The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Smith & Nephew PLC's (LSE:SN) new strategic plan and 2028 outlook look ambitious, City analysts said, but have been received with some heavy dashes of scepticism. UBS, which kept its rating on the shares at 'neutral' and set a 1,290p price target versus a last close at 1,265p, said treating the targets with caution is warranted as the company has achieved growth of over 6% only six times in the past 20 years, "and only two times in the past 15 years (one of which was 2021 COVID recovery)".
Smith & Nephew PLC (LSE:SN) has launched a new corporate strategy designed to give stronger returns for shareholders, alongside issuing medium-term financial targets through to 2028, alongside updated guidance for 2025 and a provisional outlook for accelerating growth in 2026. The knee and hip replacement company named the strategy RISE, as it will drive improved financial and operational performance by focusing on four pillars: Reaching more patients, Innovation, Scaling through investment, and efficient Execution.
SharkNinja stock surged 37% since July 2024, outperforming the S&P 500's 21% gain over the same period. SN posted strong Q3 2025 results, with revenue up 14% to $1.63 billion, beating analyst estimates by $30 million. Earnings per share for SN rose 24% to $1.50, surpassing expectations by $0.15, while adjusted EBITDA grew 21%.
SharkNinja, Inc. (SN) Presents at Morgan Stanley Global Consumer & Retail Conference 2025 Transcript
SharkNinja (SN) stands out as a leader in the household appliances market, demonstrating impressive performance despite operating in a mature industry. SN consistently delivers high returns on invested capital, outperforming many of its peers in the sector. The company's established moat and competitive advantages contribute to its sustained market leadership and profitability.
SharkNinja Built a $6 Billion Empire Selling Gizmos Nobody Needs -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: Click Here Visit Click Here for business news & analysis, up-to-the-minute market data, features, profiles and more.
For a business built on orthopaedics and wound care, Smith & Nephew PLC (LSE:SN) has given investors a fair bit of whiplash. Its third-quarter update sent the shares down about 10% after organic revenue growth came in weaker than hoped and, crucially, slowed from the second quarter despite earlier guidance that it would accelerate.
SharkNinja, Inc. ( SN ) Q3 2025 Earnings Call November 6, 2025 8:30 AM EST Company Participants James Lamb - Senior VP of Investor Relations & Treasury Mark Adam Barrocas - President, CEO & Director Adam Quigley - Interim Chief Financial Officer Conference Call Participants Brooke Roach - Goldman Sachs Group, Inc., Research Division Randal Konik - Jefferies LLC, Research Division Rupesh Parikh - Oppenheimer & Co. Inc., Research Division Brian McNamara - Canaccord Genuity Corp., Research Division Steven Forbes - Guggenheim Securities, LLC, Research Division Phillip Blee - William Blair & Company L.L.C., Research Division Andrea Teixeira - JPMorgan Chase & Co, Research Division Presentation Operator Good morning, and thank you all for attending the SharkNinja's Third Quarter 2025 Earnings Call.
While the top- and bottom-line numbers for SharkNinja, Inc. (SN) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Smith & Nephew PLC (LSE:SN) shares were the worst faller on the FTSE 100 on Thursday morning, down 12% after reporting lower revenues than expected Third-quarter revenue growth came in at 5.0%, below consensus expectations of 6.1%, with orthopaedics slower than forecast due to a weaker performance in US knee replacement surgeries, with sport medicine also softer than expected. UBS analysts said: "while guidance was reiterated, we think this will disappoint versus expectations".
SharkNinja, Inc. (SN) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.