Marijuana Stocks To Watch After The Holidays

Core Insights - The cannabis sector is expected to experience significant changes in stock performance in 2026, driven by the rescheduling of cannabis to a Class 3 substance, which may lead to improved business operations and stronger equity valuations [1][2] - Investor sentiment is anticipated to shift towards a focus on business performance rather than speculation, attracting long-term institutional investors who previously avoided the sector due to high risks [2][3] Industry Overview - The cannabis sector's growth will increasingly favor companies that demonstrate effective execution and responsible capital management, positioning themselves as sustainable consumer and healthcare businesses rather than merely regulatory trades [3] - More states are preparing to vote on cannabis legalization and other regulatory matters, indicating a potential ramp-up in market activity for the 2026 trading year [3] Company Highlights - Tilray Brands, Inc.: Engages in the research, cultivation, processing, and distribution of medical cannabis products across multiple regions, with a second quarter fiscal Year 2026 report scheduled for January 8 [4] - Cronos Group Inc.: Recently entered the Netherlands cannabis market through the acquisition of CanAdelaar B.V., Europe's largest adult-use cannabis company, which is expected to enhance its strategic footprint in Europe [7][9] - Aurora Cannabis Inc.: Launched a new product, Daily Special, in Germany, aimed at providing high-quality and affordable medical cannabis, showcasing its commitment to the European market [11]