Assessing Turning Point Brands (TPB) Valuation After Oppenheimer’s Bullish Nicotine Pouch Outlook

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Turning Point Brands (TPB) is gaining investor attention after a bullish update from Oppenheimer, driven by strong anticipated Q4 2025 performance and its position in the growing nicotine pouch market. Despite recent share price gains making TPB appear overvalued compared to its $121.25 fair value, its ability to grow premium brands and maintain strong margins supports cash generation, though regulatory pressures remain a key risk. Investors are encouraged to assess the company’s fundamentals and consider other opportunities.

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