Adeia Salute del bilancio
Criteri Salute finanziaria verificati 3/6
Adeia ha un patrimonio netto totale di $466.6M e un debito totale di $391.3M, che porta il suo rapporto debito/patrimonio netto a 83.9%. Le sue attività totali e le sue passività totali sono rispettivamente $1.0B e $535.8M. L'EBIT di Adeia è $211.8M rendendo il suo rapporto di copertura degli interessi 5.5. Ha liquidità e investimenti a breve termine pari a $115.8M.
Informazioni chiave
83.86%
Rapporto debito/patrimonio netto
US$391.26m
Debito
| Indice di copertura degli interessi | 5.5x |
| Contanti | US$115.76m |
| Patrimonio netto | US$466.57m |
| Totale passività | US$535.82m |
| Totale attività | US$1.00b |
Aggiornamenti recenti sulla salute finanziaria
Articolo di analisi • Jul 28
Does Adeia (NASDAQ:ADEA) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Articolo di analisi • Mar 13
Is Adeia (NASDAQ:ADEA) A Risky Investment?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Recent updates
Aggiornamento della narrazione • 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.Seeking Alpha • Jun 19
Adeia: Multiple Growth Paths, Limited Upside At This Price
Summary Adeia Inc. licenses patents in media, entertainment, and semiconductors, with positive but decelerating growth. I previously rated ADEA a Hold due to revenue volatility and a persistently negative tangible book value. Despite these concerns, ADEA's stock broke out in early March and has demonstrated strong momentum since. Outstanding momentum metrics now characterize ADEA, though underlying financial concerns remain relevant. Read the full article on Seeking AlphaAggiornamento della narrazione • Jun 09
ADEA: AMD Licensing Momentum Will Drive Future Hybrid Bonding Monetization
Analysts have lifted their fair value estimate for Adeia from $33 to $37, citing higher price targets related to recent AMD-linked licensing developments and updated assumptions on discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts highlight the multi year license agreement with AMD as a key factor supporting higher fair value estimates, viewing it as an important commercial milestone for Adeia's licensing model.
Aggiornamento della narrazione • May 26
ADEA: AMD License And Settlements Will Support Multi Year Earnings Power
Adeia's analyst price target has been revised from $28 to $30, with analysts pointing to the multi year AMD license agreement, recent litigation settlements, and stronger expected profit margins as key supports for the higher valuation. Analyst Commentary Recent research has centered on Adeia's multi year intellectual property license agreement with AMD and the resolution of key legal disputes.Articolo di analisi • May 14
Statutory Profit Doesn't Reflect How Good Adeia's (NASDAQ:ADEA) Earnings Are
Even though Adeia Inc. ( NASDAQ:ADEA ) posted strong earnings, investors appeared to be underwhelmed. Our analysis says...Aggiornamento della narrazione • May 04
ADEA: AMD Settlement Will Test Sustainability Of Recent Licensing Momentum
Adeia's analyst price target has shifted from $24 to $28, with analysts pointing to recent multi year licensing agreements, especially with AMD, and the resolution of key litigation as support for this higher valuation. Analyst Commentary Recent Street research on Adeia centers on the impact of new and renewed licensing agreements, along with the resolution of key litigation.Aggiornamento della narrazione • Apr 19
ADEA: AMD Licensing And Resolved Litigation Will Support Future Upside
Adeia's analyst price targets have moved higher into a $30 to $40 range, as analysts point to the new multi year IP and license agreements with AMD, Microsoft and other customers, along with recent litigation settlements, as key support for their updated views. Analyst Commentary Recent research updates show analysts becoming more constructive on Adeia, with higher price targets clustering in the $30 to $40 range and commentary that focuses on intellectual property execution, licensing momentum and litigation outcomes.Aggiornamento della narrazione • Apr 05
ADEA: AMD License And Settlements Will Drive Future Upside
Narrative Update The analyst price target for Adeia has increased from $22.75 to $33.00. Analysts point to the new multi year AMD license, recent settlements, and fresh licensing wins with Microsoft and a major semiconductor customer as key supports for higher valuation assumptions.
Aggiornamento della narrazione • Mar 21
ADEA: AMD License Resolutions Will Support Future Cash Flow Visibility
Adeia's analyst price target has been reset higher from $27.00 to $40.00, as analysts point to the new multi year license agreement with AMD, recent settlements with AMD and Disney, and fresh licensing wins with Microsoft and a semiconductor customer as key supports for their updated views. Analyst Commentary Bullish analysts are responding to Adeia's recent licensing momentum and litigation resolutions with higher price targets and reinforced confidence in the business model.Aggiornamento della narrazione • Mar 07
ADEA: Disney Resolution And New Licensing Will Shape Future Credibility
Narrative update on Adeia The analyst price target for Adeia has been raised from $24 to $30 as analysts point to record quarterly results, new licensing deals, and guidance that suggests potential for revenue and free cash flow expansion beyond 2025. Analyst Commentary Recent research points to a more constructive stance on Adeia, with several firms lifting their price targets to $30 and citing record quarterly revenue, profits linked to a successful patent defense, and new licensing agreements with Microsoft and a semiconductor customer.Aggiornamento della narrazione • Feb 21
ADEA: Disney Settlement And Licensing Outlook Will Shape Future Credibility
Analysts have maintained their $20.00 price target for Adeia, noting slightly revised assumptions for the discount rate, revenue growth, profit margin and future P/E ratio. Taken together, these updates continue to support their current valuation view.Aggiornamento della narrazione • Feb 06
ADEA: Disney Settlement And Long-Term Licensing Will Drive Future Upside
Analysts maintained their fair value estimate for Adeia at $22.75, making only small adjustments to inputs such as the discount rate, revenue growth, profit margin, and future P/E assumptions, which together resulted in a modest refinement rather than a significant change in their overall price target view. What's in the News Adeia raised earnings guidance for the year ending December 31, 2025, with expected revenue of $425.0m to $435.0m, compared to prior guidance of $360.0m to $380.0m, and expected net income of $96.4m to $113.9m, compared to prior guidance of $52.4m to $71.6m (Key Developments).Aggiornamento della narrazione • Jan 22
ADEA: Litigation Uncertainty And Hybrid Bonding Prospects Will Shape Credibility Outlook
Narrative Update on Adeia The analyst price target for Adeia has moved from US$17.00 to US$20.00. Analysts cite confusion around the recent post-earnings selloff, ongoing litigation questions, and continued interest in the recurring semis and hybrid bonding story as key reasons for the revised view.Articolo di analisi • Jan 15
When Should You Buy Adeia Inc. (NASDAQ:ADEA)?
Adeia Inc. ( NASDAQ:ADEA ), might not be a large cap stock, but it saw a significant share price rise of 61% in the...Aggiornamento della narrazione • Jan 08
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.Articolo di analisi • Dec 23
Earnings Not Telling The Story For Adeia Inc. (NASDAQ:ADEA) After Shares Rise 38%
Those holding Adeia Inc. ( NASDAQ:ADEA ) shares would be relieved that the share price has rebounded 38% in the last...Aggiornamento della narrazione • Dec 21
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.Aggiornamento della narrazione • Dec 07
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.Aggiornamento della narrazione • Nov 23
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.Articolo di analisi • Nov 06
Adeia Inc. Just Missed Earnings - But Analysts Have Updated Their Models
Adeia Inc. ( NASDAQ:ADEA ) missed earnings with its latest quarterly results, disappointing overly-optimistic...Aggiornamento della narrazione • Nov 05
ADEA: Recurring Chip Revenue Will Support Upside Despite Litigation Risks
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.Articolo di analisi • Oct 25
Investors Appear Satisfied With Adeia Inc.'s (NASDAQ:ADEA) Prospects
With a price-to-earnings (or "P/E") ratio of 22.3x Adeia Inc. ( NASDAQ:ADEA ) may be sending bearish signals at the...Articolo di analisi • Sep 18
Should You Think About Buying Adeia Inc. (NASDAQ:ADEA) Now?
While Adeia Inc. ( NASDAQ:ADEA ) might not have the largest market cap around , it saw a significant share price rise...Aggiornamento della narrazione • Sep 03
Connected Devices And Semiconductors Will Drive Future Prospects Despite Risks
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.Articolo di analisi • Aug 15
Adeia's (NASDAQ:ADEA) Performance Is Even Better Than Its Earnings Suggest
NasdaqGS:ADEA 1 Year Share Price vs Fair Value Explore Adeia's Fair Values from the Community and select yours Adeia...Articolo di analisi • Aug 09
Adeia (NASDAQ:ADEA) Is Paying Out A Dividend Of $0.05
Adeia Inc.'s ( NASDAQ:ADEA ) investors are due to receive a payment of $0.05 per share on 16th of September. The...Articolo di analisi • Jul 28
Does Adeia (NASDAQ:ADEA) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Articolo di analisi • Jul 07
Some Shareholders Feeling Restless Over Adeia Inc.'s (NASDAQ:ADEA) P/E Ratio
Adeia Inc.'s ( NASDAQ:ADEA ) price-to-earnings (or "P/E") ratio of 21x might make it look like a sell right now...Articolo di analisi • Jun 16
Is It Time To Consider Buying Adeia Inc. (NASDAQ:ADEA)?
Adeia Inc. ( NASDAQ:ADEA ), is not the largest company out there, but it saw a decent share price growth of 16% on the...Articolo di analisi • May 13
Adeia (NASDAQ:ADEA) Will Pay A Dividend Of $0.05
The board of Adeia Inc. ( NASDAQ:ADEA ) has announced that it will pay a dividend on the 17th of June, with investors...Articolo di analisi • Mar 13
Is Adeia (NASDAQ:ADEA) A Risky Investment?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Articolo di analisi • Feb 20
Adeia Inc.'s (NASDAQ:ADEA) 27% Share Price Surge Not Quite Adding Up
Despite an already strong run, Adeia Inc. ( NASDAQ:ADEA ) shares have been powering on, with a gain of 27% in the last...Articolo di analisi • Feb 05
When Should You Buy Adeia Inc. (NASDAQ:ADEA)?
Adeia Inc. ( NASDAQ:ADEA ), is not the largest company out there, but it received a lot of attention from a substantial...Seeking Alpha • Jan 24
Adeia: Medium Quality Business In A Competitive Industry
Summary Adeia operates in a competitive patent development market with significant risks, showing lower ROCE and R&D investment compared to InterDigital. The OTT market presents growth opportunities for Adeia, but the decline in traditional Pay-TV poses risks to future revenue. Overall, the risks associated with ADEA outweigh the opportunities, leading me to rate the company as a hold. Read the full article on Seeking AlphaArticolo di analisi • Dec 17
Why Investors Shouldn't Be Surprised By Adeia Inc.'s (NASDAQ:ADEA) 26% Share Price Surge
Adeia Inc. ( NASDAQ:ADEA ) shareholders would be excited to see that the share price has had a great month, posting a...Articolo di analisi • Dec 05
Is There An Opportunity With Adeia Inc.'s (NASDAQ:ADEA) 32% Undervaluation?
Key Insights The projected fair value for Adeia is US$19.94 based on 2 Stage Free Cash Flow to Equity Current share...Analisi della posizione finanziaria
Passività a breve termine: Le attività a breve termine ( $281.3M ) di ADEA superano le sue passività a breve termine ( $81.7M ).
Passività a lungo termine: Le attività a breve termine di ADEA ( $281.3M ) non coprono le sue passività a lungo termine ( $454.2M ).
Storia e analisi del rapporto debito/patrimonio netto
Livello di debito: Il rapporto debito netto/patrimonio netto ( 59% ) di ADEA è considerato alto.
Riduzione del debito: Il rapporto debito/patrimonio netto di ADEA è aumentato da 57.7% a 83.9% negli ultimi 5 anni.
Copertura del debito: Il debito di ADEA è ben coperto dal flusso di cassa operativo ( 40.7% ).
Copertura degli interessi: I pagamenti degli interessi sul debito di ADEA sono ben coperti dall'EBIT ( 5.5 x copertura).
Bilancio
Scoprire le aziende sane
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/25 11:19 |
| Prezzo dell'azione a fine giornata | 2026/06/25 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Adeia Inc. è coperta da 15 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Christopher Muse | Barclays |
| Ted Moreau | Barrington Research Associates, Inc. |
| Gary Mobley | Benchmark Company |