Hasbro Seen Entering Earnings Inflection as Gaming Momentum Builds, UBS Says

MT Newswires Live03-06

Hasbro (HAS) earnings growth is becoming less dependent on consumer products as its gaming business continues to outperform, UBS Securities said Thursday in a report.

Following better-than-expected Q4 results and a 2026 outlook that leaves room for upside, UBS raised its 2026 earnings estimate to $5.75 a share from $5.33 and its 2027 EPS forecast to $6.27 from $5.82. Both are slightly above Wall Street's expectations.

UBS expects 2026 net revenue to grow 4.1%, within Hasbro's 3% to 5% guidance range. For 2027, revenue growth is projected at 3.7%, helped by the addition of the Harry Potter license.

The revised estimates exclude the benefit of lowered tariff rates, which may add $0.09 to $0.10 to EPS, though higher logistics and freight costs amid geopolitical uncertainty may offset part of that, UBS said.

"We have been flagging an inflection in the story, driven by earnings outperformance that is less dependent on the consumer products business which is returning to growth in 2026," the report said.

UBS raised its price target on Hasbro stock to $110 from $99 and maintained its buy rating.

Price: 95.83, Change: -1.30, Percent Change: -1.34

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