Tilray Brands, Inc.

NasdaqGS:TLRY Stok Raporu

Piyasa değeri: US$621.5m

Tilray Brands Yönetim

Yönetim kriter kontrolleri 2/4

Tilray Brands CEO'su Irwin Simon, Mar2019 tarihinde atandı, in görev süresi 7.17 yıldır. in toplam yıllık tazminatı $ 10.30M olup, şirket hissesi ve opsiyonları dahil olmak üzere 19.3% maaş ve 80.7% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.4% ine doğrudan sahiptir ve bu hisseler $ 2.51M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 4.8 yıl ve 5.3 yıldır.

Anahtar bilgiler

Irwin Simon

İcra Kurulu Başkanı

US$10.3m

Toplam tazminat

CEO maaş yüzdesi19.31%
CEO görev süresi7.2yrs
CEO sahipliği0.4%
Yönetim ortalama görev süresi4.8yrs
Yönetim Kurulu ortalama görev süresi5.3yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi May 17

TLRY: BrewDog Deal And Cannabis Rescheduling Will Shape Future Upside Potential

Analysts have trimmed their average price target on Tilray Brands by a few dollars to reflect updated assumptions around discount rates, profit margins and future P/E multiples, even as some highlight potential benefits from partial cannabis rescheduling and recent acquisitions. Analyst Commentary Bullish Takeaways Bullish analysts view the partial cannabis rescheduling order as extremely favorable, seeing scope for improved sector sentiment and potential support for valuation multiples if regulatory risk is perceived as lower.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
User avatar
Yeni Anlatı 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 Alpha
Seeking 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
Analiz Makalesi 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...

CEO Tazminat Analizi

Irwin Simon'un ücretlendirmesi Tilray Brands'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Feb 28 2026n/an/a

-US$1b

Nov 30 2025n/an/a

-US$2b

Aug 31 2025n/an/a

-US$2b

May 31 2025US$10mUS$2m

-US$2b

Feb 28 2025n/an/a

-US$946m

Nov 30 2024n/an/a

-US$249m

Aug 31 2024n/an/a

-US$213m

May 31 2024US$10mUS$2m

-US$245m

Feb 29 2024n/an/a

-US$352m

Nov 30 2023n/an/a

-US$1b

Aug 31 2023n/an/a

-US$1b

May 31 2023US$16mUS$2m

-US$1b

Feb 28 2023n/an/a

-US$2b

Nov 30 2022n/an/a

-US$578m

Aug 31 2022n/an/a

-US$501m

May 31 2022US$19mUS$2m

-US$477m

Feb 28 2022n/an/a

US$42m

Nov 30 2021n/an/a

-US$275m

Aug 31 2021n/an/a

-US$375m

May 31 2021US$14mUS$142k

-US$367m

Feb 28 2021n/an/a

-US$521m

Nov 30 2020n/an/a

-US$243m

Aug 31 2020n/an/a

-US$149m

May 31 2020US$14mUS$2m

-US$103m

Feb 29 2020n/an/a

US$22m

Nov 30 2019n/an/a

-US$63m

Aug 31 2019n/an/a

-US$16m

May 31 2019US$7mUS$294k

-US$25m

Tazminat ve Piyasa: Irwin 'nin toplam tazminatı ($USD 10.30M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 3.79M ).

Tazminat ve Kazançlar: Irwin şirketinin tazminatı, şirket kârsız olduğu sürece artırıldı.


CEO

Irwin Simon (67 yo)

7.2yrs
Görev süresi
US$10,295,612
Tazminat

Mr. Irwin David Simon is Lead Independent Director at Stagwell Inc. and has been its Director since April 25, 2013. Mr. Simon previously served as a member of Board of Directors of MDC Partners Inc. since...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Irwin Simon
President7.2yrsUS$10.30m0.40%
$ 2.5m
Carl Merton
CFO & Principal Accounting Officer10.4yrsUS$1.63m0.077%
$ 479.6k
Roger Savell
Chief Administrative Officer & CFO of International4.2yrsUS$1.79m0.050%
$ 309.8k
Mitchell Gendel
Global General Counsel & Corporate Secretary4.8yrsUS$2.18m0.059%
$ 363.8k
Denise Faltischek
Chief Strategy Officer and Head of M&A4.3yrsUS$2.36m0.069%
$ 429.7k
Lloyd Brathwaite
Chief Information Officer5.3yrsVeri yokVeri yok
Nyree Pinto
Chief Human Resources Officer3.7yrsVeri yokVeri yok
Berrin Noorata
Chief Corporate Affairs Officer5.3yrsVeri yokVeri yok
Blair MacNeil
President of Tilray Canada4.6yrsVeri yokVeri yok
Rajnish Ohri
President of Internationalno dataVeri yokVeri yok
Jared Simon
President of Manitoba Harvest & Tilray Wellness5.3yrsVeri yokVeri yok
Bryan Nolt
Founder & CEO of Breckenridge Distillery4.3yrsVeri yokVeri yok
4.8yrs
Ortalama Görev Süresi
61yo
Ortalama Yaş

Deneyimli Yönetim: TLRY 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 4.8 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Irwin Simon
President7.4yrsUS$10.30m0.40%
$ 2.5m
Lorna Marsden
Member of International Advisory Board5.3yrsVeri yokVeri yok
Renah Persofsky
Independent Vice Chairman & Lead Director8.6yrsUS$500.00k0.011%
$ 69.7k
Lloyd Axworthy
Member of International Advisory Board5.3yrsVeri yokVeri yok
Joschka Fischer
Member of International Advisory Board5.3yrsVeri yokVeri yok
David Clanachan
Independent Director5yrsUS$390.00k0.014%
$ 89.1k
David Hopkinson
Independent Director7.1yrsUS$390.00k0.028%
$ 174.8k
Alexander John Gosse Downer
Member of International Advisory Board5.3yrsVeri yokVeri yok
John Herhalt
Independent Director7.7yrsUS$410.00k0.015%
$ 90.7k
Thomas Looney
Independent Director7.5yrsUS$410.00k0.030%
$ 184.6k
Jaime Gama
Member of International Advisory Board5.3yrsVeri yokVeri yok
Donald McKinnon
Member of International Advisory Board5.3yrsVeri yokVeri yok
5.3yrs
Ortalama Görev Süresi
67.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: TLRY 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 5.3 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/20 06:18
Gün Sonu Hisse Fiyatı2026/05/20 00:00
Kazançlar2026/02/28
Yıllık Kazançlar2025/05/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Tilray Brands, Inc. 27 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Aaron GreyAlliance Global Partners
Frederico Yokota Choucair GomesATB Cormark
Jesse PytlakATB Cormark Historical (Cormark Securities)