Xperi Swings to Profitability on $76.4M One-Off Gain, Analysts Debate Earnings Quality and Margin Expansion

Xperi has swung to profitability due to a $76.4M one-off gain. Earnings have grown at 31% per year over the past five years and are forecasted to rise 54.1% annually over the next three years. Revenue is expected to see solid growth at 9.8% per year. The company's share price stands at $6.87, significantly below analyst fair value estimates of $34.77. Analysts model a profit margin turnaround through international deals, AI-driven product launches, and cost management, but dependence on margin improvement creates execution risk.