HAS Hasbro, Inc. Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
18:40
Aug 27
Aug 27
Moody's has changed Hasbro's outlook to positive and affirmed its Baa2 ratings.
18:44
Jul 28
Jul 28
AI copyright will enrich IP holders.
Companies with core canonical and Lindy intellectual property (IP) will benefit as AI models increasingly rely on copyrighted material. Legal settlements and regulation will force AI firms to pay IP holders, creating a new revenue stream for owners of popular franchises.
MED
16:35
Jul 26
Jul 26
The author summarizes declining toy sales trends and links to a bullish thesis on Hasbro's.
The author summarizes declining toy sales trends and links to a bullish thesis on Hasbro's pivot to magic, but does not state a personal position or forward call.
16:35
Jul 26
Jul 26
The tweet suggests the toy industry's future lies in magic and experiences.
The tweet suggests the toy industry's future lies in magic and experiences, but lacks an explicit position or forward call on Hasbro.
02:29
Jul 26
Jul 26
Hasbro benefits from adult play trend
The trend of adult play and collectible building/display, like the new Hasbro Blooms line, is powering the entire play industry and is a lasting consumer shift that can drive growth for Hasbro.
LOW
01:08
Jul 22
Jul 22
Reports Hasbro raising outlook on consumer demand for trading cards and toys.
Reports Hasbro raising outlook on consumer demand for trading cards and toys; no directional view.
MED
21:54
Jul 21
Jul 21
Hasbro's Q2 results and raised guidance are reported as a research summary without an explicit.
Hasbro's Q2 results and raised guidance are reported as a research summary without an explicit author position or forward call.
18:13
Jul 21
Jul 21
Hasbro's Magic and licensing drive growth.
Hasbro is driving growth through its Magic: The Gathering franchise, which topped $500 million in quarterly revenue for the first time, and a very profitable licensing business generating $700-750 million in revenue with over 60% operating profit. Consumer demand is broadening across price points and demographics, and the company raised its full-year outlook.
HIGH
18:13
Jul 21
Jul 21
Hasbro's diversified growth supports raised guidance.
Hasbro has a multi-leg growth and profit story with Magic: The Gathering as a huge power brand, a highly profitable licensing business (third largest in entertainment), and a diversified toy business. The company is refocusing on trading card and role-playing games where it can be best in the world. Consumer spending is showing broadening strength across price points and demographics, and the toy industry is up over 3%. This diversification and momentum underpin the raised full-year outlook and mid-term guidance for 2027 and beyond.
HIGH
14:30
Jul 21
Jul 21
Hasbro reported second-quarter revenue that beat analysts' expectations and raised its.
Hasbro reported second-quarter revenue that beat analysts' expectations and raised its full-year outlook based on the strength of its Magic: The Gathering card game business.
13:35
Jul 21
Jul 21
Hasbro reported strong Q2 2026 results with 16% revenue growth and raised full-year guidance.
Hasbro reported strong Q2 2026 results with 16% revenue growth and raised full-year guidance driven by Magic: The Gathering performance.
11:27
Jul 21
Jul 21
US pre-market movers show gains for TSM, NBIS, CCK, HAS, GM.
US pre-market movers show gains for TSM, NBIS, CCK, HAS, GM, and MMM on positive news while DHR falls on a reduced revenue growth outlook.
10:52
Jul 21
Jul 21
Hasbro reported Q2 2026 earnings with net revenue and adjusted EBITDA beating estimates.
Hasbro reported Q2 2026 earnings with net revenue and adjusted EBITDA beating estimates while raising its full-year adjusted EBITDA and operating margin outlook.
10:40
Jul 21
Jul 21
Hasbro reports Q2 2026 earnings with revenue and EBITDA beating estimates and raises its.
Hasbro reports Q2 2026 earnings with revenue and EBITDA beating estimates and raises its full-year financial outlook.
08:30
Jul 21
Jul 21
Raised full‑year outlook reflects broad‑based momentum in Magic, improving toy trends, and cost discipline; management expresses confidence despite macro headwinds.
HIGH
23:25
Jun 29
Jun 29
Buy kid-familiar consumer brands for children.
Buying a few shares of name-brand companies that children know and interact with—like Mattel, Hasbro, Disney, General Mills, Kimberly-Clark, McDonald's, and Chipotle—can teach them about investing and often results in long-term winners.
MED
17:07
May 20
May 20
Hasbro down day is buying opportunity.
Hasbro's down day is a buying opportunity because the company is a collectors, gaming and IP business with strong structural growth (13% in Q1) and manageable petroleum cost exposure ($30M headwind on $1.4B+ EBIT). The underlying business in Magic: The Gathering, digital licensing, and Monopoly Go is performing well.
HIGH
15:13
May 20
May 20
Buy Hasbro after selloff as opportunity.
Hasbro's exposure to petroleum is relatively light; the business is primarily games (paper, domestically sourced) and licensing/digital. A $10/barrel oil increase creates only a $30 million cost headwind against $1.4-1.45 billion in EBITDA, making it manageable within a diversified operations.
HIGH
08:30
May 20
May 20
Record Magic launches, strong POS in CP, and reiterated full-year guidance (including cautious provisions for cyber and oil) reflect confidence in sustained demand and cost discipline.
HIGH
06:16
Apr 27
Apr 27
Author pivots from crypto to photonics stocks but quotes his own past bullish thesis.
Author pivots from crypto to photonics stocks but quotes his own past bullish thesis on TCG-related stocks like Hasbro and Konami without a current directional call.
HIGH
14:48
Mar 12
Mar 12
The toy industry is a growth industry... It grew strongly last year at over 6%... parents will always prioritize spending money on their children. The CEO's assertion that the broader toy industry is structurally resilient and growing implies a sector-wide tailwind. If parental spending on toys is highly inelastic during economic tightening, competitors with strong legacy IP and established retail shelf-space presence will also benefit from this defensive consumer behavior. WATCH HAS and JAKK as secondary plays on the broader resilience of the toy and family entertainment sector. These competitors may lack the specific supply chain advantages or the exact brand momentum (like Barbie and Hot Wheels) that Mattel currently enjoys, leaving them more exposed to input cost inflation or inventory gluts.
11:23
Mar 12
Mar 12
The author is losing conviction in the long-term value of the Magic: The Gathering IP.
The author is losing conviction in the long-term value of the Magic: The Gathering IP, believing parent company Hasbro's strategy to attract new players will alienate the core base and devalue the high-end collectibles that underpin the brand's value.
HIGH
09:01
Mar 04
Mar 04
The CEO highlights that they are in the "crosshairs of the nostalgia economy" and that "toys are often very recession resilient." If BBW is seeing 40% of sales from adults/teens, this validates the broader "Kidult" investment thesis. This trend logically extends to other IP-heavy toy and collectible manufacturers like Hasbro (Magic: The Gathering, D&D), Mattel (Barbie, Hot Wheels), and Funko (Pop! figures). These companies possess the deep IP libraries necessary to monetize adult nostalgia. Long the broader toy/collectible sector (HAS, MAT, FNKO) as a derivative play on the demographic shift toward adult toy consumption. Supply chain disruptions; tariff-induced price hikes reducing volume; IP fatigue.
17:21
Feb 17
Feb 17
When asked about pricing power, Connie notes that "quite a bit of pricing did come through" and expects "higher for longer prices on these toys." Despite fears of consumer weakness, toy companies have successfully managed price elasticity. Sticky pricing protects margins even if volume growth is modest. LONG Toy manufacturers on pricing power resilience. Consumer spending cliff or tariff impacts on production costs.
18:53
Feb 11
Feb 11
Hasbro revenue grew 14%, driven by a 60% surge in "Magic: The Gathering." The CEO notes 70-80% of their business is now focused on "Kidults" (collectors/adult gamers). Unlike traditional toys (Mattel), Hasbro's core demographic (adult collectors) has a stronger balance sheet, is less price-sensitive, and is not exposed to tariffs (Magic cards are printed in the USA). This creates a recession-resistant moat. LONG. Superior demographic positioning vs. competitors. Consumer discretionary spending pullback among adults.
08:30
Feb 10
Feb 10
Management is confident in a sustained growth trajectory for 2026, supported by record profits, strong partnerships, and a robust pipeline of entertainment and gaming releases.
HIGH
08:30
Oct 23
Oct 23
Hasbro raised full-year guidance on the back of Magic's outperformance and improving consumer products trajectory; management expresses strong confidence in sustained growth into 2026.
HIGH
13:45
Oct 21
Oct 21
Hasbro gains co-master toy rights alongside Mattel, a rare joint partnership signaling strong expected demand for the IP.
HIGH
About HAS Analyst Coverage
Buzzberg tracks HAS (Hasbro, Inc.) across 13 sources. 10 bullish vs 0 bearish calls from 18 analysts. Sentiment: predominantly bullish (36%). 28 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: FirstSquawk, Alexander Good, BarbarianCap.