DFDV Expands SOL Treasury to 2.39 Million SOL and Establishes $300 Million CHAD ATM to Fuel Continued Growth
GlobeNewsWire · 14 Sept 2026
DFDVFinancial Services · Asset ManagementDFDV Stock Forecast: DeFi Development Corp. Price Predictions for 2026-2027
Last close, 11 Sept 2026
$5.08
−1.74% on the day
The 2 Wall Street analysts covering DeFi Development Corp. hold a median 12-month price target of $5.85 — +15.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 27 of 100 as at 12 Sept 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
$165.7M
Ticker Nerd rank
27 / 100
Median analyst target
$5.85
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
−16.4%
1M
+78.2%
YTD
+0.6%
1Y
−68.3%
From 52W high
−72.6%
From 52W low
+105.7%
$2
52-week range, adjusted closes · the dot is the last close$19
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 12 Sept 2026
27 / 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
90
Size
70
Volatility
62
Growth
50
Value
36
Quality
27
Momentum
14
Accruals
10
Issuance
4
Revisions (90): 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
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 $4.70Median $5.85High $7.00
The green dot is the last close — the median target sits +15.2% from it.
Recent analyst actionsNewest first
| 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.
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.
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 11 Sept 2026, DeFi Development Corp. returned −68.3% against +17.5% for the S&P 500, dividends included.
DFDV vs S&P 500, last 12 monthsTotal return, rebased to 100
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×
- Price / sales
- 11.0×
- Price / book
- −11.5×
- EV / EBITDA
- −2.1×
Cheaper than 70% of US stocks
Cheaper than 14% of US stocks
Cheaper than 98% of US stocks
Cheaper than 72% of US stocks
Growth & margins
- Revenue growth (YoY)
- 66.9%
- Earnings growth (YoY)
- 66.9%
- Gross margin
- 99.4%
- Operating margin
- −689.2%
- Net margin
- 97.8%
Higher than 89% of US stocks
Higher than 79% of US stocks
Higher than 99% of US stocks
Higher than 7% of US stocks
Higher than 99% of US stocks
Returns & dividend
- Return on equity
- −589.3%
- Return on assets
- −51.8%
- Dividend yield
- —
Higher than 3% of US stocks
Higher than 7% of US stocks
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 $165.7M and an enterprise value of $271.7M.
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: −8.6× — the forward figure prices analyst consensus estimates, not reported earnings.
DeFi Development Corp. employs 16 people — $943K of revenue per employee.
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
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. Launches CHAD, the First SOL-Backed Digital Credit Instrument, With Participation from Fundstrat's Tom Lee
GlobeNewsWire · 8 Sept 2026positive
DeFi Development Corp. launched CHAD, described as the first SOL-backed digital credit instrument, with participation from Fundstrat's Tom Lee. The company called the offering a first-of-its-kind milestone in digital credit and capital markets innovation and a new funding engine for SOL accumulation.
Why it matters — A DFDV watcher would care because the launch represents a new product line in digital credit and could establish an additional funding mechanism tied to SOL accumulation for the company.
DeFi Development Corp. Announces Pricing of Initial Public Offering of Variable Rate Series C Perpetual Preferred Stock
GlobeNewsWire · 4 Sept 2026neutral
DeFi Development Corp. announced the pricing of its initial public offering of 1,375,000 shares of Variable Rate Series C Perpetual Preferred Stock ("CHAD Stock") at $8.00 per share, scheduled to settle on September 8, 2026. The underwriter also received a 30-day option to purchase up to an additional 206,250 shares at the offering price.
Why it matters — This offering marks a new capital raise for DFDV and expands its preferred-stock structure, giving investors another instrument tied to the company's SOL-focused treasury strategy.
DeFi Development Corp. Announces Proposed Initial Public Offering of Variable Rate Series C Perpetual Preferred Stock
GlobeNewsWire · 31 Aug 2026neutral
DeFi Development Corp. (Nasdaq: DFDV), a U.S. public company with a treasury strategy built around accumulating Solana, announced its intention to conduct an initial public offering of up to $20 million of its Variable Rate Series C Perpetual Preferred Stock. The company also expects to grant the underwriter a 30-day option to purchase up to an additional 15% of the shares offered, with the offering subject to market conditions.
Why it matters — DFDV watchers would care because this proposed preferred-stock IPO represents a new capital-raising event for the company, though its completion, size, and terms remain uncertain.
DFDV Resumes SOL Purchases, Expands Treasury to 2.33M SOL and SOL Equivalents
GlobeNewsWire · 27 Aug 2026positive
DeFi Development Corp. (Nasdaq: DFDV) announced it has resumed SOL purchases, acquiring approximately 19,000 SOL at an average price of $98.14 and expanding its treasury to approximately 2,333,432 SOL and SOL equivalents. The company cited improving market conditions for the purchase.
Why it matters — The resumption of SOL accumulation signals DFDV is actively scaling its treasury after a pause, which is central to its stated strategy of building and compounding SOL holdings.
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 $5.85, with estimates ranging from $4.7 to $7. 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. 27 out of 100 across roughly 4,600 US stocks as at 12 Sept 2026. None of this is personal advice — it does not consider your circumstances.
How does Ticker Nerd's model rank DFDV?
As at 12 Sept 2026, DeFi Development Corp. ranks 27 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 (90 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 +15.2% from the last close, and Ticker Nerd's factor model ranks DeFi Development Corp. 27 out of 100 as at 12 Sept 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: $4.7 to $7 over the next 12 months.
How has DFDV stock performed over the past year?
DeFi Development Corp. returned -68.3% over the 12 months to 11 Sept 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, 14 Sept 2026): "DFDV Expands SOL Treasury to 2.39 Million SOL and Establishes $300 Million CHAD ATM to Fuel Continued Growth".
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