Bull of the Day: Hasbro (HAS)
Hasbro (HAS) delivered a blowout quarter: revenue jumped 15% YoY to $1.6 billion, while adjusted EPS surged 72% YoY. Management raised FY26 guidance and doubled its share buyback target, two moves that typically signal confidence in forward cash generation.
The standout driver was Magic: The Gathering, where sales topped $600 million for the first time, up 34% YoY. That 34% growth rate in a single franchise outpaced the company's 15% overall revenue growth, which suggests Magic is carrying a disproportionate share of the upside. That is an interpretation of the figures, not a reported breakdown.
The market has already responded. HAS shares have climbed over 30% in the last three months, and Zacks Investment Research now rates the stock Rank #1 (Strong Buy), its top tier.
The setup combines an earnings beat, higher guidance, and an expanded buyback, a combination that often supports estimate revisions. After a 30%-plus run, though, much of the good news may already sit in the price.