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Semiconductor revenue target doubled to $200M as hybrid bonding adoption accelerates.

Moby summary of Adeia Inc.'s Q2 2026 earnings call

Adeia Inc (ADEA) raises long-term revenue target to $600M as non-Pay-TV recurring revenue nearly doubles Pay-TV, driven by hybrid bonding adoption and strategic diversification.

Adeia (NASDAQ:ADEA) reported second-quarter 2026 revenue of $96.1 million and adjusted EBITDA of $56.4 million, producing an adjusted EBITDA margin of 59%. The intellectual-property licensing company said results were in line with its expectations and reiterated full-year revenue guidance of $395 mi

Adeia (ADEA) delivered earnings and revenue surprises of +13.33% and +0.04%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Adeia stock has delivered a very large 5 year return, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently suggest the shares trade at a premium that investors may want to understand before assuming the past is repeatable. Over the past 5 years, Adeia has returned roughly 4.7x an initial investment, which puts extra attention on whether today's price already reflects much of that success. Expectations around the durability of Adeia's licensing cash...

Byrna Technologies (BYRN) delivered earnings and revenue surprises of -340.00% and -28.46%, respectively, for the quarter ended May 2026. Do the numbers hold clues to what lies ahead for the stock?

PLAY, BEP and ADEA have been added to the Zacks Rank #5 (Strong Sell) List on July 6, 2026.

The company makes its money from intellectual property, so why did investors balk when it decided to defend it in court.

Boasting multiyear partnerships with Google, Disney and more, intellectual property licensing firm Adeia tests new buy zone.

Meridian Funds, managed by ArrowMark Partners, released its first-quarter 2026 investor letter for “Meridian Contrarian Fund”. The Fund aims to invest in undervalued companies with clear catalysts for sustainable improvement. A copy of the letter can be downloaded here. The US equities market started 2026 with volatility driven by trade policy uncertainty and heightened geopolitical […]

Is ADEA a good stock to buy? We came across a bullish thesis on Adeia Inc. on EAA Partners’s Substack. In this article, we will summarize the bulls’ thesis on ADEA. Adeia Inc.’s share was trading at $31.38 as of June 17th. ADEA’s trailing and forward P/E were 28.79 and 22.88 respectively according to Yahoo Finance. Adeia […]

We just covered Donald Trump Stock Portfolio: 10 Best AI and Tech Stock Picks in 2026. Adeia Inc (NASDAQ:ADEA) ranks #9 (see Donald Trump Stock Portfolio: 5 Best AI and Tech Stock Picks in 2026). The stocks identified in this article are based on Trump’s financial disclosure filings released by the U.S. Office of Government Ethics […]

This technology licensing firm, known for its recurring revenue model, reported a notable insider sale amid a year of strong stock gains.

Investors were underwhelmed by the solid earnings posted by Adeia Inc. ( NASDAQ:ADEA ) recently. We did some digging...

The average of price targets set by Wall Street analysts indicates a potential upside of 25.3% in Adeia (ADEA). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Here is how Adeia (ADEA) and Miami International Holdings, Inc. (MIAX) have performed compared to their sector so far this year.

Adeia Inc. recently reported past first-quarter 2026 results showing sales of US$104.77 million and net income of US$22.77 million, while also declaring a US$0.05 per-share dividend and completing a US$10 million share repurchase tranche. On the same day, the company disclosed that long-time CEO Paul E. Davis plans to step down by late 2026, even as Adeia secured new multi-year IP licensing agreements with major partners such as AMD, Microsoft and L’Oréal and reaffirmed its full-year 2026...

Adeia (NASDAQ:ADEA) held its 2026 Annual Meeting of Stockholders as a virtual event on May 7, 2026, led by Chief Executive Officer Paul Davis, who served as chairman of the meeting under the company’s bylaws and board resolutions. Davis said there were four items of business on the agenda: the elec

Moby summary of Adeia Inc.'s Q1 2026 earnings call

Paul will share general observations regarding the quarter, then Keith will provide further details on our financial results and guidance. First, today’s discussion contains forward-looking statements that are predictions, projections, or other statements about future events which are based on management’s current expectations and beliefs, and therefore are subject to risks, uncertainties, and changes in circumstances. For more information on the risks and uncertainties that could cause our actual results to differ materially from what we discuss today, please refer to the Risk Factors section in our SEC filings, including our Annual Report on Form 10-K and our Quarterly Report on Form 10-Q. Please note that the company does not intend to update or alter these forward-looking statements to reflect events or circumstances arising after this call.

Adeia (NASDAQ:ADEA) reported first-quarter 2026 results driven by new license agreements and continued expansion beyond its legacy pay TV business, while also disclosing that President and CEO Paul Davis plans to step down later this year. Quarterly results and deal activity Davis said the company

Adeia (ADEA) delivered earnings and revenue surprises of +7.04% and +0.31%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Paul will share with you some general observations regarding the quarter, and then Keith will give further details on our financial results and guidance. First, today's discussion contains forward-looking statements that are predictions, projections or other statements about future events, which are based on management's current expectations and beliefs and therefore, subject to risks, uncertainties and changes in circumstances. For more information on the risks and uncertainties that could cause our actual results to differ materially from what we discuss today, please refer to the Risk Factors section in our SEC filings, including our annual report on Form 10-K and our quarterly report on Form 10-Q. Please note that the company does not intend to update or alter these forward-looking statements to reflect events or circumstances arising after this call.

Adeia (ADEA) shares are in focus after S&P Global Ratings raised the company’s issuer credit rating to BB from BB minus. The agency assigned a stable outlook that highlights progress in strengthening the company’s financial profile and cash generation. See our latest analysis for Adeia. The S&P rating upgrade arrives after a strong run in the shares, with a 30 day share price return of 32.54% and an 81.17% year to date share price return, alongside a 1 year total shareholder return of 161.20%...

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Adeia Inc. (NASDAQ:ADEA) is one of the must-buy US stocks to buy right now. On April 4, Adeia Inc. (NASDAQ:ADEA) announced that its subsidiaries filed a patent infringement lawsuit against DISH Network in the U.S. District Court of Colorado. The company claims DISH is using five of its media patents without authorization, covering technologies for […]

Adeia’s updated analyst narrative now centers on a fair value price target reset from US$22.75 to US$33.00, representing a sizable change in how the shares are being modeled. Analysts attribute this shift to fresh licenses and legal settlements with companies such as AMD, Disney and Microsoft, as they reassess how durable Adeia’s cash flows could be and how effectively management can execute on the current deal pipeline. As you read on, you will see what is driving this evolving story and how...

Adeia, ticker NasdaqGS:ADEA, has filed a patent infringement lawsuit against DISH Network over five core media and pay TV technologies. The company alleges unauthorized use of foundational patents that sit at the center of its licensing and media technology business. Adeia has reiterated its financial guidance while pursuing this action, highlighting the role of patent enforcement in its business model. Adeia enters this dispute with recent share price momentum and a current price of...

(Updates with Dish's response and additional information on the lawsuit in the fourth and fifth para