Adeia (NASDAQ:ADEA) Updates FY 2026 Earnings Guidance

Key Points

• FY 2026 guidance: Adeia updated its guidance to EPS of 1.260–1.470 (consensus 1.340) and revenue of $395–$435 million (consensus $423 million).
• Recent results and dividend: The company beat the quarter with $0.86 EPS vs $0.73 expected and $182.6M revenue vs $168.5M, posted a 25.05% net margin, and pays a quarterly dividend of $0.05 (annualized $0.20, yield 0.7%).
• Analyst and institutional support: Multiple analysts raised price targets (e.g., Roth MKM to $34, Rosenblatt $40) yielding a consensus "Moderate Buy" with a $28.80 target, while large institutions (Wellington, Deutsche Bank, Goldman) significantly increased positions.

Adeia (NASDAQ:ADEA - Get Free Report) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 1.260-1.470 for the period, compared to the consensus estimate of 1.340. The company issued revenue guidance of $395.0 million-$435.0 million, compared to the consensus revenue estimate of $423.0 million.

Adeia Stock Performance

NASDAQ:ADEA opened at $26.74 on Tuesday. The company has a 50-day moving average of $21.91 and a 200-day moving average of $17.99. The firm has a market cap of $2.96 billion, a price-to-earnings ratio of 27.29 and a beta of 1.30. The company has a current ratio of 3.81, a quick ratio of 3.81 and a debt-to-equity ratio of 0.83. Adeia has a twelve month low of $11.52 and a twelve month high of $27.59.

Adeia (NASDAQ:ADEA - Get Free Report) last released its earnings results on Monday, February 23rd. The company reported $0.86 EPS for the quarter, topping analysts' consensus estimates of $0.73 by $0.13. The business had revenue of $182.64 million for the quarter, compared to the consensus estimate of $168.45 million. Adeia had a net margin of 25.05% and a return on equity of 38.01%. Analysts forecast that Adeia will post 1.09 earnings per share for the current fiscal year.

Adeia Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, March 30th. Stockholders of record on Monday, March 16th were given a dividend of $0.05 per share. This represents a $0.20 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Monday, March 16th. Adeia's dividend payout ratio is 20.41%.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on ADEA shares. Roth Mkm raised their price objective on Adeia from $27.00 to $34.00 and gave the stock a "buy" rating in a research note on Monday, March 16th. Rosenblatt Securities reaffirmed a "buy" rating and set a $40.00 target price on shares of Adeia in a report on Thursday, April 2nd. Wall Street Zen lowered Adeia from a "strong-buy" rating to a "buy" rating in a research report on Saturday. Maxim Group lifted their price target on Adeia from $17.00 to $20.00 and gave the stock a "buy" rating in a research note on Tuesday, December 23rd. Finally, BWS Financial restated a "buy" rating and set a $30.00 price objective on shares of Adeia in a report on Monday, March 9th. Five investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $28.80.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the business. Wellington Management Group LLP lifted its stake in Adeia by 64.5% in the 4th quarter. Wellington Management Group LLP now owns 1,998,488 shares of the company's stock worth $34,474,000 after acquiring an additional 783,869 shares in the last quarter. Deutsche Bank AG boosted its position in Adeia by 386.1% during the 4th quarter. Deutsche Bank AG now owns 732,859 shares of the company's stock worth $12,642,000 after acquiring an additional 582,106 shares during the period. The Manufacturers Life Insurance Company grew its stake in Adeia by 19.3% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 2,765,859 shares of the company's stock valued at $39,109,000 after acquiring an additional 448,274 shares in the last quarter. Jane Street Group LLC grew its stake in Adeia by 1,193.2% during the 1st quarter. Jane Street Group LLC now owns 348,961 shares of the company's stock valued at $4,613,000 after acquiring an additional 321,976 shares in the last quarter. Finally, Goldman Sachs Group Inc. increased its holdings in shares of Adeia by 58.3% in the 4th quarter. Goldman Sachs Group Inc. now owns 859,168 shares of the company's stock valued at $14,821,000 after purchasing an additional 316,520 shares during the period. Hedge funds and other institutional investors own 97.36% of the company's stock.

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.

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