Xperi Inc. Maintains Buy Rating Amidst Macroeconomic Challenges

Xperi Inc has been given a Buy rating by analyst Hamed Khorsand of BWS Financial due to its resilience and growth potential despite challenging macroeconomic conditions. The company's TiVo One platform is experiencing a growing user base, and guidance suggests an improvement in adjusted EBITDA and free cash flow in the latter half of 2025. Khorsand has a $12.00 price target and a 5-star rating with an average return of 8.1% and a 53.39% success rate.

Xperi Inc. (XPER) has received a Buy rating from analyst Hamed Khorsand of BWS Financial, highlighting the company's resilience and growth potential despite challenging macroeconomic conditions [3]. The analyst, who maintains a $12.00 price target, noted the company's ability to navigate a difficult environment and the growing user base of its TiVo One platform.

In the second quarter of 2025, Xperi reported revenue of $106 million, a decrease of 11% from the prior year's $120 million, primarily due to the Perceive divestiture [2]. Despite this, the company's adjusted EBITDA rose 4% to $15 million, or 14% of revenue. Operating cash flow was $10 million, with positive free cash flow of $5 million. The company's non-GAAP earnings per share was $0.11.

Xperi's management expects a revenue range of $440 million to $460 million for the full year, reflecting revised expectations due to ongoing macro pressures. The company maintains its year-end goal for the TiVo One ad platform of 5 million monthly active users and an exit goal of reaching $10 of annual revenue per user [2].

The analyst cited Xperi's strategic initiatives and partnerships as key drivers of growth. The company signed key partnerships with Wurl, Kargo, and FreeWheel, which are expected to bring additional scale and benefits to advertisers and brands. Additionally, the company signed two new OEM programs for DTS AutoStage and launched in several new car models, increasing the number of vehicles with the solution to over 12 million [2].

Despite the challenging macroeconomic environment, Xperi's management expressed confidence in the company's strategic initiatives. CEO Jon E. Kirchner stated, "We have a very clear strategy for growth, and we continue to make excellent progress toward achieving our 2025 goals, some of which we've already surpassed 6 months ahead of schedule" [2].

Analysts and financial professionals should closely monitor Xperi's progress in navigating the challenging macroeconomic conditions and its strategic initiatives, particularly the growth of the TiVo One platform. The company's ability to maintain a strong position in the market and achieve its 2025 goals will be crucial for investors.

References:
[1] https://www.tradingview.com/news/reuters.com,2025:newsml_L8N3TW2XI:0-xperi-inc-expected-to-post-earnings-of-9-cents-a-share-earnings-preview/
[2] https://seekingalpha.com/news/4480914-xperi-outlines-path-to-5m-tivo-one-users-and-10-arpu-as-cost-controls-offset-macro-headwinds
[3] https://www.tipranks.com/news/ratings/xperi-inc-buy-rating-resilience-and-growth-potential-amidst-macroeconomic-challenges-ratings