November 4, 2026 | TickerRoast Markets Analysis
Cricut shares rose 48.7% to $8.88 as of the Nov 4, 2026 close, according to Yahoo Finance data, after the maker of cutting machines for crafters reported a third quarter far ahead of forecasts and paired it with a special dividend. It was the stock’s highest close in at least a year.
A Revenue Beat
In its earnings release, Cricut reported revenue of $188.6 million, up 11% from a year earlier, and net income of $27.8 million, up 36%, or $0.13 per diluted share. According to The Motley Fool, analysts had expected sales of about $164.4 million, which would have meant growth of just 4.7%. That is a beat of roughly 15%.
The mix matters as much as the total. Products revenue, which covers the machines and materials, grew 17% to $102.7 million, while Platform revenue, mainly subscriptions, rose nearly 4% to $85.9 million. International revenue jumped 30% and reached 28% of sales. Gross margin improved to 57.7% from 55.2%, and operating income rose 50% to $33.9 million, or 18% of revenue.
Cash Back to Shareholders
Cricut’s board approved a recurring semi-annual dividend of $0.10 per share and a special dividend of $0.70 per share, both to be paid in January 2027, and replenished its share repurchase program up to $50 million. At Tuesday’s close of $5.97, according to Yahoo Finance data, the $0.80 in combined payouts was worth more than 13% of the share price. Chief financial officer Kimball Shill said the company ended the quarter with $273 million in cash and cash equivalents.
Management Commentary
Chief executive Ashish Arora said the company delivered double-digit sell-out growth for a second consecutive quarter and pointed to new launches including Maker 5 and StickerPix. Volume of about 7.6 million shares was nearly ten times its three-month average, based on Yahoo Finance data.
There are softer spots. Paid subscribers grew only 2% to 3.07 million, active users rose 2% to nearly 6.0 million, and 90-day engaged users were flat at 3.5 million. According to The Motley Fool, the Platform segment saw single-digit growth and flattish revenue per user. Platform ARPU did rise 3% to $56.70 over the trailing twelve months.
The Key Figures
| Metric | Q3 2026 | Change |
|---|---|---|
| Revenue | $188.6M | +11% |
| Products revenue | $102.7M | +17% |
| Platform revenue | $85.9M | +4% |
| Gross margin | 57.7% | vs 55.2% |
| Paid subscribers | 3.07M | +2% |
| Special dividend | $0.70/share | Payable Jan 2027 |
One-Year Price History
Based on Yahoo Finance data, the stock is up about 87% over the past year and roughly doubled over six months.
What Comes Next
The fourth quarter includes the holiday season. Open questions include whether sell-out growth holds through the fourth quarter, whether the new machines lift subscriber growth from its 2% pace, and whether international expansion keeps compounding. The full detail of management’s comments is in the earnings call transcript. Cricut posted these numbers on a day the Nasdaq Composite rose 1.44%, according to Yahoo Finance data.
Sources
- Cricut Q3 2026 earnings release (Exhibit 99.1) — Cricut / SEC EDGAR
- Why Cricut Stock Soared 50% Today — The Motley Fool
- Cricut (CRCT) Q3 2026 Earnings Call Transcript — The Motley Fool
- Cricut (CRCT) price history — Yahoo Finance
Market data: Yahoo Finance, close of 2026-11-04. Charts generated by TickerRoast from this data.
AI disclosure: This article was drafted with AI tools (Claude, by Anthropic) from the sources listed above and reviewed by the editor before publication.
Disclaimer: This article is for informational and educational purposes only. It provides general financial and business analysis and does not constitute investment advice, a personal recommendation, a recommendation to buy, sell or hold any security, or an offer to transact in any financial instrument. Information is based on publicly available sources as of November 4, 2026 and market data as of the 2026-11-04 close (Yahoo Finance). Past performance is not a reliable indicator of future results; forecasts are uncertain and actual results may differ materially. Investing in shares involves risk, including the loss of capital. The publisher does not guarantee the accuracy or completeness of the information and accepts no responsibility for investment decisions made on the basis of this article. Readers should consult official company disclosures, conduct their own research and, where appropriate, seek advice from a licensed financial adviser. Conflicts of interest: At the time of writing, the author and TickerRoast have no position in the securities mentioned and receive no compensation from the companies discussed.
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