Turning Point Brands Inc saw a price increase of 6.76% as it crossed above the 5-day SMA, reflecting a positive shift in investor sentiment.
This movement occurs amid a broader market context where the Nasdaq-100 is up 1.05% and the S&P 500 is up 0.70%. However, the tobacco sector is facing challenges, as indicated by a recent decline in cigarette and tobacco stocks, which collectively fell by approximately 2.6%. This suggests a sector rotation as investors reassess their positions in traditional consumer goods, impacting Turning Point Brands despite the overall market strength.
The implications of this price movement indicate that while Turning Point Brands is experiencing a short-term gain, the long-term outlook remains uncertain due to ongoing regulatory pressures and changing consumer preferences in the tobacco industry.
Wall Street analysts forecast TPB stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for TPB is 116.67 USD with a low forecast of 110.00 USD and a high forecast of 120.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
Wall Street analysts forecast TPB stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for TPB is 116.67 USD with a low forecast of 110.00 USD and a high forecast of 120.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Buy
1 Hold
0 Sell
Strong Buy
Current: 124.490
Low
110.00
Averages
116.67
High
120.00
Current: 124.490
Low
110.00
Averages
116.67
High
120.00
Alliance Global Partners
Aaron Grey
Buy
maintain
$103 -> $110
2025-11-05
Reason
Alliance Global Partners
Aaron Grey
Price Target
$103 -> $110
AI Analysis
2025-11-05
maintain
Buy
Reason
Alliance Global Partners analyst Aaron Grey raised the firm's price target on Turning Point Brands to $110 from $103 and keeps a Buy rating on the shares. The firm says posted its eighth consecutive sales and EBITDA as pouches helped drive another strong quarter of growth.
Oppenheimer
Ian Zaffino
Outperform
maintain
$85 -> $98
2025-08-07
Reason
Oppenheimer
Ian Zaffino
Price Target
$85 -> $98
2025-08-07
maintain
Outperform
Reason
Oppenheimer analyst Ian Zaffino raised the firm's price target on Turning Point Brands to $98 from $85 and keeps an Outperform rating on the shares. The firm says that driven by strength in Modern Oral/white pouch, Turning Point reported Q2 revenue of $117M, ahead of its/Street's $108M/$105M estimates. Oppenheimer cites increased confidence in FRE/Alp's growth trajectory.
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Needham
Hold
initiated
2025-08-01
Reason
Needham
Price Target
2025-08-01
initiated
Hold
Reason
Needham initiated coverage of Turning Point Brands with a Hold rating and no price target. The firm sees a lot to like about Turning Point, namely its nicotine pouch opportunity and growing legacy Stoker's smokeless tobacco business. However, much of the good news and "very lofty" expectations around the nicotine pouch opportunity are already priced into the stock, the analyst tells investors in a research note.
Roth Capital
Buy
upgrade
$75 -> $90
2025-05-08
Reason
Roth Capital
Price Target
$75 -> $90
2025-05-08
upgrade
Buy
Reason
Roth Capital raised the firm's price target on Turning Point Brands to $90 from $75 and keeps a Buy rating on the shares. The company handily beat Q1 expectations, driven by its Modern Oral segment, the analyst tells investors in a research note. Clipper rationalization and strategically de-prioritizing certain cigar SKUs to mitigate tariff exposure may drag on ZigZag sales however, the firm adds.
About TPB
Turning Point Brands, Inc. is a manufacturer, marketer and distributor of branded consumer products. It sells a range of products to adult consumers, consisting of staple products under the brands Zig-Zag and Stoker’s. Its segments include Zig-Zag Products (Zig-Zag) and Stoker’s Products (Stoker’s). Zig-Zag principally markets and distributes rolling papers, tubes, and related products; finished cigars and make-your-own cigar wraps, and other accessories. It introduced Zig-Zag ‘Rillo-sized wraps, which are similar in size to cigarillos, a type of machine-made cigars. Stoker’s manufactures and markets moist snuff tobacco (MST) and contract for and market FRE, its modern oral product and contract for and market loose-leaf chewing tobacco products. Its products are available in approximately 200,000 in the United States retail locations which, with the addition of retail stores in Canada, brings its total North American retail presence to an estimated 220,000 points of distribution.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
