Adeia (NASDAQ:ADEA) Trading Up 3.5% After Analyst Upgrade

Adeia Inc. (NASDAQ:ADEA)’s share price shot up 3.5% during trading on Tuesday after Rosenblatt Securities raised their price target on the stock from $17.00 to $20.00. Rosenblatt Securities currently has a buy rating on the stock. Adeia traded as high as $17.94 and last traded at $17.2570. 141,363 shares changed hands during trading, a decline of 78% from the average session volume of 639,522 shares. The stock had previously closed at $16.67.

Several other research firms have also recently commented on ADEA. Roth Capital reissued a “buy” rating on shares of Adeia in a research note on Monday. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Adeia in a research report on Monday, December 15th. BWS Financial reissued a “buy” rating and set a $18.00 price target on shares of Adeia in a research report on Tuesday, November 4th. Finally, Zacks Research cut shares of Adeia from a “strong-buy” rating to a “hold” rating in a research report on Monday, October 6th. Four research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $20.25.

Adeia News Roundup

Here are the key news stories impacting Adeia this week:

• Positive Sentiment: Adeia said it signed a long‑term media IP license with The Walt Disney Company that resolves outstanding litigation and grants Disney access to Adeia’s media portfolio — a strategic validation and revenue driver for the media side of the business. Adeia and Disney Enter Into Long-Term Media IP License Agreement
• Positive Sentiment: Adeia materially raised 2025 guidance: revenue now expected $425M–$435M (prior $360M–$380M), GAAP net income $96.4M–$113.9M, and non‑GAAP adjusted EBITDA $257.1M–$265.1M — management attributes the upgrade primarily to Disney‑driven deals. This is the primary fundamental catalyst behind today’s move. Adeia Raises 2025 Financial Outlook
• Positive Sentiment: Market headlines and coverage show heavy intraday gains (reports of ~30% and ~15% rallies), reflecting investor enthusiasm and momentum trading following the Disney deal and guidance bump. ADEA stock rallied 30% today – what’s the Disney connection? Adeia jumps 15% to $14.70 after announcing Disney license agreement
• Positive Sentiment: Rosenblatt raised its price target from $17 to $20 and maintained a “Buy” rating, adding analyst support that can sustain momentum and attract institutional interest. Benzinga
• Neutral Sentiment: Multiple summaries/coverage (Quiver, TipRanks) highlight the same deal and guidance details; these pieces largely echo the press releases but add context on institutional flows and prior estimates. QuiverQuant summary TipRanks: Adeia Ups 2025 Outlook
• Negative Sentiment: The guidance raise accompanies higher operating expenses (GAAP operating expenses lifted to $270M–$274M and increased variable compensation on expected outperformance), which could pressure margins if revenue delivery slips. The company also flags typical forward‑looking risks in its safe‑harbor language. Guidance release (expense details)
• Negative Sentiment: Investors should note concentration risk: a large portion of the upside is tied to execution of this major Disney agreement — any delays, scope changes or future disputes could reverse sentiment. QuiverQuant guidance update

Hedge Funds Weigh In On Adeia

Large investors have recently added to or reduced their stakes in the company. American Century Companies Inc. raised its holdings in shares of Adeia by 19.2% during the first quarter. American Century Companies Inc. now owns 275,393 shares of the company’s stock valued at $3,641,000 after acquiring an additional 44,439 shares during the last quarter. Wellington Management Group LLP boosted its position in shares of Adeia by 11.0% during the 1st quarter. Wellington Management Group LLP now owns 1,229,245 shares of the company’s stock worth $16,251,000 after purchasing an additional 121,424 shares during the period. BI Asset Management Fondsmaeglerselskab A S acquired a new position in Adeia during the 1st quarter worth about $43,000. Kayne Anderson Rudnick Investment Management LLC lifted its holdings in Adeia by 433.5% during the 1st quarter. Kayne Anderson Rudnick Investment Management LLC now owns 12,628 shares of the company’s stock worth $167,000 after buying an additional 10,261 shares in the last quarter. Finally, The Manufacturers Life Insurance Company increased its holdings in Adeia by 6.8% during the 1st quarter. The Manufacturers Life Insurance Company now owns 2,317,585 shares of the company’s stock worth $30,638,000 after purchasing an additional 147,971 shares during the period. Hedge funds and other institutional investors own 97.36% of the company’s stock.

Adeia Stock Up 3.5%

The company has a market cap of $1.89 billion, a price-to-earnings ratio of 26.55 and a beta of 1.51. The company has a current ratio of 3.72, a quick ratio of 3.72 and a debt-to-equity ratio of 1.01. The firm’s fifty day simple moving average is $14.13 and its 200 day simple moving average is $14.56.

Adeia (NASDAQ:ADEA) last announced its earnings results on Monday, November 3rd. The company reported $0.28 earnings per share for the quarter, missing the consensus estimate of $0.36 by ($0.08). Adeia had a return on equity of 29.36% and a net margin of 19.32%.The business had revenue of $87.34 million for the quarter, compared to analyst estimates of $99.24 million. Sell-side analysts predict that Adeia Inc. will post 1.09 earnings per share for the current year.

Adeia Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, December 15th. Stockholders of record on Monday, November 24th were issued a dividend of $0.05 per share. The ex-dividend date was Monday, November 24th. This represents a $0.20 dividend on an annualized basis and a dividend yield of 1.2%. Adeia’s payout ratio is 30.77%.

About Adeia

Adeia Inc (NASDAQ: ADEA) is a technology licensing company that focuses on acquiring, managing and monetizing intellectual property assets in the electronics and communications sectors. The company’s core business involves the strategic purchase of patent portfolios followed by the negotiation of licensing agreements, collaborative partnerships and, where necessary, enforcement actions to generate revenue from those assets. Adeia’s technology coverage spans semiconductor design, data communications, wireless networking, imaging systems and other advanced electronics applications.

By assembling a diversified collection of high-value patent families, Adeia works closely with original equipment manufacturers, semiconductor suppliers and service providers across North America, Europe and Asia.