GLAS

Glass House Brands Inc.

NYSE· CIK 0001848731

$2.15 +0.01 (+0.47%)

Oct 26 4:00 PM ET · prev $2.14

Market cap

$200.6M

Micro cap

Consensus

Buy

91% Buy or better · 11 analysts

Median target

$8.00

+272% · range $7.00–12.00

1 year

−70.7%

from $7.35 · Oct 27

30 days

−68.6%

from $6.85

52-week range

$2.14–13.58

−84% from high · low Oct 23

Avg volume 20D

2.90M

Oct 19 spike 16.16M

Short interest

378.7K

≈0.4% of shares · +89.6%

Days to cover

1.0

at average volume

Insider net

−$30.7K

0 buyers · 1 seller · 12 mo

New fund stakes

Q2 2026 13F · 0 exits

Reddit crowd

60°

Warm · 1 mention this week

SecBot read MIXED 4 reports · 90 days

Balance 0 bearish · 0 bullish · 2 mixed · 2 neutral oldest → newest, height = score

Avg score

·High conf. 2/4

Strongest MIXED Glass House Brands reported preliminary Q3 2026 revenue of $56.8M (up 21% QoQ and 117% YoY) and record…

All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

I Jun 30 3 funds open new positions (13F)
A Jul 13 Lake Street initiates
X Jul 15 Short interest jumps 83.5% to 144.2K
X Jul 31 Short interest jumps 108.4% to 300.5K
X Aug 31 Short interest falls 47.8% to 183.9K
S Sep 11 1 insider sell $30.7K at $8.03
E Sep 29 Offering: Glass House Brands Announces Planned Retirement of Chief F…
X Sep 30 Short interest jumps 89.6% to 378.7K

Signal stack

Where each data set points today.

InsidersBEARISH

1 insider sold $30.7K.
InstitutionsBULLISH

Q2 2026: 3 added (3 new), 0 trimmed or exited. Largest new: Nomura Holdings $29.7M, Wellington Management Group $14.9M.
AnalystsBULLISH

10 of 11 rate it Buy or better. Every target is above the price.
EstimatesFALLING

Current-quarter EPS estimate $0.060 → −$0.130 over 90 days.
Short sellersBUILDING

Short interest +89.6% to 378.7K shares. 1.0 days to cover, ≈0.4% of shares.
TrendDOWNTREND

68% below its 50-day average. New closing low $2.14 on Oct 23.
SocialQUIET

Crowd 60° (warm) this week from 1 mention: 1 bullish, 0 bearish. No setup call.

Who's buying

13F· Q2 2026

new positions

exits

$54.8M

in new stakes

Fund	Move	Shares	Value
NOMURA HOLDINGS INC	NEW	2,283,439	$29.7M
WELLINGTON MANAGEMENT GROUP LLP	NEW	1,145,088	$14.9M
Clear Street Group Inc.	NEW	825,000	$10.2M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

11 analysts

Buy 91% rate it Buy or better

Strong Buy3Buy7Hold1Sell0Strong Sell0

12-month targets · 3 analysts

$2.15 $7.00 $8.00 $12.00

Price is below the lowest target. Median implies +272%.Targets as of Oct 26, 2026.

Recent actions

Date	Firm	Action	Rating
Oct 20, 2026	Lake Street MAINTAIN	MAINTAIN	Buy
Jul 13, 2026	Lake Street INITIATE	INITIATE	Buy

Catalysts

Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.

Recent

Oct 19, 2026

Activist

Glass House Brands Reports Preliminary Unaudited Third Quarter Financial Results and Resignation of John Nichols Jr. from Board of Directors

Achieved Record Biomass Production of approximately 317,000 pounds and a further approximately 10% reduction in cost of production from the…

Sep 29, 2026

Offering

Glass House Brands Announces Planned Retirement of Chief Financial Officer

This news release constitutes a "designated news release" for the purposes of the Company's prospectus supplement dated June 10, 2026, to its short…

Sep 14, 2026

Press release

Glass House Brands Releases Mama Sue Professional Athlete Balm for Sale in California

New high-potency transdermal balm was created with professional athletes in mind and is suitable for both high-performance recovery and everyday use…

Sep 4, 2026

Press release

Glass House Brands to Participate in Upcoming September Investor Conferences

LONG BEACH, Calif. and TORONTO, Sept. 04, 2026 (GLOBE NEWSWIRE) -- Glass House Brands Inc. (“Glass House” or the “Company”) (CBOE CA: GLAS.A.U)…

Aug 10, 2026

Earnings

Glass House Brands to Host Second Quarter 2026 Earnings Call on August 13, 2026

LONG BEACH, Calif. and TORONTO, Aug. 10, 2026 (GLOBE NEWSWIRE) -- Glass House Brands Inc. (“Glass House” or the “Company”) (CBOE CA: GLAS.A.U)…

Insider ledger

Form 4

bought · 0 insiders

$30.7K

sold · 1 insider

Date	Insider	Type	Value
Sep 16, 2026	Tu William SVP, Corporate Controller	EXERCISE	38,691 sh
Sep 16, 2026	Tu William SVP, Corporate Controller	TAX W/H	$109.3K
Sep 11, 2026	Tu William SVP, Corporate Controller	SELL	$30.7K
Sep 4, 2026	Tu William SVP, Corporate Controller	TAX W/H	$18.2K
Sep 1, 2026	Tu William SVP, Corporate Controller	EXERCISE	5,800 sh

Earnings setup

Estimates

−$0.13

EPS estimate, this quarter

−317%

estimate change, 90 days

Current-quarter EPS estimate

$0.060

90d

$0.000

60d

$0.000

30d

$0.000

−$0.130

Now

Period	EPS est.	Range	30D rev.	Revenue
Current Q	-$0.13	-$0.13–-$0.13	—	$56.8M
Next Q	-$0.10	-$0.10–-$0.10	-253.8%	$61.6M
Current FY	-$0.50	-$0.50–-$0.50	-122.2%	$194.6M
Next FY	🔒 Fresh data, subscribers only