Hasbro to Benefit in 2027 From 2 Major Video Game Releases, Morgan Stanley Says

MT Newswires Live12-16 00:21

Hasbro's (HAS) expected launch of the "Exodus" and "Dungeons & Dragons: Warlock" video games in 2027 is positive for the stock in the near term, Morgan Stanley said Friday in a report.

The firm previously modeled "Exodus" as a sizable earnings headwind in 2026 due to its significant budget, expected launch-year marketing costs, and limited revenue visibility for a new intellectual property. Shifting the release into 2027 removes that drag, the report said.

The delay does not alter the company's long-term digital strategy and eases near-term earnings pressure, the report said.

Morgan Stanley said addition of a title from the "commercially durable" Dungeons & Dragons franchise improves earnings visibility and creates a more balanced and potentially higher-quality lineup, even as normal execution risks persist.

The firm raised its earnings forecasts for Hasbro to $5.62 a share in 2026 from $5.29 and to $5.96 from $5.85 in 2027.

Morgan Stanley boosted its price target on Hasbro stock to $94 from $87 and maintained its overweight rating.

Price: 81.40, Change: -0.16, Percent Change: -0.19

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2591282446?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-12-16 00:21","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2591282446","market":"nz","top_or_hot":-1,"title":"Hasbro to Benefit in 2027 From 2 Major Video Game Releases, Morgan Stanley Says","media":"MT Newswires Live","content":"<html><body><p> Hasbro's (HAS) expected launch of the \"Exodus\" and \"Dungeons &amp; Dragons: Warlock\" video games in 2027 is positive for the stock in the near term, Morgan Stanley said Friday in a report.</p><p>The firm previously modeled \"Exodus\" as a sizable earnings headwind in 2026 due to its significant budget, expected launch-year marketing costs, and limited revenue visibility for a new intellectual property. Shifting the release into 2027 removes that drag, the report said.</p><p>The delay does not alter the company's long-term digital strategy and eases near-term earnings pressure, the report said.</p><p>Morgan Stanley said addition of a title from the \"commercially durable\" Dungeons &amp; Dragons franchise improves earnings visibility and creates a more balanced and potentially higher-quality lineup, even as normal execution risks persist.</p><p>The firm raised its earnings forecasts for Hasbro to $5.62 a share in 2026 from $5.29 and to $5.96 from $5.85 in 2027.</p><p>Morgan Stanley boosted its price target on Hasbro stock to $94 from $87 and maintained its overweight rating.</p><p>Price: 81.40, Change: -0.16, Percent Change: -0.19</p></body></html>","source":"mtnewswires_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Hasbro to Benefit in 2027 From 2 Major Video Game Releases, Morgan Stanley Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHasbro to Benefit in 2027 From 2 Major Video Game Releases, Morgan Stanley Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-12-16 00:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Hasbro's (HAS) expected launch of the \"Exodus\" and \"Dungeons &amp; Dragons: Warlock\" video games in 2027 is positive for the stock in the near term, Morgan Stanley said Friday in a report.</p><p>The firm previously modeled \"Exodus\" as a sizable earnings headwind in 2026 due to its significant budget, expected launch-year marketing costs, and limited revenue visibility for a new intellectual property. Shifting the release into 2027 removes that drag, the report said.</p><p>The delay does not alter the company's long-term digital strategy and eases near-term earnings pressure, the report said.</p><p>Morgan Stanley said addition of a title from the \"commercially durable\" Dungeons &amp; Dragons franchise improves earnings visibility and creates a more balanced and potentially higher-quality lineup, even as normal execution risks persist.</p><p>The firm raised its earnings forecasts for Hasbro to $5.62 a share in 2026 from $5.29 and to $5.96 from $5.85 in 2027.</p><p>Morgan Stanley boosted its price target on Hasbro stock to $94 from $87 and maintained its overweight rating.</p><p>Price: 81.40, Change: -0.16, Percent Change: -0.19</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1732800096.USD","symbol_name":"摩根大通环球收益基金A (irc)","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2591282446","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2591282446","pubTimestamp":1765815685,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"summary":"Hasbro's  expected launch of the \"Exodus\" and \"Dungeons & Dragons: Warlock\" video games in 2027 is positive for the stock in the near term, Morgan Stanley said Friday in a report.The firm previously modeled \"Exodus\" as a sizable earnings headwind in 2026 due to its significant budget, expected launch-year marketing costs, and limited revenue visibility for a new intellectual property. Shifting the release into 2027 removes that drag, the report said.The delay does not alter the company's long-term digital strategy and eases near-term earnings pressure, the report said.Morgan Stanley said addition of a title from the \"commercially durable\" Dungeons & Dragons franchise improves earnings visibility and creates a more balanced and potentially higher-quality lineup, even as normal execution risks persist.The firm raised its earnings forecasts for Hasbro to $5.62 a share in 2026 from $5.29 and to $5.96 from $5.85 in 2027.Morgan Stanley boosted its price target on Hasbro stock to $94 from $87","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","BK4581":"高盛持仓","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0557290698.USD":"施罗德环球可持续增长基金","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","MS":"摩根士丹利","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","BK4127":"投资银行业与经纪业","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","BK7095":"多种金属与采矿","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1548497426.USD":"安联环球人工智能AT Acc","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","BK4566":"资本集团","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","BK4516":"特朗普概念","BK4190":"消闲用品","LU0106831901.USD":"贝莱德世界金融基金A2","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0882574139.USD":"富达环球消费行业基金A ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","BK4504":"桥水持仓","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","HAS":"孩之宝","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","BK4588":"碎股","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","HAS.AU":"Hastings Rare Metals Ltd","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC"},"translate_title":"摩根士丹利表示，孩之宝将在2027年从两款主要视频游戏的发布中受益","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HAS":1.5,"MS":0.9,"HAS.AU":1},"content_text":"Hasbro's (HAS) expected launch of the \"Exodus\" and \"Dungeons & Dragons: Warlock\" video games in 2027 is positive for the stock in the near term, Morgan Stanley said Friday in a report.The firm previously modeled \"Exodus\" as a sizable earnings headwind in 2026 due to its significant budget, expected launch-year marketing costs, and limited revenue visibility for a new intellectual property. Shifting the release into 2027 removes that drag, the report said.The delay does not alter the company's long-term digital strategy and eases near-term earnings pressure, the report said.Morgan Stanley said addition of a title from the \"commercially durable\" Dungeons & Dragons franchise improves earnings visibility and creates a more balanced and potentially higher-quality lineup, even as normal execution risks persist.The firm raised its earnings forecasts for Hasbro to $5.62 a share in 2026 from $5.29 and to $5.96 from $5.85 in 2027.Morgan Stanley boosted its price target on Hasbro stock to $94 from $87 and maintained its overweight rating.Price: 81.40, Change: -0.16, Percent Change: -0.19","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2591282446","isCrawlerRequest":true}