HAS stock sentiment todayHasbro, Inc.
Sentiment verdict
Gossip first, financials second — HOT at 85% confidence.
Last updated · cached analysis, refreshes periodically
HAS
Hasbro, Inc.Hasbro has successfully pivoted from a struggling toy manufacturer to a high-margin gaming and licensing powerhouse led by Wizards of the Coast.
Pick a name and you can add your own 1-, 3- and 6-month price calls — no account needed. The needle above shows where the crowd sits. Calls lock 48 hours after you make them, so every scorecard stays honest.
You'll show up on boards and The Floor under this name. Add an email later to keep your history.
No account needed. You can add an email later to keep your calls.
Already have an account? Sign in
See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
Sign in to go Pro →Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for HAS. Not financial advice.
Price · last 12 months
Gossip
The narrative has shifted from 'dying toy company' to 'digital gaming play.' Wall Street is buzzing about the massive success of Baldur's Gate 3 and Monopoly Go royalties, alongside an aggressive inventory reduction strategy that has cleared the 'bullwhip effect' issues of 2023.
- ·Monopoly Go! licensing revenue windfall
- ·Sustainable growth in Magic: The Gathering digital and physical sales
- ·Operational turnaround under CEO Chris Cocks
- ·Divestment of the volatile eOne film/TV business
Financial
Fundamentals are improving rapidly as the company sheds low-margin toy lines. While top-line revenue shows a decline due to divestitures, EBITDA margins are expanding significantly as digital gaming becomes a larger piece of the pie.
- ·Operating margins expanding toward 20% target
- ·Strong dividend yield (currently ~3%)
- ·Forward P/E around 18-20x, attractive relative to historical growth digital peers
- ·Inventory levels down over 50% year-over-year
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Mixed conviction — no decisive signal from insiders or the holder base.
- ·Insiders sold a net $6.9M on the open market in the last 120 days.
Pro shows every named insider trade in the window (buyer, title, size, price, and whether it was a pre-scheduled 10b5-1 sale) plus the full holder register split into patient capital and fast money.
Unlock with Pro →Source: SEC EDGAR Form 4 + 13F holder register. Option exercises, grants, gifts and tax withholding are excluded — only open-market purchases and sales count. Not financial advice.
Risks
- ·Over-reliance on the Magic: The Gathering brand for operating profit
- ·Weakness in the broader traditional toy market (Consumer Products segment)
- ·High debt-to-EBITDA ratio resulting from the eOne acquisition era
Peer temperature
How direct competitors stack up against HAS right now.
- NEUTRALMATMattel, Inc.
COLDER — lacks the high-margin digital gaming engine of HAS, relying more heavily on cyclical traditional retail toy sales.
See full analysis → - COLDFUNKOFunko, Inc.
COLDER — struggling with severe inventory gluts and a more niche, fad-sensitive product portfolio compared to HAS's evergreen IPs.
See full analysis → - HOTNTDOYNintendo Co., Ltd.
HOTTER — offers a more robust hardware/software ecosystem and higher cash reserves, though currently at the end of a console lifecycle.
See full analysis →
- HAS+1.5%
- MAT+0.5%
- FUNKO—
- NTDOY+19.5%
Analyst price target
Consensus average of 12 analysts · median 110.00
Source: StockAnalysis.com · updated 2026-09-03
AI-generated analysis for informational purposes only. Not financial advice.