0929 ET - SharkNinja is weaker premarket despite topping 4Q EPS estimates. William Blair says, "We believe the buy-side was looking for slightly higher sales growth in the fourth quarter and in the 2026 guide." Analysts Phillip Blee and Olivia Witte say in a note that the gross margin and the earnings beat are bright spots "where the company has proved capable of more than offsetting the impact of tariffs, which we believe positions SharkNinja well for more meaningful earnings growth in 2026 despite the conservative guide." The analysts add that shares have been on a run, recovering about 40% since early November as concerns about the health of the consumer and the bear narrative around its ownership structure have largely abated. SharkNinja is off 3% premarket. (connor.hart@wsj.com)

(END) Dow Jones Newswires

February 11, 2026 09:29 ET (14:29 GMT)

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