Update shared on26 Aug 2025
Fair value Increased 5.99%Tilray Brands’ consensus price target has increased to $0.983 as analysts cite improved U.S. political momentum toward cannabis rescheduling and Tilray’s strong positioning to benefit from expanding market opportunities.
Analyst Commentary
- Positive political developments, with momentum towards rescheduling marijuana from Schedule I to Schedule III in the U.S., indicating a potential shift in federal cannabis policy.
- Increased potential for broader market access in the U.S. cannabis sector as a result of evolving legal landscape.
- Recognition of Tilray's strong brand presence, scale, and infrastructure positions it well to capture anticipated market opportunities.
- Confidence in the company’s balance sheet to support growth as regulatory doors open.
- Perception that current developments represent meaningful progress, though not full federal legalization, creating new avenues for growth.
What's in the News
- Tilray Brands continues expanding its hemp-derived Delta-9 THC beverage portfolio, launching new 10mg product extensions and variety packs from Fizzy Jane's and Happy Flower across multiple U.S. states, while introducing a summer collection of cannabis products in Canada, including new beverages, pre-rolls, vapes, and infused edibles (Product Announcements, 2025-06-23 & 2025-08-12).
- Tilray Medical published a scientific study comparing the bioavailability of different THC:CBD formulations, reinforcing its leadership in EU-GMP medical cannabis and ongoing commitment to supporting clinical research globally (Product Announcement, 2025-06-26).
- The company reported a significant impairment charge of $1.4 billion tied to intangible assets and goodwill for Q4 2025, but CEO Irwin Simon stated that Tilray remains focused on future M&A opportunities, leveraging its balance sheet strength and free cash flow (Impairment/Write Offs and Seeking Acquisitions/Investments, 2025-07-28).
- Tilray shareholders approved a reverse stock split (ratio between 1-for-10 and 1-for-20) to maintain Nasdaq listing requirements, but the company has paused implementation while evaluating timing and market conditions; meanwhile, Tilray was recently dropped from the S&P/TSX Capped Composite, Completion, and Composite Indexes (Delistings/Index Changes, 2025-06-07/-14/-17 & Bylaws Change, 2025-06-10).
- U.S. regulatory momentum continues with the House approving an amendment allowing VA physicians to recommend medical cannabis and President Trump reportedly considering rescheduling marijuana, which, if enacted, could benefit public cannabis companies including Tilray (Marijuana Herald, 2025-06-25; Wall Street Journal, 2025-08-10).
Valuation Changes
Summary of Valuation Changes for Tilray Brands
- The Consensus Analyst Price Target has risen from $0.928 to $0.983.
- The Net Profit Margin for Tilray Brands has significantly risen from 20.56% to 23.22%.
- The Future P/E for Tilray Brands has fallen from 7.78x to 7.31x.
Disclaimer
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