Needham analyst Laura Martin has maintained their bullish stance on CURI stock, giving a Buy rating on January 15.
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Laura Martin’s rating is based on CuriosityStream’s strategic transition from a narrow streaming subscription platform into a higher-margin content licensor focused on supplying video to large language model (LLM) providers. She highlights management’s outlook that, within just a few years, licensing revenue should match and then surpass subscription revenue, signaling a structurally more attractive and scalable business model. Martin also points to the company’s unusually large library of controlled and represented factual content, which far exceeds that of major studios on an hours-owned basis and positions CuriosityStream as an efficient, single-source partner for hyperscalers seeking training data.
Furthermore, she notes that as LLMs evolve, demand is shifting away from undifferentiated bulk footage toward premium, narrative-rich programming, which can earn a significantly higher price per unit of content. This mix shift, combined with CuriosityStream’s scale and specialization in factual storytelling, supports her view that returns on invested capital and free cash flow are poised to improve. In her analysis, these dynamics should drive multiple expansion as investors better appreciate the company’s enhanced profitability profile, justifying a Buy recommendation on the stock.
According to TipRanks, Martin is a 5-star analyst with an average return of 9.5% and a 51.49% success rate. Martin covers the Communication Services sector, focusing on stocks such as Netflix, CuriosityStream, and Taboola.com.
In another report released on January 15, TipRanks – Google also upgraded the stock to a Buy with a $4.00 price target.