Tilray Brands, Inc. (TLRY)
Tilray Brands, Inc. (TLRY) Q1 2026 Earnings Call Transcript
Tilray Brands, Inc. (NASDAQ:TLRY ) Q1 2026 Earnings Call October 9, 2025 8:30 AM EDT Company Participants Berrin Noorata - Chief Corporate Affairs Officer Irwin Simon - President, CEO & Chairman Carl Merton - CFO & Principal Accounting Officer Lloyd Brathwaite - Chief Information Officer Blair MacNeil - President of Tilray Canada Conference Call Participants Aaron Grey - Alliance Global Partners, Research Division William Kirk - ROTH Capital Partners, LLC, Research Division Xin Ma - TD Cowen, Research Division Frederico Yokota Gomes - ATB Capital Markets Inc., Research Division Presentation Operator Thank you for joining today's conference call to discuss Tilray Brands' financial results for the first quarter fiscal year 2026 ended August 31, 2025. [Operator Instructions] I'll now turn the call over to Ms.
Tilray Brands stock surges as cannabis company posts Q1 profit
Tilray Inc (NASDAQ:TLRY) shares climbed 15% to US$1.98 in early trading on Thursday after the cannabis company announced that it swung to an adjusted net profit of $3.9 million for its fiscal first quarter 2025, from loss of $6.1 million during the same period last year. Its net revenue for the quarter rose 5% to $209.5 million, boosted by a 12% year over year increase in Canadian adult-use cannabis sales and 10% growth in international cannabis revenue.
Tilray Brands, Inc. (TLRY) Reports Break-Even Earnings for Q1
Tilray Brands, Inc. (TLRY) reported break-even quarterly earnings per share versus the Zacks Consensus Estimate of a loss of $0.03. This compares to a loss of $0.04 per share a year ago.
Is Tilray's Stock Price Surge a Pipe Dream of Political Hype?
The 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.
Tilray Brands, Inc. (TLRY) Stock Falls Amid Market Uptick: What Investors Need to Know
Tilray Brands, Inc. (TLRY) closed at $1.73 in the latest trading session, marking a -6.49% move from the prior day.
Tilray Brands: What's Next For TLRY Stock?
Tilray Brands (NASDAQ: TLRY) has witnessed a considerable surge, rising nearly 200% from $0.42 in early July to its present price of $1.24. This increase is largely attributed to the Trump administration's deliberation on reclassifying cannabis from a Schedule I to a Schedule III substance.
Tilray Brands: Momentum Now, Fundamentals Later
I believe Tilray's rally mainly hangs on Schedule III hype. I see limited direct benefit for Tilray from Schedule III, as its U.S. exposure is mainly beer and beverage, not cannabis. Momentum and insider buying are positive, but slow revenue growth and a high P/E make me cautious about chasing the stock now.
Tilray Brands shares gain as analysts boost price target on cannabis rescheduling optimism
Tilray Brands (NASDAQ:TLRY) shares continued to gain momentum on Tuesday after the cannabis firm saw its price target boosted by Jefferies analysts. The analysts, who maintained a ‘Buy' rating on Tilray, upped their price target to $2 from $1.50, citing growing optimism about a potential shift in US federal cannabis policy.
Tilray Brands: Path To 5x Growth For TLRY Stock
Tilray Brands (NASDAQ: TLRY) stock has already climbed 2x in the past month after reports that the Trump administration may reclassify marijuana, underscoring the market's recognition of this transformative catalyst. But how significant could this opportunity become for Tilray?
Tilray Brands, Inc. (TLRY) Declines More Than Market: Some Information for Investors
In the closing of the recent trading day, Tilray Brands, Inc. (TLRY) stood at $1.03, denoting a -12.71% move from the preceding trading day.
Tilray Brands: Improving Fundamentals, De-Risked Balance Sheet, And A Re-Igniting Narrative
Tilray Brands: Improving Fundamentals, De-Risked Balance Sheet, And A Re-Igniting Narrative
Tilray Brands: Is TLRY Stock The Next Big Thing?
Tilray Brands (NASDAQ:TLRY), a pharmaceutical company that focuses on the production and distribution of medical and adult-use cannabis, craft beer, spirits, beverages, and hemp foods, offers an intriguing value opportunity after the stock surged by 42%, driven by regulatory optimism. The administration of President Trump is contemplating the reclassification of marijuana as a less harmful drug, which would be the most significant regulatory catalyst for the cannabis sector in many years.
