It’s been a mediocre week for CuriosityStream Inc. (NASDAQ:CURI) shareholders, with the stock dropping 18% to US$2.52 in the week since its latest quarterly results. Results look to have been somewhat negative – revenue fell 9.6% short of analyst estimates at US$15m, although statutory losses were somewhat better. The per-share loss was US$0.02, 33% smaller than the analysts were expecting prior to the result. Earnings are an important time for investors, as they can track a company’s performance, look at what the analysts are forecasting for next year, and see if there’s been a change in sentiment towards the company. Readers will be glad to know we’ve aggregated the latest statutory forecasts to see whether the analysts have changed their mind on CuriosityStream after the latest results.
After the latest results, the three analysts covering CuriosityStream are now predicting revenues of US$77.7m in 2026. If met, this would reflect a notable 8.3% improvement in revenue compared to the last 12 months. Statutory losses are forecast to narrow 2.0% to US$0.14 per share. Yet prior to the latest earnings, the analysts had been anticipated revenues of US$80.9m and earnings per share (EPS) of US$0.03 in 2026. The analysts have made an abrupt about-face on CuriosityStream, administering a minor downgrade to to revenue forecasts and slashing the earnings outlook from a profit to loss.
View our latest analysis for CuriosityStream
The average price target fell 14% to US$5.33, implicitly signalling that lower earnings per share are a leading indicator for CuriosityStream’s valuation. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company’s valuation. Currently, the most bullish analyst values CuriosityStream at US$6.00 per share, while the most bearish prices it at US$5.00. Even so, with a relatively close grouping of estimates, it looks like the analysts are quite confident in their valuations, suggesting CuriosityStream is an easy business to forecast or the the analysts are all using similar assumptions.
Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. For example, we noticed that CuriosityStream’s rate of growth is expected to accelerate meaningfully, with revenues forecast to exhibit 11% growth to the end of 2026 on an annualised basis. That is well above its historical decline of 0.3% a year over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in the industry are forecast to see their…
Read More: CURI) Price Target To US$5.33
