The Globe and Mail reports in its Wednesday, Feb. 4, edition that RBC analyst Drew McReynolds, in a research report previewing fourth quarter 2025 results for his Canadian diversified media coverage universe titled Turning the Page on a Challenging Year, predicts 2026 will centre on "navigating accelerating structural change." The Globe's David Leeder writes that Mr. McReynolds continues to rate Spin Master "outperform." Mr. McReynolds cut his share target to $27 from $29. Analysts on average target the shares at $28.33. Mr. McReynolds says in a note: "While structural change is not at all new to most companies in our diversified media coverage having managed through a highly disruptive Web 2.0 wave over the past 25 years, we do believe the ongoing consumer and enterprise adoption of generative and agentic AI is driving a second major wave of accelerating structural change for the group. Although we see some content disruption parallels between the rise of the Internet and the rise of generative and agentic AI, we do expect AI impacts on the media sector, advertising market and consumer-grade solutions to be different to those on the information services sector and much higher-stakes professional-grade solutions."