
Xperi (XPER) Stock Forecast & Price Target
Xperi (XPER) Analyst Ratings
Bulls say
Xperi is a small-cap, show-me story, with clear progress in achieving its 2026 goal of 7 million TiVo One users, reducing its cost basis, and scaling both AutoStage and TiVo One for material advertising revenue in 2027. The potential for a material re-rating lies in the ability to reach consumers both at-home and on-the-go. However, there is risk that its legacy business declines could outweigh gains in its IPTV business and that margins and cash flow could suffer from a lack of scale. Additionally, investors are currently waiting for free cash flow to confirm the earnings reported by the company.
Bears say
Xperi is facing challenges in generating positive free cash flow due to pushing out the timeline to 2027, a decline in Q2 revenue by 35% and a decrease in ARPU on the TiVo One platform. The company's lumpiest business, Consumer Electronics, is also experiencing a decline in revenue due to tough comp against multiple deals signed last year. The lack of historical information and the potential impact of minimum guarantee contracts also add uncertainty to the company's financials.
This aggregate rating is based on analysts' research of Xperi and is not a guaranteed prediction by Public.com or investment advice.
Xperi (XPER) Analyst Forecast & Price Prediction
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