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Upcoming Federal Policy Shifts Will Open New Opportunities In Cannabis Markets

Published
04 May 25
Updated
07 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
-10.9%
7D
5.6%

Author's Valuation

US$1.7826.5% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 07 Nov 25

TLRY: Progress On U.S. Rescheduling Will Unlock New Market Access

Tilray Brands has received an increased analyst price target from $1.50 to $2.00 per share, reflecting greater optimism because of anticipated regulatory changes and the company’s strong industry positioning. Analyst Commentary Bullish analysts have reacted positively to recent developments affecting Tilray Brands, noting a number of factors that could drive further growth and improve the company’s outlook.

Shared on 23 Oct 25

Fair value Increased 60%

Analysts have raised their price target on Tilray Brands from $1.50 to $2.00, citing recent shifts in U.S. federal policy toward cannabis and the company's strong positioning to benefit from potential market expansion. Analyst Commentary Following the price target increase, analysts have shared both optimistic and cautious perspectives on Tilray Brands, reflecting on the company's future prospects and potential risks.

Shared on 09 Oct 25

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.

Shared on 26 Aug 25

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.

Shared on 01 Aug 25

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).