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    Does Byrna Technologies' (BYRN) Retail-Led Revenue Guidance Mark a Durable Shift in Its Growth Mix?

    Simply Wall St·12/20/2025 01:25:30
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    • Byrna Technologies has reported preliminary guidance for its fiscal fourth quarter and full year 2025, expecting US$35.1 million in quarterly revenue and US$118.0 million for the year, reflecting strong dealer, chain store, direct-to-consumer, and international performance compared with 2024.
    • The company’s decision to ring the Nasdaq Opening Bell in December 2025 underscores how its expanding retail footprint, successful Byrna CL launch, and heightened brand visibility are becoming central to its growth story.
    • Now we’ll explore how this stronger-than-prior-year revenue guidance, particularly from physical retail channels, reshapes Byrna Technologies’ existing investment narrative.

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    Byrna Technologies Investment Narrative Recap

    To own Byrna Technologies, you need to believe in sustained demand for less lethal self defense products and the company’s ability to scale profitably across retail and online channels. The stronger preliminary 2025 revenue guidance reinforces revenue momentum, but it does not remove near term concerns around higher U.S. production costs and the impact those may have on margins.

    The guidance update directly ties back to Byrna’s April 2025 launch of the Byrna Compact Launcher, which is positioned as a higher margin product and a key driver of the company’s improved revenue mix. As this product gains shelf space and awareness through physical retailers and e commerce, it becomes central to whether recent topline growth can translate into more resilient profitability.

    Yet while revenue momentum looks encouraging, investors should still be aware of how rising U.S. sourcing costs could pressure margins if...

    Read the full narrative on Byrna Technologies (it's free!)

    Byrna Technologies’ narrative projects $198.0 million revenue and $22.8 million earnings by 2028.

    Uncover how Byrna Technologies' forecasts yield a $38.50 fair value, a 122% upside to its current price.

    Exploring Other Perspectives

    BYRN 1-Year Stock Price Chart
    BYRN 1-Year Stock Price Chart

    Seven fair value estimates from the Simply Wall St Community span roughly US$35 to US$63 per share, showing a wide spread in expectations. When you set that against Byrna’s higher cost U.S. production and tariff exposure, it underlines why opinions differ so much on how sustainable current profitability really is.

    Explore 7 other fair value estimates on Byrna Technologies - why the stock might be worth just $35.00!

    Build Your Own Byrna Technologies Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.