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ADADEA

Adeia Inc.

$ADEA·$3.4B·Software - Application·Technology
$32.77-0.7%YTD+90.4%1Y+133.4%
Mentions · last 7 days
2026-06-22: 9 posts2026-06-23: 2 posts2026-06-24: 5 posts2026-06-25: 11 posts2026-06-26: 9 posts2026-06-27: 8 posts2026-06-28: 2 posts48+21%
Price updated 12m ago·X counts updated 2d ago
ADADEA
$ADEAAdeia Inc.
$32.78-0.68%48 posts+21%
AI analysisFundamentalsVoices on X
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What it does

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

Adeia Inc. is an international enterprise focused on intellectual property licensing within the consumer and entertainment sectors. Operating globally, the company licenses its proprietary innovations, marketed under the Adeia brand, to various entities across the entertainment landscape. Its extensive patent portfolio is adopted by a wide range of partners, including: Multichannel video programming distributors (MVPDs): This encompasses traditional cable, satellite, and telecommunications television providers that distribute linear content over networks, as well as those delivering aggregated and streamed linear content via broadband. Over-the-top (OTT) and new media companies: Such as subscription video-on-demand (SVOD) services, social networking platforms, and other emerging digital media providers. Consumer electronics manufacturers: For devices like smart televisions, streaming media players, video game consoles, mobile devices, digital video recorders (DVRs), and other internet-connected media equipment. Semiconductor companies: Covering components like sensors, radio frequency (RF) elements, memory, and logic devices. Adeia Inc. was established in 2019 and is headquartered in San Jose, California.

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

AI agent adoption is bifurcating the software landscape — platforms where agents expand contract value (ServiceNow, Snowflake) are re-rated upward, while tools where agents substitute human users (Adobe Creative Cloud) face multiple compression. The divergence accelerates as enterprise buyers reallocate budgets toward agentic automation.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-15.6%YTD
-17.9%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
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%
Q2 2025Aug 5, 2025$0.25$0.24+4.2%
Next earningsTue, Aug 4·consensus EPS $0.30

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.1.1×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.94%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.+9.5%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.+56.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 107.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.3% 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.β0.985-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
+ 15 other (10 awards · 5 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
Free, forever. No credit card.

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-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
8-KOfficer or director changeJan 268-K — Item 5.02: Officer or director change · Item 8.01: Other event
+ 11 other (3 13Gs · 2 earnings 8-Ks · 2 proxys · 1 S-8) in window

Recent news

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

Adeia: Multiple Growth Paths, Limited Upside At This Priceseekingalpha.com·11d agoAdeia's Chief Legal Officer Dumped Company Shares Worth $3.2 Million. What Does That Mean for Investors?fool.com·44d agoWhat Adeia's Renewed Google Agreement Means For The Stockbenzinga.com·49d agoAdeia and Google Renew Multi-Year IP License Agreementglobenewswire.com·49d agoWall Street Analysts Believe Adeia (ADEA) Could Rally 25.3%: Here's is How to Tradezacks.com·50d ago

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