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HAHAS

Hasbro, Inc.

$HAS·$13B·Leisure·Consumer Cyclical
$98.76+0.4%YTD+17.0%1Y+32.7%
Price updated 7h ago·X counts updated 5d ago
HAHAS
$HASHasbro, Inc.
$98.76+0.36%53 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $HAS on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

53X posts · last 7 days
Sep 29Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $HAS's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data8 posts analyzed · as of 2026-07-29

Hasbro beat earnings with estimates moving higher — 'earnings only matter if future estimates move.' Bulls describe HAS as exploding higher and plan to buy more above $91 for a permanent hold. Community references two college students pitching a short on Hasbro on the show the week before. Bearish voices are limited to the short-thesis rebuttal.

Read what X is saying about $HAS

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $HAS — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersEvent coming upAI verdict · as of 2026-10-03

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Hasbro into Oct 20 earnings with estimates moving higher — the Magic franchise is doing most of the earnings work.

Hasbro is the global toys-and-gaming company — Magic: The Gathering, Dungeons & Dragons, Nerf, Monopoly, and the traditional toy franchises. The 2026 story has been a quiet reacceleration driven by digital gaming plus Magic's structural strength.

  • The P&L is firing: Q2 revenue grew 12.7% YoY to $1B at a 27% operating margin and $1.41 EPS, with trailing EPS beats of 10.3% and 22.5% — these are large consistent surprises on a mature consumer-products company that reflect gaming-mix shift.
  • The specific capital-markets setup is substantive: 'estimates moving higher' plus 'bulls plan to buy more above $91 for a permanent hold' plus 'Hobby Boom' sector framing — these are the kinds of coordinated signals that typically precede a continued multiple expansion.

At 53% of its 52-week range going into Oct 20 earnings, the setup is positioned for continuation. Another 15%+ EPS surprise plus continued Magic/D&D revenue acceleration is the trigger; a soft traditional-toy segment or any Entertainment One divestiture-related signal is the invalidation.

Agrees with X sentimentThe 'earnings only matter if future estimates move' framing captures why the Hasbro setup works. The two-college-students-short-pitch anecdote is honest contrarian framing worth sizing around.

What to watch: Oct 20 Q3 earnings — Magic/D&D revenue growth, Toys segment direction, operating margin, and FY27 guide. 15%+ EPS surprise plus Magic growth is the trigger; traditional-toy softness is the invalidation.

On the calendar: 2026-10-20 — Q3 earnings

event ahead 30dgaming mix shift

Read the AI verdict on $HAS

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Owns Monopoly, Nerf, Play-Doh, and Magic: The Gathering; toy and game brand company licensing IP across consumer products and entertainment.

Industry overviewAI analysisGenerated by AI from underlying data

Where Leisure sits in its cycle right now — and what that implies for $HAS.

Leisure · Consumer Cyclical

No material change from last week — Consumer leisure spending is bifurcated by income: premium outdoor brands and resort-style fitness clubs hold firm while mid-income dining and entertainment venues face traffic softness.

What this means for $HAS

Partial — Owns Monopoly, Nerf, Play-Doh, and Magic: The Gathering; toy and game brand company licensing IP across consumer products and entertainment.

Industry benchmark

7-name peer basket
+5.3%YTD
+6.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-53.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-9.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
24.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
8.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-48.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
69.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
6.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 21, 2026$1.28$1.16+10.3%
Q1 2026May 20, 2026$1.47$1.20+22.5%
Q4 2025Feb 10, 2026$1.51$0.99+52.5%
Q3 2025Oct 23, 2025$1.68$1.66+1.2%
Next earningsTue, Oct 20·consensus EPS $1.86

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.0B+12.7%68.2%27.0%$1.41$315.5M
Q4 FY25$1.4B+31.3%69.0%22.3%$1.43$389.5M
Q3 FY25$1.4B+8.3%68.4%24.6%$1.66$260.9M
Q2 FY25$980.8M-1.5%74.6%22.8%$-6.10$55.2M

Forward consensus

5-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.1B$4.9B – $5.2B$6.13$6.05 – $6.199
FY27$5.4B$5.1B – $5.6B$6.48$6.28 – $6.759
FY28$5.5B$5.3B – $5.7B$7.13$6.80 – $7.326
FY29$5.7B$5.5B – $5.8B$7.35$7.06 – $7.623
FY30$5.9B$5.7B – $6.1B$7.73$7.43 – $8.025

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.78%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+6.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+8.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 140.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.445-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 31Holly BarbacoviChief People Officer5.1K sh$476KSellAug 19John HightPresident11.6K sh$1.1MSellAug 17John HightPresident11.2K sh$1.1MSellAug 7Elizabeth HamrenDirector2.0K sh$183KSellAug 4Elizabeth HamrenDirector989 sh$89KSellJul 31Gina M GoetterCFO8.3K sh$777KSellJul 30John HightPresident3.2K sh$299KSellJul 28Gina M GoetterCFO11.0K sh$1.0MSellJul 28Timothy J. KilpinPresident20.0K sh$1.9M
+ 26 other (18 awards · 6 inkinds · 1 gift · 1 exempt) in window

See when $HAS insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJul 278-K — Item 5.02: Officer or director change
AI summary

Hasbro Inc and John Hight, President of Wizards of the Coast, entered into a Transitional Advisory Services Agreement on July 27, 2026. Hight will remain as President of Wizards of the Coast through September 1, 2026 (Transition Date), then serve as Advisor reporting to the CEO through September 2, 2027, assisting with transition and onboarding efforts. This is a planned leadership change at Hasbro's highest-margin division — Magic: The Gathering and Dungeons & Dragons are Wizards' core franchises; the identity of Hight's successor as President is the key follow-on event for investors.

8-KShareholder voteJun 158-K — Item 5.07: Shareholder vote
AI summary

Hasbro, Inc. (HAS) reported annual meeting vote results (Item 5.07) in an 8-K filed June 15, 2026. Body unavailable — excerpt cuts off before specific vote tallies are disclosed.

+ 11 other (3 earnings 8-Ks · 3 13Gs · 2 10-Qs · 1 11-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Stay Ahead of the Game With Hasbro (HAS) Q3 Earnings: Wall Street's Insights on Key Metricszacks.com·2d agoBreakfast News: Chips Are Hot, Phones Are Notfool.com·2d agoHasbro Gears Up for Q3 Earnings: Will MAGIC Drive Growth?zacks.com·3d agoHasbro Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Callbenzinga.com·3d agoWhat Hays (HAS) Said on Its Q1 Earnings Callmarketbeat.com·5d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

No standout posts about $HAS on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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