Hasbro Consensus Estimates Appear Conservative, Does Not Reflect Success Of Digital Gaming Strategy, Says Bullish Analyst
Hasbro Consensus Estimates Appear Conservative, Does Not Reflect Success Of Digital Gaming Strategy, Says Bullish Analyst
Hasbro Inc (NASDAQ:HAS) shares were climbing Friday morning, with more analysts turning bullish on the stock.
孩之寶股份有限公司（納斯達克：HAS）股價週五早上上漲，更多的分析師看好這隻股票。
The current consensus does not fully reflect the success of the company's digital gaming strategy with Monopoly Go!, according to BofA Securities.
據BofA證券稱，當前的共識並未完全反映出公司數字化遊戲策略“大富翁Go!”的成功。
The Hasbro Analyst: Alexander Perry upgraded the rating for Hasbro from Neutral to Buy, while raising the price target from $70 to $80.
孩之寶分析師：亞歷山大·佩裏（Alexander Perry）將孩之寶的評級由中立提升至買入，同時將目標價從70美元提高至80美元。
The Hasbro Thesis: The company's Monopoly Go! game is likely to move away from minimum royalty guarantees in the second quarter and generate around $36 million in operating profits per quarter in the back half of the year, Perry said in the upgrade note.
孩之寶投資見解：佩裏在升級報告中表示，公司的大富翁Go！遊戲很可能會在第二季度擺脫最低版稅保證，並在下半年每個季度產生約3600萬美元的營業利潤。
Check out other analyst stock ratings.
查看其他分析師的股票評級。
There are "signs of green shoots" for the company's consumer products business, following challenges in 2023, the analyst stated. "We now see healthy overall toy industry inventory levels while HAS management said that April sell-through was positive," he added.
分析師指出，公司的消費品業務正在經歷2023年的挑戰後出現“跡象性的復甦”。他還補充道：“我們現在看到整個玩具行業庫存水平健康，孩之寶管理層表示4月份的銷售狀況是積極的。”
Hasbro is poised for stronger momentum in 2025, benefiting royalties beyond minimum guarantees for Monopoly Go!, low-single-digit percentage growth in the consumer product business with the toy industry returning to more normalized levels and "a potential tailwind from a more favorable theatrical content slate," Perry further wrote.
佩裏進一步寫道，孩之寶有望在2025年迎來更強勁的動力，除了大富翁Go!的最低版稅之外，消費品業務也有低個位數的增長，而且玩具行業也將回歸正常水平，“還有更有利的劇院內容斜風帶來的潛在助力。”
HAS Price Action: Shares of Hasbro had risen by 5.19% to $61.03 at the time of publication on Friday.
截至週五發佈的時候，孩之寶股價已經上漲5.19%，至61.03美元。
Photo: Shutterstock
Photo: shutterstock
譯文內容由第三人軟體翻譯。