Analyst Laura Martin of Needham maintained a Buy rating on CuriosityStream (CURI – Research Report), with a price target of $3.00.
Laura Martin’s rating is based on CuriosityStream’s promising revenue growth prospects for 2025, driven by a new licensing revenue stream from large language models (LLMs). Despite a decline in revenue in 2024, the company has projected a return to double-digit growth next year, primarily due to its strategic shift towards licensing its extensive library of premium video content.
CuriosityStream’s ownership of 300,000 hours of video content positions it well to capitalize on this opportunity, with expectations that licensing revenues will surpass direct-to-consumer subscriber revenues. The company anticipates that a significant portion of its 2025 revenue will come from these licensing deals, with a substantial contribution from LLMs, highlighting a shift in its business model towards more lucrative revenue streams.
Based on the recent corporate insider activity of 67 insiders, corporate insider sentiment is positive on the stock. This means that over the past quarter there has been an increase of insiders buying their shares of CURI in relation to earlier this year.