TSE:CURA

Curaleaf Holdings Inc (CURA.TO)

16.21
+1.00 (6.57%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
119 watching
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Investor Insights
star iconJun 8, 2026, 12:00 am

This summary was created by AI, based on 6 opinions in the last 12 months.

Curaleaf Holdings Inc. (CURA-T) is navigating the volatile cannabis sector, which is experiencing significant fluctuations in response to evolving political landscapes and potential cannabis rescheduling. Experts highlight that while the company has suffered from past spikes and subsequent declines in stock price due to excitement and disappointment regarding regulatory changes, its leaders maintain that Curaleaf, alongside its peers, will be well-positioned as the industry matures and expands across the U.S. and Europe. Concerns linger about current tax restrictions which impede the sector's growth, but there's optimism that these challenges will eventually be addressed. With improved management and cleaned-up balance sheets, the broader cannabis sector is seen as undervalued and primed for attention. Nonetheless, the unpredictable nature of the business climate necessitates caution, making it advisable to hold only small positions until cash flow stabilizes.

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Consensus
Cautious
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Valuation
Undervalued
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Trulieve, TCNNF
Unspecified
This was dragged down with the Cannabis sector and delays in U.S. Cannabis legislation. Has good governance and should be one of the winners in this space. Long term growth is good but not so much short term. Chairman and founder owns $800 million in stock. He owns personally but not for clients.
BUY
US multi-state operator (MSO). Most stocks peaked a year ago, and have been in decline since. Continues to grow. Regulatory and structural issues have caused selling pressure. At some point, valuations will catch up. Leader, biggest MSO. The Cadillac.
PAST TOP PICK
(A Top Pick Jan 07/21, Down 40%) Still has confidence in the name. An emerging growth sector with ups and downs. Company strategy plus industry dynamics will make it a long-term winner. Victim of sentiment and legislative delays. Heightened competition. Still buying.
BUY
One of the leaders. Revenue and EBITDA numbers in the sector have been significant; valuations are attractive, and they're growing. Strategy of both building and buying. After tax loss selling, and into next year, more investors should be looking at it. Catalyst from US legislators would be icing on the cake.
BUY
Emerging growth industry that will be very big in time. Will be one of the dominant players. Likes the pullback, along with the valuation. Whole sector has pulled back on sentiment, legislative delays, heightened competition in Florida. When fundamentals improve, but the stock price goes the other way, you buy.
BUY
Got ahead of itself last year. Continues to buy. A likely winner in the new industry. Not currently profitable, due to old laws on the books about expense deductions. This will change, though probably not this year. Regulatory changes will reduce their cost of capital. Upswings will outweigh downswings over time.
PAST TOP PICK
(A Top Pick Nov 05/20, Up 9%) He bought this in summer 2020 at $10 then shot up to $21 last January because Biden became U.S. President. Curaleaf operates entirely in America. He still believes weed will be legalized in the U.S., so believes in Curaleaf. Exposure to the U.S. market is crucial. Curaleaf is vertically integrated, so checks that box, on top of great governance that owns a lot of shares. Curaleaf is well-positioned and an early mover. Now is a great entry point.
TOP PICK
Early in the story was a sceptic. Initiated a position last summer. Biggest company in cannabis by revenue. There is an e-report available. Vertically integrated with good geographic footprint. Good organic growth, with more licenses to open more. Great management team. Pullback is buyable. (Analysts’ price target is $28.06)
DON'T BUY
He does not do a lot of Cannabis investing. It is a leading US MSO. The industry is still very early days. Once we have more interstate commerce allowed amongst the names you will see them firm quite a bit. His favourite is Air Wellness.
BUY
Results reported yesterday were good. Elephant in the room is is what happens with US cannabis regulations. Impediment to greater profitability is they can't deal with mainstream banks, so cost of capital is higher. Plus, illegal federally, so pay astronomical tax rates. Regulations will eventually change. Best of breed.
BUY
Canadian-listed, international company. One of the leaders in NA and Europe. Lots of opportunity in the US, where the tide is toward full legalization.
BUY
A bifurcated industry, with those financially sound vs. the other ones. Pleased with how they're growing their business. Large addressable market in Europe. Not profitable, but revenue is growing quickly. Vertically integrated. 100+ dispensaries downstream. Likes geographic footprint. Going to be a long-term leader in what will be a huge industry.
BUY

Until this week, Curaleaf was the leader in this space. Yesterday, Trulieve Cannabis and Harvest merged to bump Curaleaf out of that spot in terms of EBITDA. That said, Curaleaf has done a great job executing in many U.S. states. They cultivate, producer and sell cannabis in dispensaries. Their profit margin is strong. This will be one of the fastest-growing sectors in the US and the world in the coming decade. The company has just bought into Europe and expanding their footprint to become a global producer. Shares have certainly pulled back. But it issued strong earnings today but markets are selling off today, so the stock price isn't up as much as it should be. He's happy to own it.

TOP PICK
His pick in cannabis (the complete opposite to Organigram). They're a Canadian company but they operate entirely in the U.S., and (after a recent $300 million purchase) five western European countries. In terms of cannabis legalization, Europe is roughly where the U.S. was three years ago. He alsolikes that they're vertically integrated with 23 cultivation sites, 24 processing ones, and 106 dispensaries with licenses to add 30 across 23 American states. He likes that they're leveraging their roots in medical MJ, branching into the bigger recreational market. They rise above other cannabis companies by offering good governance, sound strategy and executive ownership of shares. Checks all the boxes. (Analysts’ price target is $28.02)
BUY ON WEAKNESS
Has pulled back recently. The whole marijuana sector who has had a huge move is taking a breather. Bought around $10. The pull-back is buyable. The geographic foot print, strategy and vertical integration is positive. They own growers, intermediate processors, and has good downstream footprint. The regulatory and social license backdrop is good with Biden and the democrats. Addressable market is huge.
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