Editor's Note: Tech legend Jeff Brown — the same man who picked Tesla before it soared 2,150% — says while everyone thinks Elon's empire is crumbling, there's a $25 trillion revolution brewing that could 10X Tesla's past success. Click here to see what he uncovered or read more below...
Dear Reader,
While everyone obsesses over Tesla's car sales plummeting...
Jensen Huang — CEO of Nvidia and arguably the most powerful man in AI — just made a stunning declaration about Tesla's future.
He said Tesla's work on what I call “Manifested AI” could be part of a "multi-trillion-dollar future industry."
Think about that for a second…
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He doesn't throw around trillion-dollar predictions lightly.
And yet…
Nvidia’s CEO is telling everyone exactly what I’ve been saying for years now.
While most people think Tesla is just another electric car company…
The truth is: Tesla is the most valuable AI company in the world.
And right now…
Tesla is about to prove it by shocking the world with their BIGGEST AI breakthrough yet…
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Regards,
Jeff Brown
Founder & CEO, Brownstone Research
Can the SharkNinja Rally Continue? Analysts Think So
Written by Gabriel Osorio-Mazilli. Published 10/22/2025.
Key Points
- SharkNinja is well-positioned for a multi-quarter rally driven by macro tailwinds like Fed rate cuts, rising consumer spending, and housing recovery.
- A 24% earnings beat and bullish analyst forecasts signal strong operational momentum, while short interest declines suggest improving sentiment.
- SharkNinja trades at a P/E premium to the sector, offering upside through both earnings and multiple expansion.
If you're looking for a discretionary consumer play into late 2025 and beyond, SharkNinja Inc. (NYSE: SN) deserves a closer look.
With macro conditions improving—better consumer spending, anticipated interest‑rate cuts, and housing‑related appliance demand—the company could be positioned for sustained upside if execution remains strong.
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Go here now to watch the full broadcast and see how it worksGoldman Sachs recently outlined a bullish view on the retail sector, and the investment bank's rationale supports SharkNinja's potentially favorable setup. Lower inflation expectations and expected Federal Reserve rate cuts tend to boost consumer confidence and spending.
U.S. retail sales rose by an average of 0.6% monthly over the past quarter—a sign that consumer resilience is returning. A resilient consumer helps companies like SharkNinja that cater to homeowners and appliance buyers.
Housing & Remodeling Exposure: A Double‑Edged Sword
SharkNinja's customer base includes new and existing homeowners, so the company is meaningfully exposed to the real estate cycle. That exposure has been a headwind recently and contributes to a pronounced risk‑to‑reward profile for investors.
On the downside, building permits in the U.S. have been at their lowest since 2020, signaling weaker new‑home demand and related appliance spending. That weakness helps explain why SharkNinja is trading at roughly 73% of its 52‑week high.
On the upside, if mortgage rates fall—a likely outcome of Fed rate cuts—and permit activity recovers, furnishing of new homes could provide a meaningful tailwind. For SharkNinja, that would likely translate into higher volumes over the next several quarters.
Technical Sentiment Confirms the Bullish Setup
SharkNinja stock recently rallied 5.3% in one week, and that momentum may be more than a short‑term move. Markets appear to be signaling a potentially bullish turn: short interest fell 4.9% over the past month.
Why are short sellers stepping back? At these discounted levels, downside looks more limited. With the sector set for recovery and SharkNinja already outperforming expectations, the risk‑to‑reward has swung in favor of bulls. The company's most recent earnings further support this view.
Earnings Beat Reinforces Investor Confidence
In its Q2 2025 quarterly earnings report, SharkNinja posted EPS of $0.97, well above the MarketBeat forecast of $0.78 — a 24% beat. That performance shows the company can outpace expectations even before the broader benefits of rate cuts and a retail rebound take hold.
Looking ahead, analysts are increasingly optimistic. The consensus EPS estimate for Q3 2025 is $1.42, a rise of more than 46% from the most recent quarter.
At the same time, Wall Street analysts have set a consensus price target of $127, implying roughly 36% upside from current levels. The market appears to be recognizing the earnings potential, though that upside may not be fully priced in yet.
SharkNinja currently trades at a price‑to‑earnings (P/E) ratio of 25.5x, a modest premium to the retail sector average of 18.9x. That premium indicates the market expects growth, and relative to its long‑term average P/E of 22x, the stock is trading above historical norms. If EPS expands and multiples rise further, investors could see meaningful upside as earnings and valuation converge.
Why the Comeback for SharkNinja Just Might Stick
SharkNinja appears to be emerging from a period of outsized weakness, punished more by its association with other discretionary names than by company‑specific issues—a classic case of mispricing.
With accelerating earnings momentum, improving investor sentiment, and macro forces shifting in its favor, the company offers a compelling setup for medium‑ to long‑term investors.
For investors seeking exposure to a retail rebound with embedded growth potential, SharkNinja looks like a comeback story that may still have room to run.
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