DFDVFinancial Services · Asset Management

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

Last close, 24 Aug 2026

$4.09

+3.81% on the day

The 2 Wall Street analysts covering DeFi Development Corp. hold a median 12-month price target of $5.85 — +43.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 14 of 100 as at 22 Aug 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap

$122.1M

Ticker Nerd rank

14 / 100

Median analyst target

$5.85

Analysts covering

Revenue$2.7M+827.7% y/y

Operating income−$4.2M

Net income−$83.4M

Free cash flow−$13.5M

Quarterly, 8 quarters to 31 Mar 2026 · latest quarter's figure shown

Total return, dividends reinvested

+29.4%

+51.5%

YTD

−19.0%

−79.8%

From 52W high

−77.9%

From 52W low

+65.6%

$19

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 22 Aug 2026

14 / 100

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

Size

Volatility

Growth

Revisions

Value

Quality

Momentum

Accruals

Issuance

Size (74): Smaller than most of the companies we track.

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 +43.0% from it.

Recent analyst actionsNewest first

Date	Firm	Action	Rating	Target
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 24 Aug 2026, DeFi Development Corp. returned −79.8% against +19.6% 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

Analysts cutting

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: 8.1×
Price / book: 10.1×
EV / EBITDA: −1.9×

Growth & margins

Revenue growth (YoY): 66.9%
Earnings growth (YoY): 827.7%
Gross margin: 96.1%
Operating margin: −689.2%
Net margin: 97.8%

Returns & dividend

Return on equity: −589.3%
Return on assets: −51.8%
Dividend yield: —

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 $122.1M and an enterprise value of $236.4M.
Revenue in the twelve months to 31 Mar 2026: $13.8M. The latest quarter grew 66.9% year on year.
Net income over the same four quarters: −$156.4M, a −1136.4% net margin.
Free cash flow in the twelve months to 31 Mar 2026: −$248.0M.
Shares outstanding: 29.5M.
Trailing P/E: 1.0×; forward P/E: −6.7× — the forward figure prices analyst consensus estimates, not reported earnings.
DeFi Development Corp. employs 16 people — $860K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 31 Mar 2026 · market figures as at 24 Aug 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

Company	Market cap	TKN rank
DFDVDeFi Development Corp.	$122.1M	14
SAMGSilvercrest Asset Management Group, Inc.	$118.1M	59
HSDTSolana Co.	$121.7M	22
INVInnventure, Inc.	$126.9M	35
CYPHCypherpunk Technologies, Inc.	$151.2M	55
ZSTKZeroStack Corp.	$82.4M	27
HNNAHennessy Advisors, Inc.	$78.2M	84

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 Q2 Earnings Call Highlights

MarketBeat · 17 Aug 2026neutral

DeFi Development (NASDAQ: DFDV) used its second-quarter 2026 earnings update call to highlight its strategy of building long-term Solana per-share exposure through validator operations, on-chain deployment and leverage, while simplifying its capital structure and reducing noncore complexity.

Why it matters — The call outlined DFDV's strategic direction and capital-structure simplification, which would be of interest to those tracking the company's positioning in Solana exposure.

DeFi Development Corp. to Host X Spaces Event: “July 2026 Recap & AMA + 2Q2026 Earnings Review”

GlobeNewsWire · 14 Aug 2026neutral

DeFi Development Corp. (Nasdaq: DFDV) announced it will host its July 2026 Business Recap and Ask Me Anything (AMA) via X Spaces on Monday, August 17, 2026, at 10:30 AM ET. The event is expected to include a review of the company's second-quarter 2026 earnings.

Why it matters — DFDV watchers can listen directly to management's recap of July business activity and second-quarter earnings, offering insight into the company's Solana-focused treasury strategy.

DeFi Development Corp. Reports Q2 2026 Results, Grows SOL Per Share 24% Year Over Year, Outlines Q3 Cost Efficiencies and Capital Structure Simplification

GlobeNewsWire · 12 Aug 2026positive

DeFi Development Corp. (Nasdaq: DFDV) released its Q2 2026 Shareholder Letter and Business Update, reporting 24% year-over-year growth in SOL per share. The company also outlined Q3 cost efficiencies and plans to simplify its capital structure.

Why it matters — DFDV watchers would care because the results show growing Solana per share, along with announced cost-efficiency and capital-structure plans that could affect the company's future performance.

DeFi Development Corp. Announces Support for Key Solana Governance Proposals That Could Transform SOL Tokenomics

GlobeNewsWire · 4 Aug 2026positive

DeFi Development Corp. announced its support for Solana Improvement Documents SIMD-0550 and SIMD-0553, two governance proposals that could affect SOL tokenomics.

Why it matters — As a company with a treasury strategy built around accumulating and compounding SOL, changes to SOL's tokenomics directly impact the value of DFDV's core asset.

DeFi Development Corp. to Announce Second Quarter 2026 Financial Results

GlobeNewsWire · 27 July 2026neutral

DeFi Development Corp. (Nasdaq: DFDV) announced it will publish its second quarter 2026 financial results and business outlook on its investor relations website on August 12, 2026, at approximately 4:15 p.m. Eastern Time.

Why it matters — Investors and DFDV watchers will be able to review the company's quarterly performance and forward-looking business outlook following this publication.

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. 14 out of 100 across roughly 4,600 US stocks as at 22 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank DFDV?

As at 22 Aug 2026, DeFi Development Corp. ranks 14 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 Size (74 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 +43.0% from the last close, and Ticker Nerd's factor model ranks DeFi Development Corp. 14 out of 100 as at 22 Aug 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 -79.8% over the 12 months to 24 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does DeFi Development Corp. do?

DeFi Development Corp. is a U.S.-based asset management company operating as the first public Digital Asset Treasury focused on accumulating Solana (SOL), a high-performance blockchain platform.

What is the latest news on DFDV?

The most recent item we track (MarketBeat, 17 Aug 2026): "DeFi Development Q2 Earnings Call Highlights". DeFi Development (NASDAQ: DFDV) used its second-quarter 2026 earnings update call to highlight its strategy of building long-term Solana per-share exposure through validator operations, on-chain deployment and leverage, while simplifying its capital structure and reducing noncore complexity.

Company

About DeFi Development Corp.

DeFi Development Corp. is a U.S.-based asset management company operating as the first public Digital Asset Treasury focused on accumulating Solana (SOL), a high-performance blockchain platform. It builds its corporate treasury around SOL holdings, providing shareholders with direct exposure to SOL price movements and staking rewards through its role as a proxy for the Solana ecosystem. The company runs its own validator infrastructure on the Solana network, enabling active participation in network security and expansion while generating potential yields from staking activities. Classified in the financial services sector and asset management industry, DeFi Development Corp. emphasizes decentralized finance infrastructure, pioneering blockchain solutions for efficient digital asset management. Investors can track key metrics like SOL Per Share to monitor treasury performance. Headquartered in the United States, the firm positions itself at the intersection of traditional equity markets and blockchain technology, offering a unique vehicle for Solana ecosystem engagement.

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