Update shared on17 Sep 2025
Fair value Increased 0.94%Driven by strong Q2 results, outperformance in Wizards & Digital Gaming, and improved earnings visibility, analysts have modestly raised Hasbro’s consensus price target from $88.33 to $89.17.
Analyst Commentary
- Strong Q2 results and beats across core segments, providing increased near- and long-term earnings visibility.
- Upside potential identified in the Wizards & Digital Gaming segment, with outperformance expected in the back half of the year.
- Anticipated growth from Play to Win initiatives, including new product categories, partnerships, and disciplined cost management to improve profitability.
- Bullish analysts expect further improvements as the company leverages portfolio IP, a flexible supply chain, and benefits from tariff relief and market share gains in the toy business.
- Positive outlook for 2026 and beyond, underpinned by robust demand for Magic: The Gathering, new digital gaming strategies, and better-than-expected overall segment performance.
What's in the News
- Hasbro announced the relocation of its Rhode Island operations to a new Boston headquarters, aiming to accelerate innovation and attract talent, while maintaining a strong presence in Seattle for gaming and digital businesses.
- Hasbro and Disney expanded their collaboration with a new PLAY-DOH collection inspired by Disney Jr.'s "Mickey Mouse Clubhouse," targeting young children for creative development.
- Just Play and Hasbro relaunched iconic toy brands EASY-BAKE and PLAYSKOOL with exclusive, modernized product lines available at Walmart.
- Hasbro entered multi-year licensing agreements for MONOPOLY and other titles: Galaxy Gaming will launch branded casino table games, and Evolution AB will be exclusive partner for online live casino and slot games, with new releases starting in 2026.
- Hasbro was dropped from multiple Russell growth indexes, reported a $1.02 billion goodwill impairment, but raised 2025 revenue guidance to mid-single-digit growth and concluded a major share buyback program.
Valuation Changes
Summary of Valuation Changes for Hasbro
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $88.33 to $89.17.
- The Discount Rate for Hasbro has risen slightly from 7.69% to 7.86%.
- The Future P/E for Hasbro remained effectively unchanged, moving only marginally from 20.25x to 20.54x.
Disclaimer
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