tonies

The tonies share rose to a record high of €14.60, continuing the breakout from the consolidation that has lasted since June. Oddo BHF analyst Sinan Doganli raised his price target to €17.50 ahead of the quarterly report on November 12 and expects stronger sales thanks to the Toniebox 2 launched in mid‑September and favorable comparison figures. NuWays analyst Christian Sandherr reiterated his "Buy" rating with a price target of €18.50 and sees robust retailer demand, with the third quarter marked by preorders for the Christmas season. » More on finanzen.net

Oddo BHF raises the price target for Tonies from €16 to €17.50 and reiterates the rating "Outperform." The upgrade is justified by expected strong Toniebox sales in the third quarter, making the comparable figures easy to beat. Tonies achieved revenue of €630 million in 2025 and is targeting revenue growth to more than €1.4 billion by 2030, accompanied by an expected adjusted EBITDA margin of 16–18%. » More on finanzen.net

Tonies reported a 38 percent revenue increase in the first half of 2026 to around €243 million, but adjusted EBITDA fell by more than half to €1.8 million and the margin dropped to 0.7 percent. Profitability was weighed down by new US tariffs and a higher share of lower-margin Toniebox sales, intended to strengthen the installed base and follow-on revenues in the long term. The company announced a licensing partnership with FC Bayern and is expanding content with Pokémon and Snoop Dogg. For 2026 it maintains a currency-adjusted revenue growth forecast of more than 20 percent and an adjusted EBITDA margin of 9–11 percent; the mid-term target is revenue of more than €1.4 billion and a margin of 16–18 percent by 2030. » More on deraktionaer.de