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Needham & Company Maintains a 'Buy' on Hasbro (HAS); Q4 In-line; Strong Movie Slate & Mix Shift Should Boost 2012

February 8, 2012 8:12 AM EST
HAS Hot Sheet
Rating Summary:
    2 Buy, 5 Hold, 0 Sell

Rating Trend: Up Up

Today's Overall Ratings:
    Up: 20 | Down: 11 | New: 38
Needham & Company maintains a 'Buy' on Hasbro (NASDAQ: HAS) price target of $42.00.

Analyst, Sean McGowan, said, "HAS had already announced that 4Q results were “disappointing;” reported figures were inline with revised consensus expectations. 4Q sales rose 4% YoY to $1.33 B and EPS were $1.06. Full year net revenues increased 7% to $4.29 B and EPS increased to $2.82. Sales growth was again led by the international sector, which rose 16% for the year excluding the impact of currency, and which offset weakness in US/Canada, which fell 2% YoY. Persistent weakness in Games suggests the possibility of a longer-term secular challenge. Management was optimistic about 2012 opportunities given the robust slate of major film releases scheduled for 2012. We have lowered our 2012 EPS estimate from $3.40 to $3.25, left 2013 at $3.75, and are introducing a 2014 EPS estimate of $4.30."

For an analyst ratings summary and ratings history on Hasbro click here. For more ratings news on Hasbro click here.

Shares of Hasbro closed at $36.41 yesterday, with a 52 week range of $31.36-$48.43.


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