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Charlie's Holdings (CHUC)
OTHER OTC:CHUC
US Market
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Charlie's Holdings (CHUC) AI Stock Analysis

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CHUC

Charlie's Holdings

(OTC:CHUC)

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Neutral 52 (OpenAI - 5.2)
Rating:52Neutral
Price Target:
$0.19
▲(5.56% Upside)
Action:Reiterated
Date:08/05/26
The score is held back primarily by persistently negative operating/free cash flow and weak technical trend (below major moving averages with negative MACD). Offsetting factors include improving reported earnings/revenue and a relatively low P/E, while recent corporate actions are moderately positive but still depend on execution.
Positive Factors
Revenue growth & turn to profit
Sustained TTM revenue growth (~11.9%) with net income turning positive indicates improving demand and better operating leverage potential. Over 2–6 months this supports reinvestment in product development and distribution, making strategic partnerships and margin recovery more achievable.
Negative Factors
Deep negative operating cash flow
Persistently large negative operating and free cash flow (~-$6.5M TTM) signals an ongoing cash burn that can deplete reserves and force dilution or expensive financing. Over months this constrains execution on launches, weakens negotiating leverage with partners, and heightens funding risk.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue growth & turn to profit
Sustained TTM revenue growth (~11.9%) with net income turning positive indicates improving demand and better operating leverage potential. Over 2–6 months this supports reinvestment in product development and distribution, making strategic partnerships and margin recovery more achievable.
Read all positive factors

Charlie's Holdings (CHUC) vs. SPDR S&P 500 ETF (SPY)

Charlie's Holdings Business Overview & Revenue Model

Company Description
Charlie's Holdings, Inc., along with its affiliated companies, specializes in the creation, promotion, and worldwide distribution of vapor products containing nicotine. Its merchandise is supplied to approximately 80 nations, including prominent m...
How the Company Makes Money
Charlie's Holdings makes money primarily by selling branded consumer products and related merchandise through wholesale and distribution channels (and, where applicable, direct-to-consumer channels). Historically, a core revenue stream has been th...

Charlie's Holdings Financial Statement Overview

Summary
Reported results show improvement (TTM revenue up ~11.9% and net income turned positive), and leverage appears more manageable (debt-to-equity ~0.19). However, cash generation is a major weakness with deeply negative operating and free cash flow (~-$6.5M TTM), and core profitability remains pressured (EBIT still negative), raising concerns about earnings quality and funding needs.
Income Statement
58
Neutral
Balance Sheet
66
Positive
Cash Flow
24
Negative
BreakdownMar 2026Dec 2024Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue20.92M8.49M16.25M26.42M21.50M
Gross Profit5.66M2.89M6.04M9.98M11.07M
EBITDA5.47M-2.99M-1.09M-837.00K1.22M
Net Income4.50M-4.16M-2.09M-1.59M4.81M
Balance Sheet
Total Assets11.56M3.94M5.77M7.06M9.25M
Cash, Cash Equivalents and Short-Term Investments1.32M211.00K367.00K257.00K866.00K
Total Debt3.07M2.23M2.89M2.25M912.00K
Total Liabilities8.14M5.72M5.88M5.36M6.12M
Stockholders Equity3.42M-1.78M-107.00K1.70M3.13M
Cash Flow
Free Cash Flow-6.34M-1.62M-783.00K-1.91M-1.46M
Operating Cash Flow-6.31M-1.62M-783.00K-1.72M-1.35M
Investing Cash Flow7.48M0.000.00-189.00K-110.00K
Financing Cash Flow-590.00K1.47M893.00K1.30M901.00K

Charlie's Holdings Technical Analysis

Technical Analysis Sentiment
Positive
Last Price0.18
Price Trends
50DMA
0.21
Positive
100DMA
0.23
Positive
200DMA
0.24
Positive
Market Momentum
MACD
<0.01
Negative
RSI
65.00
Neutral
STOCH
69.45
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For CHUC, the sentiment is Positive. The current price of 0.18 is below the 20-day moving average (MA) of 0.19, below the 50-day MA of 0.21, and below the 200-day MA of 0.24, indicating a bullish trend. The MACD of <0.01 indicates Negative momentum. The RSI at 65.00 is Neutral, neither overbought nor oversold. The STOCH value of 69.45 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CHUC.

Charlie's Holdings Risk Analysis

Charlie's Holdings disclosed 35 risk factors in its most recent earnings report. Charlie's Holdings reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Charlie's Holdings Peers Comparison

Overall Rating
UnderperformOutperform
Sector (62)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
62
Neutral
$20.33B14.63-3.31%3.23%1.93%-12.26%
61
Neutral
$1.75B36.7011.93%0.41%20.10%-3.19%
52
Neutral
$72.80M14.03156.05%202.16%
44
Neutral
$1.49M-0.04-25.03%-27.44%99.95%
44
Neutral
$88.97M-2.55546.10%-38.18%-21.59%
41
Neutral
$1.22M-0.01-268.27%-66.04%99.58%
38
Underperform
$533.32K-0.03-441.46%-78.48%14.33%
* Consumer Defensive Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
CHUC
Charlie's Holdings
0.26
0.02
7.92%
XXII
22nd Century
4.33
-697.68
-99.38%
TPB
Turning Point Brands
87.34
-10.98
-11.17%
GNLN
Greenlane Holdings
1.93
-26.55
-93.22%
KAVL
Kaival Brands Innovations Group
0.03
-0.79
-96.71%
ISPR
Ispire Technology, Inc.
1.55
-1.26
-44.84%

Charlie's Holdings Corporate Events

Business Operations and StrategyExecutive/Board Changes
Charlie’s Holdings Restructures Leadership, Names New CEO
Positive
Aug 4, 2026
On August 3&#8211;4, 2026, Charlie&#8217;s Holdings announced a leadership reshuffle, with co&#8209;founder Ryan Stump resigning as Chief Operating Officer effective September 4, 2026 but remaining on the Board and focusing on strategic partnershi...
Business Operations and StrategyExecutive/Board ChangesShareholder MeetingsStock Split
Charlie’s Holdings Shareholders Approve Key Governance Measures
Positive
Jun 5, 2026
At its Annual Meeting of Stockholders on June 4, 2026, Charlie&#8217;s Holdings, Inc. shareholders approved several corporate measures, including the election of five directors&#8212;Ryan Stump, Scot Cohen, Jeffrey Fox, Dr. Edward Carmines and Mic...
Business Operations and Strategy
Charlie’s Holdings Highlights Strategic Focus and Ongoing Operations
Neutral
May 21, 2026
On See, Charlie&#8217;s Holdings issued a company communication that referenced prior milestones and operational updates without specifying new transactional developments. The announcement reiterated aspects of its business activities and strategi...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 05, 2026