Key Points President Trump posted a video suggesting that seniors would benefit from hemp-derived CBD. He's also suggested reclassifying marijuana on a federal level. 10 stocks we like better than Tilray Brands › Marijuana stocks are getting some attention this week following new interest from President Donald Trump. Trump on Sunday posted a video on his Truth Social account that promoted the health benefits of hemp-derived CBD for seniors, suggesting it could be included under Medicare. The video ...

Industry Overview - The cannabis sector is currently facing significant challenges, characterized by volatility, heavy regulation, and a lack of long-term profitability among many companies [2] - Despite these challenges, potential policy changes and renewed investor interest keep the industry relevant, with valuations significantly down, allowing for potential stock price movements with small catalysts [2][12] Company Summaries Tilray Brands - Tilray has evolved into a consumer packaged goods conglomerate, owning eight craft beer brands and generating $240.6 million in beverage sales, a 19% increase year over year, compared to $249 million from cannabis [4] - Total revenue for fiscal 2025 reached $821.3 million, up 4% year over year, with international cannabis revenue increasing by 71% [5] - The company ended the fiscal year with $256.4 million in cash and marketable securities, providing financial flexibility, although it continues to post GAAP losses due to impairments and restructuring charges [5] Canopy Growth - Canopy Growth is viewed as a bellwether for the cannabis industry, often leading market movements due to its brand recognition and significant investment from Constellation Brands [6] - In fiscal 2026 Q1, Canopy reported consolidated net revenue of CA$72.1 million, a 9% increase year over year, with cannabis revenue at CA$57 million [7] - The company reported an adjusted EBITDA loss of CA$7.9 million and a free cash flow outflow of CA$12 million, although this represented a 79% improvement from the previous year [7][8] Innovative Industrial Properties - Innovative Industrial Properties operates as a real estate investment trust (REIT), focusing on collecting rents from cannabis operators, owning 108 properties across 19 states [9] - In the second quarter, the company reported $62.9 million in revenue, a 21% decline from the prior year due to tenant defaults, yet maintained a quarterly dividend of $1.90 per share, yielding nearly 14% [10] - The risk for Innovative Industrial Properties lies in potential rent defaults if cannabis operators continue to struggle, which could lead to vacant properties or the need for lease renegotiations [11] Investment Opportunities - The three highlighted companies provide distinct investment approaches within the cannabis sector: Tilray offers diversification through beverages, Canopy provides leverage to market sentiment, and Innovative Industrial Properties delivers income while waiting for market improvements [12] - The cannabis industry is down 80% from its 2021 highs, and October often brings speculation about policy shifts, suggesting that even modest catalysts could lead to significant share price movements [13]

Tilray Brands TodayTLRYTilray Brands$1.73 -0.12 (-6.49%) 52-Week Range$0.35▼$1.86Price Target$1.94Add to WatchlistThe stock market was jolted into action on Sept. 29 as shares of Tilray Brands NASDAQ: TLRY staged a monumental rally, closing the session with a gain of over 60% at $1.85 per share. The move was backed by a surge in trading volume, with more than 371 million shares changing hands, a figure over eight times its daily average of 44.65 million. Such a dramatic spike, triggered by external politic ...

Company Performance - Tilray Brands, Inc. (TLRY) experienced a decline of 6.49% to $1.73 in the latest trading session, underperforming the S&P 500's daily gain of 0.41% [1] - Over the past month, shares of Tilray have increased by 34.06%, while the Medical sector has decreased by 0.38% and the S&P 500 has gained 3.15% [1] Upcoming Earnings Report - The company is set to release its earnings report on October 9, 2025, with projected earnings per share (EPS) of -$0.03, reflecting a 25% increase from the same quarter last year [2] - Revenue is estimated to be $206.83 million, indicating a 3.39% increase compared to the same quarter of the previous year [2] Fiscal Year Projections - For the entire fiscal year, the Zacks Consensus Estimates project an EPS of -$0.11 and revenue of $877.28 million, representing changes of -1200% and +6.81% respectively from the prior year [3] Analyst Estimates and Trends - Recent changes to analyst estimates for Tilray Brands should be noted, as upward revisions indicate analysts' positivity towards the company's business operations [4] - The Zacks Rank system, which assesses estimate changes, currently ranks Tilray Brands at 3 (Hold), with the consensus EPS estimate remaining stagnant over the past month [6] Industry Context - The Medical - Products industry, which includes Tilray, has a Zacks Industry Rank of 78, placing it in the top 32% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

We recently published 10 Stocks With 10-60% Upside. Tilray Brands Inc. (NASDAQ:TLRY) is one of the top performers on Monday. Tilray soared at an all-time high on Monday as investors took path from President Donald Trump’s promotion of the use of cannabis and cannabidiol (CBD) in the US. In intra-day trading, Tilray Brands Inc. (NASDAQ:TLRY) hit its highest price of $1.86 before trimming gains to finish the day just up by 60.87 percent at $1.85 apiece, as investors took Trump’s three-minute video post pro ...

Tilray stock price has surged in the past few weeks, with most of the gains happening on Monday when it surged by over 60%, which brought its market capitalization to over $2 billion. It has now soare... ...

Key Points Tilray's shares initially fell more than 12% shortly after the market opened on Tuesday. Monday's surge followed a video posted by President Trump promoting CBD for seniors, which sparked a sector-wide rally. Even after today's drop, the stock remains up sharply for the week. 10 stocks we like better than Tilray Brands › Shares of Tilray Brands (NASDAQ: TLRY) declined as much as 12.4% on Tuesday, but were down about 9% as of 10:30 a.m. ET. The pullback comes a day after a dramatic rall ...

Core Insights - The U.S. cannabis industry has rapidly expanded, generating over $33 billion in annual sales, with projections to exceed $56 billion by 2030, presenting significant opportunities for Canadian cannabis companies [1] - Canadian firms are strategically positioned to benefit from U.S. regulatory progress and increasing cross-border demand through scaling production, diversifying product lines, and investing in branded distribution [1][3] - Selecting cannabis stocks requires technical analysis for entry and exit points, alongside critical risk management practices to navigate high volatility [2] Company Summaries Tilray Brands - Tilray Brands has a growing international presence and has entered U.S. markets with hemp-derived THC products and beverage partnerships, establishing a strong retail distribution network [4][7] - In fiscal 2024, Tilray reported revenue of nearly $790 million but faced a net loss exceeding $220 million, although gross margins improved to around 41 percent in select segments [8][9] - The hemp-derived beverage segment is gaining traction, with sales of approximately $1.4 million, indicating potential for future growth as consumer adoption increases [9] Canopy Growth Corporation - Canopy Growth is recognized for its efforts to expand beyond Canada, focusing on wellness products and CBD while building licensing and product partnerships in the U.S. [10][12] - Recent financial results show a modest 4 percent year-over-year increase in Canadian cannabis revenue, with operating losses reduced to $18 million, marking significant progress [13][14] - The company has lowered its debt from nearly $600 million to just over $300 million, enhancing its financial stability and flexibility [14][15] Village Farms International - Village Farms has pivoted from greenhouse growing to cannabis, focusing on cultivation, processing, and export markets without relying on a retail network [15][17] - In Q2 2025, consolidated net sales increased by 12 percent year-over-year to nearly $60 million, with net income reaching nearly $10 million, indicating a strong turnaround [17][18] - The company expanded its cultivation footprint by over 500,000 square feet, potentially boosting capacity by one-third and driving future revenue growth [18][19] Market Overview - Canadian cannabis stocks are experiencing volatility but continue to attract investor interest, with Tilray, Canopy Growth, and Village Farms employing diverse strategies to navigate market challenges [19][20] - As of October 2025, these companies represent the diversity within the Canadian cannabis sector, with careful execution and risk management being critical for investors [20]

Group 1: Cannabis Industry Impact - Cannabis stocks experienced a significant rally following President Trump's endorsement of cannabidiol (CBD) for senior healthcare, suggesting a potential shift in public perception and market dynamics [3][4] - Leading cannabis companies such as Tilray Brands, Canopy Growth, Cronos Group, and Aurora Cannabis saw substantial stock price increases, with Tilray Brands rising as much as 60% and Canopy Growth gaining approximately 17% [4][5] - The video posted by Trump emphasized CBD's benefits, including pain relief and improved sleep, and highlighted potential cost savings of $64 billion annually if cannabis is fully integrated into the healthcare system [6] Group 2: McDonald's Loyalty Program - McDonald's is reintroducing its popular Monopoly game to attract customers to its loyalty program, which currently accounts for about 25% of its U.S. business [10][12] - The new game format allows customers to scan game pieces from food packages into an app, offering prizes such as airline miles and cash, aiming to increase global active loyalty members to 250 million by the end of 2027 [11][12]

Core Insights - Tilray Medical is expanding its Tilray Craft portfolio in Germany with five new cannabis flower products produced at its EU-GMP certified facility in Neumünster, reflecting its commitment to providing diverse, quality medical cannabis options for patients [1][2][3] Company Overview - Tilray Medical is dedicated to transforming lives by providing safe and reliable access to a global portfolio of medical cannabis brands, including Tilray Craft, and has established itself as a leading supplier of medical cannabis [5] - The company has evolved from being one of the first licensed producers of medical cannabis in Canada to building GMP-certified production facilities in Portugal and Germany [5] Product Details - The new Tilray Craft products are available by prescription at pharmacies throughout Germany, showcasing the company's dedication to advancing medical cannabis innovation and supporting healthcare professionals [3] - Tilray Craft focuses on high potency flower, cultivated indoors in Neumünster, with an emphasis on precision and quality control to ensure reliable medical cannabis for patients [4] Commitment to Quality - The production process at Tilray's facility adheres to rigorous quality control standards, ensuring that the medical cannabis provided is consistent and dependable for patient needs [2][4] - The company prioritizes patient care and aims to deliver consistent, quality solutions to physicians and pharmacies, placing patients' needs first [2]