Cineverse Corp (CNVS)
NASDAQCommunication ServicesEntertainmentSnapshot 2026-10-29
$1.48-1.99%
Close 2026-10-29 · 1-day change
NASDAQCommunication ServicesEntertainmentSnapshot 2026-10-29
Research Workspace
Put CNVS beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Movies & Entertainment is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Management is running behind on a stated commitment.
View ThesisRevenue growth is slowing — up about 6% over the past year and decelerating.
View GrowthManagement screens weak on capital allocation, earnings delivery, margins, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 2% on a typical day and fell roughly 54% in its worst 12-month stretch.
View RiskCNVS offers rapid revenue growth, though unsteady management and weak performance weigh on the claim. Revenue growth accelerated from 67% to 175% year over year; recent financial performance remains weak. Shares trade at 0.4× sales versus a 1.5× peer median, and expectations look modest versus our view. The next-quarter miss probability is 61%, and management is behind on a stated commitment. The 0.4× multiple contrasts with peer multiples implying a price about 77% above where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-29. CNVS is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 2 analysts currently covering CNVS (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CNVS Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 1 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Movies & Entertainment — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put CNVS next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Achieve adjusted EBITDA of $10-$20 million in FY 2027
Improved EPS indicates progress towards adjusted EBITDA target.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
Advances: Revenue growth to $115-$120 million in FY 2027
Significant revenue growth supports FY 2027 target.
Threatens: Revenue growth to $115-$120 million in FY 2027
Earnings miss raises concerns about revenue growth trajectory.
Advances: Revenue growth to $115-$120 million in FY 2027
Strong revenue growth supports management's revenue target.