Village Farms International

VFF

Market cap $351M

The Canadian cannabis sector continues to attract investors as North American legalization momentum gains strength. Recently, U.S. regulators advanced discussions on cannabis rescheduling, signaling a potential shift toward federal reform. This news lifted optimism across the industry, especially for Canadian producers eyeing future U.S. market entry. Currently, the U.S. cannabis market generates over $35 billion in annual sales and is projected to surpass $57 billion by 2030. Canadian companies are strategically positioning themselves to benefit from this growth through cross-border partnerships and product innovation. Moreover, many are expanding into wellness, beverages, and medical research to diversify revenue streams. As legalization efforts accelerate, Canadian cannabis firms could see renewed investor interest and significant upside potential in 2025.

Trump's CBD video fuels momentum in cannabis, with Village Farms, Canopy Growth, and Tilray emerging as stocks to watch in 2025.

The U.S. cannabis industry has expanded rapidly, now generating over $33 billion in annual sales. Analysts project the market could exceed $56 billion by 2030. These figures highlight the growing opportunities for Canadian cannabis companies to target U.S. partnerships and eventual federal legalization. Recently, U.S. lawmakers renewed discussions about rescheduling cannabis under federal law. This sparked optimism and short-term volatility across cannabis stocks. Canadian firms remain positioned to benefit from regulatory progress and expanding cross-border demand. Their strategies include scaling production, diversifying product lines, and investing in branded distribution. As the industry evolves rapidly, investors must closely monitor these developments.

In 2025, the U.S. cannabis industry will have shown substantial progress at a steady pace. Even with a recent drop in value for the U.S. legal markets, people still see potential in the sector. This success is significant in ways that could matter before 2026. Legislative and regulatory actions, which include renewed efforts for banking reform and, more recently, the rescheduling of cannabis.

The Canadian cannabis sector remains important for investors seeking exposure to the growing U.S. marijuana market. The U.S. cannabis industry generated over $33 billion in sales during 2024 and is expected to surpass $50 billion by 2030. Growth is being fueled by increasing state-level legalization and consumer demand. Recently, headlines have focused on the progress of federal reform, including renewed discussions about rescheduling cannabis. This development could boost Canadian companies with U.S. partnerships or planned expansions. Investors are closely watching leading Canadian names that may benefit from both domestic strength and U.S. market opportunities.

If you are looking for stocks that have gained strong momentum recently but are still trading at reasonable prices, Village Farms (VFF) could be a great choice. It is one of the several stocks that passed through our 'Fast-Paced Momentum at a Bargain' screen.

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Investors are closely watching Canadian cannabis stocks this week amid rising U.S. industry momentum. The U.S. cannabis market hit an estimated $38.5 billion in 2024 and may grow at a compound annual growth rate (CAGR) of about 11–12 percent through the late 2020s. Meanwhile, several states are advancing reform. Notably, Delaware began adult-use cannabis sales on August 1, 2025. Moreover, at the federal level, the Trump administration signaled plans to reschedule marijuana from Schedule I to Schedule III, possibly within weeks. This could ease restrictions and boost stock sentiment. Altogether, these developments underline strong thematic tailwinds. Thus, Canadian cannabis stocks with U.S. exposure stand to benefit from both legislative momentum and expanding consumer demand.

Trump's marijuana rescheduling remarks reignite cannabis optimism, putting Village Farms, Canopy Growth and High Tide in focus.

Canada's leading cannabis firms with U.S. exposure are gaining fresh attention. Their ability to bridge both markets gives them an advantage. Moreover, U.S. policy shifts could provide new momentum. Rescheduling marijuana to a lower classification may ease banking access. In addition, that change would reduce tax burdens for licensed businesses. These potential reforms could unlock stronger growth.