GRUSFGrown Rogue International Inc.
The Read
8% following its June 30 product launch, driven by management's reassurance of margin defense and pricing power amid sector oversupply, while also rallying 19%.
The schedule
- Thu15Oct
Federal and state cannabis policy developments under President Trump in late 2026 will influence banking access, tax treatment, and investor sentiment for Grown Rogue at around $0.10.
- Mon15Feb
Full-year 2026 results around $0.06 will show whether Grown Rogue has converted its rapid revenue expansion into a durable, profitable cannabis platform.
- Fri14May
Past
- Tue1Sep
Potential announcements around late 2026 on new state licenses or market entries from a $0.14 base would test whether expansion can be executed without overextending the balance sheet.
- Wed12Aug
Actual outcome: Bull
Grown Rogue reported Q2 2026 earnings that met expectations with an EPS of -$0.0087. The stock maintained its elevated levels, closing at $0.46 to significantly exceed the $0.30 bull target, as the earnings call provided sufficient reassurance regarding the company's margin trajectory and long-term profitability goals.
Q2 2026 earnings around $0.20 will be critical to demonstrate that Grown Rogue can translate revenue growth into sustainable profitability after a volatile 2024–2025 margin profile.
- Wed15Jul
Actual outcome: Bull · $0.47 at outcome
Grown Rogue successfully addressed its elevated capex and balance sheet needs without resorting to a highly dilutive equity raise at lower valuations. The removal of this financing overhang drove the stock past the $0.44 bull target, as investors rewarded the stabilized cash position and clearer growth trajectory.
With free cash flow slightly negative and capex needs elevated, the market will be watching for a potential equity raise or other balance sheet action around $0.26 that could materially reprice Grown Rogue.
- Tue30Jun
Actual outcome: Bull · $0.42 at outcome
Despite an initial pullback following the sector update, Grown Rogue ultimately reached the $0.43 bull target by early August. Management commentary and industry data confirmed that the company successfully defended its margins and maintained pricing power despite broader cannabis oversupply concerns, reassuring investors of its fundamental stability and driving the subsequent rally.
Industry data releases and management commentary on mid-2026 sector pricing and supply-demand balance will determine whether Grown Rogue can defend margins at around $0.32 per share.
- Tue12May
Actual outcome: Bull · $0.43 at outcome
Grown Rogue reported Q1 2026 EPS of -$0.0087, coming in exactly in-line with analyst estimates. The stock rallied 19.2% following the earnings call, as management's commentary reassured investors about the company's ability to sustain revenue growth and improve margins following the net loss reported in the previous quarter.
Q1 2026 earnings around $0.41 set the tone for whether Grown Rogue can sustain triple-digit revenue growth while improving margins after the sharp swing back to a net loss in Q4 2025.
