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Adeia Inc. Stock Price

NasdaqGS:ADEA Community·US$3.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 13 Fair Values set on narratives written by author

ADEA Share Price Performance

US$29.53
14.57 (97.39%)
US$37.00
Fair Value
US$29.53
14.57 (97.39%)
20.2% undervalued intrinsic discount
US$37.00
Fair Value
Price US$29.53
AnalystConsensusTarget US$37.00
AnalystLowTarget US$30.00
AnalystHighTarget US$43.00

ADEA Community Narratives

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Fair Value US$37 20.2% undervalued intrinsic discount

ADEA: Recurring Chip Revenue Will Support Upside Despite Litigation Risks

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Fair Value US$30 1.6% undervalued intrinsic discount

Shrinking Legacy Revenues Will Strain Licensing But Semiconductor Sparks Hope

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Fair Value US$43 31.3% undervalued intrinsic discount

RapidCool And Connected Devices Will Revolutionize Licensing Markets

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US$37
20.2% undervalued intrinsic discount
Revenue
-3.47% p.a.
Profit Margin
18.96%
Future PE
68.68x
Price in 2029
US$47.7
US$30
1.6% undervalued intrinsic discount
Revenue
-2.08% p.a.
Profit Margin
21.47%
Future PE
47.09x
Price in 2029
US$38.64

Trending Discussion

Updated Narratives

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ADEA: Licensing Momentum And AMD Settlement Will Support Future Cash Flow Visibility

Fair Value: US$43 31.3% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
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ADEA: AMD Settlement And Licensing Wins Will Drive Future Royalty Streams

Fair Value: US$37 20.2% undervalued intrinsic discount
5 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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ADEA: AMD License And Settlements Will Support Multi Year Earnings Power

Fair Value: US$30 1.6% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Solid track record and fair value.

3 Risks
3 Rewards

Adeia Inc. Key Details

US$460.5m

Revenue

US$0

Cost of Revenue

US$460.5m

Gross Profit

US$338.5m

Other Expenses

US$122.0m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
1.11
100.00%
26.50%
83.9%
View Full Analysis

About ADEA

Founded
2019
Employees
150
CEO
Paul Davis
WebsiteView website
adeia.com

Adeia Inc., together with its subsidiaries, operates as a media and semiconductor intellectual property licensing platform company in the United States, Asia, Canada, Europe, the Middle East, and internationally. The company licenses its patent portfolios across various markets, including multichannel video programming distributors comprising cable, satellite, and telecommunications television providers that aggregate and distribute linear content over networks, as well as television providers that aggregate and stream linear content over broadband networks; over-the-top video service providers, such as subscription video-on-demand and free advertising-supported streaming service providers, providers that offer online services and devices that enable internet streaming and downloading of movies, television shows, music and other types of media content, as well as content providers, networks, and media companies. It also licenses consumer electronics manufacturers, which includes producers of smart televisions, streaming media devices, video game consoles, mobile devices, content storage devices, and other connected media devices; semiconductors, including providers of memory, logic, sensors, and radio frequency devices; and social media companies that allow users to stream and upload user-generated content. The company licenses its intellectual properties under the Adeia brand. The company was formerly known as Xperi Holding Corporation and changed its name to Adeia Inc. The company was incorporated in 2019 and is headquartered in San Jose, California.

Recent ADEA News & Updates

Narrative Update Jul 08

ADEA: Licensing Momentum And AMD Settlement Will Support Future Cash Flow Visibility

Analysts have lifted their price target for Adeia from $40 to $43, citing recent updates to fair value estimates, discount rate inputs, and long term P/E assumptions, supported by Street research highlighting renewed licensing momentum and higher target revisions. Analyst Commentary Bullish analysts covering Adeia are highlighting the recent round of price target increases as an indication of growing confidence in the company’s ability to execute on its licensing model and support higher valuation benchmarks over time.
Narrative Update Jun 23

ADEA: AMD Settlement And Licensing Wins Will Drive Future Royalty Streams

Adeia's analyst price target has increased to $37.00, with analysts pointing to recent price target hikes and supportive commentary around the company's licensing momentum, including the AMD settlement. Analyst Commentary Recent research on Adeia centers on the higher price targets and the AMD licensing settlement, with analysts weighing how these developments affect the stock's valuation and the company's ability to execute on its licensing strategy.

Recent updates

No updates