Tilray Brands (TLRY) Valuation Check After Record Q2 Revenue And Move To Net Cash Position

Simply Wall St.01-14

Tilray Brands (TLRY) just reported fiscal Q2 2026 results, including record net revenue of about US$218 million, a smaller net loss, strong international cannabis sales, and a shift to a net cash ...

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However, the 30 day share price return of 22.72% and 90 day share price return of 44.11% point...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"TLRY":"Tilray Inc."},"translate_title":"Tilray Brands(TLRY)在第二季度收入创纪录并转向净现金头寸后进行估值检查","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TLRY":1.5},"content_text":"Tilray Brands (TLRY) just reported fiscal Q2 2026 results, including record net revenue of about US$218 million, a smaller net loss, strong international cannabis sales, and a shift to a net cash position. See our latest analysis for Tilray Brands. The earnings release appears to have shifted sentiment in the short term, with a 1 day share price return of 0.97% and 7 day share price return of 1.40%. However, the 30 day share price return of 22.72% and 90 day share price return of 44.11% point to fading momentum. The 1 year total shareholder return of 20.42% and 3 year total shareholder return of 71.02% highlight how challenged long term holders have been, even as recent results have drawn fresh attention to the company’s progress on revenue, losses and balance sheet strength. If Tilray’s update has you thinking more broadly about cannabis and wellness, it can also be useful to compare it with other healthcare stocks that tap into medical and consumer health trends. With record revenue, a smaller loss and a net cash position now on the table, Tilray’s shares still sit well below their recent highs. Is this a mispriced recovery story, or are markets already factoring in the next leg of growth? AdvertisementMost Popular Narrative: 41.9% Undervalued Tilray Brands’ most followed narrative places fair value at US$16.17 per share, well above the last close of US$9.39, using a 6.63% discount rate and long term cash flow assumptions.  Operational scale from strategic acquisitions (craft beer/spirits) and production footprint consolidation (now 90% in-house) is enabling continued cost optimization, SKU rationalization, and manufacturing efficiency, translating into stronger gross/net margins and improved EBITDA in upcoming periods.  Read the complete narrative. Curious how modest revenue growth, a slimmed down margin profile, and a very high future earnings multiple still back that valuation? The full narrative lays out the earnings path, share count assumptions, and discount rate that need to line up for US$16.17 to make sense. The tension between compressed profitability and a valuation supported mainly by the multiple is where the story really gets interesting. Result: Fair Value of $16.17 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there is still plenty that could break this story, including ongoing net losses of about US$2.2b and continued regulatory setbacks in core cannabis markets. Find out about the key risks to this Tilray Brands narrative.  Build Your Own Tilray Brands Narrative If the assumptions here do not quite fit how you see Tilray, you can test the numbers yourself and build a custom view in minutes: Do it your way A great starting point for your Tilray Brands research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision. Ready to Hunt for Your Next Idea? If Tilray has sparked your curiosity, do not stop here. Use the Simply Wall St Screener to uncover fresh opportunities that match how you actually like to invest.  Target high potential value ideas by scanning these 884 undervalued stocks based on cash flows, which screens for companies priced below their estimated cash flow potential. Position yourself at the frontier of tech by checking out these 25 AI penny stocks, which focuses on businesses tied to artificial intelligence growth themes. Add income candidates to your watchlist by reviewing these 13 dividend stocks with yields > 3%, which highlights companies offering dividend yields above 3%.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Tilray Brands might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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