Update shared on01 Aug 2025
Fair value Decreased 11%A slight downward revision in revenue growth forecasts has led analysts to lower Tilray Brands’ consensus price target from $1.04 to $0.939.
What's in the News
- Tilray Brands announced a significant impairment of intangible assets and goodwill totaling $1.4 billion in Q4 2025, indicating ongoing financial challenges (Key Developments).
- Tilray’s shareholders approved a reverse stock split (1-for-10 to 1-for-20) aimed at maintaining Nasdaq compliance; implementation has been paused as management assesses timing and market price (Key Developments).
- The company was dropped from multiple key indices including the S&P/TSX Capped Composite, S&P/TSX Completion, and S&P/TSX Composite, highlighting reduced market standing (Key Developments).
- Tilray Medical published a scientific study advancing research on cannabinoid formulations and expanded its Good Supply brand into Germany’s medical cannabis market, reinforcing its international medical leadership (Key Developments).
- U.S. House approved an amendment potentially allowing VA doctors to recommend medical cannabis in legal states, suggesting a boost for the sector and companies such as Tilray, Aurora, Canopy, Cronos, and others (Marijuana Herald/Periodicals).
Valuation Changes
Summary of Valuation Changes for Tilray Brands
- The Consensus Analyst Price Target has significantly fallen from $1.04 to $0.939.
- The Consensus Revenue Growth forecasts for Tilray Brands has fallen slightly from 4.8% per annum to 4.7% per annum.
- The Future P/E for Tilray Brands remained effectively unchanged, moving only marginally from 8.13x to 8.00x.
Disclaimer
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