Mattel (MAT) stock calls: who's bullish, who's bearish, and their track records
As of November 5, 2026, MCAFax has logged 3 calls on Mattel (MAT) from 3 tracked investors: 1 bullish, 0 bearish and 2 neutral. The most recent is bullish, posted by @valuedontlie on Oct 28, 2026 when MAT last closed at $15.43. None of these calls has been scored yet; calls are scored 180 days after the post.
Not investment advice; for research and education.
Who is bullish and who is bearish on MAT?
Consensus: bullish. Every current directional call on MAT points the same way (Colin King (@valuedontlie)). Special Situations Research Newsletter (Jay) (@SpecialSitsNews) and Asif Suria (@AsifSuria) take a neutral or watch-only view, which is the closest thing to dissent here.
Every logged MAT call
| Date | Player | Call | Price at call | Current / outcome | Result | Source |
|---|---|---|---|---|---|---|
| Oct 28, 2026 | Colin King (@valuedontlie) | Bullish (long) | $15.43 | Open; scored 180 days after the post | Open (not yet scored) | post |
| Oct 15, 2026 | Asif Suria (@AsifSuria) | Neutral / watch | $16.65 | Open; scored 180 days after the post | Watch only (neutral calls are not scored) | post |
| Oct 5, 2026 | Special Situations Research Newsletter (Jay) (@SpecialSitsNews) | Neutral / watch | $15.27 | Open; scored 180 days after the post | Watch only (neutral calls are not scored) | post |
Dates are the post date in US Central time. Prices are closes in the listing currency. Open calls are not marked to market on this page; they are scored 180 days after the post.
The bull case for MAT
- Activist idea: Mattel is down about 30% over five years, top holders are pushing for a sale, the CEO left for Skydance and Authentic Brands and Zuru are rumored suitors. (Colin King (@valuedontlie), Oct 28, 2026; source)
The bear case for MAT
No tracked investor has a current bearish thesis on MAT.
Neutral and watch-list views
- Was excited Mattel rose on takeover hopes, then noted Hasbro and other non-AI stocks rose 4-5% too, so the move was not deal-specific. (Asif Suria (@AsifSuria), Oct 15, 2026; source)
- Recaps the Authentic Brands approach (~$6bn, above $20/share) but notes Mattel has often been at the center of strategic and activist talk with little visible progress. (Special Situations Research Newsletter (Jay) (@SpecialSitsNews), Oct 5, 2026; source)
Thesis lines are MCAFax summaries in our own words; follow the source link for the author's full post.
In their own words
- @valuedontlie (Oct 28, 2026): "3 top holders pushing for a sale"
- @AsifSuria (Oct 15, 2026): "Feels like everything non-AI is up 4% to 5% today."
Track records of the players calling MAT
| Player | Calls on MAT | Career W-L | Win % | Avg edge vs S&P | Status |
|---|---|---|---|---|---|
| Asif Suria (@AsifSuria) | 1 | 0-0 | - | - | No scored calls yet |
| Special Situations Research Newsletter (Jay) (@SpecialSitsNews) | 1 | 0-0 | - | - | No scored calls yet |
| Colin King (@valuedontlie) | 1 | 11-8 | .579 | +35.1 | Ranked #5 (career) |
See the full market-calls leaderboard for every player's record.
How we score these calls
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Last updated: November 5, 2026
Not investment advice; for research and education.
FAQ
Who is bullish on Mattel (MAT)?
As of November 5, 2026, @valuedontlie has logged bullish calls on MAT. Current bullish voices: @valuedontlie.
Who is bearish on MAT?
As of November 5, 2026, none of the investors MCAFax tracks has made a bearish call on MAT.
What is the consensus on MAT among tracked investors?
Current calls on MAT lean bullish; no tracked investor is on the other side right now.
What price was MAT at when these calls were made?
Prices at call ranged from $15.27 to $16.65. The most recent call was made when MAT last closed at $15.43. We use the last close known when each post went up.
How have past MAT calls performed?
No MAT call has been scored yet. Calls are scored 180 days after the post against the S&P 500.
Is there a contrarian call on MAT?
Consensus: bullish. Every current directional call on MAT points the same way (Colin King (@valuedontlie)). Special Situations Research Newsletter (Jay) (@SpecialSitsNews) and Asif Suria (@AsifSuria) take a neutral or watch-only view, which is the closest thing to dissent here.
How does MCAFax score stock calls?
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Where do these calls come from?
Public posts on X by investors MCAFax tracks. Each call links to the original post, and we log only posts that name a ticker and take a side. Theses are summarized in our own words.
Is this investment advice?
No. This page is journalism and research for education. It reports what tracked investors said and how their past calls performed.
How often is the MAT page updated?
It is regenerated from the MCAFax market-calls database whenever new calls are logged or scored. This version is current as of November 5, 2026.