Major Indices Retreat as Utilities Shine
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 20 2026
0mins
Should l Buy JAKK?
After two days of gains, major indices turned lower on Thursday as investors rotated toward the safety of high-yielding Utilities - by far the best performing sector over the past week - as well as US Treasuries. The Energy and Industrials sectors also outperformed thanks to Oil prices topping $66.50 per barrel - the highest level since mid-2025 - as well as strength in Aerospace and Defense names amid growing concerns about potential military action by U.S. forces against Iran. Meanwhile, cyclically-oriented Financials, Consumer Discretionary, and Tech traded relatively softer.In the opening hour of the evening session, equity futures are little changed, with mixed sentiment emerging from the afterhours earnings reports. In Infrastructure Software, Akamaifell despite beating Q4 estimates due to soft guidance. In Home Improvement however, Floor & Decorrallied over 5% on better than feared results. Investors will also tune in to Friday's release of PCE inflation data that will hopefully echo the retreat seen in CPI figures and further appease Fed policy board members whose inflation worries tilted the last Fed meeting minutes more hawkishly.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER EARNINGS -JAKKS Pacificup 12.3%Opendoor Technologiesup 12.3%Workivaup 9.7%Perdoceo Educationup 7.4%Floor & Decorup 5.2%Texas Roadhouseup 3.0%AMN Healthcare Servicesup 3.8%Live Nationup 2.7%DOWN AFTER EARNINGS -GRAILdown 48.2%Akamaidown 8.1%Copartdown 7.8%AXTdown 6.0%Sprouts Farmers Marketdown 1.2%
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Analyst Views on JAKK
Wall Street analysts forecast JAKK stock price to rise
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 22.720
Low
27.00
Averages
27.00
High
27.00
Current: 22.720
Low
27.00
Averages
27.00
High
27.00
About JAKK
JAKKS Pacific, Inc. is a designer, manufacturer and marketer of toys and consumer products sold throughout the world. The Company’s segments include Toys/Consumer Products and Costumes. The Toys/Consumer Products segment includes action figures, vehicles, play sets, plush products, dolls, electronic products, construction toys, infant and pre-school toys, child-sized and hand-held role-play toys and everyday costume play, foot-to-floor ride-on vehicles, wagons, novelty toys, seasonal and outdoor products, kids’ indoor and outdoor furniture, and related products. The Costumes segment, under its Disguise branding, designs, develops, markets, and sells a range of every-day and special occasion dress-up costumes and related accessories in support of Halloween, Carnival, Children’s Day, Book Day/Week, and every-day/any-day costume play. Its brands include: AirTitans, Ami Amis, Disguise, Fly Wheels, JAKKS Wild Games, Moose Mountain, Perfectly Cute, ReDo Skateboard Co., Sky Ball, and others.
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.
JAKKS Pacific to Announce Q1 2026 Financial Results
- Earnings Release Schedule: JAKKS Pacific will announce its Q1 2026 financial results on April 30, 2026, after the market closes, which is expected to provide investors with critical performance data and future outlook.
- Teleconference Invitation: The company invites analysts, investors, and media to join a teleconference scheduled for April 30, 2026, at 5:00 p.m. ET / 2:00 p.m. PT to discuss the financial results and future plans, enhancing transparency and communication.
- Webcast Availability: The teleconference will be available via a live webcast on the company's
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Three Stocks Worth Pitching for Investment
- Energy Transition Potential: Energy Transfer (ET) operates one of the largest and most diversified midstream networks in the U.S., particularly its natural gas system in the Permian Basin, allowing it to capitalize on low natural gas prices, with a robust pipeline of high-return projects expected to benefit from soaring power demand driven by AI data centers.
- Deep Value Stock: JAKKS Pacific (JAKK) trades at a forward P/E ratio below 6.5, significantly lower than peers like Hasbro and Mattel, and despite facing declining sales and tariff pressures, it achieved its highest gross margin in 15 years under CFO John Kimble, indicating strong transformation potential.
- Catalyst from Children's Movies: JAKKS's sales are heavily tied to popular children's movies, and the promising 2026 movie slate could serve as a significant catalyst for stock price appreciation, enhancing market confidence in its future growth prospects.
- Software Development Leader: GitLab (GTLB) has a market cap of $3.7 billion and over $1.25 billion in net cash, with projected revenue growth in the mid to high teens, and its newly launched Duo Agent solution will aid its transition to a complete software development lifecycle platform, enhancing its competitive edge in the market.
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Energy Transfer's Attractiveness Grows Amid Market Dynamics
- Growth Potential of Energy Transfer: Energy Transfer (ET) operates one of the largest and most diversified midstream networks in the U.S., with its natural gas system in the prolific Permian Basin allowing access to some of the cheapest natural gas, which is expected to benefit from soaring power demand driven by AI data centers, thus creating a pipeline of high-return growth projects for the company.
- Attractive Valuation: ET trades at a forward enterprise value (EV)-to-EBITDA ratio of just 8.7, indicating its undervaluation compared to peers, while also offering a 7% dividend yield, making it appealing to investors seeking stable returns amidst market fluctuations.
- Transformation and Potential of JAKKS: Toymaker JAKKS Pacific (JAKK) has undergone a transformation under its new CFO, achieving its highest gross margin in 15 years despite declining sales, showcasing its potential for growth driven by popular children's movies, positioning it as a stock to watch this year.
- Market Opportunities for GitLab: GitLab (GTLB), with a market cap of $3.7 billion and over $1.25 billion in net cash, is projected to grow revenue despite a slowdown, with its newly launched Duo Agent solution and a shift to a hybrid pricing model expected to stimulate growth, solidifying its role in the software development sector.
See More
Two Undervalued Consumer Stocks to Buy Now
- e.l.f. Beauty Valuation Edge: e.l.f. Beauty (ELF) is trading at a forward P/E of 24 and a PEG ratio below 0.4, indicating significant undervaluation, particularly as it captures market share among younger consumers, with growth expected from its acquisition of the Rhode brand.
- Rhode Brand Opportunity: Rhode achieved over $200 million in sales in less than three years, and e.l.f. plans to expand its distribution through LVMH's Sephora by increasing product variety and marketing efforts, which should drive strong growth in the coming year.
- Jakks Pacific Undervaluation: Jakks Pacific (JAKK) trades at a forward P/E under 6.5, and despite a challenging consumer environment, the company achieved its highest gross margins in over 15 years, demonstrating resilience in adversity.
- Children's Movies Boost Sales: With a robust lineup of children's movies this year, Jakks' toy and costume sales are expected to benefit, especially with Halloween falling on a weekend, making revenue forecasts appear conservative; combined with its low valuation, the stock is a buy.
See More
Investment Opportunities in E.l.f. Beauty and Jakks Pacific
- Valuation Advantage of E.l.f. Beauty: E.l.f. Beauty trades at a forward P/E of 24, with a PEG ratio below 0.4, indicating strong growth potential in the mass cosmetics market, especially following its acquisition of Hailey Bieber's Rhode brand, which is expected to boost sales significantly.
- Expansion Opportunities for Rhode: Rhode achieved over $200 million in sales in just three years, and E.l.f. plans to enhance its distribution through LVMH's Sephora by increasing product variety and marketing efforts, driving strong growth in the future.
- Undervalued Jakks Pacific: Jakks Pacific has a forward P/E under 6.5, and despite challenges in the consumer environment, the company achieved its highest gross margins in over 15 years, demonstrating resilience and potential in the market.
- Sales Boost from Children's Movies: With a strong lineup of children's movies this year, Jakks' toy and costume sales are expected to benefit, particularly with Halloween falling on a weekend, which will further drive revenue growth, suggesting that its conservative revenue forecasts may be exceeded.
See More
Analysis of Investment Opportunities in Consumer Stocks
- Amazon's Investment Value: Amazon (AMZN) has a market cap of $2.2 trillion and a forward P/E ratio below 28, presenting a significant discount compared to Walmart and Costco's 40 times, allowing investors to buy 5 shares for $1,000, with growth expected from its e-commerce and cloud computing leadership.
- Crocs' Turnaround Potential: Crocs (CROX) has a market cap of $3.9 billion and a forward P/E of about 6, with a free cash flow yield of 16%; despite challenges from the HeyDude acquisition, strong international sales and plans to open 250 new stores in China, India, and Western Europe could boost its stock, allowing investors to buy 12 shares for $1,000.
- Jakks Pacific's Growth Opportunities: Jakks Pacific (JAKK) has a market cap of $226 million and a forward P/E under 6.5; despite facing high tariffs and consumer pressures, it achieved a 15-year high gross margin of 32.4% and has no debt, with potential growth from a strong slate of children's movies, allowing investors to buy 50 shares for $1,000.
- Market Environment Impact: The overall consumer market faces challenges, yet companies like Amazon, Crocs, and Jakks Pacific demonstrate strong rebound potential through innovation and market expansion strategies, making them attractive long-term investment opportunities.
See More
JAKKS Pacific to Announce Q1 2026 Financial Results
- Earnings Release Schedule: JAKKS Pacific will announce its Q1 2026 financial results on April 30, 2026, after the market closes, which is expected to provide investors with critical performance data and future outlook.
- Teleconference Invitation: The company invites analysts, investors, and media to join a teleconference scheduled for April 30, 2026, at 5:00 p.m. ET / 2:00 p.m. PT to discuss the financial results and future plans, enhancing transparency and communication.
- Webcast Availability: The teleconference will be available via a live webcast on the company's
See More
Three Stocks Worth Pitching for Investment
- Energy Transition Potential: Energy Transfer (ET) operates one of the largest and most diversified midstream networks in the U.S., particularly its natural gas system in the Permian Basin, allowing it to capitalize on low natural gas prices, with a robust pipeline of high-return projects expected to benefit from soaring power demand driven by AI data centers.
- Deep Value Stock: JAKKS Pacific (JAKK) trades at a forward P/E ratio below 6.5, significantly lower than peers like Hasbro and Mattel, and despite facing declining sales and tariff pressures, it achieved its highest gross margin in 15 years under CFO John Kimble, indicating strong transformation potential.
- Catalyst from Children's Movies: JAKKS's sales are heavily tied to popular children's movies, and the promising 2026 movie slate could serve as a significant catalyst for stock price appreciation, enhancing market confidence in its future growth prospects.
- Software Development Leader: GitLab (GTLB) has a market cap of $3.7 billion and over $1.25 billion in net cash, with projected revenue growth in the mid to high teens, and its newly launched Duo Agent solution will aid its transition to a complete software development lifecycle platform, enhancing its competitive edge in the market.
See More
Energy Transfer's Attractiveness Grows Amid Market Dynamics
- Growth Potential of Energy Transfer: Energy Transfer (ET) operates one of the largest and most diversified midstream networks in the U.S., with its natural gas system in the prolific Permian Basin allowing access to some of the cheapest natural gas, which is expected to benefit from soaring power demand driven by AI data centers, thus creating a pipeline of high-return growth projects for the company.
- Attractive Valuation: ET trades at a forward enterprise value (EV)-to-EBITDA ratio of just 8.7, indicating its undervaluation compared to peers, while also offering a 7% dividend yield, making it appealing to investors seeking stable returns amidst market fluctuations.
- Transformation and Potential of JAKKS: Toymaker JAKKS Pacific (JAKK) has undergone a transformation under its new CFO, achieving its highest gross margin in 15 years despite declining sales, showcasing its potential for growth driven by popular children's movies, positioning it as a stock to watch this year.
- Market Opportunities for GitLab: GitLab (GTLB), with a market cap of $3.7 billion and over $1.25 billion in net cash, is projected to grow revenue despite a slowdown, with its newly launched Duo Agent solution and a shift to a hybrid pricing model expected to stimulate growth, solidifying its role in the software development sector.
See More
Two Undervalued Consumer Stocks to Buy Now
- e.l.f. Beauty Valuation Edge: e.l.f. Beauty (ELF) is trading at a forward P/E of 24 and a PEG ratio below 0.4, indicating significant undervaluation, particularly as it captures market share among younger consumers, with growth expected from its acquisition of the Rhode brand.
- Rhode Brand Opportunity: Rhode achieved over $200 million in sales in less than three years, and e.l.f. plans to expand its distribution through LVMH's Sephora by increasing product variety and marketing efforts, which should drive strong growth in the coming year.
- Jakks Pacific Undervaluation: Jakks Pacific (JAKK) trades at a forward P/E under 6.5, and despite a challenging consumer environment, the company achieved its highest gross margins in over 15 years, demonstrating resilience in adversity.
- Children's Movies Boost Sales: With a robust lineup of children's movies this year, Jakks' toy and costume sales are expected to benefit, especially with Halloween falling on a weekend, making revenue forecasts appear conservative; combined with its low valuation, the stock is a buy.
See More
Investment Opportunities in E.l.f. Beauty and Jakks Pacific
- Valuation Advantage of E.l.f. Beauty: E.l.f. Beauty trades at a forward P/E of 24, with a PEG ratio below 0.4, indicating strong growth potential in the mass cosmetics market, especially following its acquisition of Hailey Bieber's Rhode brand, which is expected to boost sales significantly.
- Expansion Opportunities for Rhode: Rhode achieved over $200 million in sales in just three years, and E.l.f. plans to enhance its distribution through LVMH's Sephora by increasing product variety and marketing efforts, driving strong growth in the future.
- Undervalued Jakks Pacific: Jakks Pacific has a forward P/E under 6.5, and despite challenges in the consumer environment, the company achieved its highest gross margins in over 15 years, demonstrating resilience and potential in the market.
- Sales Boost from Children's Movies: With a strong lineup of children's movies this year, Jakks' toy and costume sales are expected to benefit, particularly with Halloween falling on a weekend, which will further drive revenue growth, suggesting that its conservative revenue forecasts may be exceeded.
See More
Analysis of Investment Opportunities in Consumer Stocks
- Amazon's Investment Value: Amazon (AMZN) has a market cap of $2.2 trillion and a forward P/E ratio below 28, presenting a significant discount compared to Walmart and Costco's 40 times, allowing investors to buy 5 shares for $1,000, with growth expected from its e-commerce and cloud computing leadership.
- Crocs' Turnaround Potential: Crocs (CROX) has a market cap of $3.9 billion and a forward P/E of about 6, with a free cash flow yield of 16%; despite challenges from the HeyDude acquisition, strong international sales and plans to open 250 new stores in China, India, and Western Europe could boost its stock, allowing investors to buy 12 shares for $1,000.
- Jakks Pacific's Growth Opportunities: Jakks Pacific (JAKK) has a market cap of $226 million and a forward P/E under 6.5; despite facing high tariffs and consumer pressures, it achieved a 15-year high gross margin of 32.4% and has no debt, with potential growth from a strong slate of children's movies, allowing investors to buy 50 shares for $1,000.
- Market Environment Impact: The overall consumer market faces challenges, yet companies like Amazon, Crocs, and Jakks Pacific demonstrate strong rebound potential through innovation and market expansion strategies, making them attractive long-term investment opportunities.
See More
