DFDVDFDVFinancial Services · Asset Management

DFDV Stock Forecast: DeFi Development Corp. Price Predictions for 2026-2027

Last close, 9 Oct 2026
$4.51
−1.53% on the day

The 2 Wall Street analysts covering DeFi Development Corp. hold a median 12-month price target of $8.7 — +92.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 30 of 100 as at 8 Oct 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$147.3M
Ticker Nerd rank
30 / 100
Median analyst target
$8.70
Analysts covering
2
Revenue$3.3M+66.9% y/y
Operating income−$1.3M
Net income−$27.3M
Free cash flow−$4.9M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−14.1%
1M
−17.1%
YTD
−10.7%
1Y
−74.8%
From 52W high
−74.8%
From 52W low
+82.6%
$2
$18
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

DFDV stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores DeFi Development Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 8 Oct 2026
30 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Revisions
91
Volatility
75
Size
71
Growth
50
Value
37
Quality
28
Momentum
15
Accruals
11
Issuance
4

Revisions (91): Analysts have, on balance, been raising their forecasts.

Issuance (4): The company has been issuing shares or taking on financing, diluting existing holders.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

DFDV stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on DFDV, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$0$5$10$15$20Jan 26Apr 26Jul 26Oct 26DFDVHigh $10.40Median $8.70Low $7.00

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says2 analysts
2 Buy0 Hold0 Sell
Low $7.00Median $8.70High $10.40

The green dot is the last close — the median target sits +92.9% from it.

Recent analyst actionsNewest first
DateFirmActionRatingTarget
10 Sept 2026Cantor FitzgeraldMaintainsOverweight$4.70 → $10
1 July 2026Cantor FitzgeraldMaintainsOverweight—
1 July 2026Cantor FitzgeraldMaintainsOverweight$7.00 → $4.70
27 May 2026Cantor FitzgeraldMaintainsOverweight—
16 June 2025Cantor FitzgeraldInitiatesOverweight—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. DFDV appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

DFDV vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 9 Oct 2026, DeFi Development Corp. returned −74.8% against +17.3% for the S&P 500, dividends included.

DFDV vs S&P 500, last 12 monthsTotal return, rebased to 100
020406080100120Jan 26Apr 26Jul 26Oct 26DFDVS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

DFDV analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
Analysts raising
0
Analysts cutting
1
Fundamentals

DeFi Development Corp. (DFDV) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
1.0×

Cheaper than 71% of US stocks

Price / sales
9.7×

Cheaper than 14% of US stocks

Price / book
−10.3×

Cheaper than 98% of US stocks

EV / EBITDA
−2.0×

Cheaper than 73% of US stocks

Growth & margins
Revenue growth (YoY)
66.9%

Higher than 90% of US stocks

Earnings growth (YoY)
66.9%

Higher than 79% of US stocks

Gross margin
99.4%

Higher than 99% of US stocks

Operating margin
−689.2%

Higher than 6% of US stocks

Net margin
97.8%

Higher than 99% of US stocks

Returns & dividend
Return on equity
−589.3%

Higher than 3% of US stocks

Return on assets
−51.8%

Higher than 7% of US stocks

Dividend yield
0.0%

Higher than 1% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

DeFi Development Corp. (DFDV) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • DeFi Development Corp. has a market value of $147.3M and an enterprise value of $260.3M.

  • Revenue in the twelve months to 30 June 2026: $15.1M. The latest quarter grew 66.9% year on year.

  • Net income over the same four quarters: −$199.1M, a −1319.5% net margin.

  • Free cash flow in the twelve months to 30 June 2026: −$190.4M.

  • DeFi Development Corp. spent $97.7M on share buybacks in the twelve months to 30 June 2026.

  • Shares outstanding: 30.6M.

  • Trailing P/E: 1.0×; forward P/E: −7.6× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.00%, paying out 0% of earnings.

  • DeFi Development Corp. employs 16 people — $943K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 9 Oct 2026

Data provided by Twelve Data

Peers

DFDV vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelAsset Management
CompanyMarket capTKN rank
DFDVDeFi Development Corp.$147.3M
30
HSDTSolana Co.$138.0M
27
WHGWestwood Holdings Group, Inc.$182.1M
85
SAMGSilvercrest Asset Management Group, Inc.$120.0M
57
SDEVStablecoin Development Corp.$100.4M
3
ZSTKZeroStack Corp.$100.3M
38
MGLDThe Marygold Cos, Inc.$85.6M
90

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own DeFi Development Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest DFDV news & analysis

DeFi Development Corp. Releases August & September 2026 Recap Highlighting CHAD Launch, Renewed SOL Accumulation, and Treasury Growth Above 2.5 Million SOL

GlobeNewsWire · 8 Oct 2026positive

DeFi Development Corp. released its August and September 2026 recap, reporting the launch of CHAD, renewed SOL accumulation, and continued execution of its SOL Boost strategy. It said it had added more than 226,000 SOL and SOL equivalents since its August 12 shareholder update, bringing its treasury above 2.5 million SOL and equivalents.

Why it matters — The recap provides an update on DFDV’s SOL treasury growth and activity across the Solana ecosystem.

DeFi Development Says SOL Holdings, NAV Per Share Accelerated as CHAD Takes Center Stage

MarketBeat · 7 Oct 2026positive

DeFi Development said its core strategy was unchanged through August and September. Rising Solana prices and increased financing activity accelerated growth in its SOL holdings and net asset value per share.

Why it matters — DFDV watchers may track the reported growth in SOL holdings and NAV per share as indicators of how the company’s strategy and financing activity are affecting its assets.

DeFi Development Corp. to Participate in the 2026 Maxim Growth Summit

GlobeNewsWire · 7 Oct 2026neutral

DeFi Development Corp. announced that CEO Joseph Onorati and Chief Strategy Officer Dan Kang will present at the 2026 Maxim Growth Summit, scheduled for October 12–14 at the Hard Rock Hotel in New York City.

Why it matters — The announcement gives DFDV watchers information about the company’s planned executive participation at an upcoming growth summit.

DeFi Development Corp. Authorizes CHAD Repurchase Program for Future Use

GlobeNewsWire · 6 Oct 2026neutral

DeFi Development Corp. announced that its board authorized a program to repurchase up to all outstanding shares of its Variable Rate Series C Perpetual Preferred Stock (CHAD), including shares issued in the future. The company said CHAD offers a 13% annual dividend rate supported by a productive SOL treasury.

Why it matters — DFDV watchers may want to note the company’s authorization to repurchase CHAD shares and the stated dividend terms for the preferred stock.

DeFi Development Corp. to Host X Spaces Event: “August & September 2026 Recap & AMA”

GlobeNewsWire · 5 Oct 2026neutral

DeFi Development Corp. (Nasdaq: DFDV) announced it will host its August & September 2026 Recap & Ask Me Anything event on Tuesday, October 6, 2026, at 12:00 p.m. ET via X Spaces. The company is the first U.S. public company with a treasury strategy centered on accumulating and compounding Solana (SOL).

Why it matters — DFDV watchers may tune in for an open recap and Q&A about the company's activities over the past two months, including updates on its Solana-focused treasury strategy.

FAQ

Frequently asked questions about DFDV stock

What is the DFDV stock price forecast for 2026-2027?

The 2 Wall Street analysts covering DeFi Development Corp. have a median 12-month price target of $8.7, with estimates ranging from $7 to $10. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is DFDV stock a buy right now?

Of the 2 analysts covering DeFi Development Corp., 2 rate it a Buy, 0 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks DeFi Development Corp. 30 out of 100 across roughly 4,600 US stocks as at 8 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank DFDV?

As at 8 Oct 2026, DeFi Development Corp. ranks 30 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (91 of 100).

Will DFDV stock go up?

No one can know that. What the data says: the median 12-month target from 2 analysts implies +92.9% from the last close, and Ticker Nerd's factor model ranks DeFi Development Corp. 30 out of 100 as at 8 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the DFDV stock forecast for 2030?

No analyst covering DeFi Development Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for DFDV are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $7 to $10 over the next 12 months.

How has DFDV stock performed over the past year?

DeFi Development Corp. returned -74.8% over the 12 months to 9 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does DeFi Development Corp. do?

DeFi Development Corp. is a U.S.

What is the latest news on DFDV?

The most recent item we track (GlobeNewsWire, 8 Oct 2026): "DeFi Development Corp. Releases August & September 2026 Recap Highlighting CHAD Launch, Renewed SOL Accumulation, and Treasury Growth Above 2.5 Million SOL". DeFi Development Corp. released its August and September 2026 recap, reporting the launch of CHAD, renewed SOL accumulation, and continued execution of its SOL Boost strategy. It said it had added more than 226,000 SOL and SOL equivalents since its August 12 shareholder update, bringing its treasury above 2.5 million SOL and equivalents.

Company

About DeFi Development Corp.

DeFi Development Corp. is a U.S. financial services company focused on two core businesses: a digital asset treasury centered on Solana (SOL) and a technology-driven real estate financing platform. Through its treasury segment, the company manages and compounds SOL holdings while also operating validator infrastructure connected to the Solana network. Its real estate platform provides software and data services that connect commercial mortgage and small business borrowers with lenders for refinancing, acquisition, and development needs across multifamily and commercial property markets. DeFi Development Corp. serves as a bridge between traditional financing activity and blockchain-based treasury management, giving it a distinctive role in both the commercial real estate and digital asset sectors. The company is headquartered in Boca Raton, Florida, and currently operates under a model that combines fintech services with crypto treasury operations.

CEO Mr. Joseph Mario Onorati · 16 employees · United States · https://defidevcorp.com