Adeia (NASDAQ:ADEA) Releases FY 2026 Earnings Guidance

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

Analysts Set New Price Targets

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

Adeia Stock Down 5.3%

ADEA opened at $16.92 on Thursday. The company has a market cap of $1.87 billion, a price-to-earnings ratio of 11.67 and a beta of 1.46. The company has a debt-to-equity ratio of 0.75, a quick ratio of 3.25 and a current ratio of 3.64. Adeia has a one year low of $11.61 and a one year high of $34.34. The business’s fifty day moving average is $23.92 and its two-hundred day moving average is $25.46.

Adeia (NASDAQ:ADEA) last posted its 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 business had revenue of $80.19 million for the quarter, compared to analysts’ expectations of $98.88 million. Adeia had a net margin of 25.04% and a return on equity of 36.17%. Analysts anticipate that Adeia will post 1.17 EPS for the current fiscal year.

Adeia Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, December 14th. Investors of record on Monday, November 23rd will be given a $0.05 dividend. The ex-dividend date of this dividend is Monday, November 23rd. This represents a $0.20 annualized dividend and a dividend yield of 1.2%. Adeia’s dividend payout ratio (DPR) is currently 18.52%.

Adeia News Roundup

Here are the key news stories impacting Adeia this week:

• Positive Sentiment: Non-pay-TV revenue reportedly increased 48%, offering a bright spot amid the weaker overall results and delayed licensing deals. Adeia Q3 2026 earnings call highlights
• Positive Sentiment: Rosenblatt Securities lowered its price target from $40 to $35 but maintained a Buy rating, signaling that the analyst still sees potential upside. Rosenblatt Securities ratings
• Neutral Sentiment: Adeia declared a quarterly dividend of $0.05 per share, payable December 14 to shareholders of record November 23. Dividend announcement
• Negative Sentiment: Third-quarter results missed expectations: Adeia reported $0.21 per share versus the $0.30 consensus and $80.19 million in revenue versus estimates of $98.88 million. The earnings miss prompted a sharp share-price retreat. Adeia retreats after Q3 miss
• Negative Sentiment: 2026 revenue guidance was cut to $375 million–$415 million, below the $416.2 million consensus. Management cited timing risk involving a small number of large media-licensing deals, raising concerns about dependence on those contracts. EPS guidance of $1.20–$1.43 brackets the $1.37 consensus. Adeia sets 2026 revenue outlook
• Negative Sentiment: A shareholder-investigation notice cited questions about how much the outlook depended on the delayed deals; this is an investigation notice, not a finding of wrongdoing. Separately, a Seeking Alpha opinion argued the market correction may not be over, adding to bearish sentiment. Investigation notice Seeking Alpha market-correction commentary

About Adeia

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.