Hasbro, Inc.

(NASDAQ Global Select)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Very Bullish +85

Stocktwits Retail Therapy: Defensive Bets Hold Firm As Hasbro, Kohl’s, Boston Beer Lead Weekly Consumer Gains

Earnings report Guidance raised Share buyback AI-generated analysis

Hasbro Inc. (HAS) emerged as a standout performer in the consumer sector last week, with its stock rising 18% to post its best weekly gain in six years. This surge followed a robust third-quarter report released on October 20, where the company reported revenue of...

Bullish Signals

  • Stock rose 18% last week, extending YTD rally to 43%.
  • Magic: The Gathering revenue topped $600M, driving 15% total growth.
  • Raised 2026 forecast to 7%-9% and doubled buyback target.
  • Achieved four consecutive quarters of double-digit revenue growth.
  • Analysts raised price targets while maintaining 'Buy' ratings.
2
Very Bullish +85

Hasbro and Whirlpool: Two Iconic American Brands Reinventing Themselves Under Pressure

AI-generated analysis

Hasbro (NASDAQ: HAS) reported a crushing Q4 2025 earnings beat, driven by a successful pivot to digital intellectual property and gaming. Revenue surged 31% year-over-year to $1.45 billion, significantly exceeding analyst estimates by over 14%. The primary growth engine is Magic: The Gathering, which saw...

Bullish Signals

  • Revenue hit $1.45B, up 31%, beating estimates by 14%.
  • Magic: The Gathering grew 141% in Q4 and nearly 60% full-year.
  • Wizards of the Coast achieved a 46% operating margin.
  • AI cut prototype time by 80% for better efficiency.
  • Stock rallied 54% on strong reinvention confidence.

Bearish Signals

  • Consumer Products revenue fell 4% in 2025, requiring slate turnaround.
3
Bullish +75

Hasbro sets October 20 results date as Hasbro stock trades below EUR 82.98

Earnings report Guidance raised AI-generated analysis

Hasbro Inc. reported strong second-quarter 2026 financial results, with revenue rising 16.2 percent year over year to USD 1.14 billion. The company's adjusted earnings per share reached USD 1.28, significantly exceeding the consensus estimate of USD 1.17. This performance was driven largely by its gaming...

Bullish Signals

  • Revenue grew 16.2% YoY to USD 1.14B in Q2 2026.

Bearish Signals

  • Consumer Products revenue grew only 5%, lagging gaming.
  • Stock fell 0.87% to EUR 82.26 on Oct 6.
4
Somewhat Bullish +50

Hasbro Q1 Earnings Call: Wizards Fuels Profits

AI-generated analysis

Hasbro reported strong Q1 earnings driven by its Wizards of the Coast segment, which delivered 26% revenue growth to $582 million and a 51.2% operating margin. The company's total net revenue reached $1.0 billion, up 13% year-over-year, while adjusted operating profit climbed 29% to $287...

Bullish Signals

  • Hasbro Q1 net revenue hit $1.0B, up 13%.
  • Adjusted operating profit surged 29% to $287M.
  • Adjusted diluted EPS rose 41% to $1.47.
  • Wizards of the Coast revenue jumped 26% to $582M.
  • MONOPOLY Go generated $41M in Q1 revenue.

Bearish Signals

  • Expected cyber incident costs $20 million in remediation.
  • Cyber delays $40-60M Consumer Products revenue into back half.
  • High oil prices add ~$30M cost headwinds at $100/barrel.
  • Card stock reprint timelines extended to 3-4 months causing tightness.
  • Consumer Products adjusted operating loss hit $41 million.
  • Wizards growth expected to moderate in back half and Q4.
  • Full-year guidance limits revenue growth to only 3-5%.
5
Slightly Bearish -15

Mattel shareholder pushes company to explore sale

AI-generated analysis

Southeastern Asset Management, which owns more than 4% of Mattel's stock and has been an investor for over eight years, is urging the toy giant to explore strategic alternatives including a sale to private equity, Hasbro, or a media business. The investment firm issued this...

Bullish Signals

  • Mattel net sales rose 4% year over year in Q1.
  • Net income swung to $61 million vs a prior loss.
  • CEO Ynon Kreiz notes strong toy industry demand continues.
  • Mattel is evolving into an entertainment and IP company.
  • Southeastern Asset Management holds >4% stock after 8 years.

Bearish Signals

  • Southeastern Asset Management pressures Mattel over its strategic direction.
  • Activists allege CEO compensation delays Barbie acquisition to $30/share.
  • Investors fear losing control due to management patience.
  • Doubts persist on monetizing IP beyond the Barbie franchise.
  • Jefferies analysts say a Hasbro takeover is unlikely despite talks.
  • Mattel operates like a toy manufacturer instead of an IP firm.
  • Public markets may offer lower multiples for content assets.
6
Bullish +65

Hasbro stock gains 1.47 percent as Goldman trims target

Analyst downgrade Earnings report Guidance raised AI-generated analysis

Hasbro Inc. shares rose 1.47% to close at $88.09 on September 25, 2026, following a mixed earnings report and an analyst rating adjustment. The company reported Q2 adjusted EPS of $1.28, beating the consensus estimate of $1.16, while revenue reached $1.14 billion, representing a 16%...

Bullish Signals

  • Q2 adjusted EPS hit $1.28, beating consensus.
  • Revenue rose 16% YoY to $1.14 billion.
  • Raised 2026 revenue growth outlook to 5-7%.
  • Increased EBITDA guidance to $1.45-$1.50 billion.
  • Operating margin outlook raised to 25-26%.

Bearish Signals

  • Entertainment revenue fell 20% YoY to $12.8M.
  • Goldman Sachs cut price target from $117 to $115.
7
Bullish +55

Hasbro (NASDAQ:HAS) Director Elizabeth Hamren Sells 989 Shares of Stock

AI-generated analysis

Hasbro, Inc. (NASDAQ:HAS) Director Elizabeth Hamren sold 989 shares of the company's stock on Tuesday, August 4th, at an average price of $90.42 per share. The transaction, valued at approximately $89,425, resulted in a 7.69% decrease in her direct ownership, leaving her with 11,871 shares...

Bullish Signals

  • EPS beat estimates at $1.28 vs $1.16 consensus.

Bearish Signals

  • Zacks cut rating from strong-buy to hold.
  • Wells Fargo lowered price target to $85.
  • BNP Paribas reduced target price to $114.
8
Somewhat Bullish +50

Hasbro CEO on $600 Star Wars Ultimate Grogu, collectibles, and earnings beat

AI-generated analysis

Hasbro CEO Chris Cocks stated that the company's first quarter results defied expectations regarding consumer spending, driven by parents prioritizing children's gifts despite inflation and high gas prices. The CEO highlighted that toys serve as both a necessity for birthdays and holidays and an accessible...

Bullish Signals

  • Hasbro Q1 sales surged 13% to $1B, beating estimates.
  • EPS jumped 41% to $1.47, surpassing the $1.20 target.
  • Company reiterated 2026 guidance with 3-5% sales growth.
  • Wizards of the Coast segment margins rose to 51.2%.
  • $600 Star Wars Grogu collectible sold out in 20 mins.

Bearish Signals

  • Shares fell 8% despite beating estimates.
  • Cautious outlook due to demand uncertainty.
  • Magic: The Gathering growth expected to normalize.
  • Consumer Products margins worsened to -10.2%.
9
Neutral +10

Hasbro Breach Exposes SSNs of 436 Massachusetts Workers [2026]

Class action Data breach AI-generated analysis

Hasbro confirmed that hackers accessed the personal and financial information of 436 Massachusetts employees, exposing Social Security numbers, financial account details, credit card numbers, and driver's license data. This disclosure, filed with the Massachusetts Attorney General in August 2026, emerged five months after the company...

Bullish Signals

  • Q3 2026 revenue rose 15% YoY, led by Wizards of the Coast.

Bearish Signals

  • Hackers exposed SSNs of 436 employees.
  • Lawsuit alleges negligence seeking damages.
  • Breach caused $25M Q2 revenue loss.
10
Bullish +55

Hasbro Stock Is Up 50% in 2026. Is Its Dividend Still Safe?

Dividend AI-generated analysis

Hasbro (HAS) shares have risen approximately 50% year-to-date in 2026, trading at $120.25, which has lowered its dividend yield to roughly 2.3%. Despite the stock price appreciation, the company maintains a strong commitment to its $2.80 annual dividend, covering it with only 36% of free...

Bullish Signals

  • Dividend covered with only 36% of free cash flow used.

Bearish Signals

  • Q4 margins drop due to $88M sales pulled forward from Q3.
  • One-time $48M tariff refunds padded Q3 results and will fade.
  • Exodus game amortization in 2027 will weigh on future margins.
  • Equity of $938.2M is thin next to $5.4667B liabilities.
11
Bullish +65

Hasbro Stock Is Up 50% in 2026. Is Its Dividend Still Safe?

Dividend AI-generated analysis

Hasbro (HAS) shares have risen approximately 50% year-to-date, trading near $120.25, which has reduced its dividend yield to roughly 2.3%. The company maintains a strong commitment to its $2.80 annual dividend, covering the payout with significant room to spare using only 36% of free cash...

Bullish Signals

  • Dividend covered by 36% of free cash flow through Sept 2026.
  • Magic: The Gathering generated $616.1M Q3 revenue with 49.2% margin.
  • Management raised Magic growth guidance to mid- to high-single-digits for 2027.
  • Company holds $851M cash for Nov 2026 debt maturity.
  • Consistent quarterly dividend paid since April 2022, dating back to 1999.

Bearish Signals

  • Margins drop as $40M pulled sales and $48M refunds normalize.
  • Equity of $938.2M is thin against $5.4667B liabilities.
12
Slightly Bullish +25

Hasbro: The Rally Into Earnings Is Already Priced - Only the Holiday ...

Company update Earnings report AI-generated analysis

Hasbro's stock price surged approximately 13% in the month leading up to its Q3 earnings report, approaching a new 52-week high near $99. This significant rally has largely priced in anticipated positive results, with Wall Street expecting adjusted earnings of $1.85 per share and revenue...

Bullish Signals

  • High-margin collectibles and gaming drove financial turnaround.

Bearish Signals

  • Stock rallied 13%, pricing in earnings beat.
13
Somewhat Bullish +45

Hasbro Inc. stock dips after analyst target raise highlights upside potential

AI-generated analysis

Hasbro Inc. (HAS) shares closed at $90.31 on September 8, 2026, dipping 2.4% despite analysts maintaining a Moderate Buy consensus with an average price target of $109.43, implying roughly 21% upside potential. The stock currently trades about 21% below the consensus target, reflecting a divergence...

Bullish Signals

  • Q2 FY2026 revenue hit $1.14B with 14.12% margin improvement.

Bearish Signals

  • Zacks Rank 3 (Hold) signals market-aligned performance expectations.
  • Consumer spending volatility and competition pose key risks.
  • Stock dipped more than market, highlighting sentiment sensitivity.
14
Bullish +62

Hasbro (NASDAQ:HAS) Insider Sells $1,862,400.00 in Stock

AI-generated analysis

Hasbro Inc. (NASDAQ: HAS) saw its Chief Financial Officer, Gina Goetter, sell 11,000 shares of company stock on July 28th for a total value of $1,049,840. The transaction represented an 11.10% decrease in her direct ownership, leaving her with 88,104 shares valued at approximately $8.4...

Bullish Signals

  • EPS of $1.28 beat estimates by $0.12.
  • Revenue hit $1.14B, up 16.2% year-over-year.
  • Net margin expanded to 15.97% and ROE reached 141.11%.
  • Institutional investors increased stakes, with Mirae Asset up 11.8%.
  • Analysts rate 'Moderate Buy' with $109.07 price target.

Bearish Signals

  • CFO sold 11,000 shares worth over $1 million.
  • Bank of America lowered price target to $105.
15
Slightly Bearish -15

Bank of America Issues Pessimistic Forecast for Hasbro (NASDAQ:HAS ...

AI-generated analysis

Bank of America has lowered its price target for Hasbro (NASDAQ:HAS) from $115.00 to $105.00, citing a pessimistic forecast despite maintaining a 'buy' rating which implies potential upside. This move follows similar downgrades from other major institutions including Citigroup, Wells Fargo, and Zacks Research, which...

Bullish Signals

  • Beat EPS expectations with $1.47 vs $1.20 consensus.
  • Revenue grew 12.7% YoY to reach $1 billion.
  • Institutional ownership stands strong at 91.83%.
  • Major funds like UT Austin acquired new stakes.

Bearish Signals

  • Bank of America cut target to $105.
  • Citigroup and Wells Fargo lowered targets.
  • Zacks downgraded from strong-buy to hold.
  • Negative net margin of 4.62%.
16
Somewhat Bullish +45

SG Americas Securities LLC Acquires 18,920 Shares of Hasbro, Inc. $HAS - MarketBeat

AI-generated analysis

SG Americas Securities LLC increased its stake in Hasbro, Inc. (NASDAQ: HAS) by 11.0% in the first quarter, purchasing an additional 18,920 shares to bring its total holding to 190,441 shares valued at approximately $17.8 million. Other institutional investors also adjusted their positions, with Park...

Bullish Signals

  • Beat earnings with $1.47 EPS vs $1.20 consensus.
  • Revenue grew 12.7% YoY to reach $1 billion.
  • SG Americas increased stake by 11.0%; Hsbc raised by 11.3%.
  • BNP Paribas bullish on Magic: The Gathering growth.
  • Zacks upgraded from hold to strong-buy rating.
  • JPMorgan raised price target to $125.00, overweight.
  • Launched Hasbro Games Junior Collection for multiple platforms.
  • Secured summary judgment defending Peppa Pig sound recordings.

Bearish Signals

  • Hasbro faces backlash and reputational risk over alleged AI voice-rights contracts involving child actors.
  • Criticism from parents, talent groups, and potential regulatory scrutiny could pressure the brand image of family entertainment properties like Peppa Pig.
  • The controversy is framed as a broader backlash against AI use in entertainment, suggesting a potential longer-running reputational overhang.
17
Bullish +55

Hasbro (HAS) Stock Could Be 25.4% Undervalued After Q1 Earnings Beat - simplywall.st

AI-generated analysis

Hasbro (HAS) shares rose 1.52% following a first-quarter fiscal 2026 earnings beat where revenue and earnings exceeded consensus estimates. Management reaffirmed its full-year outlook, supported by strong performance in the Wizards of the Coast segment and digital gaming divisions. The company's stock has delivered a...

Bullish Signals

  • Q1 fiscal 2026 earnings and revenue beat consensus.
  • 27.62% total shareholder return over the last year.
  • Wizards of the Coast segment grew Magic: The Gathering 23% YoY.
  • MONOPOLY GO! expands market with recurring high-margin revenue.
  • Stock undervalued 25.4% vs $113.53 target price.

Bearish Signals

  • Price-to-sales multiple of 2.5x exceeds industry average of 1x.
  • Earnings face challenges from reliance on few core franchises.
  • Tariff and supply chain risks could disrupt revenue or margins.
18
Somewhat Bullish +45

Hasbro (HAS) Could Be 18% Below Fair Value Following Wizards Leadership ...

Company update AI-generated analysis

Hasbro (HAS) is experiencing significant momentum following the appointment of Dan Ayoub as President of Wizards of the Coast & Hasbro Digital Games, granting him oversight of major franchises like Magic: The Gathering and Dungeons & Dragons. This leadership shift coincides with a recent surge...

Bullish Signals

  • Dan Ayoub appointed President of Wizards of the Coast & Hasbro Digital Games.
  • Stock returned 34.33% in 30 days and 56.72% total over past year.
  • Magic: The Gathering revenue grew over 23% year-over-year.
  • Digital gaming and licensing create recurring high-margin earnings streams.
  • MONOPOLY GO! expands digital entertainment portfolio and market reach.

Bearish Signals

  • Stock trades above fair value estimates at $118.33 vs $112.62.
  • Growth relies on sustaining Magic: The Gathering strength.
19
Bullish +55

Hasbro (HAS) Expands Its Licensing Reach, Is The Stock Still Cheap? - simplywall.st

AI-generated analysis

Hasbro (HAS) is expanding its licensing reach through a new collaboration with Upper Deck, which introduces fresh trading card and game products featuring iconic brands like Transformers, Power Rangers, and G.I. Joe. This partnership specifically ties into the 40th anniversary of The Transformers: The Movie,...

Bullish Signals

  • Hasbro is expanding its licensing reach through a strategic collaboration with Upper Deck, introducing fresh trading card and game products tied to the 40th anniversary of The Transformers: The Movie.
  • The company successfully monetizes its extensive entertainment IP across trading cards, collectibles, and games, utilizing retailer exclusives to engage long-time fans and collectors.
  • Hasbro demonstrates improving momentum with a 1-year total shareholder return of 19.40%, despite recent minor share price fluctuations around the US$93.0 level.
  • Analysts calculate a fair value of $109.93 per share, suggesting the stock is currently undervalued by approximately 15.4% based on projected future revenue growth and profit margins.
  • Rapidly growing cross-platform digital gaming and licensing revenue, exemplified by Wizards of the Coast's Magic: The Gathering (23%+ YoY growth) and MONOPOLY GO!, is expanding Hasbro's addressable market.

Bearish Signals

  • Hasbro faces significant risks due to its heavy reliance on a few heavyweight franchises, which could quickly challenge the current undervaluation narrative if these brands underperform.
  • The company remains exposed to tariffs and supply chain costs, factors that could negatively impact margins and operational efficiency in the near term.
20
Somewhat Bullish +35

Corient Private Wealth LLC Buys 9,744 Shares of Hasbro, Inc. $HAS

AI-generated analysis

Corient Private Wealth LLC significantly increased its stake in Hasbro, Inc. (NASDAQ: HAS) by 70.3% during the fourth quarter, purchasing an additional 9,744 shares to hold a total of 23,610 shares valued at $1.936 million. This move joins several other institutional investors, including the University...

Bullish Signals

  • Corient Private Wealth increased position by 70.3% in Q4.
  • Institutional initiations include University of Texas and CYBER HORNET ETFs.
  • Major banks maintain buy ratings with targets of $115 to $123.
  • Stock offers a 3.3% annualized dividend yield for income support.
  • Analyst consensus is Moderate Buy with average target of $113.14.

Bearish Signals

  • Weiss Ratings downgraded Hasbro to a 'sell (d+)' rating.
  • Negative P/E ratio of -50.87 and dividend payout of -168.67%.
  • Shares trading below 200-day moving average of $90.49.