JAKKS Pacific (JAKK) Stock Forecast & Price Target

Jakks Pacific Inc has demonstrated a robust growth trajectory with a notable 35% year-over-year increase in international revenue during the first half of 2025, now representing 19% of total revenue, highlighting the success of its global expansion strategy. The company also reported a significant improvement in cash per share, rising to $2.43, coupled with a strong tangible book value per share of $19.33, indicating a healthy financial position with no debt. Furthermore, the positive outlook is supported by anticipated retail activity ahead of major movie launches, suggesting potential for increased sales and returns on capital as the impact of tariffs lessens.

Jakks Pacific Inc. reported a significant decline in its third-quarter performance, with an earnings per share (EPS) of $1.80, which represented a $0.67 miss relative to market expectations and a steep decrease from the prior year's EPS of $4.79. The company's revenue fell by 34% year-over-year to $211.2 million, largely due to tariffs, order push-outs, and a strategic shift that failed to effectively bolster international sales, which declined by 14.5%. The EBITDA also suffered, down 51% year-over-year to $36.5 million, indicating ineffective management of operating leverage despite efforts to reduce costs, further amplifying concerns about the company's ability to sustain profitability amidst ongoing market disruptions.