Adeia (NASDAQ:ADEA) Trading 3.5% Higher Following Analyst Upgrade

Adeia Inc. (NASDAQ:ADEA) was 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. Approximately 141,363 shares changed hands during trading, a decline of 78% from the average daily volume of 639,522 shares. The stock had previously closed at $16.67.

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

Trending Headlines about Adeia

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

Several large investors have recently made changes to their positions in ADEA. JPMorgan Chase & Co. raised its position in Adeia by 110.7% in the second quarter. JPMorgan Chase & Co. now owns 752,786 shares of the company’s stock valued at $10,644,000 after purchasing an additional 395,462 shares during the period. Cresset Asset Management LLC acquired a new position in Adeia during the 2nd quarter worth approximately $1,874,000. Assenagon Asset Management S.A. purchased a new stake in Adeia during the third quarter worth about $3,353,000. Cubist Systematic Strategies LLC acquired a new position in shares of Adeia during the 1st quarter worth $301,000. Finally, Campbell & CO Investment Adviser LLC lifted its holdings in Adeia by 320.9% in the 2nd quarter. Campbell & CO Investment Adviser LLC now owns 88,917 shares of the company’s stock valued at $1,257,000 after purchasing an additional 67,794 shares in the last quarter. 97.36% of the stock is currently owned by hedge funds and other institutional investors.

Adeia Stock Up 3.5%

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

Adeia (NASDAQ:ADEA) last posted its quarterly earnings data on Monday, November 3rd. The company reported $0.28 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.36 by ($0.08). The business had revenue of $87.34 million for the quarter, compared to analysts’ expectations of $99.24 million. Adeia had a return on equity of 29.36% and a net margin of 19.32%. Equities research analysts predict that Adeia Inc. will post 1.09 EPS for the current year.

Adeia Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, December 15th. Stockholders of record on Monday, November 24th were given a dividend of $0.05 per share. The ex-dividend date of this dividend 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.