Adeia (NASDAQ:ADEA) Releases FY 2026 Earnings Guidance

Adeia (NASDAQ:ADEA) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 1.200-1.430 for the period, compared to the consensus 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.

Adeia Trading Down 15.8%

Shares of NASDAQ:ADEA traded down $3.27 during mid-day trading on Tuesday, hitting $17.40. The company had a trading volume of 683,741 shares, compared to its average volume of 1,366,176. The firm has a fifty day moving average price of $24.29 and a 200 day moving average price of $25.47. The company has a market capitalization of $1.92 billion, a PE ratio of 16.13 and a beta of 1.35. 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 has a one year low of $11.61 and a one year high of $34.34.

Adeia (NASDAQ:ADEA) last released its 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 company had revenue of $80.19 million for the quarter, compared to analyst estimates of $98.88 million. Adeia had a net margin of 26.05% and a return on equity of 39.26%. As a group, research analysts forecast that Adeia will post 1.17 EPS for the current year.

Adeia Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, December 14th. Shareholders of record on Monday, November 23rd will be paid a $0.05 dividend. This represents a $0.20 annualized dividend and a yield of 1.1%. The ex-dividend date of this dividend is Monday, November 23rd. Adeia’s payout ratio is 18.52%.

Wall Street Analysts Forecast Growth

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

More Adeia News

Here are the key news stories impacting Adeia this week:

• Positive Sentiment: Adeia signed multi-year license renewals with Charter Communications and TCL, supporting recurring licensing revenue. Management also reiterated its long-term outlook for approximately $600 million in annual revenue. Adeia announces third-quarter 2026 financial results
• Positive Sentiment: Non-pay-TV revenue reportedly increased 48%, suggesting progress in diversifying Adeia’s business beyond its traditional pay-TV licensing base. Adeia earnings call highlights
• Positive Sentiment: Rosenblatt Securities maintained a “buy” rating, although it reduced its price target from $40 to $35, still implying considerable potential upside based on the quoted share price. Rosenblatt Securities rating
• Positive Sentiment: The company declared a quarterly dividend of $0.05 per share, or $0.20 annualized, providing ongoing shareholder income.
• Neutral Sentiment: Dipti Vachani was appointed chief executive officer. The leadership transition could support future execution, but investors may initially assess its impact on strategy and deal timing. Adeia CEO appointment
• Negative Sentiment: Fiscal 2026 revenue guidance of $375 million–$415 million is below the approximately $416 million analyst consensus, while EPS guidance of $1.20–$1.43 brackets a consensus estimate of $1.37. Management cited timing risk involving a small number of deals. Adeia 2026 guidance
• Negative Sentiment: The combination of the earnings miss, weak revenue performance and softer guidance increased concerns about near-term licensing deal timing and caused the stock to sell off. Adeia shares and earnings miss

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.