Tilray Brands Rebrands Italian Medical Cannabis Unit to Expand European Footprint

Written by Emily J. Thompson, Senior Investment Analyst

Source: Benzinga

Updated: Jan 22 2026

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TLRY+0.27%

Should l Buy TLRY?

Source: Benzinga

Market Restructuring: Tilray Medical Italia replaces FL Group, marking a strategic reorganization in Italy's medical cannabis sector aimed at unifying compliance platforms across key European markets and enhancing brand influence.
Product Diversification: The new entity will offer a range of medicines approved by Italy's health authorities, including high-THC flowers and THC-CBD oil, catering to diverse medical needs while ensuring compliance with strict EU-GMP standards.
Partnership Enhancement: Collaboration with Molteni Farmaceutici will bolster Tilray's distribution capabilities in Italy, increasing physician engagement and ensuring responsible prescribing through hospitals, doctors, and pharmacies.
Strategic Importance: Tilray emphasizes the significance of the Italian market, committing to building a leading medical cannabis platform in Europe while supporting compliance operations in over 20 countries and promoting evidence-based therapeutic solutions.

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Analyst Views on TLRY

Wall Street analysts forecast TLRY stock price to rise

4 Analyst Rating

1 Buy

3 Hold

0 Sell

Hold

Current: 7.490

Low

8.50

Averages

9.57

High

10.00

Current: 7.490

Low

8.50

Averages

9.57

High

10.00

Canaccord

Kenric Tyghe

Hold

initiated

$13

2026-01-27

Reason

Canaccord

Kenric Tyghe

Price Target

$13

AI Analysis

2026-01-27

initiated

Hold

Reason

Canaccord analyst Kenric Tyghe initiated coverage of Tilray with a Hold rating and C$13 price target. The firm says that despite regulatory headwinds and structural inefficiencies, the Canadian cannabis market "remains a global benchmark for legal cannabis commercialization." Tilray is the largest cannabis company by revenue in Canada and the fourth largest craft brewer in the U.S., the analyst tells investors in a research note. Canaccord cites the "tough" beer market for the Hold rating.

Roth Capital

Neutral

downgrade

$20 -> $10

2026-01-20

Reason

Roth Capital

Price Target

$20 -> $10

2026-01-20

downgrade

Neutral

Reason

Roth Capital lowered the firm's price target on Tilray to $10 from $20 and keeps a Neutral rating on the shares after its Q2 results. With a re-acceleration in international sales, strong Canadian adult-use performance , and an inflection at CC Pharma, Tilray looks poised to enter a period of stronger growth, though the upside for Tilray, unfortunately, will be predominantly determined by U.S. legislative outcomes, the analyst tells investors in a research note. Tilray had been on the leading edge of intoxicating hemp products, particularly among larger manufacturers, which faces potential ban on November 13, 2026, unless extended, the firm added.

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About TLRY

Tilray Brands, Inc. is a global lifestyle and consumer packaged goods company. The Company operates through four segments: Cannabis operations, Distribution business, Beverage alcohol business and Wellness business. The Cannabis operations, which encompasses the production, distribution, sale, co-manufacturing and advisory services of both medical and adult-use cannabis. The Beverage alcohol operations, which encompasses the production, marketing and sale of beverage alcohol products. The Distribution operations, which encompasses the purchase and resale of pharmaceuticals products to customers. The Wellness products, which encompasses hemp foods and cannabidiol (CBD) products. The Company offers a portfolio of adult-use brands and products and expands its portfolio to include new cannabis products and formats. Its brands include Good Supply, RIFF, Broken Coast, Solei, Canaca, HEXO, Redecan, Original Stash, Hop Valley, Revolver, Bake Sale, XMG, Mollo, and others.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

Tilray Brands, Inc. Coverage Initiated by Canaccord

11 hours agoYahoo Finance

Analyst Coverage Initiation: Canaccord analyst Kenric Tyghe initiated coverage on Tilray Brands, Inc. (TLRY) on January 27, 2026, with a C$13 price target and a Hold rating, indicating that despite legislative hurdles, the Canadian cannabis industry continues to set the standard for legal cannabis commerce globally.
Market Challenges: Although Tilray is ranked as the fourth-largest craft brewer in the US and the largest cannabis company in Canada by revenue, Canaccord's Hold rating reflects challenges in the beer market, highlighting vulnerabilities in its diversified business model.
Future Outlook: Following Tilray's second-quarter results, Roth Capital maintained a Neutral rating and lowered its price target from $20 to $10, citing signals of growing momentum from CC Pharma's inflection, Canadian adult-use results, and foreign sales.
Legislative Risks: Analysts noted that Tilray's vulnerability to intoxicating hemp products could lead to a prohibition on November 13, 2026, if not addressed, posing significant risks to the company's future.

Functional Food Market Projected to Reach $438 Billion by 2026

2 days agoPRnewswire

Market Size Projection: The global functional food and beverage market is projected to reach approximately $438 billion by 2026, expanding at an annual rate of 10.65%, indicating a significant consumer shift away from conventional delivery formats.
New Product Launch: Doseology Sciences recently initiated pilot production of caffeine-based energy pouches in January 2026, marking the Feed That Brain brand's entry into the rapidly growing oral pouch category, which is expected to attract demand for portable alternatives.
Strategic Acquisition: Doseology Sciences acquired the Feed That Brain brand for $400,000 in August 2025, fully paid through stock issuance, aiming to leverage its strengths in functional product design to drive new product commercialization.
Market Trend Support: The global energy drinks market is expected to grow from $79.4 billion in 2024 to $125.1 billion by 2030, reflecting rising consumer demand for alternative caffeine delivery methods, which further supports Doseology's market strategy.

Tilray Brands Faces Significant Financial Challenges

5 days agoFool

Stock Price Plunge: Tilray Brands' stock has plummeted 98% over the past five years, starkly contrasting with the S&P 500's 78% gain during the same period, indicating a severe lack of investment appeal that may further erode investor confidence.
Ongoing Profitability Issues: For the six months ending November 30, 2025, Tilray reported a net loss of $42 million, an improvement from the $120 million loss a year earlier, yet still reflecting the company's fragile financial condition that could impact future liquidity.
Cash Burn Improvement: The company's cash burn decreased to just under $10 million during this period, down from over $76 million a year ago, suggesting some progress in cost control, but the overall financial outlook remains concerning.
Bleak Future Prospects: With the likelihood of U.S. marijuana legalization appearing slim, Tilray's aggressive growth strategies may lead to further losses and cash burn, prompting investors to carefully consider the high-risk nature of this stock, which could face additional depreciation.