DD

DeFi Development Corp.

DFDV·NASDAQ

$3.02

-16%
TechnologySoftware - Infrastructure

DeFi Development Corp. is an AI-powered online platform that connects the commercial real estate industry by providing data and software subscriptions, as well as value-added services to multifamily and commercial property professionals. The company has adopted a crypto-forward treasury model, allocating its principal treasury holdings to Solana (SOL), aiming to provide investors with economic exposure to the Solana ecosystem.

At a Glance

Live Snapshot
Market Cap$90.81M
EPS-4.0000
P/E Ratio-0.75
Earnings Date08/12/2026
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DeFi Development Corp. Street Expectations Map

DFDV · NASDAQ

Wall Street analysts project that DFDV stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 25.00, with estimates ranging from a low of 25.00 to a high of 25.00.

Lowest Target
25.00
729.19%
Consensus Target
25.00
729.19%
Highest Target
25.00
729.19%

The consensus 1-year price target stands at 25.00, with estimates ranging from a low of 25.00 to a high of 25.00.

Analyst Consensus Analysis

Upside Potential

+729.2%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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DeFi Development Corp. Forward Estimates of Revenue

DFDV · NASDAQ
Latest Revenue
11.39M
FY 2025
Avg Estimate
10.07M
FY 2026
Estimate Range
9.34M - 10.80M
Analyst Spread

Forward Growth Analysis

Projected Growth-11.5%

Significant contraction projected—major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread14%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

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DeFi Development Corp. Forward Estimates of Net Income

DFDV · NASDAQ
Latest Net Income
-73.79M
FY 2025
Avg Estimate
-62.65M
FY 2026
Estimate Range
-80.27M - -45.03M
Analyst Spread

Forward Growth Analysis

Projected Growth+15.1%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread56%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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DeFi Development Corp. Forward Estimates of EPS

DFDV · NASDAQ
Latest EPS
-4.00
FY 2025
Avg Estimate
$-3.40
FY 2026
Estimate Range
$-4.35 - $-2.44
Analyst Spread

Forward Growth Analysis

Projected Growth+15.1%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread56%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signals—some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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DeFi Development Corp. Forward Estimates of EBIT

DFDV · NASDAQ
Latest EBIT
-64.85M
FY 2025
Avg Estimate
-8.87M
FY 2026
Estimate Range
-9.51M - -8.23M
Analyst Spread

Forward Growth Analysis

Projected Growth+86.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread14%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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DeFi Development Corp. Forward Estimates of EBITDA

DFDV · NASDAQ
Latest EBITDA
-63.80M
FY 2025
Avg Estimate
-8.85M
FY 2026
Estimate Range
-9.49M - -8.21M
Analyst Spread

Forward Growth Analysis

Projected Growth+86.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread14%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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DeFi Development Corp. Forward Estimates of SG&A Expense

DFDV · NASDAQ
Latest SG&A Expense
16.57M
FY 2025
Avg Estimate
17.79M
FY 2026
Estimate Range
16.50M - 19.08M
Analyst Spread

Forward Growth Analysis

Projected Growth+7.3%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread14%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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DeFi Development Corp. Insider Positioning

DFDV · NASDAQ

During the last 12 months, insiders have purchased $152K and sold $479K worth of DFDV shares, resulting in $327K of net selling activity.

3 Months

Bought

0

0.00

Sold

122.5K

478.98K

Net Activity

-479K

-$479K

3-6 Months

Bought

17.8K

102.30K

Sold

0

0.00

Net Activity

+102K

+$102K

6-9 Months

Bought

7.2K

49.82K

Sold

0

0.00

Net Activity

+50K

+$50K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
WP

White Parker

10 Percent Owner, Officer: Coo, Chief Investment Officer

20.8K shares2 transactions

$123K

2
KD

Kang Daniel

Officer: Chief Strategy Officer

4.2K shares1 transactions

$29K

Top Sellers

1
KD

Kang Daniel

Officer: Chief Strategy Officer

122.5K shares1 transactions

$479K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $327K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.32:1

Weak buy/sell ratio. Selling significantly exceeds buying—monitor for potential fundamental concerns.

Recent Trend (3 Months)

$479K

Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.

Insider Participation

Moderate Buying

2 insider buyers vs. 1 sellers. More insiders buying than selling indicates positive sentiment.

Insider Activity Insight

Persistent selling pressure: Consistent insider selling with weak buy/sell ratio suggests insiders may be capitalizing on current valuation. Exercise caution and review recent earnings quality and management commentary.