JAKK stock forecast, quote, news & analysis

Key Takeaways

• JAKKS Pacific shares have climbed roughly 21% over the past 30 days, moving from about $24 to above $29 as of late October 2026.
• The advance extends a broader recovery supported by stronger-than-expected second-quarter 2026 results, when net sales rose 17% and earnings beat consensus estimates.
• Seasonal momentum, a strong Super Mario licensed lineup, and the receipt of tariff refunds have reinforced investor confidence ahead of the holiday quarter.
• Analysts maintain a Buy consensus on the stock, with price targets ranging from $27 to $30.
• The next major catalyst is the third-quarter 2026 earnings report, scheduled for October 22, 2026.

JAKKS Pacific (JAKK) Company Overview and Market Position

JAKKS Pacific, Inc. is a designer, manufacturer, and marketer of toys and consumer products headquartered in Santa Monica, California. The company's portfolio includes proprietary brands such as Disguise (costumes), Fly Wheels, Charming, Moose Mountain, Sky Ball, and Xtreme Power Dozer, as well as a wide range of entertainment-inspired products built on licensed properties from partners including Nintendo (NTDOY), SEGA (SGAMY), and Disney (DIS). Its operations are divided between toys and consumer products, which account for the large majority of sales, and costumes, a smaller but strategically important seasonal business. JAKK competes with larger toy makers such as Hasbro (HAS) and Mattel (MAT), and investors follow the stock for its licensing pipeline, holiday-season skew, and ongoing push into international and collectible markets.

JAKKS Pacific (JAKK) Stock Price Performance: Last 30 Days vs. Quarter

Over the past 30 days, JAKK shares advanced from a closing price of $24.13 on September 18, 2026, to $29.18 in late October 2026, a gain of roughly 21%. The move was particularly pronounced in early October, when the stock broke out of a two-month consolidation and climbed from the low-$25 range into the upper-$20s.

The quarterly picture is similarly positive but far less linear. About three months earlier, in mid-July 2026, the stock traded around $24. A strong second-quarter earnings report in late July pushed shares toward the mid-$26 range, but the stock then gave back those gains through August and early September, reaching a closing low near $23.85 on September 9. The subsequent October rally lifted the stock back above its July peak, leaving it up roughly 21% over the trailing quarter as well.

What Drove JAKK Stock Price in the Last 30 Days

Several factors converged to fuel the recent advance. First, positioning ahead of the third-quarter 2026 earnings report, scheduled for October 22, has been a key driver. The third quarter is seasonally the company's most important, as it captures the holiday shipping window, and consensus estimates point to a significant earnings contribution for the period.

Second, product momentum has remained strong. The company's line of Super Mario movie merchandise, tied to The Super Mario Galaxy Movie, has supported sell-through through 2026, and JAKK launched its fall collection of Super Mario toys and collectibles during the period, alongside new seasonal offerings in its costume and fashion-doll categories.

Third, the improving cost and tariff environment has helped sentiment. JAKK received its outstanding tariff refunds earlier in the year and has noted that retail price pressure tied to prior tariffs is easing, supporting better product velocity at retail.

Finally, analyst commentary has remained supportive. The consensus rating on JAKK is Buy, with price targets ranging from $27 to $30, and recent coverage has highlighted improving fundamentals, international expansion, and a debt-free balance sheet with a steady quarterly dividend.

What Drove JAKK Stock Performance Over the Last Quarter

The broader three-month trend has been defined by an improving fundamental narrative. In late July, JAKK reported second-quarter 2026 results that beat expectations, with net sales up 17% year over year to about $139 million and adjusted earnings per share of $0.25 versus a consensus estimate of a small loss. Management also confirmed that all requested tariff refunds had been received and recognized $6.8 million of related non-operating income.

Beyond the quarter, the company's international business has been a bright spot, with first-half international sales reaching their highest level in more than a decade. The success of The Super Mario Galaxy Movie merchandise, combined with disciplined cost control and the return to a freight-on-board shipping model, has reinforced confidence in the turnaround story heading into the seasonally strongest part of the year.

Trending AI Robots

Tickeron's Trending AI Robots page curates a selection of AI-powered trading bots that currently rank among the platform's most relevant and best-performing strategies. Tickeron hosts hundreds of AI trading bots that collectively track thousands of tickers, but only the top-performing and most applicable bots are featured in this section. The bots vary widely in strategy, timeframe, and performance metrics, giving traders a range of approaches to review rather than a single one-size-fits-all signal. The curated list offers a practical starting point for traders and investors interested in exploring algorithm-driven market analysis.

JAKK Stock Forecast Drivers: What Investors Should Watch Next

The most immediate catalyst is JAKK's third-quarter 2026 earnings report, scheduled for October 22, 2026, after the market close. Investors will focus on holiday-season sell-through, the strength of the Super Mario and Sonic licensed lines, and any update to full-year guidance. Beyond that, the 2027 content slate—including new Sonic and Frozen films and the planned global rollout of the company's anime and manga product division—represents a longer-term growth opportunity. Key risks to monitor include retailer inventory management and customer concentration among large retailers, potential tariff and trade-policy changes, and the company's ability to convert revenue growth into sustained profitability.

Disclaimer

The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.

Disclaimers and Limitations