Adeia Inc.

Adeia Inc.

ADEAยทNASDAQ

$32.05

+0.67%
TechnologySoftware - Application

Adeia Inc., together with its subsidiaries, operates as a consumer and entertainment product/solutions licensing company worldwide. It licenses its innovations to companies in the entertainment industry under the Adeia brand. 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, social media, and other new media companies, such as subscription video-on-demand service providers and social media companies; consumer electronics manufacturers, which includes smart televisions, streaming media devices, video game consoles, mobile devices, DVRs, and other connected media devices; and semiconductors, including sensors, radio frequency components, memory, and logic devices. The company was incorporated in 2019 and is headquartered in San Jose, California.

At a Glance

Live Snapshot
Market Cap$3.53B
EPS1.0200
P/E Ratio31.42
Earnings Date08/04/2026
adea

Adeia Inc. Street Expectations Map

ADEA ยท NASDAQ

Wall Street analysts project that ADEA stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 34.50, with estimates ranging from a low of 20.00 to a high of 43.00.

Lowest Target
20.00
-37.60%
Consensus Target
34.50
7.64%
Highest Target
43.00
34.17%

The consensus 1-year price target stands at 34.50, with estimates ranging from a low of 20.00 to a high of 43.00.

Analyst Consensus Analysis

Upside Potential

+7.6%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

66.7% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Risk-Reward Profile

0.91x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Adeia Inc. Forward Estimates of Revenue

ADEA ยท NASDAQ
Latest Revenue
443.39M
FY 2025
Avg Estimate
417.06M
FY 2026
Estimate Range
415.52M - 418.59M
Analyst Spread

Forward Growth Analysis

Projected Growth-5.9%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Adeia Inc. Forward Estimates of Net Income

ADEA ยท NASDAQ
Latest Net Income
111.08M
FY 2025
Avg Estimate
159.86M
FY 2026
Estimate Range
157.06M - 162.67M
Analyst Spread

Forward Growth Analysis

Projected Growth+43.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

adea

Adeia Inc. Forward Estimates of EPS

ADEA ยท NASDAQ
Latest EPS
1.02
FY 2025
Avg Estimate
$1.42
FY 2026
Estimate Range
$1.39 - $1.44
Analyst Spread

Forward Growth Analysis

Projected Growth+39.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Adeia Inc. Forward Estimates of EBIT

ADEA ยท NASDAQ
Latest EBIT
181.28M
FY 2025
Avg Estimate
124.63M
FY 2026
Estimate Range
124.17M - 125.09M
Analyst Spread

Forward Growth Analysis

Projected Growth-31.3%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Adeia Inc. Forward Estimates of EBITDA

ADEA ยท NASDAQ
Latest EBITDA
239.86M
FY 2025
Avg Estimate
215.53M
FY 2026
Estimate Range
214.74M - 216.32M
Analyst Spread

Forward Growth Analysis

Projected Growth-10.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Adeia Inc. Forward Estimates of SG&A Expense

ADEA ยท NASDAQ
Latest SG&A Expense
110.18M
FY 2025
Avg Estimate
111.12M
FY 2026
Estimate Range
110.71M - 111.53M
Analyst Spread

Forward Growth Analysis

Projected Growth+0.9%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Adeia Inc. Insider Positioning

ADEA ยท NASDAQ

During the last 12 months, insiders have sold $3.99M worth of ADEA shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

99.3K

3.15M

Net Activity

-3.2M

-$3.15M

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

28.3K

472.00K

Net Activity

-472K

-$472K

9-12 Months

Bought

0

0.00

Sold

29.5K

364.26K

Net Activity

-364K

-$364K

Top Buyers

No buying activity

Top Sellers

1
TK

Tanji Kevin

Officer: Chief Legal Officer

107.5K sharesโ€ข2 transactions

$3.29M

2
JKA

Jones Keith A

Officer: Chief Financial Officer

29.5K sharesโ€ข1 transactions

$364K

3
KM

Kokes Mark

Officer: Chief Licensing Officer, Media

14.4K sharesโ€ข2 transactions

$241K

4
ED

Escobar Dana

Officer: Chief Licensing Officer, Semi

5.8K sharesโ€ข1 transactions

$97K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $3.99M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$3.15M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

4 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.