JAKKS Pacific (JAKK) Stock Forecast & Price Target

Jakks Pacific Inc. has demonstrated strong financial performance with a 3.8% increase in net sales, driven largely by popular movie launches contributing to its diverse product offerings in the toy and consumer goods market. The company's aggressive focus on international expansion has yielded significant results, with a 35% year-over-year increase in international revenue during the first half of 2025, now constituting 19% of total revenue, reflecting robust growth in key markets like Europe and Latin America. Additionally, the company's strong financial fundamentals are highlighted by a cash per share increase to $2.43, a tangible book value per share of $19.33, and a solid working capital position of $133.8 million, all supporting a positive long-term outlook for the company.

Jakks Pacific Inc. reported a disappointing third-quarter performance, with earnings per share of $1.80 falling significantly short of expectations and down from $4.79 in the previous year, underscoring revenue challenges that overshadowed cost management efforts. The company's revenue plummeted by 34% year-over-year to $211.2 million, primarily due to order cancellations, tariff issues, and a lack of compelling product tie-ins, contributing to a substantial decline in operating leverage. Amidst decreasing sales and ongoing margin pressure expected from tariffs, management anticipates further declines, suggesting a challenging forecast for the company's recovery in the highly competitive toy market.