买方期待更高销售额 SharkNinja四季度业绩引市场热议

投资观察
Feb 11

尽管SharkNinja第四季度每股收益超出预期,但该股在盘前交易中表现疲软。William Blair指出:"我们认为买方机构原本期待该公司在第四季度及2026年业绩指引中能呈现更强劲的销售增长。"分析师Phillip Blee和Olivia Witte在研报中表示,毛利率和盈利超预期成为亮点,"公司已证明其完全有能力抵消关税影响,这使SharkNINJA即便在保守指引下,仍为2026年实现更显著盈利增长奠定基础。"

分析师补充道,该股自11月初以来已累计反弹约40%,随着市场对消费者健康状况的担忧及其股权结构的看空论调逐渐消退,股价持续攀升。目前SharkNinja盘前下跌3%。

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