
TPB Stock Forecast & Price Target
TPB Analyst Ratings
Bulls say
Turning Point Brands Inc. has demonstrated a 50 basis points increase in in-store market share, reaching 11.2%, which is indicative of improving consumer demand despite overall declines in traditional categories. The company's modern oral nicotine products are expected to capture market share at a faster rate, projected to enhance revenue, margins, and earnings, outpacing legacy segments by 2028, and ultimately positioning it as the highest revenue contributor by 2030. Additionally, the moist snuff tobacco segment has shown 6% year-over-year growth and increasing gains from a transitioning customer base, solidifying its strategic position in the discount category and contributing to a higher revenue mix.
Bears say
Turning Point Brands Inc faces challenges that could negatively impact its financial performance, including market share erosion in the Stoker's moist snuff tobacco segment and a decline in smokeable cannabis products, which may lead to reduced revenue and earnings. The company is projected to experience a significant decline in gross margins, with estimates suggesting a contraction of nearly 200 basis points for its Zig-Zag products and an 80 basis point decline for Stoker's products. Additionally, the projected EBITDA for 2025 of approximately $110 million is slightly below the midpoint of current guidance, compounded by increased tariff risks, indicating potential hurdles in achieving growth expectations.
This aggregate rating is based on analysts' research of Turning Point Brands and is not a guaranteed prediction by Public.com or investment advice.
TPB Analyst Forecast & Price Prediction
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