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ADADEA

Adeia Inc.

$ADEA·$3.1B·Software - Application·Technology
$29.83+4.0%YTD+80.1%1Y+90.3%
Mentions · last 7 days
2026-08-07: 6 posts2026-08-08: 0 posts2026-08-09: 2 posts2026-08-10: 7 posts2026-08-11: 4 posts2026-08-12: 1 posts2026-08-13: 0 posts21-28%
Price updated 8h ago·X counts updated 1d ago
ADADEA
$ADEAAdeia Inc.
$29.83+3.97%21 posts-28%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ADEA, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-14

The move is getting stronger, with heavier trading behind it.

Adeia beat Q2 and raised long-term revenue outlook from $500M to $600M on hybrid-bonding confidence — non-Pay-TV recurring +54% YoY on AI memory/logic ramps.

Adeia's four-quarter revenue $86M → $87M → $183M → $105M with EPS $0.15 → $0.08 → $0.68 → $0.21 at 83-92% gross margin — the lumpy IP-licensing profile (large Q4 due to a specific renewal), but the non-Pay-TV recurring +54% YoY is the underlying growth engine.

  • Consensus FY26 revenue $417M / EPS $1.42 walking to $448M / $1.55 FY27 (3 analysts) — modest visible growth, and management's $500M → $600M long-term outlook raise implies the FY27+ trajectory should re-rate as hybrid-bonding licensing revenue ramps.
  • Hybrid-bonding IP is the key tie-in to AI memory and logic packaging — sentiment describes it as 'quiet AI-infrastructure winner' — and the 54% YoY non-Pay-TV recurring growth is the direct proof point of that thesis.
  • +90% over 12 months, +80% YTD, position 75% of 52-week range, -1.5% below 50-day (recent pullback) and +26% above 200-day MA, beta 0.97, debt/equity 0.06 — pristine balance sheet, moderate pullback into the AI-infra print.

Next print 2026-11-02 is where hybrid-bonding license attribution and any large-customer renewal disclosure either validate the raised long-term outlook or trigger a sequential revenue disappointment.

Agrees with X sentimentX reads ADEA as a quiet AI-infrastructure IP winner citing the $500M→$600M outlook raise and 54% non-Pay-TV recurring growth — those are fact-based; the after-hours 19% algo-driven dip and sequential-revenue-decline worry are honest yellow flags worth weighting into the next print.

What to watch: November 2 Q3 print — hybrid-bonding license revenue attribution, any large-customer renewal disclosure, non-Pay-TV recurring growth vs 54% YoY, and updated FY26 guide.

On the calendar: 2026-11-02 — Q3 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-08-10

Adeia is being read as a quiet AI-infrastructure winner despite a sharp after-hours dip. The dominant post takes are the long-term revenue outlook raise from $500M to $600M on hybrid-bonding confidence and a 54% YoY jump in non-Pay-TV recurring revenue, tied to memory and logic ramps for AI. One trader notes an algo-driven ~19% AH move to last week's lows and worries about a sequential revenue decline next quarter, but that is characterized as an 'unwarranted selloff' that gave 'a nice buying opp.'

Read the AI verdict + X sentiment for $ADEA

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

IP licensing company monetizing media and entertainment technology patents across streaming, broadcast, and semiconductor industries globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Application sits in its cycle right now — and what that implies for $ADEA.

Software - Application · Technology

No material change from last week — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative..

What this means for $ADEA

Neutral — IP licensing company monetizing media and entertainment technology patents across streaming, broadcast, and semiconductor industries globally; limited read-through from software - application macro dynamics to this specific revenue mix.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-4.2%YTD
-3.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
27.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
17.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
46.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
7.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
27.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
87.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 3, 2026$0.34$0.31+10.4%
Q1 2026May 4, 2026$0.38$0.33+15.7%
Q4 2025Feb 23, 2026$0.86$0.65+32.1%
Q3 2025Nov 3, 2025$0.28$0.36-22.2%
Next earningsMon, Nov 2·consensus EPS $0.33

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$104.8M+19.5%84.3%38.9%$0.21$52.6M
Q4 FY25$182.6M+53.3%92.2%63.9%$0.68$58.6M
Q3 FY25$87.3M+1.4%83.2%36.9%$0.08$16.3M
Q2 FY25$85.7M-1.8%82.9%27.5%$0.15$22.9M

Forward consensus

2-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$417.1M$415.5M – $418.6M$1.42$1.39 – $1.443
FY27$447.5M$442.3M – $452.7M$1.55$1.46 – $1.623

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.80%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+2.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+30.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 107.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.975-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 13Kevin TanjiChief Legal Officer99.3K sh$3.2M
+ 16 other (10 awards · 6 inkinds) in window

See when $ADEA insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJul 288-K — Item 5.02: Officer or director change
AI summary

Adeia Inc.'s Compensation Committee approved amended and restated severance agreements on July 22, 2026 for three executive officers: CFO Keith A. Jones, CRO Dr. Mark Kokes, and CLO Kevin Tanji. The key change adds accelerated vesting of outstanding equity awards scheduled to vest within 12 months of a qualifying termination date, including performance-based awards covering completed fiscal years within a multi-year performance period. No cash severance amounts changed. This is an administrative enhancement to existing officer severance terms, increasing potential equity payout on involuntary separation.

8-KPress release / Reg FDJul 18-K — Item 7.01: Press release / Reg FD
AI summary

Adeia Inc. (ADEA) announced via Reg FD press release on July 1, 2026, that its subsidiary filed a patent infringement lawsuit against FuboTV Inc. and certain of its subsidiaries. No specific damages amounts or patent claims were detailed in the available excerpt. This IP enforcement action is potentially meaningful for Adeia's licensing revenue pipeline, though litigation outcomes and timing remain uncertain.

8-KShareholder voteMay 88-K — Item 5.07: Shareholder vote
AI summary

Adeia Inc. held its 2026 Annual Meeting on May 7, 2026, where stockholders approved four proposals: election of seven directors (including CEO Paul E. Davis with 96,135,328 votes for), an advisory say-on-pay vote, an amendment to the 2020 Equity Incentive Plan adding 10,700,000 shares reserved for issuance, and ratification of PricewaterhouseCoopers LLP as auditor. The equity plan amendment adding 10.7 million shares is the most consequential item — it meaningfully increases potential dilution from equity-based compensation going forward.

8-KOfficer or director changeMay 48-K — Item 5.02: Officer or director change · Item 8.01: Other event
AI summary

Adeia Inc. announced on May 4, 2026 that CEO Paul E. Davis notified the Board of his intention to step down as Chief Executive Officer and director to focus on his health and personal pursuits, with a Q4 2026 target for naming a successor; he will remain in role until a successor is identified, and his departure is not related to any company disagreement. This filing was accompanied by a press release (Item 8.01) making the announcement public. CEO departure for health reasons creates near-term strategic uncertainty — the Q4 2026 target implies a 6-month leadership transition period for a company in the midst of its IP licensing business cycle.

8-KPress release / Reg FDApr 18-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDMar 98-K — Item 7.01: Press release / Reg FD
+ 15 other (5 13Gs · 3 earnings 8-Ks · 2 10-Qs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Assenagon Asset Management S.A. Sells 59,859 Shares of Adeia Inc. $ADEAdefenseworld.net·2d agoAdeia Q2 Earnings Call Highlightsdefenseworld.net·10d agoAdeia Inc. (ADEA) Q2 2026 Earnings Call Transcriptseekingalpha.com·11d agoAdeia (ADEA) Tops Q2 Earnings and Revenue Estimateszacks.com·11d agoAdeia Q2 Earnings Call Highlightsmarketbeat.com·11d ago

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