Feb. 27 at 8:33 PM
$MSOS $VRNO
Verano is the most dislocated name in the sector. ~6.2% of MSOS. 8 analysts covering — ABR of 1.13, 7 of 8 Strong Buy. Roth MKM Buy at
$5 PT (Bill Kirk, most active), Needham Buy at
$7, Alliance Global at
$6, Cormark upgraded to Speculative Buy. Average target
$4.80-
$6.92 vs ~
$1.10 today. That’s 335-530% implied upside. TTM revenue ~
$833M across 13 states and 160 dispensaries. Management guiding 27-30% EBITDA margins — current annualized run rate ~
$230M, analyst estimates jump to
$396M in 2026 with 280E relief priced in. Just upsized their revolving credit facility to
$100M and extended maturity to 2029. Re-domiciling from BC to Nevada — approved by shareholders — positioning for U.S. exchange uplisting. This stock is trading at a ~
$400M market cap on
$830M+ in revenue while every analyst covering it says Buy.