Update shared on09 Oct 2025
Fair value Increased 13%Analysts have raised their price target for Tilray Brands from $1.50 to $2.00, citing anticipated progress in U.S. cannabis policy and Tilray's strong positioning to benefit from broader market access.
Analyst Commentary
Recent commentary from bullish analysts highlights both the strengths and potential hurdles facing Tilray Brands in the evolving cannabis market. The perspectives below capture key themes identified in the latest research.
Bullish Takeaways- Analysts expect a meaningful boost in Tilray's U.S. market opportunity because of federal signals of progress toward rescheduling marijuana. This shift is seen as a potential catalyst for broader access and future growth.
- Tilray's existing brand strength, large-scale operations, and healthy balance sheet are viewed as advantages in capturing new segments of the expanding cannabis market.
- Increased momentum at the federal policy level could allow Tilray to accelerate its revenue growth and solidify its position among leading cannabis companies.
- Some analysts caution that federal rescheduling does not amount to full legalization, so potential market expansion remains limited for the time being.
- Execution risk is noted, as successfully capitalizing on new opportunities will require effective implementation amid evolving regulations.
- Competitive pressures may intensify as more players seek to enter the U.S. market, potentially affecting Tilray's growth pace and profitability.
What's in the News
- President Donald Trump is considering reclassifying marijuana as a less dangerous drug. This move could ease buying and selling, with Tilray among the companies mentioned as potential beneficiaries (Wall Street Journal).
- Tilray unveiled a festive lineup of Oktoberfest-inspired craft beers across its major brands, including new products from Atwater Brewery, Blue Point Brewing, Breckenridge Brewery, Terrapin Beer Company, and Widmer Brothers Brewing.
- Tilray Medical launched three new EU-GMP certified medical cannabis strains in Germany, expanding access for patients and pharmacies under the German medical framework.
- The company continues to expand its hemp-derived Delta-9 THC beverage portfolio, introducing 10mg formats and variety packs under the Fizzy Jane’s and Happy Flower brands in additional U.S. states.
- Tilray Brands reported a significant impairment of intangible assets and goodwill of $1.4 billion for the fourth quarter ended May 2025.
Valuation Changes
- Fair Value has risen moderately, moving from $0.98 to $1.11 per share.
- Discount Rate remains unchanged at 6.45%.
- Revenue Growth has decreased slightly from 4.61% to 4.60%.
- Net Profit Margin has fallen, dropping from 23.22% to 22.09%.
- Future P/E ratio has increased from 7.31x to 8.28x.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.