Dolby Laboratories

Open-Source, Apple, And Google Pressure Will Erode Licensing

AnalystLowTarget

Not Invested

Community Contributor

Published

07 Sep 25

Updated

06 Jan 26

Views

n/a

AnalystLowTarget's Fair Value

n/a

-16.8%

-1.1%

-16.8%

-1.1%

You can edit this narrative until Jan 7 6:07 PM. Then, changes will post as Updates.

Author's Valuation

US$684.9% undervalued

AnalystLowTarget Fair Value

Narrative

Updates2

Shared on 06 Jan 26

DLB: Steady Outlook Will Balance Macro Pressures And Expanding Technology Adoption

Analysts have trimmed their price targets for Dolby Laboratories, with recent moves from $100 to $95 and from $95 to $85, as they weigh steady guidance and progress in technology adoption against ongoing macro headwinds affecting foundational revenues. Analyst Commentary Recent research updates show that bearish analysts are trimming their expectations for Dolby Laboratories even as they acknowledge stable guidance and a solid fiscal fourth quarter.

Shared on 21 Dec 25

Fair value Decreased 8.11%

DLB: Cautious Outlook Will Weigh On Shares Despite Expanding Technology Adoption

Analysts have trimmed their fair value estimate for Dolby Laboratories from $74.00 to $68.00, citing slightly higher discount-rate assumptions despite improving revenue growth and profit margin expectations. They continue to support maintaining a constructive long term outlook.

AnalystLowTarget Fair Value

US$68

4.9% undervalued

Future estimation in

Growth p.a.

Decrease

Increase

Current revenue growth rate

4.25%

Software revenue growth rate

1.21%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.45%

Calculation

US$358.04m

Earnings '29

22.28x

PE Ratio '29

US$7.98b

Market Cap '29

US$7.98b

Market Cap '29

92.94m

No. shares '29

US$85.85

Share Price '29

US$85.85 Share Price '29

Discounted to 2026 @ 8.45% p.a.

US$67.31

Fair Value '26