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Adeia Inc. Stock Price

NasdaqGS:ADEA Community·US$2.7b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 19 Fair Values set on narratives written by author
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ADEA Share Price Performance

US$24.82
7.87 (46.43%)
​
US$43.00
Fair Value
US$24.82
7.87 (46.43%)
42.3% undervalued intrinsic discount
US$43.00
Fair Value
Price US$24.82
AnalystConsensusTarget US$43.00
AnalystLowTarget US$39.00
AnalystHighTarget US$50.00
Thu, 3 Sep 26
Fair ValueUS$43.00
Share Pricen/a

ADEA Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$43 42.3% undervalued intrinsic discount

ADEA: Recurring Chip Revenue Will Support Upside Despite Litigation Risks

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AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$39 36.4% undervalued intrinsic discount

Shrinking Legacy Revenues Will Strain Licensing But Semiconductor Sparks Hope

0users have liked this narrative
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1users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$50 50.4% undervalued intrinsic discount

RapidCool And Connected Devices Will Revolutionize Licensing Markets

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
ADEA logo
Adeia
42.3% undervalued intrinsic discount

ADEA: Recurring Chip Revenue Will Support Upside Despite Litigation Risks

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 3 Sep
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ADEA logo
Adeia
50.4% undervalued intrinsic discount
Updated

RapidCool And Connected Devices Will Revolutionize Licensing Markets

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AN
AnalystHighTarget
AnalystHighTarget
Updated 17 Sep
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ADEA logo
Adeia
36.4% undervalued intrinsic discount

Shrinking Legacy Revenues Will Strain Licensing But Semiconductor Sparks Hope

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AN
AnalystLowTarget
AnalystLowTarget
Updated 14 Aug
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Trending Discussion

No trending discussion available.

Recently Updated Narratives

AN
AnalystHighTarget
ADEA logo

ADEA: Hybrid Bonding Adoption Will Support Future Licensing Cash Flow Visibility

Fair Value: US$50 50.4% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
AnalystConsensusTarget
ADEA logo

ADEA: Hybrid Bonding Adoption Will Drive Future Licensing And Royalty Streams

Fair Value: US$43 42.3% undervalued intrinsic discount
8 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
ADEA logo

ADEA: Hybrid Bonding Momentum Will Support Multi Year Earnings Power

Fair Value: US$39 36.4% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis

Solid track record and good value.

2 Risks
4 Rewards
View Full Analysis

Adeia Inc. Key Details

US$470.9m

Revenue

US$0

Cost of Revenue

US$470.9m

Gross Profit

US$348.2m

Other Expenses

US$122.7m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
1.11
100.00%
26.05%
80.9%
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

User avatar
Narrative Update • Sep 17

ADEA: Hybrid Bonding Adoption Will Support Future Licensing Cash Flow Visibility

Analysts have lifted their price target on Adeia to $50 from $43, citing accelerating adoption of hybrid bonding in semiconductors, solid Q2 results, and confidence in the company’s path toward its $200M and longer term $600M revenue goals. Analyst Commentary on Adeia Recent research commentary on Adeia centers on the company’s Q2 performance, adoption trends for hybrid bonding in semiconductors, and management’s articulated revenue targets.
User avatar
Narrative Update • Sep 03

ADEA: Hybrid Bonding Adoption Will Drive Future Licensing And Royalty Streams

Adeia's analyst fair value estimate has been lifted from $37 to $43 as analysts point to rising confidence in hybrid bonding adoption, improved margin assumptions, and company targets for $200M near-term revenue and a longer-term goal of $600M. Analyst Commentary Recent commentary on Adeia focuses on how quickly hybrid bonding is spreading across the semiconductor industry and what that could mean for the company’s ability to reach its stated revenue targets.
Seeking Alpha • Sep 02

Adeia: One Dimensional Growth Is Still Growth

Summary Adeia is rated a Buy as semiconductor IP licensing drives explosive top-line growth, despite a shift away from recurring revenue. Semiconductor IP licensing revenues surged 314% YoY, offsetting declines in legacy media business and transforming ADEA’s revenue mix. Recurring revenues now comprise 73% of the total, down from 98%, raising concerns about revenue visibility and sustainability. Strong balance sheet improvements, deferred revenue growth, and management’s $200M semiconductor pipeline target support a ‘buy the dip’ stance. Read the full article on Seeking Alpha

Recent updates

No updates

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