Cineverse Corp. (CNVS) AI Stock Analysis

Cineverse Corp. operates as a technology and entertainment company that owns and operates streaming channels. The company aggregates and distributes feature films and television programs while providing a proprietary software-as-a-service platform for over-the-top app development and content distribution across SVOD, AVOD, and FAST channels, as well as social video streaming and audio podcasts. It also operates MatchpointTM, a software-based streaming operating platform. Additionally, Cineverse distributes products under brands including Hallmark, ITV, Nelvana, ZDF, Konami, NFL, and Highlander, alongside selling physical products such as DVD's and Blu-ray discs.

Over the five years from FY2021 to FY2026, Cineverse generated a revenue CAGR of 15.9%. Annual performance has fluctuated, moving from revenue of $78.2M, an operating margin of 10.1%, and net income of $3.6M in FY2025 to revenue of $65.7M, an operating margin of -19.1%, and net income of -$8.8M in FY2026. Gross margin in FY2026 was 44.3%. Over the trailing twelve months, revenue totaled $85.2M with a net profit margin of -12.9% and an operating margin of -12.3%. For the latest quarter ended June 30, 2026, quarterly revenue growth was 175.2% year-over-year, and quarterly earnings growth was 21.1%.

As of June 30, 2026, Cineverse held $4.3M in cash and short-term investments against total debt of $26.1M, resulting in net debt of $21.7M. Total assets stood at $135.2M and shareholders' equity was $40.1M, with a debt-to-equity ratio of 0.65 and a current ratio of 0.75. In FY2026, operating cash flow was -$26.5M and free cash flow was -$30.9M. Capital expenditures for FY2026 were $4.4M, while share buybacks totaled $811,000 amid a five-year share count change of 138.7%.

At its last close of $1.61 on October 16, 2026, Cineverse had a market cap of $38.3M and an enterprise value of $73.5M. Its forward P/E of 38.8x sits above the 14.1x median of its US-listed Communication Services peers. In contrast, its price-to-sales ratio of 0.4x and EV-to-EBITDA of 6.3x are below the peer medians of 0.8x and 10.0x, respectively. The stock fell 49.4% over the past year and 96.6% over five years, trailing the S&P 500 (SPY), which gained 16.8% and 83.0% over those respective periods.

Wall Street coverage shows 2 Strong Buy ratings, 0 Buy ratings, 0 Hold ratings, 0 Sell ratings, and 0 Strong Sell ratings. The mean price target is $11.50, representing a 614.3% premium over the last close of $1.61. For the current fiscal year ending March 31, 2027, consensus estimates project revenue of $118.6M and an EPS of -$0.26. For the following fiscal year, 2 analysts expect revenue of $134.2M and EPS of $0.39. Cineverse recorded 0 EPS beats over the last 4 quarters, and its next earnings date is November 13, 2026.

This page is an AI-written research summary of Cineverse Corp. (CNVS). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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