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TickerTalks›$CRON
CRCRON

Cronos Group Inc.

Buzzing onWhy it's trendingX chatter picking upStrong bullish X conversationBacked by solid revenue growth
$CRON·$1.2B·Drug Manufacturers - Specialty & Generic·Healthcare
$3.16-0.3%1Y+20.6%
Mentions · last 7 days
2026-08-06: 47 posts2026-08-07: 14 posts2026-08-08: 1 posts2026-08-09: 3 posts2026-08-10: 5 posts2026-08-11: 13 posts2026-08-12: 1 posts84+9%
Price updated 9h ago·X counts updated 1d ago
CRCRON
$CRONCronos Group Inc.
$3.16-0.32%84 posts+9%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $CRON, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-13

The move is getting stronger, with heavier trading behind it.

Cannabis compounder Q2 crushed — revenue +58%, EBITDA +675%, $827M cash, buying back stock at 4x pro-forma EBITDA.

Cronos Group is the Canadian cannabis-and-hemp franchise (Peace Naturals medical, Spinach adult-use, plus Lord Jones and Happy Dance hemp/beauty in the US). The stock is up 24% over 12 months at 77% of the 52-week range as the Q2 print delivered a genuine inflection with cash sitting well above enterprise value.

  • The Q2 print is exceptional: revenue up 58% YoY to $70.6M, adj EPS $0.09 vs $0.01 estimate (+800% beat), gross margin expanding to 54%, adjusted EBITDA up 675%, and $35.7M in net income — plus the last four EPS surprises are +800%, 0%, -147%, +250% (choppy but big beats when they land).
  • The balance-sheet-and-buyback layer is the specific bull case: $827M in cash sitting well above the $1.16B market cap (EV negative-ish), $32M in stock bought back YTD, plus Netherlands acquisition integration and Israel/Germany international growth — 'trade at roughly 4x pro-forma EBITDA' framing on X aligns with this arithmetic. Analysts model FY26 revenue $196M rising to $236M by FY28.
  • The counterweights are honest: 4th surprise pattern is volatile, EV/EBITDA still 6.9x (not deep-value on trailing), 42% gross margin trailing (Q2's 54% needs to sustain), and the newly-reopened Israeli anti-dumping investigation is a specific risk factor — plus three fresh director A-Award grants (Rudyk, Garnick, Adler at ~49k shares each on Aug 6) are structural signals of continued equity comp.

The November 5 Q3 print is the next gate — continued 40%+ YoY revenue growth plus sustained EBITDA-margin expansion is what extends the accelerating tape above $4. A specific Israeli anti-dumping ruling adverse to Cronos, an EBITDA-margin compression back below Q1's baseline, or a Netherlands-integration issue is what would take a name at 77% of 52w range back below $2.50.

Agrees with X sentimentThe bullish 'Q2 revenue up 58%, gross margin expanding to 54%, adjusted EBITDA up 675%, $35.7M net income, sitting on $827M cash, $32M buyback YTD, trade at roughly 4x pro-forma EBITDA, Netherlands acquisition integration, Israel and Germany growth' framing on X aligns with the print. The 'newly reopened Israeli anti-dumping investigation as primary risk' minority is honest offset.

What to watch: November 5 Q3 print — continued 40%+ YoY revenue growth plus sustained EBITDA-margin expansion extends the accelerating tape above $4; an adverse Israeli anti-dumping ruling, an EBITDA-margin compression, or a Netherlands-integration issue takes it back below $2.50.

On the calendar: 2026-11-05 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment22 posts analyzed · as of 2026-08-13

Cronos delivered a record Q2 — Net revenue $53M (+58% YoY), Net income $35.7M, cash $827M, EBITDA +675% YoY, gross margin 54%, operating income flipped positive to +$7.4M. Stock +10-12% on the news. Bulls cite management execution excellence (25% growth in Canada while market grew 1%), the $827M cash pile as strategic. Bulls calling $CRON 'the most attractive stock I've ever seen.' One caution around historical accounting practices and Israeli tariff threat. Bulls dominate the sector rotation.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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

No material change from last week — animal health revenues under pressure from inflation-driven vet visit deferrals while a securities fraud investigation adds governance overhang; the key debate..

Top industry ETF

$IHEiShares U.S. Pharmaceuticals ETF
+19.1%YTD
+50.5%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$0.01$0.010.0%
Q4 2025Feb 26, 2026$-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$196.5M$191.1M – $201.9M$0.09$0.08 – $0.103
FY27$222.2M$196.4M – $237.1M$0.10$0.09 – $0.122
FY28$236.3M$192.8M – $260.0M$0.13$0.10 – $0.143
FY29$198.7M$175.7M – $212.1M$0.15$0.13 – $0.172
FY30$208.7M$184.5M – $222.7M$0.17$0.14 – $0.181

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.1.3×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.77%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.+12.6%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.+18.5%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 today0.8% 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.β1.245-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.

+ 31 other (16 exempts · 10 inkinds · 5 awards) 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
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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-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
3New insider — initial holdingsFeb 263
+ 8 other (2 10-Qs · 2 earnings 8-Ks · 2 proxys · 1 SD) in window

Recent news

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

Cronos Group: This Cannabis Name Isn't Reliant On U.S. Legalization Effortsseekingalpha.com·7d agoCronos: Strong Quarter, And The Outlook For The Future Is Positive Thanks To M&Aseekingalpha.com·7d agoCronos Group Inc. (CRON:CA) Q2 2026 Earnings Call Transcriptseekingalpha.com·8d agoCronos Group Q2 Earnings Call Highlightsmarketbeat.com·8d agoCronos Group (CRON) Surpasses Q2 Earnings and Revenue Estimateszacks.com·8d ago

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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.

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