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Update shared on01 Aug 2025

Fair value Increased 6.47%
AnalystConsensusTarget's Fair Value
US$87.83
12.3% undervalued intrinsic discount
01 Aug
US$77.05
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1Y
22.1%
7D
1.4%

The fair value increase for Hasbro is primarily driven by a notable uplift in consensus revenue growth forecasts from 2.8% to 4.6%, outweighing the impact of a higher discount rate, resulting in a higher analyst price target from $82.50 to $87.83.


What's in the News


  • Hasbro reduced its global workforce by 3% (around 150 jobs) amid rising operational costs, including tariffs (The Wall Street Journal, 2025-06-17).
  • The company reported a significant $1,021.9 million goodwill impairment for Q2 2025.
  • Despite restructuring and charges, Hasbro raised its full-year 2025 earnings guidance, now expecting revenues to grow mid-single digits in constant currency (previously guided slightly up).
  • Multiple Hasbro indices drops occurred in late June 2025, with Hasbro being removed from the Russell 1000, 2500, Midcap, and 3000 Growth benchmarks and indices.
  • Hasbro signed multi-year global licensing deals with Galaxy Gaming and Evolution AB to expand the MONOPOLY and other iconic brands into casino table games and online gaming, with new titles launching from 2026.

Valuation Changes


Summary of Valuation Changes for Hasbro

  • The Consensus Analyst Price Target has risen from $82.50 to $87.83.
  • The Consensus Revenue Growth forecasts for Hasbro has significantly risen from 2.8% per annum to 4.6% per annum.
  • The Discount Rate for Hasbro has risen from 6.93% to 7.30%.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.