the newsletter.
Company Info
SharkNinja, Inc., a product design and technology company, engages in the provision of various solutions for consumers in the United States, China, and internationally.
Market Cap
$13.2B
Pitch Price
$87.50
Price Target
151.00 (+53%)
Dividend
N/A
Sector
Household Durables
Category
growth
Voss Value Fund New Position: SharkNinja, Inc.
SN (new position): Innovation powerhouse creating new product categories w/ viral launches (Ninja Swirl, CREAMi). Secularly growing leader w/ 15yr 20%+ CAGR. 50% gross margins, reducing tariff exposure (90% non-China by Q2'25). 11-13% rev growth & 15-17% EBITDA growth FY25. Intl expansion (France/Germany = $2B). $151 PT (65% upside) at 14x EBITDA.
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