Adeia (ADEA) Stock Overview
Operates as a media and semiconductor intellectual property licensing platform company in the United States, Asia, Canada, Europe, the Middle East, and internationally. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 0/6 |
| Past Performance | 5/6 |
| Financial Health | 3/6 |
| Dividends | 2/6 |
Rewards
Risk Analysis
ADEA Community Fair Values
Create NarrativeSee what 12 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Software opportunity
JO
Fair Value from
US$6.8569.3% undervalued intrinsic discount
ZenaTech: A big bet on the rise of AI drones and drones-as-a-service
Key Takeaways ZenaTech is focusing its efforts into building AI drones, combining Drone as a Service, SaaS, and AI as its key revenue drivers. Previously building software for agriculture, ZenaTech has shifted rapidly toward drone services, now driving ~70% of revenue after recent acquisitions.
Read full narrativeAdeia Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$27.42 |
| 52 Week High | US$34.34 |
| 52 Week Low | US$11.61 |
| Beta | 1.05 |
| 1 Month Change | 7.49% |
| 3 Month Change | 51.49% |
| 1 Year Change | 102.96% |
| 3 Year Change | 210.18% |
| 5 Year Change | 33.43% |
| Change since IPO | 48.22% |
Recent News & Updates
Recent updates
Narrative Update • 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.
Narrative Update • 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.Narrative Update • 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.
Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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).Narrative Update • 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.Analysis Article • 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...Narrative Update • 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 AlphaAnalysis Article • 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...Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Analysis Article • 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...Analysis Article • 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...Narrative Update • 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.Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • 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 AlphaAnalysis Article • 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...Analysis Article • 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...Analysis Article • 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...Analysis Article • Oct 17
Investors Interested In Adeia Inc.'s (NASDAQ:ADEA) Earnings
Adeia Inc.'s ( NASDAQ:ADEA ) price-to-earnings (or "P/E") ratio of 29.2x might make it look like a strong sell right...Shareholder Returns
| ADEA | US Software | US Market | |
|---|---|---|---|
| 7D | -13.9% | 3.1% | 2.1% |
| 1Y | 103.0% | -6.3% | 30.6% |
Return vs Industry: ADEA exceeded the US Software industry which returned -7.9% over the past year.
Return vs Market: ADEA exceeded the US Market which returned 31% over the past year.
Price Volatility
| ADEA volatility | |
|---|---|
| ADEA Average Weekly Movement | 8.6% |
| Software Industry Average Movement | 9.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: ADEA has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: ADEA's weekly volatility (9%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2019 | 150 | Paul Davis | 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.
Adeia Inc. Fundamentals Summary
| ADEA fundamental statistics | |
|---|---|
| Market cap | US$3.23b |
| Earnings (TTM) | US$122.03m |
| Revenue (TTM) | US$460.49m |
24.9x
P/E Ratio6.6x
P/S RatioIs ADEA overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| ADEA income statement (TTM) | |
|---|---|
| Revenue | US$460.49m |
| Cost of Revenue | US$0 |
| Gross Profit | US$460.49m |
| Other Expenses | US$338.45m |
| Earnings | US$122.03m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 1.10 |
| Gross Margin | 100.00% |
| Net Profit Margin | 26.50% |
| Debt/Equity Ratio | 83.9% |
How did ADEA perform over the long term?
See historical performance and comparisonDividends
0.7%
Current Dividend Yield18%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/07 14:25 |
| End of Day Share Price | 2026/05/07 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Adeia Inc. is covered by 15 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Christopher Muse | Barclays |
| Ted Moreau | Barrington Research Associates, Inc. |
| Gary Mobley | Benchmark Company |