Cannabis Stock VRNOF Rises 178% in a Month: Should You Buy, Sell, or Hold?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 29 2025
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Source: NASDAQ.COM
Verano Holdings Corporation Overview
- Stock Performance: Verano Holdings Corporation (VRNOF) has experienced a remarkable 178% increase in its stock price over the past month, fueled by optimism surrounding federal cannabis reform and growth in dispensary operations.
- Revenue Trends: Despite the stock surge, the company reported a 9% year-over-year decline in revenues, totaling $202 million for Q2, primarily due to price compression and challenges in wholesale accounts.
Financial Insights
- Profit Margins: The company achieved a gross profit margin of 55.9%, an improvement of 450 basis points year-over-year, attributed to operational efficiencies in Florida and Illinois.
- Expenses and Losses: Selling, general, and administrative (SG&A) expenses decreased by nearly 1% to $86.3 million. However, the tax burden increased by 15% to $35.2 million, leading to a net loss of 5 cents per share, an improvement from a loss of 6 cents per share in the previous year.
Future Outlook
- Growth Strategies: Verano is optimistic about future growth, citing ongoing efficiency measures, new dispensary openings, and product innovations as key drivers. The company anticipates an increase in its cash balance in the second half of 2025.
- Market Competition: The cannabis market is highly competitive, with rivals like Aurora Cannabis, Curaleaf Holdings, and Green Thumb Industries expanding their operations internationally, which may pose challenges for Verano, which is focused solely on the U.S. market.
Market Position and Investor Sentiment
- Year-to-Date Performance: Verano's shares have risen nearly 33% year-to-date, outperforming the industry average growth of 7%.
- Earnings Projections: Loss estimates for 2025 remain steady at 17 cents per share, while projections for 2026 have slightly increased from 15 cents to 16 cents.
- Investor Caution: While recent comments from President Trump regarding marijuana rescheduling have sparked optimism, investors are advised to monitor the company's execution on profitability before making new investments. Existing shareholders may consider maintaining their positions as the company navigates its growth strategy.
Analyst Views on ACB
Wall Street analysts forecast ACB stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ACB is 4.32 USD with a low forecast of 4.32 USD and a high forecast of 4.32 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Analyst Rating
0 Buy
1 Hold
0 Sell
Hold
Current: 4.330
Low
4.32
Averages
4.32
High
4.32
Current: 4.330
Low
4.32
Averages
4.32
High
4.32

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About ACB
Aurora Cannabis Inc. is a Canada-based medical cannabis company. The Company’s principal business lines are focused on the production, distribution and sale of cannabis and cannabis-derivative products in Canada and internationally. The Company’s segments include Cannabis and Plant Propagation. The Company's adult-use brand portfolio includes Drift, San Rafael '71, Daily Special, Tasty's, Being and Greybeard. Its medical cannabis brands include MedReleaf, CanniMed, Aurora and Whistler Medical Marijuana Co, as well as international brands, Pedanios, IndiMed and CraftPlant. The Company also holds a 50.1% controlling interest in Bevo Farms Ltd., a supplier of propagated vegetables and ornamental plants in North America. Its subsidiaries include Aurora Cannabis Enterprises Inc., Aurora Deutschland GmbH, Whistler Medical Marijuana Corporation, and Indica Industries Pty Ltd., among 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.








