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Posted by
Two Blokes Jun 28 -
Filed in
Stock
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5 views
Turtle Beach is caught in the U.S.-China trade war. The company has quickly managed to shift sourcing to Vietnam, but Vietnam could also soon face a 46% reciprocal tariff. A weaker consumer sentiment has weighed on industry-wide hardware accessory sales, but GTA VI's launch and a slight consumer confidence rebound should translate to a healthy 2026 outlook. The market overprices current concerns. I estimate TBCH to have 43% upside to $20.0.
