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JAKKS Pacific

JAKK · NASDAQ

$29.20+$0.83 (+2.93%)TodayMarket closed ·
Prev close $28.37

JAKK analyst rating

BuyConsensus of 1 analyst over the last 12 months. 100% rate it a buy.
  • Strong buy0
  • Buy1
  • Hold0
  • Underperform0
  • Sell0

12-month price target · 4 analysts

Average $29.07 (−0.4% downside)

Low
$27.27
Now
$29.20
High
$31.50

Upgrades and downgrades

The latest rating actions, newest first

JAKK analyst upgrades, downgrades and rating actions
FirmDateActionRating
Small Cap Consumer ResearchMay 1, 2026MaintainsBuy
Small Cap Consumer ResearchApr 23, 2026MaintainsBuy
Small Cap Consumer ResearchMar 16, 2026MaintainsBuy
Small Cap Consumer ResearchFeb 20, 2026MaintainsBuy
Small Cap Consumer ResearchJan 6, 2026MaintainsBuy
Small Cap Consumer ResearchDec 16, 2025MaintainsBuy
Small Cap Consumer ResearchOct 31, 2025MaintainsBuy
Small Cap Consumer ResearchOct 23, 2025MaintainsBuy

The case for and against

Updated Oct 14, 2026

Bull case

Jakks Pacific is positioned favorably because 1Q26 showed that even with a 5.8% sales decline to $106.7 million and a 16.1% drop in U.S. revenue, the company still beat consensus on revenue, gross margin, EBITDA, and EPS through disciplined cost control and inventory management. International remained the growth engine, rising 31.8% and contributing 30.0% of sales, while the balance sheet stayed strong with $5.59 in cash per share, no debt, and tangible equity of $18.09 per share. The outlook is further supported by expected domestic normalization in 2026, the anime/manga initiative’s higher-margin potential beginning in 2027, and raised 2026 and 2027 EPS estimates of $3.59 and $3.83.

Bear case

Jakks Pacific is viewed negatively because its business is exposed to a concentrated set of structural risks, including competition from larger players, reliance on licensing agreements, and a supply chain heavily focused on Asia. Approximately 60% of sales come from three buyers, while owned brands represent only a small piece of the business, leaving revenue and bargaining power vulnerable. The company also faces exaggerated comparisons in 1Q and material tariff-driven shifts in 2025 that pressured the core FOB model in the domestic arena, reinforcing uncertainty around future earnings quality.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.