2 Soaring Stocks to Hold for the Next 7 Years

SharkNinja shares rose 315% and eBay shares 149% over the past three years, versus an 83% gain for the S&P 500, as of Oct. 6. SharkNinja reported 22% year-over-year Q2 2026 revenue growth and 29% growth in adjusted earnings; eBay reported 14% constant-currency revenue growth and 26% growth in Q2 GMV across focused categories. The article sees further upside based on market-share gains and category growth, while citing expected annualized earnings growth of about 14% for SharkNinja and 12% for eBay; these are investment opinions, not company guidance.

Analysis

The key distinction is business model, not headline growth: eBay can add marketplace volume without carrying the goods, while SharkNinja must convert demand into sourced, shipped products. That makes eBay the cleaner exposure if consumer demand softens, but its advantage depends on retaining buyer trust in categories where counterfeit risk, disputes, and authentication costs can rise with activity. A slowdown in focused-category GMV or rising service costs would undermine the operating-leverage case.

For SharkNinja, reported supply constraints are a two-sided signal—not proof of latent profit. Unfilled orders are lost revenue, and rapid sell-through only helps margins if replenishment is timely and does not require costly freight, discounting, or excess working capital. Holiday availability and sell-through are the near-term test; over 6–18 months, product refresh success, repeat demand, and sourcing economics matter more than addressable-market estimates. Established appliance brands can respond with promotions, squeezing the economics of share gains.

Both stocks have enjoyed substantial rerating, so strong execution may already be partly reflected in prices near highs. Prefer relative exposure to eBay over an outright bet on SharkNinja: eBay has less inventory and supply-chain sensitivity, while SharkNinja’s growth offers upside but leaves greater execution risk. This preference reverses if eBay’s focused-category momentum fades or SharkNinja demonstrates that supply is catching up without margin deterioration.

Key Decisions for Investors

• Relative-value idea: consider a beta-adjusted long EBAY / short SN position, sized modestly and entered on weakness rather than chasing highs. Reassess after the next earnings reports; the thesis is lower supply-chain sensitivity at eBay, not a claim that SharkNinja’s growth is over.
• For SN, treat holiday availability as a catalyst and monitor order fulfillment, sell-through, inventory, and gross-margin commentary. Do not interpret unmet demand alone as a buy signal; evidence that supply is normalizing without higher fulfillment costs would weaken the short leg of the pair.
• For EBAY, track focused-category GMV against revenue growth and any indications that authentication, returns, or dispute costs are absorbing incremental volume. A sustained deceleration in those categories or weaker monetization would falsify the long preference.
• The main downside triggers are a discretionary-spending slowdown, promotional escalation by appliance competitors, or sourcing/freight disruption for SN. If both companies maintain execution and the pair’s relative performance does not improve over the next one to two earnings cycles, close the relative-value position rather than treating the long-term narrative as a catalyst.