DFDVFinancial Services · Asset ManagementThe 2 Wall Street analysts covering DeFi Development Corp. hold a median 12-month price target of $8.7 — +123.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 30 of 100 as at 13 Oct 2026 — in the lower half. The Street sees upside; the factor read is a caution. That gap is the story on this page.
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.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (92): 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.
The bullish and bearish analyst opinions on DFDV, reported as data — targets and ratings, the market's view beside the model's.
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
The green dot is the last close — the median target sits +123.7% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 10 Sept 2026 | Cantor Fitzgerald | Maintains | Overweight | $4.70 → $10 |
| 1 July 2026 | Cantor Fitzgerald | Maintains | Overweight | — |
| 1 July 2026 | Cantor Fitzgerald | Maintains | Overweight | $7.00 → $4.70 |
| 27 May 2026 | Cantor Fitzgerald | Maintains | Overweight | — |
| 16 June 2025 | Cantor Fitzgerald | Initiates | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 14 Oct 2026, DeFi Development Corp. returned −75.3% against +18.7% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 70% of US stocks
Cheaper than 15% of US stocks
Cheaper than 97% of US stocks
Cheaper than 72% of US stocks
Higher than 89% of US stocks
Higher than 79% of US stocks
Higher than 99% of US stocks
Higher than 6% of US stocks
Higher than 99% of US stocks
Higher than 3% of US stocks
Higher than 7% of US stocks
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.
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 $138.3M and an enterprise value of $245.7M.
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.
Trailing P/E: 1.0×; forward P/E: −7.2× — 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.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
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 →
Seeking Alpha published a transcript of DeFi Development Corp.’s shareholder and analyst call prepared remarks.
Why it matters — The transcript provides DFDV watchers with the company’s prepared remarks for its shareholder and analyst call.
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 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. 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. 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.
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.
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 13 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 13 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 (92 of 100).
No one can know that. What the data says: the median 12-month target from 2 analysts implies +123.7% from the last close, and Ticker Nerd's factor model ranks DeFi Development Corp. 30 out of 100 as at 13 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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.
DeFi Development Corp. returned -75.3% over the 12 months to 14 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
DeFi Development Corp. is a U.S.
The most recent item we track (Seeking Alpha, 13 Oct 2026): "DeFi Development Corp. (DFDV) Shareholder/Analyst Call Prepared Remarks Transcript". Seeking Alpha published a transcript of DeFi Development Corp.’s shareholder and analyst call prepared remarks.
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
