Curaleaf Holdings (TSX:CURA) Is Up 24.0% After S&P/TSX Index Additions Amid U.S. Cannabis Policy Buzz What's Changed

• Curaleaf Holdings was added to the S&P/TSX Composite Index, S&P/TSX Completion Index, and S&P/TSX Capped Composite Index on September 22, 2025, following a period of heightened sector activity.
• This development coincided with a major rally in cannabis stocks sparked by U.S. President Donald Trump’s endorsement of CBD for seniors and signals of possible federal policy changes.
• We’ll now examine how heightened U.S. political attention on cannabis and Curaleaf’s recent index inclusions could influence its investment outlook.

Trump has pledged to "unleash" American oil and gas and these 22 US stocks have developments that are poised to benefit.

Curaleaf Holdings Investment Narrative Recap

To be a Curaleaf shareholder, you need conviction in the potential for favorable U.S. regulatory shifts and ongoing industry normalization to drive sustained cannabis demand, offsetting pricing pressure and steep competition. The company’s recent addition to major Canadian indices, coinciding with positive political signals from President Trump, highlights the stock’s sensitivity to regulatory momentum, but it does not directly resolve persistent margin pressures and regulatory risks that remain the primary short-term catalysts and hurdles.

Of Curaleaf's latest news, its launch of Anthem Bold, a premium, high-potency pre-roll product exclusive to key dispensaries, ties directly to the consumer adoption catalyst. This initiative aims to capture emerging trends in differentiated cannabis consumption and grow market share, but success depends on broader acceptance and effective execution while regulatory and price headwinds persist.

In contrast, investors should also watch for unresolved U.S. federal tax and regulatory risks that could unexpectedly undermine...

Read the full narrative on Curaleaf Holdings (it's free!)

Curaleaf Holdings' outlook anticipates $1.5 billion in revenue and $38.9 million in earnings by 2028. This is based on a 4.3% annual revenue growth and an increase in earnings of $305.8 million from the current level of -$266.9 million.

Uncover how Curaleaf Holdings' forecasts yield a CA$3.83 fair value, a 13% downside to its current price.

Exploring Other Perspectives

Five Simply Wall St Community fair value estimates range widely, from CA$3.83 to CA$13.21 per share. While opinion is split, many are still focused on how regulatory changes could power long-term performance, making it vital to weigh different viewpoints when considering Curaleaf’s potential.

Explore 5 other fair value estimates on Curaleaf Holdings - why the stock might be worth over 3x more than the current price!

Build Your Own Curaleaf Holdings Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Curaleaf Holdings research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Curaleaf Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Curaleaf Holdings' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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