Key Points Tilray stock rocketed on Monday on rumors the U.S. might legalize marijuana soon. In Germany, Tilray is expanding medical marijuana production. Tilray is losing a lot of money even as its other news turns good. 10 stocks we like better than Tilray Brands › Tilray Brands (NASDAQ: TLRY) stock rocketed on Monday, soaring more than 60% after President Donald Trump posted a video on his Truth Social account promoting marijuana legalization to treat ailing senior citizens -- and covering the ...

公司概况与战略 - 公司是知名大麻行业参与者，拥有多元化产品组合并通过战略性收购实现扩张 [1] - 公司通过收购安海斯-布希英博的精酿啤酒品牌来平衡收入来源，实现业务多元化 [1] 财务业绩与预期 - 预计2025年10月9日公布的季度每股收益为-0.03美元，较去年同期改善25% [2][6] - 预计季度收入约为2.0575亿美元，略低于预期但较上年增长3.39% [2][6] - 公司拥有强劲的现金状况和0.16的低负债权益比，反映财务稳定性 [5] - 流动比率为2.46，表明公司有能力覆盖短期负债 [5] 股票表现与估值 - 近期股价收于1.66美元，单日下跌4.34%，但与大盘走势相反 [3] - 过去一个月股价大幅上涨38.4%，表现优于医疗行业和标普500指数 [3][6] - 近期上涨由政治新闻和交易量增加推动，引发投资者对其长期价值的关注 [3] - 市销率约为1.60，企业价值与销售额比率为1.61，估值相对合理 [4] - 负的市盈率、收益率为负以及企业价值与经营现金流比率为负，表明当前尚未盈利且现金流生成存在挑战 [4]

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 ...

These three cannabis companies offer different ways to play an industry that's down by 80% from its peak, but showing signs of life.The cannabis sector remains one of the most challenging areas to invest in successfully. The space is volatile, highly regulated, and filled with companies that have yet to demonstrate that they can produce long-term profitability. At the same time, the potential for policy changes, endorsements of cannabis for medical or wellness uses, and renewed investor interest keep the in ...

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 ...

股价表现 - 最新交易日股价下跌6.49%，收于1.73美元，表现逊于标普500指数0.41%的涨幅、道指0.18%的涨幅和纳斯达克指数0.31%的涨幅 [1] - 在过去一个月中，公司股价累计上涨34.06%，同期医疗板块下跌0.38%，标普500指数上涨3.15% [1] 即将发布的季度业绩 - 公司定于2025年10月9日发布财报，预计每股收益为-0.03美元，较去年同期增长25% [2] - 预计季度营收为2.0683亿美元，较去年同期增长3.39% [2] 全年业绩展望 - 市场共识预期公司全年每股收益为-0.11美元，较上一年度变化-1200% [3] - 预计全年营收为8.7728亿美元，较上一年度增长6.81% [3] 分析师评级与行业排名 - 公司目前的Zacks评级为3（持有），且在过去一个月内共识EPS预期维持不变 [6] - 公司所属的医疗产品行业在Zacks行业排名中位列第78位，处于所有250多个行业的前32%分位 [7] - 研究显示，排名前50%的行业表现优于后50%的行业，优势比例约为2比1 [7]

股价表现 - TLRY股价在周一盘中创下历史新高186美元 随后涨幅收窄至收盘价185美元 单日涨幅达6087% [2] - 公司股价飙升并成为周一表现最佳的公司之一 [1] 股价驱动因素 - 股价上涨的主要驱动力是美国前总统特朗普发布视频 推广大麻和CBD的医疗用途 市场将其解读为美国政府支持大麻合法化的信号 [2] - 特朗普在视频中宣称CBD油能革新老年人医疗保健 并可能为美国减少640亿美元的医疗成本 [3] 行业影响 - 特朗普的声明提振了包括Tilray Brands、Canopy Growth、Cronos Group和Aurora Cannabis在内的大麻产品制造商的股价 [3]

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 ...

行业概况 - 美国大麻行业年销售额超过330亿美元，预计到2030年市场可能超过560亿美元 [1] - 美国立法者近期重新讨论联邦法律下的大麻重新分类问题，引发行业乐观情绪和股票短期波动 [1] - 加拿大公司通过扩大生产、产品线多元化和投资品牌分销等策略，从监管进展和跨境需求增长中受益 [1] - 行业演变迅速，投资者需密切关注发展动态 [1] 投资方法 - 选择大麻股需结合技术分析以识别明确的进出场点，如图表形态、支撑位和成交量分析 [2] - 风险管理至关重要，包括头寸规模设定、止损和纪律性执行，以防范市场大幅回调 [2] - 高波动性环境下，结合行业基本面和技术工具有助于改善决策 [2] 重点公司概览 - 本月有三家加拿大公司表现突出：Tilray Brands、Canopy Growth Corporation和Village Farms International [4] - 这些公司代表了加拿大企业为保持竞争力所采用的各种策略 [4] Tilray Brands (TLRY) - 公司通过汉麻衍生的THC产品和饮料合作进入美国市场，在超过1000个美国零售点销售其汉麻饮料 [4] - 利用加拿大业务和全球分销渠道强化品牌，使大麻销售与多元化产品取得平衡 [7] - 2024财年报告营收近7.9亿美元，但净亏损超过2.2亿美元，反映了加拿大市场压力和美国市场接受度缓慢 [8] - 部分业务板块毛利率近期接近41%，公司同时致力于削减债务和成本 [8] - 其汉麻饮料新业务线近期季度销售额约为140万美元 [9] Canopy Growth Corporation (CGC) - 公司通过健康产品、CBD及其Canopy USA计划间接获取美国市场曝光 [10] - 战略强调成本控制、债务削减和资源谨慎配置，旨在稳定运营并减少对波动性大麻销售的依赖 [12] - 最近财季加拿大大麻收入同比增长4%，营业亏损为1800万美元，较前期显著改善 [13] - 全年营业亏损下降近50%，降至1.17亿美元 [13] - 债务从近6亿美元大幅降至略高于3亿美元，并设立了2亿美元的股权计划以增强财务灵活性 [14] Village Farms International (VFF) - 公司业务多元化，侧重于种植、加工和出口市场，通过供应协议和合作伙伴间接接触消费者 [15] - 2025年第二季度综合净销售额同比增长12%至近6000万美元，净利润近1000万美元，实现显著好转 [17] - 当季总净利润超过2600万美元，稀释后每股收益为0.24美元 [17] - 通过出售部分农产品业务获得4000万美元，现金状况健康，约为6000万美元，总债务相对适度，约为3900万美元 [18] - 种植面积扩大超过50万平方英尺，可能使产能提升三分之一 [18] 行业前景与公司策略总结 - 加拿大大麻股波动但持续吸引投资者兴趣，三家公司策略各异：Tilray聚焦汉麻饮料和全球品牌，Canopy致力于减亏和强化资产负债表，Village Farms依靠种植效率和近期盈利能力 [19] - 市场环境仍具挑战，但执行良好的公司存在机会 [19]