Tilray: Buy Rating Reaffirmed on Attractive Valuation Despite Aluminum-Driven Margin Headwinds

Tilray, the Healthcare sector company, was revisited by a Wall Street analyst today. Analyst Robert Moskow from TD Cowen assigned a Buy rating on the stock and has a $7.00 price target.

Robert Moskow has given his Buy rating due to a combination of factors tied to Tilray’s earnings power and valuation. Despite trimming EBITDA forecasts to reflect sharply higher aluminum input costs and only partial hedging in the Beverage segment, he still projects meaningful profitability growth into fiscal 2026 and believes management can partially offset margin pressure through targeted pricing actions.

Moskow’s $7 price target implies an 11.5x EV/EBITDA multiple on his next‑twelve‑month EBITDA estimate of $68 million, which he views as attractive relative to Tilray’s growth prospects and resilience amid commodity volatility. He also notes that while the Iran‑related supply disruptions have driven U.S. aluminum benchmarks substantially higher, the structural nature of demand and the time required to normalize supply support the case for patient investors who can look beyond near‑term margin headwinds.

Moskow covers the Consumer Defensive sector, focusing on stocks such as JM Smucker, Church & Dwight, and B&G Foods. According to TipRanks, Moskow has an average return of 0.5% and a 44.61% success rate on recommended stocks.