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CUCURI

CuriosityStream Inc.

$CURI·$184M·Broadcasting·Communication Services
$2.90-6.5%YTD-23.7%1Y-46.4%
Price updated 14h ago·X counts updated 2d ago
CUCURI
$CURICuriosityStream Inc.
$2.90-6.45%2 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $CURI on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

2X posts · last 7 days
Sep 11Sep 27
Bullish sentimentAI analysisGenerated by AI from underlying data12 posts analyzed · as of 2026-08-20

Curiosity Stream is a small-cap breakout story. Bulls describe stellar earnings with an e-surplus +300% and a business transition from loss-making streaming to high-margin licensing. The stock is showing up in pre-market movers (+35.71%) alongside GXAI and IVDA. CFO buying is called out as a supportive insider signal, and multiple traders describe fresh positions with breakout triggers above $3.65/$4.10 and targets to $4.50-$4.80. Uniformly bullish.

Read what X is saying about $CURI

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CURI — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Comeback attemptAcceleratingAI verdict · as of 2026-09-28

The move is getting stronger, with heavier trading behind it.

CuriosityStream flipping from loss-making streamer to high-margin licensing shop

The factual-content library is finally being monetized in a way the streaming P&L couldn't do on its own.

  • Q2 EPS came in $0.15 versus a $0.0375 estimate — a 300% beat — with revenue +22% YoY and gross margin jumping to 73% as licensing revenue took over the mix.
  • Zacks upgraded to Strong Buy on September 17, dividend yield sits near 12% and consensus 2026 EPS at $0.20 versus a barely-positive TTM implies the operating pivot is being modeled as durable.
  • New CFO Sean Piche got 150K shares awarded on September 1 and appears in the September 11 initial-ownership filing — a fresh operator arriving as the model shifts is the kind of signal that pairs with the print.

With Q3 due November 11 and the tape sitting +13% above the 50-day, the setup rewards continued licensing traction and punishes any margin give-back.

Agrees with X sentimentX chatter is uniformly bullish on the Q2 300% surprise and the licensing-margin transition, with breakout triggers above $3.65/$4.10 — the bundle backs that framing on the fundamentals side (73% gross margin, Zacks upgrade, new CFO).

What to watch: Q3 print November 11, licensing-revenue disclosure and margin trajectory, subscriber vs. licensing mix commentary, sustainability of the current dividend, any follow-on strategic partnerships.

On the calendar: Q3 earnings 2026-11-11

beta missing

Read the AI verdict on $CURI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Streaming platform focused on factual documentary content across science, history, nature, and technology categories.

Industry overviewAI analysisGenerated by AI from underlying data

Where Broadcasting sits in its cycle right now — and what that implies for $CURI.

Broadcasting · Communication Services

Linear TV ad revenue is in secular decline as streaming viewership displacement accelerates; broadcast station groups are offset by political ad spending in election cycles (2026 midterms) and retransmission consent fee escalations from pay-TV distributors. Streaming retransmission/vMVPD negotiations are the structural battleground; over-the-air broadcast reach remains valuable to political advertisers and local news consumers.

What this means for $CURI

Partial — Streaming platform focused on factual documentary content across science, history, nature, and technology categories.

Top industry ETF

$XLCCommunication Services Select Sector SPDR
-4.7%YTD
-6.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
19950.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-0.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-0.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
3.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
0.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
63.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 12, 2026$0.15$0.04+300.0%
Q1 2026May 14, 2026$-0.02$-0.020.0%
Q4 2025Mar 11, 2026$-0.06$-0.04-50.0%
Q3 2025Nov 12, 2025$-0.06$-0.02-200.0%
Next earningsWed, Nov 11·consensus EPS $0.03

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$23.2M+22.3%72.8%39.5%$0.15$-4.2M
Q1 FY26$15.2M+0.5%56.1%-10.2%$-0.02$1.2M
Q4 FY25$19.2M+35.8%60.5%-17.6%$-0.07$3.9M
Q3 FY25$18.4M+45.7%58.7%-24.5%$-0.06$4.4M

Forward consensus

3-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$79.3M$78.9M – $79.6M$0.20$0.19 – $0.202
FY27$89.0M$88.9M – $89.1M$0.25$0.23 – $0.262
FY28$98.1M$96.0M – $99.8M$0.42$0.41 – $0.431

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.19%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+5.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-6.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 31.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.795-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyAug 28Stinchcomb Clinton LarryCEO20.0K sh$52KBuyAug 27Stinchcomb Clinton LarryCEO30.0K sh$77KSellJun 12Hayden Phillip BradyCFO30.4K sh$78KSellJun 12Patrick J. KeeleyDirector31.6K sh$85KBuyMay 28Stinchcomb Clinton LarryCEO25.7K sh$71KBuyMay 27Stinchcomb Clinton LarryCEO94.3K sh$259KBuyMay 26Stinchcomb Clinton LarryCEO30.0K sh$80K
+ 8 other (3 exempts · 3 inkinds · 1 award · 1 gift) in window

See when $CURI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsSep 113
AI summary

Form 3 initial beneficial ownership filing for Sean Adam Piche, newly appointed CFO of Curiosity Stream (CURI). Piche does not directly own any securities of Curiosity Stream at the time of filing, establishing his Section 16 reporting baseline as the company's new principal financial officer.

8-KOfficer or director changeAug 268-K — Item 5.02: Officer or director change
AI summary

CuriosityStream Inc. (CURI, Silver Spring MD), a streaming media company offering factual content, filed a current report on August 26, 2026 disclosing a change in executive officers or directors (Item 5.02) with exhibits (Item 9.01). The specific details of the leadership change (who was appointed or departed, effective date, compensation) are not visible in the 4KB excerpt; these are in the attached exhibits. This is an administrative leadership transition for the specialty streaming platform.

8-KPress release / Reg FDJul 78-K — Item 7.01: Press release / Reg FD
AI summary

CuriosityStream (CURI) filed an 8-K under Items 7.01 and 9.01, furnishing a Regulation FD disclosure effective July 7, 2026. CuriosityStream, based in Silver Spring, MD, is a streaming platform for factual and documentary content. No specific details of the disclosure were available in the excerpt.

8-KShareholder voteMay 218-K — Item 5.07: Shareholder vote
+ 9 other (2 10-Qs · 2 8-Ks · 2 proxys · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Best Income Stocks to Buy for September 23rdzacks.com·6d agoDoes CuriosityStream Stock's 12% Dividend Make It a Buy?fool.com·8d agoBrokerages Set CuriosityStream Inc. (NASDAQ:CURI) Price Target at $5.50defenseworld.net·8d agoCuriosityStream (CURI) Upgraded to Strong Buy: Here's What You Should Knowzacks.com·12d agoBest Income Stocks to Buy for September 17thzacks.com·12d ago

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Voices on X · last 7 days

No standout posts about $CURI on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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