A household appliance maker made it into Josh Brown's Best Stocks list this month. It is soaring in 2026
(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — I’m walking across Glen Cove Road in Roslyn and a guy yells out to me from his car, “I heard you on CNBC talking about SharkNinja the other day. That’s my family business!” I was trading the stock a couple of years ago and he heard me mention it on the air. It turns out his brother has been running the company since 2007 from its headquarters in Needham, Mass. I was headed to Yogurt & Such so I chatted with him for a bit and then I was on my way. I’ve been keeping tabs on the stock ever since. SN’s origin story goes back to 1994 and lots of stuff has happened along the way — notably an acquisition by a Chinese appliance giant which landed the company a Hong Kong listing and a billionaire shareholder. In 2023, this former parent company spun SharkNinja off onto the NYSE which is where I first discovered the story. I was already on my fourth or fifth Shark vacuum cleaner so I knew the product very well. Since the spin-off, this has been remarkably good stock, with a 90% return in its first year, followed by 15% last year and a 63% rally year to date. In today’s column, Sean will bring you up to speed on the fundamentals and I’ll be back with what I’m looking for in order to get long. Best Stock Spotlight: SharkNinja, Inc. (SN) Sean — Peter Lynch made investing incredibly easy and accessible. A lot of his research was literally buy what you know and use. If a product is in your house and you can’t stop telling people about it, that tends to be a stock worth buying (for the right price). That thesis had been true for a long time and still is for some companies such as Apple . It’s also an idea that has burned a ton of people. Go look at the charts of Nike , Lululemon , Peloton and Disney . These companies have some of the best brands and highest quality products and yet the share prices are in quicksand. SharkNinja happened to pop up on the list on Aug. 5, which was a surprise as it doesn’t fit the AI-buildout narrative that’s fueled this market. But SN has been ripping since its IPO in 2023. Since its public debut, the stock has returned 337%, or 62% annualized. The S & P Retail ETF (XRT) returned 36% and the consumer discretionary sector (XLY) returned 40%. Pretty good for a consumer products company. The company has two brands. Shark handles cleaning and beauty – vacuums, hair tools skincare devices. Ninja handles the kitchen – blenders, air fryers, the CREAMi ice cream maker (which has gone very viral) and the Crispi. CEO Mark Barrocas doesn’t call it an appliance company, he said SharkNinja is “a consumer problem-solving company.” SN is a total throwback – this company sells products in 41 different categories. Ninja just launched the Luxe Café in July 2024, a roughly $500 machine that does espresso, drip, and cold brew in one box with a built-in grinder and scale. This quarter they went further upmarket with the Ninja AutoBarista, a fully automatic machine at $949, and they launched an espresso business in Spain and Italy. Cooking and Beverage net sales grew 36.5% to $499 million in Q2, the category’s best growth in at least two years, and when an analyst asked what drove it, Barrocas named espresso and coffee first. The financials have compounded about as cleanly as you’ll find for a goods manufacturer. Revenue went from $4.25 billion in FY2023 to $5.53 billion in FY2024 to $6.40 billion in FY2025. Operating income went from $374 million to $920 million over the same stretch, taking operating margin from roughly 9% to 14% and diluted EPS went from $1.20 to $4.94. Q2 was the fastest quarter of top-line growth since 2024. Net sales grew 22.2% to $1.77 billion, the 13th consecutive quarter of double-digit growth. International was a major growth engine at 36.6% versus 15.5% domestic, with the UK up 18.7%. All major categories grew and the stock finished up 8% in response to the report. At $182 the stock trades around 28x the midpoint of this year’s adjusted EPS guidance against 22%–24% adjusted EPS growth. The sell side has jumped in the boat too, with post-earnings targets landing between $200 and $219 at Goldman, JPMorgan, Piper, TD Cowen, Guggenheim, Canaccord, and UBS. Management says the addressable market they participate in is at $125–$130 billion against $6.4 billion of trailing revenue, and that SharkNinja is still less than 10% penetrated on a category basis across Europe, so there’s room to grow. It’s nice to see a consumer brand pop up on the screen for once. SN is operating at a high level, this one will be fun to follow as fundamentals and price continue to compound. Risk management Josh — We’re not pulling the trigger just yet. We have a stock that has just made a huge run on improving fundamentals and is now being discovered by new shareholders. That’s good. But price became extended, and we want to give it a beat. SN has built a base that is worth respecting. Buyers came in twice at $100 this spring and summer, establishing that level as the major support, and from the second test the stock launched and did not look back, climbing through $125, $150, and into new high territory near $181. The breakout level off that base is $150, with the rising 50-day just above it at $155. Relative strength (RSI) is 64 and fading. Momentum has cooled after a strong run, which is not a reason to panic but is a reason to be patient. We want to watch SN for another week before putting capital to work. The stock needs to show us one of two things: either it consolidates quietly near the highs and holds this ground, or it pulls back and tests the 50-day around $155. Either outcome gives you a cleaner entry than buying into cooling momentum at new highs. There is no rush, but this stock has earned a spot on your monitor. DISCLOSURES: (None) All opinions expressed by the CNBC Pro contributors are solely their opinions and do not reflect the opinions of CNBC, or its parent company or affiliates, and may have been previously disseminated by them on television, radio, internet or another medium. THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSTITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE CONTENT IS GENERAL IN NATURE AND DOES NOT REFLECT ANY INDIVIDUAL’S UNIQUE PERSONAL CIRCUMSTANCES. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES. 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