Adeia (ADEA) Aktievy
Adeia Inc. och dess dotterbolag är verksamma som plattformsföretag för licensiering av immateriella rättigheter inom media och halvledare i USA, Asien, Kanada, Europa, Mellanöstern och internationellt. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 3/6 |
| Framtida tillväxt | 0/6 |
| Tidigare resultat | 5/6 |
| Finansiell hälsa | 3/6 |
| Utdelningar | 2/6 |
Belöningar
Riskanalys
ADEA Community Fair Values
Create NarrativeSee what 18 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Adeia Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$26.31 |
| 52 veckors högsta | US$34.34 |
| 52 veckors lägsta | US$11.61 |
| Beta | 0.96 |
| 1 månads förändring | -5.10% |
| 3 månaders förändring | -17.59% |
| 1 års förändring | 67.98% |
| 3 års förändring | 168.69% |
| 5 års förändring | 30.74% |
| Förändring sedan börsintroduktionen | 42.19% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • 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
Uppdatering av berättelse • Aug 14
ADEA: Hybrid Bonding Momentum Will Support Multi Year Earnings Power
Adeia's analyst fair value estimate has increased from $30 to $39 as analysts cite stronger hybrid bonding adoption, new product releases, and long-term revenue targets of $200 million and $600 million as key supports for a higher price target range of $43 to $50. Analyst Commentary on Adeia Recent research on Adeia points to growing interest in the company’s hybrid bonding technology and its long term revenue targets of $200 million and $600 million.Recent updates
Uppdatering av berättelse • 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 AlphaUppdatering av berättelse • Aug 14
ADEA: Hybrid Bonding Momentum Will Support Multi Year Earnings Power
Adeia's analyst fair value estimate has increased from $30 to $39 as analysts cite stronger hybrid bonding adoption, new product releases, and long-term revenue targets of $200 million and $600 million as key supports for a higher price target range of $43 to $50. Analyst Commentary on Adeia Recent research on Adeia points to growing interest in the company’s hybrid bonding technology and its long term revenue targets of $200 million and $600 million.Analysartikel • Aug 06
Adeia Inc. Just Recorded A 15% EPS Beat: Here's What Analysts Are Forecasting Next
Shareholders will be ecstatic, with their stake up 29% over the past week following Adeia Inc. 's ( NASDAQ:ADEA...
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Analysartikel • 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...Aktieägarnas avkastning
| ADEA | US Software | US Marknad | |
|---|---|---|---|
| 7D | 3.3% | -0.7% | -0.2% |
| 1Y | 68.0% | -9.0% | 14.8% |
Avkastning vs industri: ADEA översteg US Software branschen som gav -9 % under det senaste året.
Avkastning vs Marknaden: ADEA översteg US marknaden som gav 14.8 % under det senaste året.
Prisvolatilitet
| ADEA volatility | |
|---|---|
| ADEA Average Weekly Movement | 8.7% |
| Software Industry Average Movement | 9.2% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
Stabil aktiekurs: ADEA har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: ADEA s veckovolatilitet ( 9% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 2019 | 150 | Paul Davis | adeia.com |
Adeia Inc. och dess dotterbolag är verksamma som plattformsföretag för licensiering av immateriella rättigheter inom media och halvledare i USA, Asien, Kanada, Europa, Mellanöstern och internationellt. Företaget licensierar sina patentportföljer på olika marknader, inklusive distributörer av flerkanaliga videoprogram, vilket omfattar kabel-, satellit- och telekommunikations-TV-leverantörer som samlar och distribuerar linjärt innehåll över nätverk, samt TV-leverantörer som samlar och strömmar linjärt innehåll över bredbandsnätverk; leverantörer av over-the-top-videotjänster, såsom abonnemangsvideotjänster och leverantörer av gratis reklamfinansierade streamingtjänster, leverantörer som erbjuder onlinetjänster och enheter som möjliggör internetströmning och nedladdning av filmer, TV-program, musik och andra typer av medieinnehåll, samt innehållsleverantörer, nätverk och medieföretag. Bolaget licensierar även till tillverkare av konsumentelektronik, vilket inkluderar tillverkare av smarta TV-apparater, streaming media-enheter, spelkonsoler, mobila enheter, enheter för lagring av innehåll och andra uppkopplade mediaenheter; halvledare, vilket inkluderar leverantörer av minne, logik, sensorer och radiofrekvensenheter; samt sociala medieföretag som tillåter användare att streama och ladda upp användargenererat innehåll.
Adeia Inc. Sammanfattning av grunderna
| ADEA grundläggande statistik | |
|---|---|
| Börsvärde | US$2.95b |
| Vinst(TTM) | US$122.68m |
| Intäkter(TTM) | US$470.87m |
23.6x
P/E-förhållande6.2x
P/S-förhållandeÄr ADEA övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| ADEA resultaträkning (TTM) | |
|---|---|
| Intäkter | US$470.87m |
| Kostnad för intäkter | US$0 |
| Bruttovinst | US$470.87m |
| Övriga kostnader | US$348.19m |
| Intäkter | US$122.68m |
Senast redovisade vinst
Jun 30, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 1.11 |
| Bruttomarginal | 100.00% |
| Nettovinstmarginal | 26.05% |
| Skuld/egenkapitalförhållande | 80.9% |
Hur har ADEA utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
0.8%
Aktuell utdelningsavkastning18%
UtbetalningskvotGer ADEA en tillförlitlig utdelning?
Se ADEA utdelningshistorik och jämförelsetal| Adeia datum för utdelning | |
|---|---|
| Ex utdelningsdag | Aug 24 2026 |
| Utbetalningsdag för utdelning | Sep 14 2026 |
| Dagar till Ex-utdelning | 18 days |
| Dagar till utdelningsdag | 3 days |
Ger ADEA en tillförlitlig utdelning?
Se ADEA utdelningshistorik och jämförelsetalFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/10 00:52 |
| Aktiekurs vid dagens slut | 2026/09/10 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Adeia Inc. bevakas av 15 analytiker. 4 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Christopher Muse | Barclays |
| Ted Moreau | Barrington Research Associates, Inc. |
| Krish Sankar | BofA Global Research |