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Cannabis Stocks To Watch Today – January 23rd
Defense World· 2026-01-25 06:02
Get alerts: Tilray Brands, Canopy Growth, Aurora Cannabis, Silver Spike Investment, and Cronos Group are the five Cannabis stocks to watch today, according to MarketBeat’s stock screener tool. Cannabis stocks are shares of publicly traded companies whose primary businesses involve the cannabis industry, including cultivation, processing, distribution, retail, biotech research on cannabinoids, and ancillary products or services. For investors, these stocks typically carry higher regulatory and legal risk a ...
Curaleaf Announces Delaware Domestication Plan: How to Play the Stock?
ZACKS· 2026-01-14 15:06
Core Insights - Curaleaf Holdings (CURLF) plans to domesticate its corporate structure from Canada to the United States, specifically to Delaware, pending shareholder and regulatory approvals [2][3] - This strategic repositioning aims to enhance regulatory alignment, governance efficiency, and long-term capital market flexibility, although it does not directly change the company's operating footprint [3][5] Strategic Repositioning - The move simplifies Curaleaf's organizational and regulatory structure by consolidating governance within the same jurisdiction as its core business, which is primarily in the U.S. [5] - Delaware is recognized as a business-friendly state, providing legal predictability and efficient dispute resolution, which aligns better with Curaleaf's operational base [5] Federal Cannabis Reform Context - The announcement coincides with U.S. cannabis operators monitoring federal marijuana reform efforts, particularly following President Trump's executive order on marijuana rescheduling [4] International Operations Performance - Curaleaf's international revenues reached approximately $122 million in the first nine months of 2025, marking a 63% year-over-year increase, driven by expansion in European medical cannabis markets [8] - Despite strong international growth, it accounted for only about 13% of Curaleaf's total nine-month net revenues of roughly $945 million, which declined approximately 7% year over year [9] Competitive Landscape - Curaleaf operates in a highly competitive cannabis market, facing challenges from peers like Aurora Cannabis, Canopy Growth, and Tilray Brands, all pursuing international expansion and cost optimization [12] - As Curaleaf gains traction in international markets, competition is expected to intensify, potentially limiting its market share gains [13] Stock Performance and Outlook - Curaleaf's shares have surged 92% over the past year, contrasting with a 4% decline in the industry [14] - Although loss estimates for 2025 and 2026 have widened, the company's Delaware domestication, growing international exposure, and operational discipline support a constructive long-term view on the stock [15][16]
Tilray anticipates $150M global medical cannabis revenue run rate as international expansion accelerates (NASDAQ:TLRY)
Seeking Alpha· 2026-01-09 02:46
Group 1 - The article does not provide any relevant content regarding company or industry insights [1]
Tilray Stock Fires Up After Record Q2 Earnings: Here's Why
Benzinga· 2026-01-08 21:26
Core Insights - Tilray Brands, Inc. reported a strong second-quarter earnings performance, surpassing both revenue and earnings expectations [1][2]. Financial Performance - The company achieved quarterly earnings of $0.01 per share, exceeding the market expectation of a loss of $0.20 per share [2]. - Quarterly revenue reached $217.51 million, which was above the consensus estimate of $210.95 million [2]. Business Strategy and Growth - CEO Irwin D. Simon highlighted that the record net revenue of $218 million was a result of disciplined execution across a diversified portfolio that includes cannabis, beverage, wellness, and distribution sectors [3]. - The company is positioning itself to leverage its experience in the evolving U.S. regulatory landscape to contribute to a responsible, research-oriented national medical cannabis industry [4]. - Tilray plans to utilize its infrastructure and expertise from Tilray Medical U.S. to support a projected $150 million global medical cannabis business and a $300 million medical distribution platform, aiming to expand research and initiate new FDA trials and partnerships for product development [5]. Stock Performance - Following the earnings report, Tilray's stock price increased by 7.01%, reaching $9.77 in extended trading [6].
Village Farms International Creates Global Strategy Officer Role and Appoints Brian Stevenson
Globenewswire· 2025-12-17 21:30
Core Insights - Village Farms International, Inc. has appointed Brian Stevenson as the Global Chief Strategy Officer to lead the company's strategic agenda focused on long-term growth and global market assessment [1][4] - The appointment reflects the company's commitment to disciplined global expansion and long-term value creation in regulated markets, particularly in cannabis [4] Company Overview - Village Farms is a large-scale, vertically-integrated supplier of high-value, plant-based Consumer Packaged Goods, leveraging decades of experience in Controlled Environment Agriculture [5] - The company has a strong foundation as a leading fresh produce supplier in the US and Canada, now focusing on high-growth cannabinoid opportunities while maintaining its produce assets [5] Cannabis Operations - In Canada, Village Farms operates Pure Sunfarms, one of the largest cannabis operations globally, with 2.2 million square feet of greenhouse production and plans for future expansion with an additional 2.6 million square feet [6] - The company owns 80% of Rose LifeScience, a leader in cannabis product commercialization in Quebec [6] International Expansion - Village Farms is targeting legal cannabis opportunities internationally, exporting medical cannabis from its EU GMP certified facility in Canada to markets such as Germany, the UK, Israel, Australia, and New Zealand [7] - The company is expanding its export business and making investments in international production assets, including a license to grow and distribute recreational cannabis in the Netherlands [7] US Market Strategy - In the US, Village Farms' subsidiary Balanced Health Botanicals is a leading CBD and hemp-derived brand, with plans to enter the US THC market leveraging its Texas-based greenhouse assets [8][9] - The company has 2.2 million square feet of existing greenhouse capacity and 950 acres of owned land for future expansion in the US [9] Renewable Energy Initiatives - Village Farms Clean Energy, in partnership with Terreva Renewables, generates renewable natural gas from landfill gas, receiving royalties on all generated revenue [9]
Vireo Growth Inc. Enters into Definitive Agreement to Acquire Certain Assets of PharmaCann Inc.
Globenewswire· 2025-12-17 02:03
Core Viewpoint - Vireo Growth Inc. is expanding its retail presence in Colorado by acquiring 17 dispensaries from PharmaCann Inc., bringing its total to 41 dispensaries in the state, which strengthens its leadership position in the adult-use retail market [1][2]. Group 1: Transaction Details - The total consideration for the acquisition is approximately $49.0 million, payable in subordinate voting shares at closing, along with the assumption of certain liabilities [2]. - The share consideration will be adjusted based on inventory levels and trade payables of the acquired dispensaries, and will be subject to customary resale restrictions under Canadian securities law [2]. - A Management Services Agreement has been established, allowing one of Vireo's subsidiaries to manage the acquired dispensaries until the closing, pending necessary regulatory approvals [2]. Group 2: Strategic Implications - The CEO of Vireo, John Mazarakis, emphasized that this transaction aligns with the company's strategy of growth through accretive mergers and acquisitions, complementing other recent acquisitions in Colorado [3]. - Vireo was founded in 2014 as a pioneering medical cannabis company, focusing on building a disciplined and execution-oriented platform in the industry [3].
Cannabis stocks rally on reports Pres. Trump will sign executive order reclassifying marijuana
Youtube· 2025-12-12 22:57
Fast money trader Tim Seymour. He's behind of course the Amplify Seymour cannabis ETF which surged nearly 55% today. Its best day on record.Such a good day that Tim comes to us in a hoodie. Tim >> in a hoodie. We're talking.Why wouldn't we. Why would I mean the rescheduling that has been something that investors are hoping for. It seems like you get a whiff of it, the stocks go up.You say this is for real this time. Why >> a whiff. No, no pun intended.So I I think it is real. I think it's always been real. ...
Trump Lights Up the Cannabis Market With Plans for Reclassification
247Wallst· 2025-12-12 18:52
Core Insights - The U.S. marijuana industry has faced stagnation due to federal inaction on reclassification or decriminalization, with cannabis classified as a Schedule I drug, limiting research and access to banking services [1][2] - President Trump's potential executive order to reclassify marijuana as a Schedule III substance could significantly impact the industry, attracting institutional investors and improving banking access [3][5][8] Industry Overview - The U.S. marijuana market is valued at approximately $32 billion, with state-level sales exceeding $30 billion annually, yet investors remain cautious due to the Schedule I classification [3][8] - Reclassification could double industry growth rates to 20% annually, although full effects may take 12 to 18 months due to rulemaking delays [8] Company Impacts Tilray Brands (TLRY) - Tilray could benefit from eased U.S. entry and the ability to import medical products interstate, with fiscal 2025 revenue reaching $821 million, up 4% [9] - The end of the 280E tax penalty could boost after-tax profits by 40% to 70%, allowing for expansion [10] Canopy Growth (CGC) - Canopy Growth, already profitable in Canadian medical sales, could see significant savings of $50 million to $70 million annually from eased tax burdens, funding U.S. market entry [12][13] - The company aims for a 30% increase in EBITDA by 2027, leveraging its global presence [13] Aurora Cannabis (ACB) - Aurora Cannabis stands to gain from reclassification, which would ease research and distribution of its pharmaceutical-grade products [14] - The company reported a fiscal Q2 2026 net income of $81 million Canadian, with potential for 15% revenue growth [15] Legislative Context - Trump's executive order aims to bypass administrative hearings and expedite marijuana's shift to Schedule III, which recognizes moderate abuse potential and accepted medical value [5][10] - While reclassification does not fully legalize marijuana, it could unlock significant changes in the industry landscape [7][10] Market Sentiment - Following news of the potential executive order, cannabis stocks like Tilray, Canopy Growth, and Aurora Cannabis saw double-digit percentage gains, indicating renewed investor interest [4][6]
Verano Awarded Conditional License to Commence Vertical Cannabis Operations in Texas
Globenewswire· 2025-12-02 21:10
Subject to final state approval, the Dispensing Organization License grants Verano permission to cultivate, process and dispense medical cannabis across the state to support expansion of the Texas Compassionate Use Program CHICAGO, Dec. 02, 2025 (GLOBE NEWSWIRE) -- Verano Holdings Corp. (Cboe CA: VRNO) (OTCQX: VRNO) (along with its subsidiaries, “Verano” or the “Company”), a leading multi-state cannabis company, today announced the Texas Department of Public Safety has awarded Verano a conditional Dispensi ...
Canadian Cannabis Market Outlook for December 2025: Key Trends for Investors
Marijuana Stocks | Cannabis Investments And News. Roots Of A Budding Industry.™· 2025-12-02 15:00
Core Insights - The Canadian cannabis sector is experiencing renewed interest from traders and long-term investors despite unpredictable market conditions, with leading companies showing resilience and strategic progress [1][2] - The industry faces challenges such as slower domestic growth, tighter financing conditions, and heavy price competition, but operators are expanding internationally and preparing for potential U.S. policy changes [1][2] - Financial discipline is becoming a key theme, with companies reducing costs and improving margins, indicating signs of maturity in the sector [3] Industry Overview - The global cannabis landscape is evolving, with European countries expanding medical programs and Germany advancing legalization, creating export opportunities for Canadian producers [2] - U.S. federal reform remains uncertain, but companies with indirect exposure to the U.S. market could benefit from any policy changes [2] Company Highlights - **Tilray Brands, Inc.**: Continues to expand internationally while improving financial performance, reporting Q1 fiscal 2026 revenue of approximately $210 million, with positive net income and over $250 million in cash [5][8] - **Canopy Growth Corporation**: Gaining traction after restructuring, with Q2 fiscal 2026 revenue growth driven by Canadian adult-use sales and improved medical demand, alongside a significant reduction in net loss [9][10][11] - **Village Farms International, Inc.**: Transitioned to cannabis cultivation with strong financial performance, reporting double-digit revenue growth and positive net income for multiple quarters, supported by efficient operations and rising international demand [12][14] Financial Performance - Tilray's revenue growth is attributed to stronger Canadian sales and rising international demand, with improved margins and better cost control [8] - Canopy's revenue growth is driven by better brand strength and retail penetration in Canada, with improved gross margins and liquidity [10][11] - Village Farms has shown strong financial performance with high gross margins and positive net income, benefiting from disciplined cost controls and scalable growing capacity [14] Strategic Positioning - Companies are building stronger platforms and expanding their international footprints, positioning themselves for potential U.S. policy shifts [1][2] - Tilray's diverse product portfolio and strong distribution network in Canada and Europe position it well for future growth [5] - Canopy's integrated platform in the U.S. through partnerships provides a strong multi-state reach despite not holding direct cannabis licenses [9][11] - Village Farms' international presence and potential for THC production in the U.S. could enhance its growth prospects [12][14]