JAKKS Pacific (JAKK) Stock Forecast & Price Target

Jakks Pacific Inc has demonstrated a positive trajectory in its financial performance, highlighted by a 4% rise in international revenue for the first nine months of 2025, which now comprises 25.4% of total revenue, up from 19.2% in the previous year. The company's strategic initiatives, including the extension of the Sonic the Hedgehog license until 2029 and the expansion of private label offerings at Target, position it favorably for future growth and margin improvement. Additionally, with no debt and an increase in cash per share to $2.43, along with a tangible book value per share of $19.33, Jakks Pacific showcases a solid financial foundation for sustained operational success.

Jakks Pacific Inc. reported a significant 34% year-over-year decline in revenue for the third quarter of 2025, resulting in sales of $211.2 million, which fell short of consensus expectations by $17 million. Despite efforts to reduce operational costs, the company's EBITDA also dropped by 51% compared to the previous year, highlighting challenges in maintaining profitability as revenue pressures overwhelmed cost management efforts. The outlook for 2026 appears uncertain, with projected revenues further reduced, primarily due to unfavorable comparisons from the previous year and ongoing tariff impacts, indicating a troubling trajectory for the company's financial health.