Tilray Brands（TLRY）株式概要
ライフスタイル消費財メーカーであるティルレイ・ブランズ社は、カナダ、米国、欧州、中東、アフリカ、および国際的な医療用大麻製品の研究、栽培、加工、販売に従事している。 詳細
TLRY Community Fair Values
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Analyst Price Targets
Tilray Brands, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$5.32 |
| 52週高値 | US$23.20 |
| 52週安値 | US$3.51 |
| ベータ | 1.94 |
| 1ヶ月の変化 | -22.45% |
| 3ヶ月変化 | -29.16% |
| 1年変化 | 7.47% |
| 3年間の変化 | -77.93% |
| 5年間の変化 | -96.51% |
| IPOからの変化 | -96.70% |
最新ニュース
ナラティブの更新 • May 02
TLRY: BrewDog Acquisition And Cannabis Rescheduling Will Drive Future Upside
Analysts have cut their average price target on Tilray Brands to about $10.04 from $16.17, reflecting updated assumptions on discount rates, revenue growth, profit margins, and a reset future P/E following recent research that includes target reductions tied to the BrewDog asset acquisition and evolving views on potential U.S. cannabis rescheduling. Analyst Commentary Recent research on Tilray Brands highlights a mix of optimism around regulatory developments and caution around execution risks, especially following the BrewDog asset acquisition and a series of price target resets.
ナラティブの更新 • Apr 18
TLRY: BrewDog Integration And Synergies Will Support Long Term Cash Flow Potential
The analyst price target for Tilray Brands has been reduced by several dollars to $9.00. This reflects analysts' focus on lower future P/E assumptions and execution risks around recent acquisitions, even as they factor in slightly higher revenue growth and profit margin estimates.Seeking Alpha • Apr 09
Tilray Has Strong Synergies, But Sector Remains Weak
Summary Tilray reported strong Q3-2026 results earlier this month. The company has strong synergies with increasing global operations. The company is undervalued, but the sector is still weak due to uncertainty. The stock price is up 48% over the last year, but has still not recovered from its reverse split. I continue my rating of a Hold. Read the full article on Seeking AlphaRecent updates
ナラティブの更新 • May 02
TLRY: BrewDog Acquisition And Cannabis Rescheduling Will Drive Future Upside
Analysts have cut their average price target on Tilray Brands to about $10.04 from $16.17, reflecting updated assumptions on discount rates, revenue growth, profit margins, and a reset future P/E following recent research that includes target reductions tied to the BrewDog asset acquisition and evolving views on potential U.S. cannabis rescheduling. Analyst Commentary Recent research on Tilray Brands highlights a mix of optimism around regulatory developments and caution around execution risks, especially following the BrewDog asset acquisition and a series of price target resets.ナラティブの更新 • Apr 18
TLRY: BrewDog Integration And Synergies Will Support Long Term Cash Flow Potential
The analyst price target for Tilray Brands has been reduced by several dollars to $9.00. This reflects analysts' focus on lower future P/E assumptions and execution risks around recent acquisitions, even as they factor in slightly higher revenue growth and profit margin estimates.Seeking Alpha • Apr 09
Tilray Has Strong Synergies, But Sector Remains Weak
Summary Tilray reported strong Q3-2026 results earlier this month. The company has strong synergies with increasing global operations. The company is undervalued, but the sector is still weak due to uncertainty. The stock price is up 48% over the last year, but has still not recovered from its reverse split. I continue my rating of a Hold. Read the full article on Seeking Alphaナラティブの更新 • Apr 04
TLRY: BrewDog Acquisition Execution Will Support Long Term Cash Flow Visibility
Tilray Brands' updated analyst price target framework now points to an implied fair value shift from $19.22 to $20.25. Analysts cite changes to revenue growth assumptions, profit margin expectations, and a higher future P/E multiple following a mix of price target cuts and a recent upgrade on the stock.
ナラティブの更新 • Mar 20
TLRY: BrewDog Acquisition Synergies And Schedule III Shift Will Improve Cash Flow Visibility
Analysts have reduced their Tilray Brands price targets to $9.00 from $10.00, reflecting caution regarding the BrewDog asset acquisition and a focus on the company demonstrating it can achieve operational synergies, as well as provide clearer long term visibility into sales and cash flows. Analyst Commentary Recent research updates point to a cautious stance on Tilray Brands, with several Bearish analysts trimming price targets and reiterating more neutral views after both the BrewDog asset acquisition and the latest quarterly results.ナラティブの更新 • Mar 05
TLRY: Schedule III Shift And Medical Push Will Improve Cash Flow Visibility
Narrative Update on Tilray Brands The analyst price target for Tilray Brands has been trimmed from $9.25 to $9.00 as analysts factor in a slightly higher discount rate, a lower assumed future P/E, and execution risks and synergy uncertainty around the BrewDog asset acquisition, even though revenue growth and profit margin assumptions remain modestly higher. Analyst Commentary Recent Street research on Tilray Brands has leaned cautious, with multiple bearish analysts trimming price targets and maintaining neutral stances despite some operational positives.ナラティブの更新 • Feb 19
TLRY: Rescheduling And Licensing Agreements Will Support Long Term Cash Flow Visibility
Analysts have updated their price target on Tilray Brands to $19.22 from $1.83, reflecting revised assumptions around revenue growth, profit margins, and future P/E following recent coverage initiations and target resets that cited solid Q2 sales with mixed visibility on long-term sales and cash flow. Analyst Commentary Recent Street commentary around Tilray Brands has been mixed, with some firms trimming price targets while keeping ratings neutral.ナラティブの更新 • Feb 05
TLRY: Schedule III Rescheduling And Medical Expansion Will Support Cash Flow Visibility
Analysts have trimmed their price targets on Tilray Brands to around $10, reflecting a more cautious stance after recent quarterly results that they viewed as generally in line. Solid international and distribution sales were partly offset by ongoing questions around long term sales visibility and cash flow.ナラティブの更新 • Jan 21
TLRY: Schedule III Shift Will Test Medical Expansion And Cash Flow Visibility
Analysts have adjusted their fair value estimate for Tilray Brands from $8.50 to $9.25, citing recent target revisions that reflect more cautious revenue growth assumptions, steady profitability expectations, and an updated outlook for the future price-to-earnings ratio. Analyst Commentary Recent Street research has leaned cautious on Tilray Brands, with bearish analysts trimming price targets and flagging risks around visibility into the company’s longer term financial profile.分析記事 • Jan 16
Lacklustre Performance Is Driving Tilray Brands, Inc.'s (NASDAQ:TLRY) 30% Price Drop
To the annoyance of some shareholders, Tilray Brands, Inc. ( NASDAQ:TLRY ) shares are down a considerable 30% in the...ナラティブの更新 • Jan 06
TLRY: Rescheduling To Schedule III Will Expose Medical Expansion Hurdles
Analysts have lifted their fair value estimate for Tilray Brands to $8.50 from $0.60, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E that they see as better reflecting the company’s current risk and earnings profile. What's in the News President Trump signed an executive order directing Attorney General Pam Bondi to complete the rulemaking process to reschedule marijuana to Schedule III of the Controlled Substances Act.ナラティブの更新 • Dec 20
TLRY: Reverse Split Will Drive Future Upside As Medical Expansion Advances
Analysts have modestly raised their price target on Tilray Brands to reflect slightly stronger long term revenue growth expectations, even as they factor in significantly compressed profit margins and a sharply higher assumed future price to earnings multiple. What's in the News Tilray Medical outlined a strategic framework for U.S. medical cannabis expansion following federal rescheduling, creating Tilray Medical USA Inc.ナラティブの更新 • Dec 06
TLRY: Reverse Split And Medical Expansion Will Drive Future Upside
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).分析記事 • Nov 24
Tilray Brands, Inc. (NASDAQ:TLRY) Looks Inexpensive After Falling 39% But Perhaps Not Attractive Enough
The Tilray Brands, Inc. ( NASDAQ:TLRY ) share price has fared very poorly over the last month, falling by a substantial...ナラティブの更新 • Nov 22
TLRY: Federal Policy Shifts Will Drive New U.S. Cannabis Opportunities
Analysts have raised Tilray Brands' price target from $1.50 to $2.00, citing strengthened expectations due to shifting U.S. federal policy toward cannabis and the company's strong market position. Analyst Commentary Analysts have highlighted a range of factors that support an optimistic outlook for Tilray Brands, while also noting certain risks that could affect the company's future performance.ナラティブの更新 • Nov 07
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.ナラティブの更新 • Oct 23
Upcoming Federal Policy Shifts Will Open New Opportunities In Cannabis Markets
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.ナラティブの更新 • Oct 09
Expanding European Cannabis Markets Will Unlock Global Wellness Potential
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.分析記事 • Oct 03
Tilray Brands, Inc.'s (NASDAQ:TLRY) Share Price Boosted 29% But Its Business Prospects Need A Lift Too
Tilray Brands, Inc. ( NASDAQ:TLRY ) shares have continued their recent momentum with a 29% gain in the last month...ナラティブの更新 • Aug 26
Expanding European Cannabis Markets Will Unlock Global Wellness Potential
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.分析記事 • Aug 18
Tilray Brands, Inc. (NASDAQ:TLRY) Surges 66% Yet Its Low P/S Is No Reason For Excitement
Despite an already strong run, Tilray Brands, Inc. ( NASDAQ:TLRY ) shares have been powering on, with a gain of 66% in...分析記事 • Jul 04
Tilray Brands, Inc. (NASDAQ:TLRY) Shares Fly 35% But Investors Aren't Buying For Growth
Tilray Brands, Inc. ( NASDAQ:TLRY ) shareholders are no doubt pleased to see that the share price has bounced 35% in...
新しいナラティブ • May 04
Integrated Operations Will Extend European And US THC Beverage Markets
Strategic initiatives focusing on margin improvements and global expansion efforts could significantly boost profitability and revenue growth.Seeking Alpha • Apr 28
Tilray Brands Could Bounce Big
Summary Tilray Brands missed Q3 expectations but improved its balance sheet, with net debt at $14 million. Despite revenue and EBITDA misses, Tilray's valuation is attractive, trading at 6.85X projected FY27 adjusted EBITDA, suggesting potential gains of up to 77%. Risks include NASDAQ delisting and integration challenges from numerous acquisitions, but maintaining the NASDAQ listing is crucial. I remain optimistic due to Tilray's technical indicators and valuation, despite concerns about its cannabis operations and other business units. Read the full article on Seeking AlphaSeeking Alpha • Apr 09
Tilray: Q3 Earnings Could Be The Inflection Point It Needs
Summary Tilray’s Q3 earnings show promising signs of improving fundamentals with expanding margins and effective cost management, combined with a clean balance sheet. Management’s strategy shift to prioritizing profitable growth offers a viable path to long-term profitability. Despite improving fundamentals, Tilray appears to be undervalued, in my opinion. I’m reiterating my buy rating for Tilray, while lowering my price target to $2.4, representing 419% upside from its current valuation. Read the full article on Seeking Alpha分析記事 • Mar 26
Lacklustre Performance Is Driving Tilray Brands, Inc.'s (NASDAQ:TLRY) 28% Price Drop
To the annoyance of some shareholders, Tilray Brands, Inc. ( NASDAQ:TLRY ) shares are down a considerable 28% in the...Seeking Alpha • Mar 13
Tilray Short Interest Surges Again
Summary Tilray Brands' stock has plummeted from a $300 high in 2018 to just 61 cents, with short interest hitting a new high at the end of February. The company faces significant cash burn, leading to increased dilution of shares and potential reverse split concerns. Tilray's valuation remains lower than peers, with analysts continually lowering price targets. Read the full article on Seeking Alpha株主還元
| TLRY | US Pharmaceuticals | US 市場 | |
|---|---|---|---|
| 7D | -4.3% | 2.0% | -0.3% |
| 1Y | 7.5% | 34.8% | 24.0% |
業界別リターン: TLRY過去 1 年間で34.8 % の収益を上げたUS Pharmaceuticals業界を下回りました。
リターン対市場: TLRYは、過去 1 年間で24 % のリターンを上げたUS市場を下回りました。
価格変動
| TLRY volatility | |
|---|---|
| TLRY Average Weekly Movement | 8.9% |
| Pharmaceuticals Industry Average Movement | 10.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: TLRY 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: TLRYの 週次ボラティリティ は、過去 1 年間で19%から9%に減少しました。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| n/a | 2,842 | Irwin Simon | www.tilray.com |
ライフスタイル消費財メーカーであるティルレイ・ブランズ社は、カナダ、米国、欧州、中東、アフリカ、および国際的な医療用大麻製品の研究、栽培、加工、流通に従事している。同社は4つのセグメントで事業を展開している：飲料事業、大麻事業、流通事業、ウェルネス事業。また、医療用・成人用大麻製品の提供、医薬品・ウェルネス製品の再販・流通、飲料製品・ヘンプベースの食品の製造・マーケティング・販売も行っている。また、エンターテイメント製品も提供している。Tilray、Aphria、Broken Coast、Symbios、Navcora、Tilray Craft、Charlotte's Web、Montauk Brewing、Shock Top、10 Barrell、Breckenridge Brewery、SweetWater Brewing、Breckenridge Distillery、Blue Point Brewing、Broken Coast、Redecan、XMG、Manitoba Harvest、CC Pharma、Good Supply、Solei、Mollo、Chowie Wowieで製品を提供している、オリジナルスタッシュ、カナカ、RIFF、ティレイ・メディカル、ベイクセール、バッチ、HEXO、アルパインビアカンパニー、グリーンフラッシュ、クルージーズ、アトウォーターブルワリー、ハイボールエナジー、リキッドラブ、ホップバレーブルーイング、レッドフックブルワリー、リボルバーブルーイング、スクエアマイルサイダー、モックワン、ウィドマーブラザーズブルーイング、ランナーズハイブルーイングカンパニー、スウィートウォーターブルーイングカンパニー、テラピン・ビアカンパニー,Happy Flower、Fizzy Jane's、Herb & Bloom、420 Fizz、Fresh Hemp Foodsブランド。同社は製品を小売店、卸売業者、患者、医師、病院、薬局、研究者、政府、および消費者に直接販売している。同社は以前Tilray, Inc.として知られていたが、2022年1月にTilray Brands, Inc.に社名を変更した。Tilray Brands, Inc.の本社はカナダのレミントンにある。
Tilray Brands, Inc. 基礎のまとめ
| TLRY 基礎統計学 | |
|---|---|
| 時価総額 | US$634.58m |
| 収益（TTM） | -US$1.34b |
| 売上高(TTM) | US$858.28m |
0.7x
P/Sレシオ-0.5x
PER（株価収益率TLRY は割高か？
公正価値と評価分析を参照収益と収入
| TLRY 損益計算書（TTM） | |
|---|---|
| 収益 | US$858.28m |
| 売上原価 | US$620.72m |
| 売上総利益 | US$237.55m |
| その他の費用 | US$1.58b |
| 収益 | -US$1.34b |
直近の収益報告
Feb 28, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -11.27 |
| グロス・マージン | 27.68% |
| 純利益率 | -156.67% |
| 有利子負債／自己資本比率 | 16.4% |
TLRY の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/17 20:30 |
| 終値 | 2026/05/15 00:00 |
| 収益 | 2026/02/28 |
| 年間収益 | 2025/05/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Tilray Brands, Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27
| アナリスト | 機関 |
|---|---|
| Aaron Grey | Alliance Global Partners |
| Frederico Yokota Choucair Gomes | ATB Cormark |
| Jesse Pytlak | ATB Cormark Historical (Cormark Securities) |