Xperi stock fell 1.27 percent while Q2 revenue grew 8.1 percent

Published on 10/05/2026 at 13:45 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Xperi stock fell to USD 5.43 on October 2, while second-quarter revenue rose 8.1 percent to USD 114.5 million. TiVo One users reached 6.3 million.

XPER, US98423J1016, Illustration mit AI erstellt.

Xperi stock (ISIN US98423J1016) fell 1.27 percent to USD 5.43 on the NYSE on October 2, 2026, while the company reported second-quarter revenue of USD 114.5 million. The Q2 figures showed an 8.1 percent year-over-year increase, with TiVo One users reaching 6.3 million.

Q2 revenue reaches USD 114.5 million

According to Nadir Alpha, Xperi generated USD 114.5 million in Q2 2026 revenue, compared with USD 105.9 million in Q2 2025. That 8.1 percent increase came alongside GAAP operating income of USD 2.9 million, compared with an operating loss of USD 11.1 million in the year-earlier quarter.

The profitability picture remains mixed. Xperi reported diluted GAAP EPS of negative USD 0.03 for Q2 2026, while adjusted EPS was USD 0.28 and adjusted EBITDA reached USD 21.4 million, according to Nadir Alpha.

TiVo One scales its audience

The operating data point to the strategic growth area. TiVo One monthly active users rose 70 percent year over year to 6.3 million in Q2 2026, while Media Platform revenue increased 44 percent to USD 18 million, as reported by Forecaster. The company also reported 17 million cumulative vehicles shipped with DTS AutoStage across 13 automotive brands.

This creates a clear split in the investment case: advertising and platform usage are expanding, while the negative GAAP EPS shows that scale has not yet translated into consistent bottom-line earnings. For the latest quarter, operating cash flow was USD 14.6 million, following negative operating cash flow of USD 18.0 million in Q1 2026.

Analysts see a higher valuation

Stock Analysis reports a Strong Buy consensus from 5 analysts and an average 12-month price target of USD 11.40. The target lies 109.95 percent above the USD 5.43 price on October 2, 2026, while the published target range runs from USD 10.00 to USD 13.00.

The market is therefore weighing stronger platform indicators against a still-negative GAAP earnings profile. Xperi operates in technology, with products spanning connected television, advertising, audio, broadcast technology and automotive entertainment.

Xperi stock stays below its yearly high

Xperi stock was last at USD 5.43 on the NYSE on October 2, 2026, after a session range of USD 5.42 to USD 5.59. The 52-week range was USD 5.07 to USD 8.75, and market capitalization stood at USD 264.8 million.