Added to YB: 2026-08-06
Pitch date: 2026-08-03
CNVS [neutral]
Cineverse Corp.
+7.2%
current return
Author Info
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Company Info
Cineverse Corp. operates as a technology and entertainment company. The company also owns and operates streaming channels.
Market Cap
$63.5M
Pitch Price
$2.50
Price Target
4.08 (+52%)
Dividend
N/A
EV/EBITDA
-9.54
P/E
-5.53
EV/Sales
1.29
Sector
Entertainment
Category
turnaround
Cineverse's Latest Pivot Could Drive the Next Big Re-Rating
CNVS (watchlist): Horror-content co (Terrifier 3, Bloody Disgusting) pivoting to ad-tech via IndiCue/Giant acquisitions. FY26 rev fell to $65.7M, -$9.2M net loss, -$3.4M EBITDA, but Q4 rev +67%. FY27 guide $115-120M rev, $10-20M EBITDA, 50%+ from tech platforms. Entravision precedent: EVC re-rated +260% when ad-tech segment proved profitable. At 15x $15M EBITDA = ~$6.26/sh vs $2.40. Range: -25% to +70% on entertainment multiples. Q1 report mid-Aug key test. Risks: $3.4M cash vs -$26M op cash burn, equity raise near-certain, CFO change, hit-driven concentration.
Read full article (6 min)