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DFDV

DeFi Development Corp.

DFDV

NASDAQ·Technology·Software - Infrastructure·Mkt cap $96.4M

$3.30

+3.13%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$2.44 - $32.00

P/E

Fwd P/E

Beta

-4.44

Div Yield

0.00%

Avg Vol

959.2K

Shares Out

18.5M

Mkt Cap

$96.4M

Price action

Price chart

Down 86.1% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • AI-powered data analytics providing actionable insights for CRE professionals
  • Integrated platform ecosystem connecting fragmented commercial real estate market
  • Crypto treasury model providing unique Solana ecosystem exposure
  • Specialized focus on multifamily and commercial real estate verticals

Bear Case

1 risk

  • Low volatility (beta -4.4).

Growth

Revenue decline expected

Increasing digital transformation in commercial real estate sector

Value

Valuation data unavailable

Momentum

Weak

-9.3% over 3m

Quality

Excellent

Mixed fundamentals

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Aug 12, 2026

Q2 26 RECAP

MAY 13, 2026

Reported EPS of -$3.18 vs -$0.25 consensus (-1198.0% surprise). Revenue of $2.7M vs $3.5M expected (-23.9%).

EPS miss
Revenue miss

EPS surprise · last 4Q

0 of 1 beats

Q2 26

-1198.0%

Next: Aug 12, 2026

Revenue trend · last 8Q

-30%

+350%

+648%

+614%

+828%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$441.0K

$618.7K

$628.9K

$287.2K

$2.0M

$4.6M

$4.5M

$2.7M

Margins · last 8Q

Gross

Operating

Profit

-3130.3%

Wall Street consensus

1 analyst · 100% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

100%

Hold

0%

Sell

0%

Median Price Target

Latest: Cantor Fitzgerald · May 27, 2026

vs Industry

How DFDV stacks vs Software - Infrastructure

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.