ADEAAdeia Inc.
Adeia Inc. (ADEA) licenses intellectual property to tech and media firms, leveraging its semiconductor and media patents to generate recurring revenue. The next catalyst is Oct 12, 2026 — A former Intel executive will join the board, which will test the company’s ability to strengthen its board’s technical and strategic depth.
- Revenue grew 17.9% YoY to $373.96M in 2026, with a net margin of 17.6%
- Debt-to-equity ratio of 0.91x, with $480.54M in shareholders’ equity
- Diluted EPS of $0.15, reflecting strong earnings power and leverage
The Read
6% on a strong Q4 2025 earnings beat and Disney licensing deal but fell 8%.
The schedule
- Mon12Oct
This corporate action may signal strategic direction or potential partnerships, but its impact on the P&L is uncertain. The market may react based on speculation about future growth.
- Tue10Nov
This earnings print will test the company's ability to meet expectations after a series of bearish outcomes in recent quarters. The market will be watching for signs of improved licensing pipelines or cost management.
- Thu31Dec
This corporate action may signal strategic direction or potential partnerships, but its impact on the P&L is uncertain. The market may react based on speculation about future growth.
- Tue9Feb
This earnings print will be a critical test of the company's ability to sustain growth and meet expectations after the Q3 report. The market will be looking for signs of improved performance.
- Wed5May
This earnings print will be a major test of the company's long-term growth potential and ability to meet expectations. The market will be looking for signs of sustained performance.
- Mon9Aug
This earnings print will be a major test of the company's long-term growth potential and ability to meet expectations. The market will be looking for signs of sustained performance.
Past
- Tue11Aug
Actual outcome: Bear · $26.25 at outcome
Adeia reported in-line earnings with expectations and provided positive guidance, including a higher long-term revenue outlook and key partnerships. However, the stock fell materially, likely due to institutional selling and a lack of immediate positive catalysts to offset the bear floor.
- Wed6May
Actual outcome: Bear · $26.42 at outcome
Adeia delivered solid Q1 results that met earnings estimates, alongside announcing several key IP license agreements with major players like Google, AMD, and Microsoft. However, the unexpected announcement that CEO Paul Davis will step down by the fourth quarter of 2026 introduced significant leadership uncertainty, overshadowing the positive operational updates and driving the stock down toward the bear floor.
- Thu26Feb
Actual outcome: Bull · $20.35 at outcome
Adeia delivered a significant earnings beat ($0.86 vs. $0.73 estimate) and reported record revenue and EBITDA for the full year 2025. The stock surged past the bull target as the company secured a major long-term licensing agreement with Disney and confirmed that two of the largest OTT providers are now under license, successfully addressing market concerns regarding its IP renewal pipeline and justifying its premium valuation.