Adeia Inc. (ADEA) AI Stock Analysis

Adeia Inc., along with its subsidiaries, operates as a global media and semiconductor intellectual property licensing company. Headquartered in San Jose, California, the company licenses its patent portfolio to multichannel video programming distributors, broadband-based television providers, over-the-top streaming services, and social media platforms. Adeia also licenses technology to consumer electronics manufacturers for smart televisions, streaming devices, video game consoles, mobile devices, and connected media hardware. In the semiconductor industry, it licenses intellectual property covering sensors, radio frequency components, memory, and logic devices under the Adeia brand.

Revenue grew 17.9% in FY2025 to $443.4M, recovering from $376.0M in FY2024 and $388.8M in FY2023. Gross margin widened to 87.2% in FY2025, while operating margin expanded to 47.2% and net income reached $111.1M. Over the five years from FY2020 to FY2025, revenue posted a compound annual growth rate of -3.0%. For the latest quarter ended June 30, 2026, quarterly revenue grew 12.1% year-over-year. Trailing twelve month revenue stands at $470.9M with diluted EPS of $1.09.

As of June 30, 2026, Adeia held $137.1M in cash and short-term investments against $395.3M in total debt, resulting in net debt of $258.2M. Shareholders' equity was $477.2M, with a debt-to-equity ratio of 0.83 and a current ratio of 3.25. Total assets stood at $1.01B. In FY2025, operating cash flow was $158.1M and free cash flow was $149.3M, supporting $8.8M in capital expenditures, $43.8M in share buybacks, and $21.8M in dividends paid.

At a last close of $20.42, Adeia trades at a trailing P/E of 18.7x and a forward P/E of 15.6x, compared to the median of its US-listed Technology peers of 28.1x and 18.8x, respectively. Its enterprise value of $3.02B equates to an EV/EBITDA multiple of 11.4x versus the peer median of 16.6x, while its price-to-sales of 4.8x exceeds the peer median of 2.8x. Over the past year, ADEA returned 24.2%, outperforming the S&P 500 (SPY) return of 16.8%.

Adeia pays a quarterly dividend with an annual forward payout of $0.20 per share, offering a dividend yield of 0.98% and a payout ratio of 11.2%. The company has paid dividends for 15 consecutive years, although its 5-year annualized dividend growth is -16.7%. Its last ex-dividend date was August 24, 2026.

Wall Street analysts hold 2 Strong Buy and 2 Buy ratings on Adeia, with no Hold, Sell, or Strong Sell recommendations. The mean price target is $43.00, representing an upside of 110.6% versus the last close of $20.42. For FY2026, consensus estimates project EPS of $1.42 and revenue of $416.0M. Adeia has beaten EPS estimates in 3 of the last 4 quarters, and its next earnings date is November 2, 2026.

This page is an AI-written research summary of Adeia Inc. (ADEA). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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