DA Davidson cuts Funko target to $7, maintains buy rating

Published 09/05/2025, 17:24
DA Davidson cuts Funko target to $7, maintains buy rating

On Friday, DA Davidson adjusted its price target on shares of Funko (NASDAQ:FNKO), decreasing it to $7.00 from the previous $13.00, while keeping a Buy rating on the stock. Currently trading at $3.61, significantly below its 52-week high of $14.65, InvestingPro analysis suggests the stock is undervalued. The adjustment follows Funko’s first-quarter financial performance for the year 2025, which showcased sales figures that met expectations and an earnings beat attributed to higher margins and effective expense control. The company maintains a healthy gross margin of 41.48% on its $1.02 billion in revenue.

Analyst Keegan Cox at DA Davidson highlighted that although Funko is facing similar challenges as other companies in the toy industry, particularly with respect to tariffs, the company has outlined strategies to mitigate these issues. Funko’s plans include implementing price increases, which were decided upon before the tariffs were introduced, executing cost reductions, and diversifying its supply chain. By the end of 2025, Funko aims to reduce the proportion of U.S. products sourced from China to just 5%, a significant drop from the one-third previously. For deeper insights into Funko’s financial health and detailed analysis, investors can access the comprehensive Pro Research Report available on InvestingPro, which covers this and 1,400+ other US stocks.

Despite these proactive measures, the analyst noted that tariffs are still influencing retail order patterns, causing disruptions in the second quarter and potentially affecting the company’s performance throughout the remainder of the year. The report suggests that while Funko is taking steps to adapt to the current economic climate, the ongoing tariff situation presents a challenging variable that could impact the company’s operations and financial results moving forward. InvestingPro data reveals 11 additional key insights about Funko’s financial health and market position, including expectations for net income growth this year despite current challenges.

In other recent news, Funko Inc . reported a wider-than-expected loss for Q1 2025, with earnings per share (EPS) at -$0.33, missing the forecast of -$0.11. Despite this earnings miss, the company’s revenue of $190.7 million was in line with guidance, indicating stable sales performance. Funko’s operational improvements, including a 20% global workforce reduction and sourcing diversification, aim to enhance cost efficiency. The company also gained market share internationally, especially in Europe, where sales outpaced the toy industry growth. However, due to tariff uncertainties, Funko has withdrawn its full-year 2025 outlook. Analysts have noted the company’s strategic initiatives and potential for future growth, despite the challenging macroeconomic environment. Funko is actively working on mitigating $45 million in incremental tariff costs and is exploring debt refinancing options. The company remains focused on delivering value and enhancing the fan experience amidst ongoing global economic challenges.

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