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What cannabis investors should watch for in 2026 after marijuana rescheduling

Anthony Coniglio (Courtesy photo)

(This is a contributed guest column. To be considered as an MJBizDaily guest columnist, please submit your request here.)

Cannabis investors are understandably optimistic heading into 2026 after President Donald Trump’s historic Dec. 18 executive order. Marijuana rescheduling may yet become the singular, transformative catalyst for cannabis equities to rally, but that’s only if Congress follows through and ensure federal reform finally arrives.

Investors should understand that rescheduling alone will not deliver a lasting re-rating of cannabis equities. To translate this historic step into sustainable, long-term gains, two other major advancements are needed.

The first is expanded institutional access to the sector, and the second is improving financial performance across operators.

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Institutional investment will transform legal cannabis, if Congress

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