In a report released today, Laura Martin from Needham maintained a Buy rating on CuriosityStream, with a price target of $6.00.
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Laura Martin’s rating is based on CuriosityStream’s impressive financial performance and strategic growth in licensing revenue. The company reported significant revenue growth in the third quarter of 2025, with a notable increase of 46% year-over-year, surpassing expectations. Additionally, the adjusted EBITDA and free cash flow figures exceeded estimates, indicating strong financial health.
CuriosityStream’s substantial growth in licensing revenue, particularly a 425% increase in LLM licensing, is a key factor in the Buy rating. The company is currently licensing a vast amount of premium content to multiple LLMs, with plans to expand both its content supply and the number of licensees significantly by 2026. This strategic expansion, coupled with the expectation of doubling revenues from existing LLM deals, underscores the company’s potential for continued growth and profitability.
In another report released on October 28, Barrington also reiterated a Buy rating on the stock with a $6.00 price target.