Dolby Laboratories

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

AN

AnalystLowTarget

Not Invested

Community Contributor

Published

07 Sep 25

Updated

05 Mar 26

Views

32

05 Mar

US$54.71

AnalystLowTarget's Fair Value

US$68.00

19.5% undervalued

1Y

-27.6%

7D

2.5%

Loading

1Y

-27.6%

7D

2.5%

You can edit this narrative until Mar 6 7:10 AM. Then, changes will post as Updates.

Author's Valuation

US$6819.5% undervalued

AnalystLowTarget Fair Value

Shared on 05 Mar 26

DLB: Media Partnerships And Buybacks Will Support Measured Future Returns

Analysts are keeping their price target for Dolby Laboratories steady at $68.00. This points to largely unchanged expectations around fair value, discount rate, revenue growth, profit margin and future P/E assumptions.

4 views

Shared on 19 Feb 26

DLB: Broad Media Partnerships And Buybacks Will Support Steady Returns

Analysts maintained their Dolby Laboratories fair value estimate at $68.00, with only minor adjustments to assumptions around discount rate, revenue growth, profit margin, and future P/E informing the updated price target rationale. What's in the News Dolby updated earnings guidance for the second quarter of fiscal 2026, with total revenue estimated at US$375 million to US$405 million and GAAP diluted EPS expected at US$0.94 to US$1.09.

4 views

Shared on 04 Feb 26

DLB: Ongoing Technology Adoption Will Support Returns Despite Choppy Macro Conditions

Analysts have trimmed their price targets on Dolby Laboratories to a range of about $85 to $95. This reflects a more cautious stance on the stock while still pointing to solid recent results and ongoing technology adoption, even as the macro backdrop pressures some revenue streams.

1 view

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.

2 views

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.

5 views

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$68

19.5% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

4.79%

Historical revenue growth rate

1.64%

Software revenue growth rate

1.55%

Risk Level (Discount Rate)

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

%

0

Decrease

Increase

Current discount rate

8.50%

Calculation

US$372.60m

Earnings '29

x

21.67x

PE Ratio '29

=

US$8.08b

Market Cap '29

US$8.08b

Market Cap '29

/

93.98m

No. shares '29

=

US$85.93

Share Price '29

US$85.93 Share Price '29

Discounted to 2026 @ 8.49% p.a.

=

US$67.29

Fair Value '26