Adeia 향후 성장
Future 기준 점검 0/6
Adeia 의 수익과 수익은 각각 연간 1.2% 및 5.3% 감소할 것으로 예상됩니다 while EPS는 연간 7.3% 만큼 쇠퇴할 것으로 예상됩니다.
핵심 정보
-5.3%
이익 성장률
-7.28%
EPS 성장률
| Software 이익 성장 | 19.6% |
| 매출 성장률 | -1.2% |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 06 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.Seeking Alpha • Dec 23
Adeia After Disney: Better Visibility, Same Risk Profile
Summary Adeia Inc. surged 30% after a new Disney IP deal and raised FY25 revenue outlook, reflecting strong market optimism. ADEA’s core business is stabilizing, with Q3 revenue of $87.3M and a shift toward recurring non-pay-TV revenue, up 31% YoY. Diversification into OTT, e-commerce, social media, and semiconductors is reducing reliance on declining cable and supporting incremental growth. ADEA’s adjusted EBITDA margin reached 58% in Q3, with disciplined cost control, healthy liquidity, and ongoing debt reduction strengthening its financial position. Read the full article on Seeking Alpha분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • Nov 07
Adeia (NASDAQ:ADEA) Has A Somewhat Strained Balance Sheet
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2027 | 447 | 109 | N/A | N/A | 4 |
| 12/31/2026 | 417 | 81 | N/A | N/A | 4 |
| 3/31/2026 | 460 | 122 | 150 | 159 | N/A |
| 12/31/2025 | 443 | 111 | 149 | 158 | N/A |
| 9/30/2025 | 380 | 73 | 186 | 206 | N/A |
| 6/30/2025 | 379 | 84 | 184 | 202 | N/A |
| 3/31/2025 | 380 | 76 | 184 | 202 | N/A |
| 12/31/2024 | 376 | 65 | 190 | 212 | N/A |
| 9/30/2024 | 344 | 41 | 130 | 144 | N/A |
| 6/30/2024 | 359 | 46 | 137 | 151 | N/A |
| 3/31/2024 | 355 | 39 | 141 | 157 | N/A |
| 12/31/2023 | 389 | 67 | 146 | 153 | N/A |
| 9/30/2023 | 405 | 128 | 152 | 154 | N/A |
| 6/30/2023 | 393 | 98 | 183 | 188 | N/A |
| 3/31/2023 | 418 | 112 | 191 | 200 | N/A |
| 12/31/2022 | 439 | 138 | 170 | 183 | N/A |
| 9/30/2022 | 64 | 174 | 192 | 211 | N/A |
| 6/30/2022 | 194 | 135 | 221 | 239 | N/A |
| 3/31/2022 | 308 | 119 | 238 | 254 | N/A |
| 12/31/2021 | 391 | 68 | 221 | 235 | N/A |
| 9/30/2021 | 1,097 | 139 | 401 | 464 | N/A |
| 6/30/2021 | 1,081 | 154 | 382 | 443 | N/A |
| 3/31/2021 | 996 | 133 | 362 | 422 | N/A |
| 12/31/2020 | 516 | 240 | 369 | 428 | N/A |
| 9/30/2020 | 549 | -49 | 185 | 194 | N/A |
| 6/30/2020 | 404 | -35 | 158 | 168 | N/A |
| 3/31/2020 | 341 | -18 | 175 | 188 | N/A |
| 12/31/2019 | 280 | -63 | N/A | 169 | N/A |
| 9/30/2019 | 394 | 36 | N/A | 171 | N/A |
| 6/30/2019 | 408 | 30 | N/A | 165 | N/A |
| 3/31/2019 | 397 | 8 | N/A | 144 | N/A |
| 12/31/2018 | 406 | 0 | N/A | 135 | N/A |
| 9/30/2018 | 328 | -77 | N/A | 130 | N/A |
| 6/30/2018 | 345 | -68 | N/A | 141 | N/A |
| 3/31/2018 | 372 | -79 | N/A | 133 | N/A |
| 12/31/2017 | 374 | -57 | N/A | 147 | N/A |
| 9/30/2017 | 317 | -72 | N/A | 128 | N/A |
| 6/30/2017 | 291 | -36 | N/A | 127 | N/A |
| 3/31/2017 | 267 | 27 | N/A | 143 | N/A |
| 12/31/2016 | 260 | 56 | N/A | 154 | N/A |
| 9/30/2016 | 251 | 88 | N/A | 145 | N/A |
| 6/30/2016 | 256 | 97 | N/A | 149 | N/A |
| 3/31/2016 | 253 | 100 | N/A | 138 | N/A |
| 12/31/2015 | 273 | 117 | N/A | 147 | N/A |
| 9/30/2015 | 271 | 131 | N/A | 139 | N/A |
| 6/30/2015 | 297 | 200 | N/A | 161 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: ADEA 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -5.3%).
수익 vs 시장: ADEA 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -5.3%).
고성장 수익: ADEA 의 수익은 향후 3년간 감소할 것으로 예상됩니다.
수익 대 시장: ADEA 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -1.2%).
고성장 매출: ADEA 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -1.2%).
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: ADEA의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/11 19:14 |
| 종가 | 2026/05/08 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Adeia Inc.는 15명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Christopher Muse | Barclays |
| Ted Moreau | Barrington Research Associates, Inc. |
| Gary Mobley | Benchmark Company |