CuriosityStream Inc (CURI) AI Stock Analysis
CURI AI stock analysis summary
AI ResearchCuriosityStream Inc (CURI) is a media company providing factual video programming through direct and bundled streaming services. In FY2025, revenue increased 40.1% to $71.7M while free cash flow reached $13.0M. The stock trades at a forward P/E of 9.3x and carries an annual dividend yield of 13.03%.
- Market cap
- $154.9M
- Revenue (TTM)
- $76.0M
- P/E
- — fwd 9.3x
- 1Y return
- -36.9% S&P 500 16.8%
- Avg. target
- $5.33 104.3% vs last close
Bull case
- FY2025 revenue surged 40.1% to $71.7M, alongside gross margin expansion to 56.6%.
- The stock offers an annual forward dividend yield of 13.03% backed by positive FY2025 free cash flow of $13.0M.
- Analysts project current fiscal year EPS to grow 312.5% to $0.20, with a mean price target of $5.33.
Bear case
- CURI has delivered negative 1-year and 5-year returns of -36.9% and -69.7%, respectively.
- The company's current ratio sits at 0.78 as of June 30, 2026, indicating short-term liquidity constraints.
- In FY2025, dividends paid reached $22.0M, which exceeded the year's free cash flow of $13.0M.
What CuriosityStream does
CuriosityStream Inc operates as a media company specializing in factual content streaming services. The company delivers video programming across categories such as science, history, society, nature, lifestyle, and technology. Content is distributed through direct subscription video on-demand platforms across internet-connected devices, including televisions, set-top boxes, computers, streaming players, game consoles, and mobile devices. CuriosityStream also distributes content indirectly via distribution partners, bundled content licenses, partner bulk sales, brand partnerships, and content sales. As of December 31, 2021, the company reported approximately 23 million total paying subscribers.
Growth and profitability
CuriosityStream generated a 5-year revenue CAGR of 12.6% from FY2020 to FY2025. Annual revenue expanded from $71.3M in FY2021 to $78.0M in FY2022, before dropping to $56.9M in FY2023 and $51.1M in FY2024. In FY2025, revenue rose 40.1% to $71.7M, supported by a gross margin of 56.6% and net income of -$6.4M compared to -$12.9M in FY2024. Operating cash flow improved from -$73.2M in FY2021 to $13.1M in FY2025. For the latest quarter ended June 30, 2026, quarterly revenue grew 22.3% year-over-year, while quarterly earnings growth reached 1400.0%.
Balance sheet and cash flow
As of June 30, 2026, CuriosityStream held $6.9M in cash and short-term investments against $3.2M in total debt, resulting in net cash of $3.6M. Shareholders' equity stood at $41.5M, with a debt-to-equity ratio of 0.08 and a current ratio of 0.78. In FY2025, the company generated $13.0M in free cash flow, while spending $102,000 on capital expenditures and $22.0M on dividends paid. Over the past 5 years, the share count changed by 15.1%.
Valuation and performance
CuriosityStream trades at a forward P/E of 9.3x, compared to the median of 14.1x for its US-listed Communication Services peers. Its enterprise value to EBITDA sits at 10.9x versus the peer median of 10.0x, and its price-to-sales multiple is 2.0x compared to the peer median of 0.8x. Over the past year, CURI shares fell 36.9%, while the S&P 500 (SPY) returned 16.8%. Over a 5-year timeframe, the stock declined 69.7%, trailing the S&P 500 return of 83.0%.
CURI dividend
CuriosityStream pays a quarterly dividend with an annual forward dividend of $0.34, representing a dividend yield of 13.03%. The payout ratio stands at 26.8%, and the company has paid dividends for 3 consecutive years. Its last ex-dividend date was September 4, 2026.
What analysts expect
Wall Street analysts maintain 1 Strong Buy and 2 Buy ratings on CuriosityStream, with 0 Hold, Sell, or Strong Sell ratings. The mean price target is $5.33, implying an upside of 104.3% from the last close of $2.61. For the current fiscal year ending December 31, 2026, analysts estimate EPS of $0.20 and revenue of $79.2M. Over the last 4 quarters, the company beat EPS estimates 2 times. The next earnings date is November 11, 2026.
Key risks and what to watch
- With cash and short-term investments of $6.9M and a current ratio of 0.78, working capital requires close monitoring.
- The stock has a beta of 1.75, reflecting higher price volatility relative to the broader market.
- CuriosityStream has recorded net losses over the past five fiscal years, including net income of -$6.4M in FY2025.
AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer
About this CURI AI stock analysis
This page is an AI-written research summary of CuriosityStream Inc (CURI). 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.
Related: CURI income statement, CURI balance sheet, CURI key metrics, CURI analyst forecast, CURI chart. See the CURI stock overview for the latest quote and news.
CURI AI stock analysis FAQ
What is CuriosityStream's dividend yield?
CuriosityStream offers an annual forward dividend of $0.34, representing a dividend yield of 13.03%. It has paid dividends for 3 consecutive years, with a payout ratio of 26.8%.
When is CuriosityStream's next earnings date?
CuriosityStream is scheduled to report earnings on November 11, 2026. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $79.2M and EPS of $0.20.
What are analysts' price targets for CURI stock?
The consensus analyst mean price target for CURI is $5.33, which represents a 104.3% premium over the last close of $2.61. All 3 covering analysts rate the stock as either Buy or Strong Buy.
How much debt does CuriosityStream have?
As of June 30, 2026, CuriosityStream held $3.2M in total debt against $6.9M in cash and short-term investments, yielding a net cash position of $3.6M and a debt-to-equity ratio of 0.08.