TLRY

Tilray Brands, Inc. ·Nasdaq Global Select·Healthcare
4.55 live · 2026-08-27 14:54

Some scores are at the bottom of their range

This score sits at the bottom of the 0–100 range. The underlying calculation was negative, so the displayed value is a floor, not a measurement of zero.

  • Structural Score: displayed 0, underlying value -8.5
12.2%
Brown Bear Score
2.7%
Business Conviction Score
36.0%
Position Health Score
0.5%
Chase Risk
Daily closes

Daily closes · 1Y (252 sessions) · -68.0% · range 3.88–21.00

The Businesswhat the company reports

Business & cash flow

FCF / revenue -7.6%
Gross margin 28.7%
ROIC -3.0%
Forward P/E 10.3

No annual filing with both total assets and a cash-flow figure is cached for this name, so neither validated measure can be computed. FCF/revenue is shown instead, which is not the validated measure.

Price vs Earnings growth

Trailing EPS is negative (-1.04), so a growth percentage does not exist — forward EPS of 0.45 implies a swing from loss to profit

Confidence 35.0/100

Takeaway Low data confidence (limited analyst coverage) — treat this section as informational only.

The Pricewhat the chart is doingTop ↑

Price Levels

StrategyFair Value Anchor
Reference band 4.56 — 4.70
Protective stop 4.27 (Structure, 7.9% risk)
Support 4.38 (3 touches, 5.9% away)
Resistance 4.81 (3.7% away)

Takeaway The shares are nearer the ceiling than the floor: about 3.7% below 4.81, where sellers have turned up before, and 5.9% above 4.38, where buyers have stepped in before. That floor has held 3 times, which is how it was spotted. If someone bought at today's price and sold if it dropped through the level below, they would be about 7.9% out of pocket. That is all this figure means — an illustration of the risk, not a price to sell at.

Levels are computed from price structure. They describe where the engine locates support and extension — they are not targets, and not advice.

Ichimoku Cloud (Adaptive)

Daily cloudPrice ABOVE the cloud | periods 7/19/38 (74% of classic 9/26/52)
LinesTenkan/Kijun BEAR (fresh down cross, 1d ago) | cloud twist BULL
Cloud thickness28% percentile (thin — little structure to fight through)
Chikou spanAbove price from 26 periods ago
Weekly cloudPrice BELOW the weekly cloud (context only, not scored)

Takeaway The stock is trading above its cloud — a shaded band drawn from several of its own moving averages, currently 4.31 to 4.52. Being above it means the medium-term picture is pointing upwards, and that band is the first place the stock has recent support if it slips back. Its shorter-term averages point the other way, so this is a mixed reading rather than a clear one.

Trailing returns

21 days +15.1%
63 days -16.4%
126 days -40.7%
252 days -66.6%
Below 252d high77.9%

Trend context

PositionAt trend
ExtensionNormal
Trend slopeRising strongly
Direction of travelHolding its deviation

Takeaway Price is near a rising Kalman fair trend, consistent with a healthy trend setup.

Volatility

State In a squeeze
Current band width14.7% of price
Recent tightest14.7% (0 sessions ago, narrower than 84.0% of its history)
Expansion since1.00×
Band 4.27 — 4.95

Takeaway Lately this share price has been swinging around inside a range roughly 15% wide, and it recently went unusually quiet — calmer than it has been 84% of the time. When a stock goes quiet like this, its next move tends to look big by comparison. But quiet says nothing about which way it will go: Brown Bear tested calm-before-a-move as a reason to buy, and it did not work.

Historical trends

02550751002026-07-312026-08-26
Position Health Business Conviction

History begins when the site started recording, not when the company listed, so a short line means a short record and nothing more.

Repair Pathway

  1. Nearest Trigger Relative momentum rank back above 0.45 repair trigger repair engine identifies this as the nearest technical repair catalyst · Broadly stable
  2. Trigger 2 EMA20 continuation hold already above Track 2 pathway: price is above a rising EMA20; sustained hold would support momentum continuation · Broadly stable
  3. Trigger 3 Volume confirmation above 1.5x +0.50x volume confirmation would improve confidence in the pathway · Broadly stable
  4. Trigger 4 MACD histogram acceleration turns positive secondary repair secondary repair catalyst could add confirmation if the primary trigger develops · Broadly stable
  5. Trigger 5 EMA50 reclaim +1.2% gap is deteriorating · Broadly stable

Who's Tradingthe flow behind the priceTop ↑

Insider activity

ActivityInsider buying
Buy filings3
Sell filings0
Shares bought15,000
Value bought$69.2k
Latest buy2026-08-06
FiledInsiderSharesValue
2026-08-06 Bought Gendel MitchellGlobal General Counsel 2,500 $11,075
2026-08-04 Bought Merton Carl AChief Financial Officer 10,000 $46,200

Open-market Form 4 purchases and sales over the last 75 days, read from SEC EDGAR Form 4. Grants, option exercises, gifts and shares withheld for tax are excluded — they are compensation mechanics, not a decision to buy or sell. Reported Form 4 activity. Brown Bear tested insider cluster-buying as a return signal and rejected it as era-unstable; shown as fact, not signal.

Volume confirmation

Volume-price trend Above its signal line
Confirmation Marginal

No absorption or distribution event in the recent window.

Takeaway Slightly more shares change hands on rising days than on falling ones, but the gap is too small to read anything into.

Options Positioning

No binary-event flag

TLRY: no binary-event flag. Near IV 63%, far IV 72% (ratio 0.88), implied move 7.5%.

Implied volatility 63% near (8d) · 72% far (113d)
Term structure 0.88× near/far
Historical volatility 66%
Implied vs historical 0.96×
Implied move ±7.5% by 2026-09-04
Implied move vs ATR 0.50×
Skew Call Skew (0.92×)
Call wall 7.00 (+53.9% away)
Put wall 4.00 (-12.0% away)
Gamma pin 7.00

Takeaway Insuring against a move in this stock costs less for the next few weeks than for the next few months, which is the normal state of affairs and suggests no particular date is worrying anyone. Options traders are positioned for a move of around 7.5% in either direction by 2026-09-04.

Chain as at 2026-08-27. This is a risk read on whether a specific event is being priced — not a directional view.

Context & Methodthe record, and how it was builtTop ↑

Relative Rotation

ImprovingLeadingLaggingWeakeningvs sectorvs SPYsector vs SPYRS-Ratio →RS-Momentum →

Mixed Rotation Phase

Rotation health 64.4/100; Positive Rotation.

Rotation health 64.4
Rotation strength 76.2
LegQuadrantRS-RatioRS-Mom
Stock vs sector Weakening 109.6 88.0
Stock vs SPY Weakening 113.0 91.0
Sector vs SPY Leading 113.2 117.8

Direction of travel: South-West / deteriorating rotation

Position only. Brown Bear's RRG redesign programme is closed — five constructions, none beat an appropriate null — so this section describes where the name sits, and is not a signal.

News Headlines

  1. Loading headlines\u2026

Headlines are supplied by third-party feeds and are not written, ranked or interpreted by Brown Bear. They feed no score on this page.

Detailed Scoring

Positive signals

  • Gross margin quality: 28.7% (+0.9)
  • ROIC improving by 123.1 pts (+3.0)
  • FCF margin improving by 4.0 pts (+1.0)
  • High earnings quality (accrual ratio -0.022) (+1.0)
  • Track 2: MACD line/signal trend quality (+8.7)
  • Track 2: positive MACD trend regime (+5.8)
  • Track 2: MACD slope expanding (+2.9)
  • Track 2: relative strength trend improving (+9.5)
  • Track 2: 20-day momentum acceleration 0.27 (+30.2)
  • Track 2: bullish DI spread 6.5 (+2.9)
  • Track 2: price above EMA20 by 0.6% (+0.3)
  • Track 2: EMA20 slope expanding 2.0% (+3.1)
  • Track 2: VPT strength 0.00 (+0.1)
  • Track 2: Bollinger position 0.54 (+4.1)

Negative signals

  • Track 2: weak volume for momentum setup (0.95x average)
  • Track 2: weak/falling ADX (14.0, flat)
  • Weak relative momentum rank (0.00)
  • Track 2: RSI deterioration/overheating 54.5, 5-day change -11.1
  • Track 2: price below EMA50 by 1.2%
  • Below-average Altman Z-score (-2.03)
  • Gross margin improving by -0.6 pts (+-0.9)
  • Track 2 structural exemption: Z-Score -2.03 below the 1.8 insolvency-risk floor and structural score 0.0/100 below the 25 quality floor; this is an unowned speculative candidate, so the universal SELL gate was skipped and the Track 2 momentum/RRG grid was allowed to evaluate instead. Structural quality here is weak by design for this kind of candidate -- treat any resulting BUY as higher risk than a Track 1 signal.

Chase risk is not elevated for this name, so extension penalties are omitted from the negative signals above.