Agentic AI jitters test Dolby Laboratories analyst valuation and confidence

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• Software stocks including Dolby Laboratories have come under pressure as investors reassess the impact of emerging AI tools on existing software business models.

• Shares of Dolby Laboratories (NYSE:DLB) recently responded to these concerns, with shares trading around $64.82.

• The shift in sentiment reflects broader questions about how advanced AI could impact revenue models and competitiveness in the software space.

For Dolby Laboratories, the current discussion about agentic AI lands on a stock that has already posted mixed performance, with NYSE:DLB down about 20.7% over the past year and 28.0% over five years. The recent decline of 6.2% over the past week is in stark contrast to a return of 3.7% over the past month and a gain of 2.0% year to date. This highlights how quickly views on software names can change as new technology topics emerge.

For you as an investor, the most important question is how a company like Dolby, with a Value Score of 4, might respond if AI tools change the way software and media technologies are created, distributed, or monetized. The market’s response to agentic AI is still evolving. It could be useful to see how Dolby communicates its role in this shift and how consistently the stock price hovers around the recent $64.82 level as sentiment evolves.

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See which insiders are buying and selling Dolby Laboratories following this latest news.

• ✅ Price vs. analyst target: At $64.82 versus a consensus target of $81.00, Dolby is trading about 20% lower than where analysts group the stock.

• ✅ Simply Wall St Valuation: Simply Wall St currently considers Dolby to be undervalued, trading about 42.9% below its estimated fair value.

• ✅ Recent momentum: The 30-day yield of around 3.7% suggests the stock price has held up despite concerns around agent AI.

There’s only one way to know the right time to buy, sell or hold Dolby Laboratories. For the latest Dolby Laboratories Fair Value analysis, visit Simply Wall St’s Business Report.

• 📊 Agentic AI questions are mainly about how Dolby’s software and licensing models might adapt, rather than current profitability.

• 📊 Keep an eye on the P/E of 25.7 vs. the Software industry average of 25.8, the US$81.00 price target range from US$68.00 to US$90.00, and any AI-related commentary in future updates.

• ⚠️ The risk highlighted is significant insider trading over the past three months, which some investors take as a signal to keep a closer eye on when sentiment is vulnerable.