DFDVFinancial Services · Asset ManagementThe 2 Wall Street analysts covering DeFi Development Corp. hold a median 12-month price target of $8.7 — +126.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 31 of 100 as at 29 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 (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 systematic trader with 15+ 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 +126.0% 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.
DFDV appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 29 Oct 2026, DeFi Development Corp. returned −68.7% against +13.1% 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 16% of US stocks
Cheaper than 97% of US stocks
Cheaper than 73% 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 $122.3M and an enterprise value of $230.5M.
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: −6.4× — 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 →
DeFi Development Corp. said it will publish its third-quarter 2026 financial results and business outlook on its investor relations website on November 12, 2026, at approximately 8:00 a.m. Eastern Time.
Why it matters — DFDV watchers can look to the scheduled release for the company’s quarterly results and business outlook.
DeFi Development Corp. said its Variable Rate Series C Perpetual Preferred Stock, trading as CHAD, closed at $10.00 per share on October 26, 2026, reaching par for the first time since trading began on September 8, 2026.
Why it matters — The update reports a milestone in the trading of a preferred stock issued by DeFi Development Corp.
DeFi Development Corp. reported adding 5,346 SOL and SOL equivalents since its last update, bringing its treasury to approximately 2,595,612 SOL. The announcement coincided with Solana’s Alpenglow consensus upgrade going live on mainnet on October 21.
Why it matters — DFDV watchers may note the growth in the company’s SOL treasury and the network upgrade; the release also says the CHAD annual dividend rate will rise to 14%, effective November 2, 2026.
DeFi Development Corp. announced that its Variable Rate Series C Perpetual Preferred Stock (Nasdaq: CHAD) is now available for trading on Robinhood. The company said this expands the security’s availability to self-directed investors.
Why it matters — DFDV watchers may note the preferred stock’s expanded access through a major retail brokerage platform.
DeFi Development Corp. said its treasury added 3,983 SOL and SOL equivalents over the past week, bringing holdings to approximately 2,590,266. The update comes ahead of Solana’s Alpenglow consensus upgrade, scheduled for October 21, 2026.
Why it matters — DFDV watchers may track the company’s SOL treasury accumulation and the upcoming Solana network upgrade.
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. 31 out of 100 across roughly 4,600 US stocks as at 29 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 29 Oct 2026, DeFi Development Corp. ranks 31 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).
No one can know that. What the data says: the median 12-month target from 2 analysts implies +126.0% from the last close, and Ticker Nerd's factor model ranks DeFi Development Corp. 31 out of 100 as at 29 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 -68.7% over the 12 months to 29 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 (GlobeNewsWire, 29 Oct 2026): "DeFi Development Corp. to Announce Third Quarter 2026 Financial Results". DeFi Development Corp. said it will publish its third-quarter 2026 financial results and business outlook on its investor relations website on November 12, 2026, at approximately 8:00 a.m. Eastern Time.
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
