Adeia (NASDAQ:ADEA) Announces FY 2026 Earnings Guidance

Key Points

• Adeia guided for FY 2026 EPS of $1.20–$1.43 and revenue of $375 million–$415 million, with the revenue outlook below the $416.2 million consensus estimate.
• The company’s latest quarter fell short of expectations, reporting $0.21 in EPS versus $0.30 expected and $80.19 million in revenue versus $98.88 million expected; shares traded down 3.6%.
• Adeia declared a quarterly dividend of $0.05 per share, or $0.20 annualized, representing an approximately 1.0% yield, while analysts maintain a “Moderate Buy” consensus with a $36.60 average price target.

Adeia (NASDAQ:ADEA - Get Free Report) updated its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) 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.

Adeia Trading Down 3.6%

NASDAQ:ADEA opened at $20.67 on Tuesday. The company has a market cap of $2.28 billion, a PE ratio of 19.14 and a beta of 1.35. The company has a current ratio of 3.25, a quick ratio of 3.25 and a debt-to-equity ratio of 0.76. The company has a 50 day simple moving average of $24.29 and a two-hundred day simple moving average of $25.47. Adeia has a 12 month low of $11.61 and a 12 month high of $34.34.

Adeia (NASDAQ:ADEA - Get Free Report) last released its quarterly earnings results on Monday, November 2nd. The company reported $0.21 earnings per share for the quarter, missing the consensus estimate of $0.30 by ($0.09). The firm had revenue of $80.19 million for the quarter, compared to the consensus estimate of $98.88 million. Adeia had a net margin of 26.05% and a return on equity of 39.26%. Research analysts forecast that Adeia will post 1.17 earnings per share for the current year.

Adeia Dividend Announcement

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

Analyst Upgrades and Downgrades

ADEA has been the topic of a number of recent research reports. Rosenblatt Securities lowered their target price on Adeia from $40.00 to $35.00 and set a "buy" rating on the stock in a report on Tuesday. 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. Finally, BWS Financial reaffirmed a "buy" rating and set a $50.00 price target on shares of Adeia in a research report on Wednesday, October 7th. Four analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average target price of $36.60.

Key Stories Impacting Adeia

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.

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