MAY 21·TIKR.com▲
Smurfit Westrock Fell 8% This Week. Here’s What Investors Can Expect in 2026
Smurfit Westrock plc stock fell 8% this week, trading near $37 per share, due to investor focus on improving demand but lingering margin recovery issues in the packaging sector. Despite a recent merger for greater scale, the company's LSE delisting and target price cuts by analysts impacted sentiment, with RBC and Barclays lowering their price targets while maintaining favorable ratings. Management reaffirmed its full-year 2026 adjusted EBITDA guidance, noting a stronger industry outlook, and the stock appears undervalued by TIKR's model, suggesting an upside if merger benefits and pricing actions translate to higher EBITDA.
MAY 21·TIKR.com▲
Hasbro Q1 2026 Earnings: Wizards Revenue Surges 26% and Carries the Whole Company
Hasbro's Q1 2026 earnings report shows a significant 13% year-over-year revenue increase to $1.0B, primarily driven by a 26% surge in Wizards of the Coast's segment revenue, reaching $582M. Despite strong performance from Wizards, particularly with record-breaking Magic: The Gathering sets, the Consumer Products segment remained flat and faced challenges from a cybersecurity incident. The company maintained its full-year guidance and initiated share repurchases, with a TIKR model price target suggesting a 40% upside, but future performance hinges on Wizards' sustained momentum and effective management of Consumer Products' headwinds.
