Update shared on 06 Dec 2025
Fair value Increased 807%Analysts have significantly raised their price target on Tilray Brands, lifting fair value expectations from approximately $1.78 to $16.17 per share, citing improved long term earnings visibility and a more favorable valuation multiple outlook.
What's in the News
- Announced a 1 for 10 reverse stock split effective December 2, 2025, aiming to support continued Nasdaq listing and broaden institutional investor eligibility (company announcement).
- Expanded Tilray Medical into Panama through a joint venture with Top Tech Global, securing a license to cultivate, manufacture, import, export, distribute, and sell medical cannabis nationwide (company announcement).
- Introduced significant enhancements to Canadian Tilray Medical pricing programs, raising the compassionate pricing income threshold to $65,000 and strengthening seniors, first responders, frontline workers, and pediatric support initiatives (company announcement).
- Launched Good Supply branded vape cartridges in Quebec as legal cannabis vaping products roll out in the province, adding Pineapple Express and Blue Dream 1 g 510 thread formats to its Canadian portfolio (company announcement).
- Released the Ultimate 2025 Holiday Drink Gift Guide, featuring seasonal craft beers, premium spirits, ready to drink cocktails, and hemp derived THC beverages across its North American beverage portfolio (company announcement).
Valuation Changes
- Fair Value: increased significantly from approximately $1.78 to about $16.17 per share, implying a materially higher long term valuation outlook.
- Discount Rate: unchanged at 6.63 percent, indicating no shift in the assumed risk profile or cost of capital.
- Revenue Growth: risen slightly from roughly 4.52 percent to about 4.52 percent, reflecting a marginally more optimistic sales trajectory.
- Net Profit Margin: effectively stable at around 20.88 percent, with only an immaterial numerical adjustment.
- Future P/E: declined modestly from about 15.0 times to roughly 13.6 times, suggesting a more conservative earnings multiple despite the higher fair value estimate.
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