
JAKKS Pacific faced challenges in 2025 due to tariff pressures and weak U.S. consumer demand. However, the Supreme Court's February tariff ruling is expected to ease these pressures, improving earnings from the second quarter onward. Additionally, JAKKS's new anime product category offers significant long-term revenue growth potential. The stock currently appears undervalued, with an estimated 77% upside to $41.1, suggesting a strong buying opportunity for investors.