Rosenblatt maintains Adeia at Buy, lowers price target to $35 from $40
Rosenblatt downgraded Adeia's price target to $35 from $40, a 12.5% decrease, while maintaining a Buy rating. This implies a 69.3% upside from the Nov 2 close of $20.67.
Adeia Inc.
Adeia is a technology company that develops, acquires and licenses intellectual property to media and semiconductor businesses. Its customers include media, entertainment, consumer electronics, social media and semiconductor companies. Adeia’s media portfolio covers technologies for content guidance, discovery, search, recommendations, personalization, advertising, storage and other parts of the entertainment experience. Its semiconductor portfolio includes hybrid bonding, advanced processing nodes, advanced packaging and thermal technologies such as RapidCool. Adeia makes money primarily by licensing its patent portfolios and related know-how. Fees vary by market and agreement, and may be based on subscribers, product units, fixed periods, production or milestones. Its markets include television distributors, streaming services, consumer electronics manufacturers, social media companies and semiconductor providers. Adeia is headquartered in San Jose, California.
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See all $ADEA insider activity →Rosenblatt downgraded Adeia's price target to $35 from $40, a 12.5% decrease, while maintaining a Buy rating. This implies a 69.3% upside from the Nov 2 close of $20.67.
Adeia reported Q3 earnings, with management noting delayed media deals but a strong pipeline. 2026 revenue guidance is $375M-$415M, with operating expenses at $176M-$180M. Q3 operating expenses rose 9% due to litigation costs. The company expects semiconductor licensing to grow post-2027. Adeia ended Q3 with $127.7M in cash and marketable securities.
Adeia Inc. (ADEA) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 FOR IMMEDIATE RELEASE ADEIA ANNOUNCES THIRD QUARTER 2026 FINANCIAL RESULTS Dipti Vachani appointed as Chief Executive Officer Signed multi-year license renewals with Charter and TCL Reiterate confidence in long-term $600 million annual revenue outlook SAN JOSE, Calif
Recent ADEA coverage spans financial news, earnings and corporate actions.
Rosenblatt downgraded Adeia's price target to $35 from $40, a 12.5% decrease, while maintaining a Buy rating. This implies a 69.3% upside from the Nov 2 close of $20.67.
Guidance below prior expectations may weigh on the stock, while strong media pipeline and upcoming semiconductor licensing could provide upside upside potential.
Guidance updated, indicating potential revenue shortfall.
Adeia Inc. reports Q3 earnings on Nov 2, with analysts expecting EPS of $0.35 and revenue of $104.38M. The company is diversifying into semiconductors amid Pay-TV business challenges. All 4 analysts rate it a strong buy with a $43 target. Investors will watch new licensing deals, revenue stream balance, and margin performance.
The renewal likely supports Adeia's top line and may boost investor sentiment.
AlphAI scores every news story that mentions ADEA with an AI model for sentiment and relevance, and aggregates insider trades from Adeia Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Rosenblatt downgraded Adeia's price target to $35 from $40, a 12.5% decrease, while maintaining a Buy rating. This implies a 69.3% upside from the Nov 2 close of $20.67.
Adeia reported Q3 earnings, with management noting delayed media deals but a strong pipeline. 2026 revenue guidance is $375M-$415M, with operating expenses at $176M-$180M. Q3 operating expenses rose 9% due to litigation costs. The company expects semiconductor licensing to grow post-2027. Adeia ended Q3 with $127.7M in cash and marketable securities.
Adeia Inc. (ADEA) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 FOR IMMEDIATE RELEASE ADEIA ANNOUNCES THIRD QUARTER 2026 FINANCIAL RESULTS Dipti Vachani appointed as Chief Executive Officer Signed multi-year license renewals with Charter and TCL Reiterate confidence in long-term $600 million annual revenue outlook SAN JOSE, Calif
Adeia Inc. reports Q3 earnings on Nov 2, with analysts expecting EPS of $0.35 and revenue of $104.38M. The company is diversifying into semiconductors amid Pay-TV business challenges. All 4 analysts rate it a strong buy with a $43 target. Investors will watch new licensing deals, revenue stream balance, and margin performance.
Adeia Inc. (ADEA) has renewed a multi-year licensing deal with TCL Electronics for media IP. The agreement covers content discovery, personalization, and streaming tech. Financial details were not disclosed. TCL is a major TV manufacturer. Adeia licenses tech across various sectors.
Adeia Inc. (Nasdaq: ADEA) will release its Q3 2026 financial results on November 2, 2026, at 2:00 p.m. Pacific Time. The company will host an earnings conference call and webcast, with replays available afterward. Adeia develops semiconductor and media technologies, licensing innovations to various industries.
Adeia's shares closed at $24.31 on Oct. 7, down 28% from their May high. BWS Financial reiterated its Buy rating and $50 target, implying 106% upside. Q2 revenue was $96.1M, slightly below estimates, and 2026 guidance remains $395M-$435M. Analysts expect EPS to fall to $1.42 in 2026 from $1.65 in 2025. The $50 target implies a 35.6x forward P/E, above the 5-year high of 23.8x.
BWS Financial kept a Buy rating on Adeia with a $50 price target, implying 103.3% upside from the Oct 6 close. The firm cited strong customer renewal with Charter Communications' Spectrum and expanding market opportunities in semiconductor technology.
Adeia Inc. (ADEA) renewed a multi-year IP license agreement with Charter Communications' Spectrum, covering pay-TV, video, broadband, and mobility services. The deal confirms ongoing renewals with a long-term customer, according to Adeia.
Adeia Inc. (ADEA) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Exhibit 99.1 FOR IMMEDIATE RELEASE Adeia Appoints Dipti Vachani as Chief Executive Officer Seasoned technology executive to lead Adeia’s continued growth; succeeds Paul E. Davis, who announced in May 2026 his intention to step down after 15 years with the company SAN JOSE, Calif.