
TPB Stock Forecast & Price Target
TPB Analyst Ratings
Bulls say
Turning Point Brands Inc. (TPB) has demonstrated significant growth potential, as evidenced by a 50 basis point increase in its in-store market share, reaching 11.2%, alongside improving consumer offtake despite overall category declines. The company is experiencing accelerated market share gains in its Modern Oral segment and Stoker's moist snuff tobacco (MST) products, which is expected to drive revenue growth, margin enhancements, and higher earnings in the coming years. Additionally, TPB's oral nicotine revenue is projected to surpass legacy products by 2028, positioning it as the largest revenue contributor by 2030, further solidifying the company's positive financial trajectory.
Bears say
Turning Point Brands Inc faces a negative outlook due to significant market share erosion in its Stoker’s moist snuff tobacco (MST) products and a reduced demand for smokeable cannabis flower, which is expected to adversely impact both revenue and earnings. Analysts have noted an anticipated sequential decline in revenue for the second quarter, forecasted at $18.2 million, which could disappoint against elevated expectations following a revenue pull forward in the first quarter. Additionally, the company's gross margins are projected to contract, with a severe 200 basis point decline anticipated for Zig-Zag products and an 80 basis point reduction for Stoker’s, further compounding financial challenges as EBITDA estimates hover around $110 million for 2025, just below the midpoint of current guidance amid increasing tariff risks.
This aggregate rating is based on analysts' research of Turning Point Brands and is not a guaranteed prediction by Public.com or investment advice.
TPB Analyst Forecast & Price Prediction
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