Adeia Inc.

NasdaqGS:ADEA Stok Raporu

Piyasa değeri: US$3.0b

Adeia Gelecekteki Büyüme

Future kriter kontrolleri 0/6

Adeia şirketinin kazançlarının yıllık 0.4% oranında düşmesi, yıllık gelirinin ise yıllık 0.5% oranında artması bekleniyor. EPS'nin yıllık 2.1% oranında düşüşmesi bekleniyor.

Anahtar bilgiler

-0.4%

Kazanç büyüme oranı

-2.15%

EPS büyüme oranı

Software kazanç büyümesi20.4%
Gelir büyüme oranı0.5%
Gelecekteki özkaynak getirisin/a
Analist kapsamı

Low

Son güncelleme14 Aug 2026

Gelecekteki son büyüme güncellemeleri

Analiz Makalesi • 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...

Recent updates

Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...
Analiz Makalesi • 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...

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:ADEA - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/2028475112N/AN/A1
12/31/2027451105N/AN/A4
12/31/202641676N/AN/A4
6/30/2026471123172191N/A
3/31/2026460122150159N/A
12/31/2025443111149158N/A
9/30/202538073186206N/A
6/30/202537984184202N/A
3/31/202538076184202N/A
12/31/202437665190212N/A
9/30/202434441130144N/A
6/30/202435946137151N/A
3/31/202435539141157N/A
12/31/202338967146153N/A
9/30/2023405128152154N/A
6/30/202339398183188N/A
3/31/2023418112191200N/A
12/31/2022439138170183N/A
9/30/202264174192211N/A
6/30/2022194135221239N/A
3/31/2022308119238254N/A
12/31/202139168221235N/A
9/30/20211,097139401464N/A
6/30/20211,081154382443N/A
3/31/2021996133362422N/A
12/31/2020516240369428N/A
9/30/2020549-49185194N/A
6/30/2020404-35158168N/A
3/31/2020341-18N/A188N/A
12/31/2019280-63N/A169N/A
9/30/201939436N/A171N/A
6/30/201940830N/A165N/A
3/31/20193978N/A144N/A
12/31/20184060N/A135N/A
9/30/2018328-77N/A130N/A
6/30/2018345-68N/A141N/A
3/31/2018372-79N/A133N/A
12/31/2017374-57N/A147N/A
9/30/2017317-72N/A128N/A
6/30/2017291-36N/A127N/A
3/31/201726727N/A143N/A
12/31/201626056N/A154N/A
9/30/201625188N/A145N/A
6/30/201625697N/A149N/A
3/31/2016253100N/A138N/A
12/31/2015273117N/A147N/A
9/30/2015271131N/A139N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: ADEA şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -0.4% ).

Kazançlar ve Piyasa: ADEA şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -0.4% ).

Yüksek Büyüme Kazançları: ADEA şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor.

Gelir ve Pazar: ADEA şirketinin gelirinin (yıllık 0.5% ) US pazarından (yıllık 13.5% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: ADEA şirketinin gelirinin (yıllık 0.5% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: ADEA 'un Özsermaye Getirisi'nin 3 yıl içinde yüksek olmasının öngörülüp öngörülmediğini belirlemek için yeterli veri yok

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/09/10 01:46
Gün Sonu Hisse Fiyatı2026/09/10 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Adeia Inc. 15 Bu analistlerden 4, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Christopher MuseBarclays
Ted MoreauBarrington Research Associates, Inc.
Krish SankarBofA Global Research