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MariMed Inc (MRMD)
OTHER OTC:MRMD
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MariMed (MRMD) AI Stock Analysis

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MRMD

MariMed

(OTC:MRMD)

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Neutral 47 (OpenAI - Gpt-5.6Sol)
Rating:47Neutral
Price Target:
$0.09
▲(6.25% Upside)
Action:Reiterated
Date:08/26/26
The score is primarily constrained by weak financial performance—ongoing losses, margin compression, and elevated leverage—despite improving cash flow. Technicals are moderately supportive with price above major moving averages and positive MACD, and the latest earnings call conveyed operational momentum and sequential profitability improvement, but valuation remains challenged due to negative earnings and no dividend.
Positive Factors
Broad-based revenue growth
Record revenue and growth across wholesale and retail indicate continued product demand and execution. Growth in 12 of 13 dispensaries and expanding wholesale sales provide a diversified base for scaling over the next several months.
Negative Factors
Persistent losses and margin compression
Continued net losses and lower operating margins weaken earnings quality despite revenue growth. If the company cannot convert its expansion and utilization initiatives into durable margin improvement, cash generation and reinvestment capacity could remain constrained.
Read all positive and negative factors
Positive Factors
Negative Factors
Broad-based revenue growth
Record revenue and growth across wholesale and retail indicate continued product demand and execution. Growth in 12 of 13 dispensaries and expanding wholesale sales provide a diversified base for scaling over the next several months.
Read all positive factors

MariMed (MRMD) vs. SPDR S&P 500 ETF (SPY)

MariMed Business Overview & Revenue Model

Company Description
MariMed Inc. operates in the cannabis industry, specializing in the cultivation, production, and sale of both medicinal and adult-use cannabis items throughout the United States and internationally. The company's diverse product portfolio includes...
How the Company Makes Money
MariMed primarily makes money through vertically integrated cannabis operations in the U.S., generating revenue from (1) wholesale sales and (2) retail sales. Wholesale revenue is earned by cultivating and producing cannabis products in its facili...

MariMed Earnings Call Summary

Earnings Call Date:Aug 12, 2026
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Nov 11, 2026
Earnings Call Sentiment Positive
The call presents a generally positive operational and commercial momentum: record quarterly revenue, sequential EBITDA improvement, expanding brand distribution, strong retail transaction growth and rising loyalty membership. These positives are tempered by meaningful year-over-year margin and EBITDA declines driven by industry-wide price compression, elevated promotional activity and localized market saturation (notably Massachusetts). Management characterizes many margin headwinds as transitional and highlights upcoming catalysts (Ohio dispensary, New York entry, improved cultivation utilization, potential regulatory relief) to support future margin expansion.
Positive Updates
Record Quarterly Revenue
Consolidated revenue reached a company record of $41.9 million, up approximately 6% sequentially and roughly 6% year-over-year.
Negative Updates
Year-over-Year Margin Pressure
Non-GAAP adjusted gross margin was ~40% (flat sequentially) but declined ~180 basis points year-over-year from 41.8%, driven by wholesale price compression, elevated promotional activity, and competitive pressure in Massachusetts and Illinois.
Read all updates
Q2-2026 Updates
Negative
Record Quarterly Revenue
Consolidated revenue reached a company record of $41.9 million, up approximately 6% sequentially and roughly 6% year-over-year.
Read all positive updates
Company Guidance
Management guided that the company will build on a record Q2 — consolidated revenue of $41.9M (≈+6% sequential, ≈+6% YoY) with adjusted EBITDA of $3.9M (≈+10% sequential; margin ≈9.4% vs 9.1% in Q1 and 12.1% a year ago) and GAAP net loss of $3.6M (improving from $3.8M); cash was $8.4M with $33.6M in operating working capital. They expect to continue the "Expand the Brand" strategy — investing in product innovation, broader state depth and capital‑light entry (brand licensing) — while keeping operating expense discipline ($15.2M, ≈36% of revenue) and targeting margin expansion as cultivation utilization improves and newer operations scale. Operationally they pointed to wholesale strength (wholesale ≈44% of product revenue; wholesale +6% sequential and ≈+8% YoY), a branded portfolio growing 70 basis points faster than the industry, distribution up 100 basis points to 85% of available storefronts, and retail momentum (retail +7% sequential, ≈+4% YoY; transactions +7% sequential; Thrive Perks membership +14% YTD; sequential revenue growth in 12 of 13 dispensaries and transaction growth in 10 of 13). Near‑term openings and milestones include Thrive Columbus contributing revenue later this year and a planned New York entry in H1 2027, with management anticipating incremental federal policy clarity (rescheduling/280E/banking) by year‑end.

MariMed Financial Statement Overview

Summary
Revenue growth and positive operating/free cash flow are positives, but overall fundamentals remain weak due to persistent net losses, compressed margins versus prior years, and materially higher leverage (debt roughly double equity), which limits financial flexibility.
Income Statement
38
Negative
Balance Sheet
34
Negative
Cash Flow
57
Neutral
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue163.82M159.83M157.96M148.60M134.01M121.46M
Gross Profit58.37M57.88M62.87M65.92M63.96M66.26M
EBITDA10.09M9.44M13.83M11.16M25.91M28.96M
Net Income-14.95M-14.48M-12.16M-16.03M13.47M7.22M
Balance Sheet
Total Assets197.23M202.56M206.99M196.12M152.20M123.20M
Cash, Cash Equivalents and Short-Term Investments8.44M8.88M7.28M14.73M9.86M29.93M
Total Debt97.61M100.09M88.47M80.13M37.37M24.37M
Total Liabilities147.06M152.56M147.11M126.21M94.89M86.91M
Stockholders Equity45.15M51.87M61.63M71.56M58.82M37.86M
Cash Flow
Free Cash Flow8.26M6.53M-5.89M-12.85M-5.43M17.29M
Operating Cash Flow9.27M7.70M6.79M7.91M7.31M35.85M
Investing Cash Flow-1.97M-1.38M-17.13M-25.98M-26.24M-16.62M
Financing Cash Flow-5.00M-4.71M2.98M22.98M-1.01M7.45M

MariMed Technical Analysis

Technical Analysis Sentiment
Positive
Last Price0.08
Price Trends
50DMA
0.07
Positive
100DMA
0.07
Positive
200DMA
0.08
Positive
Market Momentum
MACD
<0.01
Negative
RSI
55.02
Neutral
STOCH
70.93
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For MRMD, the sentiment is Positive. The current price of 0.08 is above the 20-day moving average (MA) of 0.07, above the 50-day MA of 0.07, and above the 200-day MA of 0.08, indicating a bullish trend. The MACD of <0.01 indicates Negative momentum. The RSI at 55.02 is Neutral, neither overbought nor oversold. The STOCH value of 70.93 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for MRMD.

MariMed Risk Analysis

MariMed disclosed 39 risk factors in its most recent earnings report. MariMed 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

MariMed Peers Comparison

Overall Rating
UnderperformOutperform
Sector (51)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
51
Neutral
$7.86B-0.30-43.30%2.27%22.53%-2.21%
50
Neutral
$625.17M-3.44-7.95%11.46%95.35%
47
Neutral
$33.25M-2.20-29.67%4.24%9.59%
45
Neutral
$43.55M-1.63-92.47%-100.00%54.21%
44
Neutral
$5.60M-1.63-33.59%10.01%95.01%
42
Neutral
$2.11M-1,062.50-3.03%-11.91%-285.23%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
MRMD
MariMed
0.08
-0.10
-54.44%
YCBD
cbdMD
0.50
-0.23
-31.51%
TLRY
Tilray
4.59
-9.21
-66.74%
IMCC
IM Cannabis Corp
3.41
-66.19
-95.10%
IXHL
Incannex Healthcare Limited Sponsored ADR
3.64
-16.13
-81.59%
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 26, 2026