Byrna Technologies (BYRN) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Byrna Technologies is experiencing strong revenue growth driven by expanding retail presence and rising demand for non-lethal self-defense products. BYRN's wholesale revenue surged, now comprising 41% of total sales, while AI-driven marketing campaigns have significantly boosted web traffic and reduced customer acquisition costs. Gross margins dipped to 60% due to the higher wholesale mix, but operational efficiency improved and management is well-prepared for further growth with ample inventory and no debt.
Byrna Technologies Inc. (BYRN) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
HBM, BYRN and JXN made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on October 14, 2025.
The consensus price target hints at a 65.2% upside potential for Byrna Technologies (BYRN). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
Byrna Technologies reported strong growth momentum in Q3, stemming from retail expansion. The brand's ecommerce momentum is picking up. Profitability is following Byrna's growth, being a major positive in the Q3 report. BYRN stock already prices in significant growth. I estimate a $29.1 base scenario fair value.
Byrna Technologies Inc. (NASDAQ:BYRN ) Q3 2025 Earnings Call October 9, 2025 9:00 AM EDT Company Participants Bryan Ganz - CEO, President & Director Laurilee Kearnes - CFO & Treasurer Conference Call Participants Jeff Van Sinderen - B. Riley Securities, Inc., Research Division Jeremy Hamblin - Craig-Hallum Capital Group LLC, Research Division Matt Koranda - ROTH Capital Partners, LLC, Research Division Jon Hickman - Ladenburg Thalmann & Co. Inc., Research Division Presentation Operator Good morning.
Byrna Technologies demonstrates strong scalability with gross margins over 60%, driven by retail expansion and the high-margin Compact Launcher product. BYRN's recurring revenue model is reinforced by consumables, while retail partnerships, especially with Sportsman's Warehouse, are accelerating growth and brand reach. Artificial intelligence is enhancing BYRN's marketing efficiency and operating leverage, supporting margin expansion and cost control amid rising sales.
Byrna Technologies (BYRN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Byrna Technologies fills a unique niche in personal defense, offering effective, less-lethal launchers that align with societal trends favoring non-lethal alternatives. Rapid expansion into big-box retail and strong e-commerce presence are solidifying Byrna's market position and creating barriers to entry for competitors. Recurring revenue from consumables and accessories, combined with high margins and a debt-free balance sheet, support ongoing profitability and growth.
2025 has been a remarkable year for the defense industry. Look no further than a benchmark exchange-traded fund (ETF) like the Global X Defense Tech ETF NYSEARCA: SHLD, which has returned about 65% year-to-date (YTD).
Byrna Technologies Inc. (BYRN) came out with quarterly earnings of $0.1 per share, beating the Zacks Consensus Estimate of $0.05 per share. This compares to earnings of $0.13 per share a year ago.