Curaleaf Holdings

Regulatory Winds Will Drive New Industry Leadership And Outperformance Opportunities

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

24 Mar 25

Updated

09 Dec 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

144.0%

7D

44.1%

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1Y

144.0%

7D

44.1%

You can edit this narrative until Dec 10 4:20 AM. Then, changes will post as Updates.

Author's Valuation

CA$4.815.9% overvalued

AnalystConsensusTarget Fair Value

Shared on 09 Dec 25

Fair value Increased 1.30%

CURA: Regulatory Shifts Will Drive Stronger Moat And Index Inclusion Tailwinds

Analysts have nudged their price target on Curaleaf Holdings modestly higher, lifting fair value estimates to approximately $4.81 from about $4.75 per share. They cite improving revenue growth expectations and a strengthening competitive moat amid an increasingly favorable regulatory backdrop.

Shared on 24 Nov 25

Fair value Increased 13%

CURA: Upcoming Regulatory Shifts Will Likely Drive Stronger Sector Momentum

Analysts have raised their price target for Curaleaf Holdings from $4.21 to $4.75 per share. They cited improved profit margins, stronger revenue growth projections, and renewed optimism around sector regulatory changes.

Shared on 07 Nov 25

Fair value Increased 3.77%

CURA: Regulatory Momentum Will Likely Drive Stronger Market Presence This Year

Analysts have raised their price target for Curaleaf Holdings from $4.06 to $4.21. They cite improved revenue growth estimates and the company’s strengthened market position as key factors behind the upward revision.

Shared on 24 Oct 25

Analysts have raised their price target for Curaleaf Holdings to C$5, citing expectations that upcoming regulatory changes and the company's strengthened market position could significantly enhance its valuation. Analyst Commentary Analyst coverage on Curaleaf Holdings highlights both notable optimism surrounding the company's trajectory and areas where caution may be warranted.

Shared on 10 Oct 25

Fair value Increased 5.81%

Narrative Update: Curaleaf Holdings Analyst Price Target Analysts have raised Curaleaf Holdings' fair value estimate from $3.83 to $4.06, citing increased expectations for regulatory progress and Curaleaf's ongoing brand strength in the cannabis sector. Analyst Commentary Bullish Takeaways Bullish analysts see regulatory progress as a key catalyst that could enhance Curaleaf's valuation in the near term.

Shared on 04 Sep 25

Despite steady revenue growth forecasts, Curaleaf Holdings' future P/E multiple has increased markedly, signaling a higher valuation relative to earnings and maintaining the consensus analyst price target at CA$3.83. Valuation Changes Summary of Valuation Changes for Curaleaf Holdings The Consensus Analyst Price Target remained effectively unchanged, at CA$3.83.

Shared on 01 May 25

Fair value Decreased 10%

Shared on 24 Apr 25

Fair value Decreased 0.47%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 3.12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 1.88%

AnalystConsensusTarget has increased discount rate from 6.3% to 7.2%.

Shared on 02 Apr 25

Fair value Increased 9.67%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 1.06%

AnalystConsensusTarget Fair Value

CA$4.81

5.9% overvalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

6.80%

Pharma revenue growth rate

0.63%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

6.45%

Calculation

US$61.43m

Earnings '28

x

56.34x

PE Ratio '28

=

US$3.46b

Market Cap '28

US$3.46b

Market Cap '28

/

826.92m

No. shares '28

=

US$4.19

Share Price '28

US$4.19 Share Price '28

Discounted to 2025 @ 6.45% p.a.

=

US$3.47

Fair Value '25

US$3.47 Fair Value '25

Converted to CAD @ 1.3856 USD/CAD Exchange Rate

=

CA$4.81

Fair Value '25