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    Curaleaf Holdings (TSX:CURA) Is Up 34.3% After Reported Trump Push To Ease U.S. Cannabis Rules

    Simply Wall St·12/16/2025 07:17:52
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    • Cannabis stocks, including Curaleaf Holdings, recently jumped after reports that former President Trump plans to direct U.S. federal agencies to ease marijuana restrictions, potentially reclassifying cannabis as a less-dangerous drug.
    • This potential shift in the federal legal framework could be especially important for Curaleaf, which has built its business model around operating at scale in tightly regulated cannabis markets.
    • We’ll now explore how the prospect of U.S. federal cannabis reclassification could reshape Curaleaf’s investment narrative and future risk-reward balance.

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    Curaleaf Holdings Investment Narrative Recap

    To own Curaleaf, you need to believe regulated cannabis will keep formalizing globally and that the company can convert its scale into durable profitability despite current losses and pricing pressure. The reported push from President Trump to ease U.S. federal marijuana restrictions could meaningfully ease tax and banking frictions, potentially supporting Curaleaf’s most important near term catalyst of margin improvement, while also reshaping but not eliminating its biggest current risk around ongoing regulatory uncertainty.

    Among Curaleaf’s recent announcements, the amended and expanded revolving credit facility with Needham Bank, increasing capacity to US$100 million at 7.99% interest, stands out against this regulatory backdrop. If U.S. rules soften, having more flexible, lower cost credit already in place could help Curaleaf manage existing higher interest debt and fund operations more efficiently, but it also sharpens the question of how future capital needs and potential dilution fit into the evolving risk reward profile.

    Yet, despite the optimism around possible U.S. reform, investors should still be aware that...

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

    Curaleaf Holdings' narrative projects $1.5 billion revenue and $38.9 million earnings by 2028.

    Uncover how Curaleaf Holdings' forecasts yield a CA$4.81 fair value, a 5% downside to its current price.

    Exploring Other Perspectives

    TSX:CURA 1-Year Stock Price Chart
    TSX:CURA 1-Year Stock Price Chart

    Five members of the Simply Wall St Community currently see Curaleaf’s fair value anywhere between about CA$4.81 and CA$15.19, underlining how far apart views can be. Set against this spread, the company’s continued net losses and pricing pressure highlight why it may be worth comparing several perspectives before deciding how much of your portfolio, if any, should be exposed here.

    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

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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.