
TPB Stock Forecast & Price Target
TPB Analyst Ratings
Bulls say
Turning Point Brands Inc. has demonstrated a positive market trajectory, with its share of in-store markets increasing by 50 basis points to 11.2%, supported by improving consumer offtake despite overall category declines. The company is expected to see significant revenue growth in its modern oral nicotine segment, projected to surpass legacy products by 2028 and Zig-Zag products by 2030, enhancing overall earnings and margins. Additionally, the growth in Stoker's moist snuff tobacco (MST) segment, which saw a 6% year-over-year increase, reflects successful market share gains, driven by consumer trade-down trends and an evolving customer base.
Bears say
Turning Point Brands Inc. faces a challenging financial outlook due to significant market share erosion in its Stoker's moist snuff tobacco products and a shift away from smokeable cannabis, which are expected to negatively impact both revenue and earnings. The company is projected to experience a sequential revenue decline in the second quarter, potentially underperforming expectations after a pull forward in the first quarter, with modeled revenues around $18.2 million. Furthermore, anticipated contractions in gross margins, particularly a nearly 200 basis point decline in the Zig-Zag segment and an 80 basis point decline in Stoker's, along with higher tariff risks, contribute to a cautious EBITDA forecast of approximately $110 million for 2025, below current guidance.
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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