Gerrick Johnson

Sorry, kids. You know those returns on toy stock profits you’ve been asking for? Well, the companies are trying. But you may have to wait until next year. Sometimes you have to wait for good things. That's more or less the takeaway from BMO Capital Markets on Mattel Inc. (...

Electronic Arts Inc. (NASDAQ: EA) continued to recover Friday after the firm reported a third-quarter sales miss and lowered its annual guidance earlier this week. While the performance led many investors to pause, one analyst stayed in the game. The Analyst  BMO Capital Markets analyst...

Mattel, Inc. (NASDAQ: MAT) shares jumped higher Thursday on a fourth-quarter earnings beat and were continuing the gains Friday. Toy investors were by and large satisfied, but analysts remain divided.  "We have seen turnaround stories in some dead old names," said...

Electronic Arts Inc. (NASDAQ: EA) announced a delay Thursday in the highly anticipated release of "Battlefield V" and lowered its guidance. The Analysts UBS analyst Eric Sheridan reiterated a Buy rating on Electronic Arts and lowered the price target from $176 to $166. BMO Capital...

Hasbro, Inc. (NASDAQ: HAS) shares are overvalued trading at an 18.1-19.3 multiple on 2019 estimated earnings, and a more appropriate valuation is 15 times next year's earnings, according to BMO Capital Markets.  The Analyst Analyst Gerrick Johnson downgraded Hasbro from Market Perform...

The case for no longer being bullish on video game maker Take-Two Interactive Software, Inc (NASDAQ: TTWO) is based on concerns that Wall Street's "Red Dead" sales expectations are overly optimistic, according to BMO. The Analyst BMO Capital Markets' Gerrick Johnson...

Recreational vehicle maker Thor Industries, Inc. (NYSE: THO) has slumped about 30 percent in the year-to-date period. The Analyst BMO Capital Markets analyst Gerrick Johnson upgraded Thor from Market Perform to Outperform, but maintained the price target at $150. The Thesis The discounted...

While it didn’t come as a surprise, the Toys R Us bankruptcy was sent toy manufacturers scrambling to recoup potentially significant losses after it was announced that the company will close all of its stores. Earlier this month, BMO Capital Markets analyst Gerrick Johnson told Benzinga that...

Toy stocks were under heavy selling pressure Friday after a Bloomberg report said retailer Toys "R" Us is likely preparing itself to liquidate its bankrupt U.S. business. What Happened Toys "R" Us hired a law firm with expertise in debt restructuring in early September 2017...

The recreational vehicle market is in its ninth consecutive year of expansion, which bodes well for Winnebago Industries, Inc. (NYSE: WGO) — as it's capable of superior growth compared to its rivals, according to BMO. The Analyst BMO Capital Markets' Gerrick Johnson upgraded...

Shares of Electronic Arts Inc. (NASDAQ: EA) were hard-hit after its much anticipated "Star Wars Battlefront II" game was rocked with controversy and major consumer backlash. But for some investors, this created an ideal buying opportunity, according to BMO Capital Markets. ...

Nearly two weeks after Funko Inc (NASDAQ: FNKO) released its first quarterly report as a public company, BMO Capital Markets downgraded the stock, sending shares scuttling to their lowest levels since the listing. This is in contrast to the views of Goldman Sachs analyst Michael Ng, who said...

Funko Inc (NASDAQ: FNKO)'s IPO debut is considered to be one of the worst one-day performances in 17 years. Here's what some of Wall Street's top analysts are saying about the stock. Bank Of America: Impressive Growth Bank of America's Rafe Jadrosich initiated coverage of Funko...