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TickerTalks›$RYM
RYRYM

RYTHM, Inc.

$RYM·$48M·Tobacco·Consumer Defensive
$22.41-1.6%YTD+8.0%1Y-44.3%
Price updated 15h ago·X counts updated 7d ago
RYRYM
$RYMRYTHM, Inc.
$22.41-1.58%40 posts0.4×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $RYM 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.

40X posts · last 7 days
Sep 2Sep 13
Chatter Meter
0.4×
QuietNormal · 1×Loud

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

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-08-27

$RYM (RYTHM Solana meme + cannabis GTBIF-adjacent) chatter is confidently bullish. Users hype the new RYTHM Lifted Lemon Palmer (half tea/half lemonade, 15 cal, 1g sugar, CBG-infused), 'alcohol has a drinking problem' with 17% substituting nonalcoholic (positive read-through), a fat 22,000-share order on RYM just fired, and speculation about hemp-loophole reform coming (with MSOS/GTBIF/CURA). Skepticism is essentially absent; the modal stance is 'long GTBIF and RYM — every day without the news is one day closer to it'.

Read what X is saying about $RYM

  • 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
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AI verdictAI analysisGenerated by AI from underlying data

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

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-09-19

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

Cannabis micro-cap with 90% controlled shareholder and hemp-loophole reform as the binary catalyst

RYTHM is a hemp-adjacent THC beverage story wrapped in a controlled-shareholder governance structure.

  • RSLGH + Kravitz control 89.9% (SC 13D/A Amendment 10 filed Sep 3), which caps upside from any activist path and creates persistent minority-holder friction.
  • Q2 revenue up nearly 17x YoY on THC beverage launch (Lifted Lemon Palmer, Señorita at Lollapalooza) — the product cadence is real; op-margin turned slightly positive in Q2 at 5.3%.
  • 9.4 beta and tiny $48M cap mean this trades like a warrant — any hemp-loophole regulatory reform headline moves the whole cohort (MSOS/GTBIF/CURA) 20%+.

Only ownable size that respects zero-liquidity and controlled-parent risk.

Agrees with X sentimentX bulls hype the Lifted Lemon product line, the 22K-share block, and pending hemp-loophole reform speculation with MSOS/GTBIF/CURA — that maps to the actual product/revenue trajectory and the sector-wide regulatory setup.

What to watch: Any federal hemp-loophole legislative movement or state-level THC-beverage regulation news; the Nov 11 Q3 print for whether Q2's revenue jump was sustained or a one-off launch quarter.

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

Read the AI verdict on $RYM

  • 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
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What it does

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

Cannabis and hemp company marketing hemp-derived THC beverages under the Señorita brand, rebranded from Agrify Corporation.

Industry overviewAI analysisGenerated by AI from underlying data

Where Tobacco sits in its cycle right now — and what that implies for $RYM.

Tobacco · Consumer Defensive

Oral nicotine pouches (ZYN, Velo) and heated tobacco (IQOS, glo) are the growth offsets to structural combustible volume decline; PM's ZYN can expansion signals smoke-free category pricing confidence, while BTI's unauthorized flavored Vuse rollout introduces near-term FDA enforcement risk against an otherwise dividend-stable sector.

What this means for $RYM

Neutral — RYTHM's hemp-derived THC beverages operate in a distinct cannabis/hemp market with its own regulatory and consumer dynamics; no meaningful exposure to the tobacco sector's smoke-free product transition or combustible volume decline.

Industry benchmark

4-name peer basket
+3.1%YTD
-1.4%1Y

Fundamentals & catalyst

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

Key ratios

P/E
-2.5How 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
-4.8%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
-24.1%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
-15.4%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
0.9Same 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
-96.7%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
54.3%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
0.2Total 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 4, 2026$0.09$-945.00+100.0%
Q1 2026May 5, 2026$1.33$-945.00+100.1%
Q4 2025Mar 3, 2026$-6.63——
Q3 2025Nov 7, 2025$-5.31——
Next earningsWed, Nov 11·consensus EPS $-945.00

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$36.3M+1678.0%51.1%5.3%$0.08$-1.0M
Q1 FY26$13.3M+2369.5%52.3%-30.4%$1.53$1.0M
Q4 FY25$10.7M+394.9%75.5%-42.0%$-6.62$-3.0M
Q3 FY25$4.0M+109.0%34.0%-220%$-5.33$-5.4M

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.1.2×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.21%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.+2.2%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.-0.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatTiny float · 1.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% 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.β9.435-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

SellJun 17Armon VakiliDirector2.3K sh$60KSellJun 16Max HoltzmanDirector5.0K sh$130KSellJun 11Timothy MahoneyDirector5.0K sh$132K
+ 7 other (6 awards · 1 exempt) in window

See when $RYM 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

SC 13D/AActivist amendmentSep 3SC 13D/A
AI summary

RYTHM Inc. (RYM) received an SC 13D/A Amendment No. 10 from RSLGH and Kravitz, disclosing a combined 89.9% beneficial ownership stake. The amendment reflects continued concentration of ownership. High insider/major-holder ownership leaves minimal public float.

SC 13D/AActivist amendmentAug 11SC 13D/A
AI summary

An insider filed an SC 13D/A for Ryvyl Inc. (RYM) disclosing beneficial ownership across multiple convertible note positions: 1,147,520 shares underlying a May 2025 Note, 1,526,769 shares from an August 2025 Note, 3,222,997 shares underlying a Conversion Warrant from November 2025, and 141,343 shares from Shared Services Agreement warrants. The aggregate position reflects substantial note-to-equity conversion potential.

8-KChange in controlAug 118-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 5.01: Change in control · Item 5.07: Shareholder vote
AI summary

RYTHM Inc. (RYM) entered into an amendment agreement on August 10, 2026 following a special stockholder meeting with RSLGH, LLC and Vision Management Services, LLC — both subsidiaries of Green Thumb Industries. Chairman and Interim CEO Benjamin Kovler is also Green Thumb's Chairman. Items 2.03, 3.02, 5.01, and 5.07 indicate concurrent debt creation, share issuance, director change, and stockholder vote.

8-KOfficer or director changeJun 188-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

RYM filed an 8-K (Item 5.02) reporting a director or officer change. not to u is involved in the change. The role noted: Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory . This is primarily an administrative disclosure; materiality depends on the seniority of the role and whether it reflects a strategic shift.

8-KMaterial agreementApr 18-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
+ 10 other (3 proxys · 2 10-Qs · 2 earnings 8-Ks · 1 S-8) in window

Recent news

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

RYTHM Introduces Lifted Lemon, a New THC Twist on Iced Tea and Lemonadeglobenewswire.com·32d agoRYTHM Swings to Earnings in Q2 on THC Beverage Growthzacks.com·44d agoRYTHM, Inc. Reports Second Quarter 2026 Resultsglobenewswire.com·48d agoRYTHM (NASDAQ:RYM) Trading Up 14% – Time to Buy?defenseworld.net·48d agoSeñorita Brings THC Beverages to Lollapalooza for the First Timeglobenewswire.com·60d ago

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Voices on X · last 7 days

No standout posts about $RYM 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.

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