ADEA: Recurring Semi Licensing And Hybrid Bonding Will Outweigh Litigation Overhang

Narrative Update on Adeia Analysts have lifted their price target on Adeia from $19.75 to $22.75, pointing to continued confidence in the recurring semiconductor licensing story and hybrid bonding potential, even as they factor in a slightly lower revenue growth outlook, a lower discount rate and a higher future P/E multiple. Analyst Commentary Recent commentary around Adeia focuses on how the post earnings share reaction lines up with the recurring semiconductor licensing story and expectations for hybrid bonding adoption, especially in light of ongoing litigation related to logic chiplet licensing for data center and artificial intelligence end markets.

Shared on 21 Dec 25

ADEA: Hybrid Bonding Upside Will Outweigh Litigation Delays Over Time

Analysts have modestly raised their price target for Adeia, citing the recent post earnings selloff as a buying opportunity and pointing to resilient recurring semiconductor growth along with an unchanged hybrid bonding thesis that they say supports upside toward $27.00 per share. Analyst Commentary Bullish Takeaways Bullish analysts view the post earnings pullback as dislocated from fundamentals, arguing that resilient recurring semiconductor revenue and an intact hybrid bonding thesis justify upside toward the raised price target.

Shared on 07 Dec 25

ADEA: Hybrid Bonding Momentum Will Support Upside Despite Litigation Timing Risk

Adeia's analyst price target has been reaffirmed at $19.75 per share, as analysts view the recent share selloff as a buying opportunity given the company's resilient recurring semiconductor revenue and unchanged hybrid-bonding growth story, despite near term credibility concerns and questions about the timing of litigation. Analyst Commentary Analysts broadly characterize the latest selloff as disconnected from Adeia's long term fundamentals, with near term uncertainty seen as more of a trading disruption than a structural break in the equity story.

Shared on 23 Nov 25

ADEA: Post-Earnings Selloff Will Offer Upside Amid Litigation Uncertainty

Adeia Price Target Revised Amid Mixed Signals Analysts have maintained their fair value estimate for Adeia at $19.75. They cite ongoing growth in semiconductor licensing and stable long-term prospects, despite modest adjustments to key assumptions and near-term uncertainty following recent earnings developments.

Shared on 05 Nov 25

Fair value Decreased 4.44%

Narrative Update on Adeia: Analyst Price Target Adjustment Analysts have lowered their price target for Adeia from $20.67 to $19.75 per share, citing concerns around decreased profit margin projections and ongoing uncertainties in licensing timing. However, they note that recurring growth in semiconductors continues to support the company's long-term outlook.

Shared on 03 Sep 25

Fair value Increased 19%

Analysts have raised Adeia’s price target from $17.33 to $20.67, citing accelerating recurring sales, expanding semiconductor opportunities fueled by data center and AI adoption, and confidence in the company’s robust, scalable licensing model. Analyst Commentary Recurring sales acceleration expected as over-the-top and next-generation semi-hybrid bonding solutions are licensed and commercialized.

Shared on 01 May 25

Fair value Decreased 6.05%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Increased 0.99%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.22%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Increased 5.17%

AnalystConsensusTarget has decreased revenue growth from 13.9% to 6.0%, decreased profit margin from 67.5% to 21.2% and increased future PE multiple from 6.9x to 25.4x.

ADEA: Recurring Chip Revenue Will Support Upside Despite Litigation Risks

ADEA: Recurring Semi Licensing And Hybrid Bonding Will Outweigh Litigation Overhang

ADEA: Hybrid Bonding Upside Will Outweigh Litigation Delays Over Time

ADEA: Hybrid Bonding Momentum Will Support Upside Despite Litigation Timing Risk

ADEA: Post-Earnings Selloff Will Offer Upside Amid Litigation Uncertainty

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