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    Tilray (TLRY) Is Up 65.3% After New Cannabis Vapes And THC Drinks Launch - Has The Bull Case Changed?

    Simply Wall St·12/14/2025 20:15:12
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    • Tilray Brands recently announced that its Redecan unit launched Amped Live Resin Liquid Diamond 1g 510 cartridges in Canada, while also promoting a broad 2025 holiday drink gift guide across its craft beer, spirits, RTD cocktails, and hemp-derived THC beverage portfolio.
    • These product moves arrive as reports of a potential U.S. federal rescheduling of marijuana toward Schedule III reshape expectations for Tilray’s cannabis and beverage-led growth opportunities.
    • We’ll now examine how the potential U.S. marijuana rescheduling, alongside Tilray’s new products, could reshape its existing investment narrative.

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    Tilray Brands Investment Narrative Recap

    To own Tilray today, you have to believe its mix of cannabis and beverages can eventually scale into a profitable global consumer platform, while surviving ongoing losses and dilution risk. The potential U.S. move to Schedule III looks like the key short term catalyst, and this week’s rally suggests it is already driving sentiment, but it does not eliminate the pressures from weak profitability and past multi-billion dollar impairments.

    Among Tilray’s recent updates, the launch of Redecan’s Amped Live Resin Liquid Diamond cartridges stands out as most aligned with a possible U.S. rescheduling tailwind, underscoring Tilray’s push into higher value cannabis formats. If rescheduling proceeds, investors will likely watch how quickly innovations like Amped, together with Tilray’s expanding drink portfolio, can translate into better margins rather than just higher sales.

    Yet beneath the excitement around U.S. rescheduling, investors should be aware that Tilray is still wrestling with long term operating losses and...

    Read the full narrative on Tilray Brands (it's free!)

    Tilray Brands' narrative projects $940.4 million revenue and $193.4 million earnings by 2028.

    Uncover how Tilray Brands' forecasts yield a $16.17 fair value, a 33% upside to its current price.

    Exploring Other Perspectives

    TLRY 1-Year Stock Price Chart
    TLRY 1-Year Stock Price Chart

    Nineteen members of the Simply Wall St Community see fair value anywhere from US$1.47 to US$16.17, underscoring how far opinions on Tilray differ. Against that wide spread, the prospect of U.S. rescheduling sits alongside persistent operating losses and cash burn that could shape how those views evolve.

    Explore 19 other fair value estimates on Tilray Brands - why the stock might be worth as much as 33% more than the current price!

    Build Your Own Tilray Brands Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data 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 financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.