TickerTalks
Browse all tickers →
TickerTalks›$CRON
CRCRON

Cronos Group Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 111% YoYStreet coverage with positive forward estimatesQuiet on X (30 mentions/wk)
$CRON·$1.2B·Drug Manufacturers - Specialty & Generic·Healthcare
$3.34+0.6%YTD+26.5%1Y+26.5%
Price updated 17h ago·X counts updated 13d ago
CRCRON
$CRONCronos Group Inc.
$3.34+0.60%30 posts0.8×
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $CRON on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

30X posts · last 7 days
Sep 8Sep 13
Chatter Meter
0.8×
QuietNormal · 1×Loud

How loud $CRON's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-03

Cronos Group is described as emerging from a long-term base with a contrarian setup: pile of cash the market thinks will be torched, distrusted controlling owner, widening valuation gap. Spinach edibles/vapes expansion and healthy long-term technicals reinforce the bull case; no visible bear.

Read what X is saying about $CRON

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CRON — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptWinding up for a moveAI verdict · as of 2026-09-26

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Cannabis operator up 27% YTD with CanAdelaar extension and 100% payout momentum.

Cronos Group is a Canadian cannabinoids and hemp-derived wellness product operator (Spinach brand in Canada, PEACE+ hemp beverages in US, expanding globally), and the coiling chip fits — 80% of the 52-week range, +6.4% versus the 50-day, +19.6% versus the 200-day, up 27% year-to-date and 27% over twelve months.

  • Trailing P/E of -1,401 (near-zero-EPS artifact), price-to-sales 7.22, EV/EBITDA 6.9, ROIC 0.8%, ROE -0.2%, gross margin 42.2%, operating margin -7.8%, debt-to-equity 0.001 (clean balance sheet), FCF yield 2.3%.
  • Q2 FY26 revenue was $53M, up 111% year-over-year (base effect plus international expansion), with gross margin 40.3%; the last four EPS surprises are +800%, +700%, -147%, +250% — magnitudes reflect tiny-EPS-denominator swings.
  • No Form 4 insider activity in the window; load-bearing filings: extended closing date for CanAdelaar B.V. (Dutch cannabis) acquisition from 2026-09-09 to 2026-10-15; Say-on-Pay frequency decision. News: 'Cronos Group Investor Day Highlights Cannabis Growth, Cash Flow and Global Ambitions'.

Coiled setup into the 2026-11-05 Q3 print — international/Australia and Germany trajectory, CanAdelaar deal close timing, and any specific guidance revision are the swings.

Differs from X sentimentNo X chatter in the window; the Investor Day framing is constructive on the growth narrative.

What to watch: Q3 print 2026-11-05 for international expansion and CanAdelaar deal close.

On the calendar: 2026-11-05 — Q3 earnings (consensus $0.03 EPS)

Read the AI verdict on $CRON

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Cannabis company with hemp-derived wellness brands Lord Jones and Happy Dance in the US, plus THC operations in Canada and Israel.

Industry overviewAI analysisGenerated by AI from underlying data

Where Drug Manufacturers - Specialty & Generic sits in its cycle right now — and what that implies for $CRON.

Drug Manufacturers - Specialty & Generic · Healthcare

Animal health (ZTS, ELAN) and branded specialty generics are structural growth pockets; ZTS pulled back with SeekingAlpha noting 'worst may be priced in.' Teva presents real-world UZEDY schizophrenia data and Tardive Dyskinesia research, signaling branded specialty momentum post-deleveraging. ETF +43.6% t12m.

What this means for $CRON

Partial — hemp and THC cannabis brands; Cronos' Lord Jones/Happy Dance wellness exposure benefits from consumer self-care trend but cannabis regulatory uncertainty persists.

Top industry ETF

$IHEiShares U.S. Pharmaceuticals ETF
+20.6%YTD
+48.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-1401.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
0.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-7.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
7.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-0.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
42.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 6, 2026$0.09$0.01+800.0%
Q1 2026May 11, 2026$0.04$0.01+700.0%
Q4 2025Feb 26, 2026$-0.00$0.01-147.0%
Q3 2025Nov 6, 2025$0.07$0.02+250.0%
Next earningsThu, Nov 5·consensus EPS $0.03

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$70.6M+111.0%40.3%10.5%$0.08$17.1M
Q1 FY26$44.6M+38.2%41.4%-3.2%$0.04$8.9M
Q4 FY25$91.3M+201.3%17.7%7.6%$-0.00$9.9M
Q3 FY25$36.3M+6.1%50.4%-1.4%$0.07$8.7M

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$199.0M$197.3M – $200.7M$0.16$0.13 – $0.173
FY27$230.6M$198.3M – $249.6M$0.11$0.10 – $0.132
FY28$245.6M$191.7M – $275.7M$0.13$0.12 – $0.143
FY29$198.7M$170.9M – $215.1M$0.15$0.12 – $0.171
FY30$208.7M$179.4M – $225.9M$0.17$0.14 – $0.192

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.80%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+6.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+19.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 192.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.285-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 15 other (7 exempts · 4 awards · 4 inkinds) in window

See when $CRON insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementSep 118-K — Item 1.01: Material agreement
AI summary

Cronos Group extended the closing date for its Share Purchase Agreement to acquire CanAdelaar B.V. — a Dutch cannabis entity — from September 9, 2026 to October 15, 2026, providing additional time to satisfy regulatory and other customary closing conditions. The extension is a routine procedural amendment to the existing definitive agreement and does not change deal economics. The acquisition represents Cronos's expansion into the European cannabis market.

8-K/AShareholder vote (amended)Aug 78-K/A — Item 5.07: Shareholder vote
AI summary

Cronos Group Inc. filed an amendment to its June 2026 Annual Meeting 8-K to disclose its Say-on-Pay frequency decision as required by Item 5.07(d). At the June 18, 2026 meeting, shareholders expressed a non-binding preference for annual Say-on-Pay votes, consistent with the board's own recommendation. The board has determined the company will hold annual Say-on-Pay votes going forward until the next required frequency vote. This is a purely procedural governance disclosure with no financial impact on the cannabis company.

3New insider — initial holdingsJun 303
AI summary

Darren Chester Broughton filed an initial Form 3 as Director of Cronos Group (CRON) on 2026-06-30, reporting zero shares beneficially owned. Broughton became a reporting insider at Cronos Group effective June 18, 2026, the date of the triggering event. No derivative securities are reported. Cronos Group is a cannabis company incorporated in British Columbia, Canada, with operations primarily in Canada and the United States.

8-KShareholder voteJun 228-K — Item 5.07: Shareholder vote
AI summary

Cronos Group Inc. (CRON) held its 2026 Annual Meeting of Shareholders on June 18, 2026, with approximately 271.8 million shares voting on four proposals. All seven director nominees were re-elected, with CEO Michael Gorenstein receiving approximately 207.8 million 'for' votes and others receiving approximately 219–220 million 'for' votes. Shareholders approved the advisory say-on-pay resolution, selected a one-year frequency for future say-on-pay votes, and ratified Davidson & Company LLP as independent auditor for fiscal 2026 with 268.5 million affirmative votes. Cronos Group is a cannabis company incorporated in British Columbia, Canada, operating primarily in Canada and the United States.

8-KMaterial agreementMay 118-K — Item 1.01: Material agreement · Item 2.02: Earnings release · Item 8.01: Other event
+ 6 other (2 10-Qs · 2 proxys · 1 earnings 8-K · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Cronos Group Inc. (CRON:CA) Analyst/Investor Day Transcriptseekingalpha.com·2d agoCronos Group Investor Day Highlights Cannabis Growth, Cash Flow and Global Ambitionsmarketbeat.com·2d agoCronos Hosts 2026 Investor Dayglobenewswire.com·2d agoHead to Head Contrast: Lyra Therapeutics (OTCMKTS:LYRA) versus Cronos Group (NASDAQ:CRON)defenseworld.net·3d agoCronos: Invest In Cannabis With 50% Net Cash And GAAP Profitabilityseekingalpha.com·11d ago

More in Drug Manufacturers - Specialty & Generic

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$ZTS$EVO$TEVA$INDV$ACB$ELAN$RGC$HROW
Voices on X · last 7 days

No standout posts about $CRON on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport