JPMorgan upgrades Pop Mart stock rating to Overweight on attractive valuation

Published 15/10/2025, 16:20
JPMorgan upgrades Pop Mart stock rating to Overweight on attractive valuation

Investing.com - JPMorgan has upgraded Pop Mart International Group Ltd (HK:9992) from Neutral to Overweight and raised its price target to HK$320.00 from HK$300.00.

The upgrade comes after Pop Mart’s share price declined 24% from its recent peak of HK$335.40 on August 26 to HK$254 on October 2, while the Hang Seng Index gained 7% during the same period.

JPMorgan forecasts Pop Mart’s sales and adjusted earnings to grow 165% and 276% year-over-year respectively in 2025, with stronger growth in the first half (204%/372%) compared to the second half (144%/234%).

The firm projects 28% sales growth and 29% earnings growth for 2026, with the stock currently trading at 20 times 2026 price-to-earnings ratio based on JPMorgan estimates.

Several potential catalysts lie ahead for Pop Mart, including third-quarter 2025 operational results expected in late October, strong holiday sales for Halloween and Christmas, the December release of Labubu & Friends animation, and the launch of Labubu 4.0 anticipated in March or April 2026.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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