Adeia (NASDAQ:ADEA) Issues FY 2026 Earnings Guidance

Adeia (NASDAQ:ADEA) issued an update on its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 1.200-1.430 for the period, compared to the consensus EPS estimate of 1.370. The company issued revenue guidance of $375.0 million-$415.0 million, compared to the consensus revenue estimate of $416.2 million.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on the company. Weiss Ratings downgraded Adeia from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, September 29th. Zacks Research upgraded Adeia from a “strong sell” rating to a “hold” rating in a research note on Monday, August 3rd. Rosenblatt Securities reduced their target price on shares of Adeia from $40.00 to $35.00 and set a “buy” rating for the company in a report on Tuesday. Finally, BWS Financial reissued a “buy” rating and issued a $50.00 target price on shares of Adeia in a report on Wednesday, October 7th. Four analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $36.60.

Adeia Stock Down 3.6%

Shares of ADEA stock opened at $20.67 on Tuesday. The company has a market capitalization of $2.28 billion, a price-to-earnings ratio of 19.14 and a beta of 1.35. Adeia has a one year low of $11.61 and a one year high of $34.34. The company’s fifty day moving average price is $24.29 and its 200-day moving average price is $25.47. The company has a debt-to-equity ratio of 0.76, a current ratio of 3.25 and a quick ratio of 3.25.

Adeia (NASDAQ:ADEA) last issued its quarterly earnings results on Monday, November 2nd. The company reported $0.21 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.30 by ($0.09). The business had revenue of $80.19 million during the quarter, compared to analysts’ expectations of $98.88 million. Adeia had a return on equity of 39.26% and a net margin of 26.05%. Sell-side analysts expect that Adeia will post 1.17 EPS for the current fiscal year.

Adeia Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, December 14th. Stockholders of record on Monday, November 23rd will be paid a $0.05 dividend. The ex-dividend date of this dividend is Monday, November 23rd. This represents a $0.20 dividend on an annualized basis and a dividend yield of 1.0%. Adeia’s dividend payout ratio is 18.52%.

Adeia News Summary

Here are the key news stories impacting Adeia this week:

• Positive Sentiment: Adeia declared a quarterly dividend of $0.05 per share, or $0.20 annualized, representing an approximately 1.0% yield. Shareholders of record on November 23 will receive payment on December 14.
• Positive Sentiment: The company signed multi-year license renewals with Charter and TCL, supporting the stability of its recurring licensing business. Adeia also reiterated confidence in a long-term annual revenue opportunity of approximately $600 million. Adeia Announces Third Quarter 2026 Financial Results
• Positive Sentiment: Non-pay-TV revenue reportedly increased 48% year over year, indicating progress in diversifying growth beyond the company’s traditional pay-TV licensing exposure. Adeia Q3 2026 Earnings Call Highlights
• Neutral Sentiment: Dipti Vachani was appointed chief executive officer. The appointment may support the company’s strategic transition, but investors could remain cautious while new leadership establishes its plans. Adeia Announces Third Quarter 2026 Financial Results
• Negative Sentiment: Third-quarter adjusted earnings were $0.21 per share, below estimates ranging from $0.30 to $0.33, while revenue of $80.19 million missed the roughly $98.88 million consensus. Earnings also declined from $0.28 per share a year earlier. Adeia Lags Q3 Earnings and Revenue Estimates
• Negative Sentiment: Adeia is targeting 2026 revenue of $375 million to $415 million and cited timing risk involving a small number of deals. The lower near-term visibility is likely disappointing investors, particularly after the quarterly miss. Adeia Targets 2026 Revenue

Adeia Company Profile

Adeia Inc is a semiconductor intellectual property company that develops and licenses technologies used in the design, manufacture and packaging of advanced electronic devices. Rather than producing semiconductors itself, the company works with chipmakers, foundries and other industry participants to commercialize its intellectual property.

Adeia’s portfolio includes technologies for three-dimensional semiconductor integration, hybrid bonding, advanced packaging, memory and chip-to-chip connectivity.