Inducement Award Details: Funko, Inc. has granted an inducement restricted stock unit award to its new CEO, Josh Simon, covering 1,000,000 shares of Class A common stock. This award is effective from September 1, 2025, and will vest over four years in equal annual installments, contingent on Simon's continued employment.
Change in Control Provision: The award includes a provision for full acceleration upon a change in control, as defined in the Inducement Plan.
Inducement Plan Overview
Purpose of the Inducement Plan: The Inducement Plan is specifically designed for granting equity awards to individuals who are new hires or returning after a bona fide period of non-employment, as a material inducement for their employment with Funko.
Adoption of the Plan: The Board of Directors adopted the Inducement Plan in May 2024, in compliance with Nasdaq Listing Rule 5635(c)(4).
About Funko
Company Profile: Funko is a prominent global pop culture lifestyle brand, known for its diverse range of products including vinyl figures, fashion accessories, and collectibles. The company is recognized for its iconic Pop! line and is a key player in the Kidult economy.
Global Presence: Founded in 1998 and headquartered in Washington state, Funko operates in major consumer markets worldwide, with a strong portfolio of licenses and partnerships.
FNKO
$3.03+Infinity%1D
Analyst Views on FNKO
Wall Street analysts forecast FNKO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FNKO is USD with a low forecast of 5.00 USD and a high forecast of 5.00 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.
2 Analyst Rating
Wall Street analysts forecast FNKO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FNKO is USD with a low forecast of 5.00 USD and a high forecast of 5.00 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.
1 Buy
1 Hold
0 Sell
Moderate Buy
Current: 3.060
Low
5.00
Averages
High
5.00
Current: 3.060
Low
5.00
Averages
High
5.00
Goldman Sachs
Neutral
maintain
2025-11-10
Reason
Goldman Sachs
Price Target
2025-11-10
maintain
Neutral
Reason
Goldman Sachs raised the firm's price target on Funko to $3.50 from $2.50 and keeps a Neutral rating on the shares. Funko's Q3 results were mixed, with revenue below expectations but strong beats on adjusted EBITDA and EPS driven by lower costs and improved pricing, the analyst tells investors in a research note. While revenue forecasts have been trimmed due to tariff-related headwinds, improved cost execution and solid holiday offerings support a more favorable profitability outlook, the firm says.
DA Davidson
Buy
maintain
$7
2025-07-28
Reason
DA Davidson
Price Target
$7
2025-07-28
maintain
Buy
Reason
DA Davidson keeps a Buy rating with a $7 price target on Funko but has added the stock to the firm's "Stampede list", citing "Equity/Debt Recapitalization" as a potential catalyst. The tariff and management related headwinds that Funko has faced so far create a challenging setup for 2025, but should provide easier growth comparisons in 2026, the analyst tells investors in a research note. Funko should sell their Loungefly segment and use the proceeds to pay down debt, the firm added.
Texas Capital
Eric Wold
Buy
initiated
$8
2025-06-04
Reason
Texas Capital
Eric Wold
Price Target
$8
2025-06-04
initiated
Buy
Reason
Goldman Sachs
Stephen Laszcyk
Sell
to
Neutral
upgrade
2025-05-13
Reason
Goldman Sachs
Stephen Laszcyk
Price Target
2025-05-13
upgrade
Sell
to
Neutral
Reason
Goldman Sachs analyst Stephen Laszcyk upgraded Funko to Neutral from Sell.
About FNKO
Funko, Inc. operates as a pop culture lifestyle brand. The Company is engaged in selling a range of licensed pop culture consumer products featuring characters from a range of media and entertainment content, including movies, TV shows, video games, music and sports. Its products are principally figures, fashion accessories, apparel, plush products, accessories, homeware, NFTs, vinyl records and limited-edition posters. Its products combine its proprietary brands and distinct designs and aesthetic sensibilities into properties it licenses from content providers. In addition to offering multiple properties and product categories, it creates and sells a variety of brands that have their own look and feel. Its brand portfolio includes Core Collectible (which includes Pop! Vinyl, and other branded lines, such as Soda, Bitty Pop!, and Pop! Yourself), Loungefly (softlines, including bags, wallets, backpacks and apparel) and Other (which include brands, such as Digital Pop! and Mondo).
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.
