BofA Securities lowers Mattel stock price target to $27 on margin concerns

Published 25/07/2025, 03:32
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Investing.com - BofA Securities has lowered its price target on Mattel Inc . (NASDAQ:MAT) to $27.00 from $28.00 while maintaining a Buy rating on the toy manufacturer’s stock. According to InvestingPro data, Mattel appears undervalued at its current market capitalization of $5.45 billion, trading at an attractive P/E ratio of 10.9x.

The price target reduction follows Mattel’s second-quarter 2025 adjusted earnings per share of $0.19, which exceeded BofA’s estimate of $0.16, driven by gross margin upside of 51.2% compared to the Street’s expectation of 50.3%.

The company’s margin improvement was attributed to cost savings from its Optimizing for Profitable Growth program and favorable product mix, despite overall gross billings declining 4% due to a shift from direct import to domestic sourcing that moved some billings into the third quarter.

Point-of-sale (POS) data showed a low-single-digit percentage increase during the quarter, though BofA noted this benefited from an Easter timing shift in the U.S. market.

BofA’s price target adjustment reflects anticipated gross margin headwinds in the second half of the year, with the firm’s calendar 2026 adjusted EPS estimate revised downward to $1.78 from $1.81, while its Buy rating remains supported by Mattel’s strong content lineup and current valuation.

In other recent news, Mattel Inc. reported its second-quarter 2025 earnings, surpassing expectations with an adjusted earnings per share (EPS) of $0.19, compared to the forecasted $0.16. However, the company did not meet revenue expectations, posting $1.02 billion against an anticipated $1.06 billion. Despite this revenue shortfall, the earnings results are considered significant for investors. UBS has maintained a Buy rating on Mattel, setting a price target of $29.00. This decision comes even as the company faces concerns over tariffs, being the most exposed in UBS’s coverage. Analyst Arpine Kocharyan from UBS views Mattel’s fiscal year guidance as a positive indicator for the latter half of 2025. These developments reflect the firm’s strategic outlook and market positioning amid challenging conditions.

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