SharkNinja (SN -0.17%) and eBay (EBAY +4.07%) have delivered market-beating gains in a tech-driven bull market. While the S&P 500 (^GSPC -0.47%) has returned 83% over the past three years, SharkNinja has risen 315%, and eBay has risen 149%, as of Oct. 6.
Both consumer goods stocks are trading near new all-time highs, yet their growth and reasonable valuations could fuel further gains for investors. Here's why these growth stocks could be overlooked gems for the next seven years.
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SharkNinja
SharkNinja is the company behind Shark vacuums and the Ninja kitchen brand. It has built a profitable business by stacking additional products around that core. The company's revenue has grown at a compound annual rate of 20% over the past three years, sending the stock soaring.
The stock was trading at $184 as of Oct. 6, sitting close to new all-time highs while trading at a forward price-to-earnings (P/E) multiple of 27. That valuation is supported by continued strong growth, with revenue up 22% year over year in the second quarter of 2026. It's also demonstrating solid cost discipline, with adjusted earnings surging 29% over the year-ago quarter.
NYSE: SN
Key Data Points
The shares nearly doubled over the past year, but this consumer products company still has a long runway. During the Q2 earnings call, CEO Mark Barrocas said SharkNinja has "a durable compounding growth engine with multiple sources of fuel."
The company is going after a $125 billion to $130 billion addressable market, and it's gaining market share. Its 22% revenue growth last quarter is well ahead of the industry, which has historically grown at a low-single-digit annualized rate. SharkNinja's edge is rapid innovation and effective marketing of new products on social media, where it's the largest brand on TikTok Shop across three countries, including the U.S.
Moreover, it appears investors haven't yet seen SharkNinja's full potential. Barrocas said at the September 2026 Goldman Sachs Global Consumer and Retail Conference that the company missed sales opportunities this year due to insufficient supply in its domestic business. This is not a bad problem to have, as it reflects strong demand and helps move inventory more rapidly, which can lift margins.
SharkNinja's high growth in a challenging consumer spending environment suggests The company understands what consumers want and delivers it. Analysts expect the company to deliver around 14% annualized earnings growth in the coming years. With the stock trading at a reasonable forward P/E, it could still generate returns over the next seven years that track its earnings growth. That could translate into at least a double over that time frame.
eBay
eBay has successfully repositioned its business to improve its growth profile in recent years. Revenue growth steadily accelerated over the past year, reaching 14% year over year in the second quarter on a constant-currency basis. Growth is being driven by a push into collectibles, refurbished products, and person-to-person selling.
NASDAQ: EBAY
Key Data Points
eBay's shift toward better-performing categories has fueled excellent returns for investors. At the $105 share price as of Oct. 6, it's not far below its all-time high. Gross merchandise volume across focused categories, including collectibles, grew 26% year over year in Q2.
There are additional opportunities. During the Q2 earnings call, CEO Jamie Iannone said eBay's fashion category is performing well, and there's a significant, underpenetrated opportunity in U.S. consumer-to-consumer fashion. Trading cards also continue to be a growing segment of the collectibles market, with more room for growth.
eBay has built a competitive moat around its enormous marketplace, with billions of listings. At the Goldman Sachs Communacopia and Technology Conference in September 2026, Iannone said 90% of eBay's 2.6 billion listings are what the company terms as "unmatched" products on the internet. That helps differentiate eBay's inventory from other retail stores.
These results show that management has been effective at identifying the categories to prioritize for long-term growth. Continued execution should support the kind of growth that sends the stock higher. The shares trade at 17 times forward earnings, with analysts expecting 12% annualized earnings growth. eBay stock could be somewhat undervalued right now and could climb significantly higher over the next seven years.
