JAKKS Pacific (JAKK) Stock Forecast & Price Target

Jakks Pacific Inc. has demonstrated a positive trajectory, with net sales rising 3.8% fueled by successful new movie launches, indicating strong consumer interest in their products. The company’s international revenue surged 35% year-over-year in the first half of 2025, now contributing 25.4% to total revenue compared to 19.2% in the previous year, which highlights the effectiveness of their aggressive international expansion strategy. Additionally, the company showcases robust financial health, with cash per share increasing to $2.43, no debt, and a tangible book value per share of $19.33 reflecting a premium over its stock price, suggesting significant underlying value.

Jakks Pacific Inc. reported a substantial decline in its financial performance for the third quarter, with earnings per share (EPS) of $1.80 falling short of expectations by $0.67 and dropping significantly from the previous year's EPS of $4.79. The company's revenue plummeted by 34% year-over-year to $211.2 million, driven by tariff challenges, decreased demand, and order cancellations, which ultimately led to a significant decline in operating leverage despite efforts to cut costs. Additionally, a projected further squeeze on margins due to ongoing tariff implications and the challenges of navigating a shifting domestic toy marketplace contribute to an unpromising outlook for the company's financial health.