Adeia Inc.

NasdaqGS:ADEA Stok Raporu

Piyasa değeri: US$3.5b

Adeia Bilanço Sağlığı

Finansal Sağlık kriter kontrolleri 3/6

Adeia şirketinin toplam hissedar öz sermayesi $480.5M ve toplam borcu $418.5M olup, bu da borç-öz sermaye oranını 87.1% seviyesine getiriyor. Toplam varlıkları ve toplam yükümlülükleri sırasıyla $1.0B ve $558.8M dir. Adeia 'in FAVÖK'ü $199.7M faiz karşılama oranı 4.9 dur. Şirketin $136.7M tutarında nakit ve kısa vadeli yatırımları bulunmaktadır.

Anahtar bilgiler

87.08%

Borç/özkaynak oranı

US$418.45m

Borç

Faiz karşılama oranı4.9x
NakitUS$136.73m
EşitlikUS$480.54m
Toplam yükümlülüklerUS$558.76m
Toplam varlıklarUS$1.04b

Son finansal sağlık güncellemeleri

Recent updates

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.

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.

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.

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.

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.

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).

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.

When Should You Buy Adeia Inc. (NASDAQ:ADEA)?

Jan 15
When Should You Buy Adeia Inc. (NASDAQ:ADEA)?

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.

Adeia After Disney: Better Visibility, Same Risk Profile

Dec 23

Earnings Not Telling The Story For Adeia Inc. (NASDAQ:ADEA) After Shares Rise 38%

Dec 23
Earnings Not Telling The Story For Adeia Inc. (NASDAQ:ADEA) After Shares Rise 38%

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.

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.

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.

Adeia Inc. Just Missed Earnings - But Analysts Have Updated Their Models

Nov 06
Adeia Inc. Just Missed Earnings - But Analysts Have Updated Their Models

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.

Investors Appear Satisfied With Adeia Inc.'s (NASDAQ:ADEA) Prospects

Oct 25
Investors Appear Satisfied With Adeia Inc.'s (NASDAQ:ADEA) Prospects

Should You Think About Buying Adeia Inc. (NASDAQ:ADEA) Now?

Sep 18
Should You Think About Buying Adeia Inc. (NASDAQ:ADEA) Now?

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.

Adeia's (NASDAQ:ADEA) Performance Is Even Better Than Its Earnings Suggest

Aug 15
Adeia's (NASDAQ:ADEA) Performance Is Even Better Than Its Earnings Suggest

Adeia (NASDAQ:ADEA) Is Paying Out A Dividend Of $0.05

Aug 09
Adeia (NASDAQ:ADEA) Is Paying Out A Dividend Of $0.05

Does Adeia (NASDAQ:ADEA) Have A Healthy Balance Sheet?

Jul 28
Does Adeia (NASDAQ:ADEA) Have A Healthy Balance Sheet?

Some Shareholders Feeling Restless Over Adeia Inc.'s (NASDAQ:ADEA) P/E Ratio

Jul 07
Some Shareholders Feeling Restless Over Adeia Inc.'s (NASDAQ:ADEA) P/E Ratio

Is It Time To Consider Buying Adeia Inc. (NASDAQ:ADEA)?

Jun 16
Is It Time To Consider Buying Adeia Inc. (NASDAQ:ADEA)?

Adeia (NASDAQ:ADEA) Will Pay A Dividend Of $0.05

May 13
Adeia (NASDAQ:ADEA) Will Pay A Dividend Of $0.05

Is Adeia (NASDAQ:ADEA) A Risky Investment?

Mar 13
Is Adeia (NASDAQ:ADEA) A Risky Investment?

Adeia Inc.'s (NASDAQ:ADEA) 27% Share Price Surge Not Quite Adding Up

Feb 20
Adeia Inc.'s (NASDAQ:ADEA) 27% Share Price Surge Not Quite Adding Up

When Should You Buy Adeia Inc. (NASDAQ:ADEA)?

Feb 05
When Should You Buy Adeia Inc. (NASDAQ:ADEA)?

Adeia: Medium Quality Business In A Competitive Industry

Jan 24

Why Investors Shouldn't Be Surprised By Adeia Inc.'s (NASDAQ:ADEA) 26% Share Price Surge

Dec 17
Why Investors Shouldn't Be Surprised By Adeia Inc.'s (NASDAQ:ADEA) 26% Share Price Surge

Is There An Opportunity With Adeia Inc.'s (NASDAQ:ADEA) 32% Undervaluation?

Dec 05
Is There An Opportunity With Adeia Inc.'s (NASDAQ:ADEA) 32% Undervaluation?

Adeia (NASDAQ:ADEA) Has A Somewhat Strained Balance Sheet

Nov 07
Adeia (NASDAQ:ADEA) Has A Somewhat Strained Balance Sheet

Investors Interested In Adeia Inc.'s (NASDAQ:ADEA) Earnings

Oct 17
Investors Interested In Adeia Inc.'s (NASDAQ:ADEA) Earnings
User avatar

Calculated Expansions And Innovative IP Drive Revenue Surge Amidst Rising Profits

Expansion into OTT services, semiconductors, and media markets, along with securing deals with companies like X Corp., bolsters customer base and revenue.

Is It Too Late To Consider Buying Adeia Inc. (NASDAQ:ADEA)?

Aug 30
Is It Too Late To Consider Buying Adeia Inc. (NASDAQ:ADEA)?

Some May Be Optimistic About Adeia's (NASDAQ:ADEA) Earnings

Aug 15
Some May Be Optimistic About Adeia's (NASDAQ:ADEA) Earnings

Adeia (NASDAQ:ADEA) Has Announced A Dividend Of $0.05

Aug 10
Adeia (NASDAQ:ADEA) Has Announced A Dividend Of $0.05

Finansal Durum Analizi

Kısa Vadeli Yükümlülükler: ADEA 'nin kısa vadeli varlıkları ( $304.0M ) kısa vadeli yükümlülüklerini ( $79.8M ) aşıyor.

Uzun Vadeli Yükümlülükler: ADEA 'un kısa vadeli varlıkları ( $304.0M ) uzun vadeli yükümlülüklerini ( $479.0M ) karşılamamaktadır.


Borç-Özkaynak Tarihçesi ve Analizi

Borç Seviyesi: ADEA 'nin net borç/öz sermaye oranı ( 58.6% ) yüksek olarak değerlendiriliyor.

Borcun Azaltılması: ADEA şirketinin borç/öz sermaye oranı son 5 yılda 57.8% seviyesinden 87.1% seviyesine yükseldi.

Borç Kapsamı: ADEA 'nin borcu işletme nakit akışı ( 37.8% ) tarafından iyi bir şekilde karşılanmaktadır.

Faiz Kapsamı: ADEA 'in borcuna ilişkin faiz ödemeleri EBIT ( 4.9 x kapsam) tarafından iyi bir şekilde karşılanmaktadır.


Bilanço


Sağlıklı şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/01 23:34
Gün Sonu Hisse Fiyatı2026/05/01 00:00
Kazançlar2025/12/31
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 kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip 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.
Gary MobleyBenchmark Company