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Hasbro, Inc. (HAS): A Bull Case Theory

By Ricardo Pillai | August 04, 2025, 4:57 PM

We came across a bullish thesis on Hasbro, Inc. on Sleepysol’s Newsletter’s Substack by Sleepysol. In this article, we will summarize the bulls’ thesis on HAS. Hasbro, Inc.'s share was trading at $74.63 as of August 1st. HAS’s trailing and forward P/E were 35.61 and 18.48, respectively according to Yahoo Finance.

Hasbro, Inc. (HAS) "Has Been Up Ridiculously," Says Jim Cramer
A child playing with their toy in their home, showing their joy for Hasbro products.

Hasbro (HAS) appears significantly undervalued, trading at less than 14x next-twelve-month EPS, offering investors a compelling entry point. The company’s upcoming video game releases are expected to begin contributing meaningfully to guidance starting in Q3, providing a near-term catalyst for revenue and EPS growth. Notably, the recent Final Fantasy Magic: The Gathering release has been Hasbro’s most successful ever, reinforcing strong demand for its gaming portfolio and setting the stage for upside surprises in earnings.

In addition to these growth drivers, Hasbro offers an attractive 4% dividend yield and is expected to announce a share repurchase program within the next year, enhancing shareholder returns even if the stock price remains range-bound in the short term. The long-term outlook is even more compelling, with EPS projected to reach $5.50–$6.00 by 2026, supporting a potential share price of $110–$120 at a 20x multiple.

Despite these fundamentals, Hasbro remains largely overlooked by the market outside of earnings season, creating an opportunity for investors ahead of Q3 results. Technically, the stock has broken out of a six-year downtrend and is consolidating near key levels. Maintaining a price in the $67 range going into earnings could trigger momentum toward $75 and, upon clearing its 52-week high, open the path to $90 with minimal resistance. Combined with robust fundamentals, near-term catalysts, and technical strength, Hasbro represents a “sleepy” stock poised for significant re-rating as the market recognizes its value. Overall, the setup offers an attractive mix of growth potential, income, and capital appreciation.

Previously, we covered a bullish thesis on Hasbro, Inc. by The Reservist in April 2025, which highlighted its strong IP portfolio and strategic turnaround. The company’s stock price has appreciated about 47% since our coverage, as the thesis played out. The thesis still stands due to enduring IP strength. Sleepysol shares a similar view but emphasizes video game releases and buybacks.

Hasbro, Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 39 hedge fund portfolios held HAS at the end of the first quarter which was 39 in the previous quarter. While we acknowledge the potential of HAS as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock.

Disclosure: None. 

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