Adeia (ADEA)
Licenses patents for media experiences, hybrid bonding, advanced packaging, and chip cooling.
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Licenses media patents for content discovery, streaming, personalization, advertising, computer vision, and related services, plus semiconductor IP for hybrid bonding, advanced packaging, processing, and cooling. Revenue comes from fixed, usage-based, per-subscriber, and per-unit agreements, with media generating most sales.
Licenses patented media and semiconductor technologies through a single IP Licensing segment. The media portfolio covers content guidance, discovery, search, recommendations, multiscreen delivery, personalization, data analytics, advertising, computer vision, storage, and high-performance computing. Customers include pay-TV and streaming providers, consumer-electronics makers, social-media platforms, and e-commerce businesses, primarily in North America with international licensees.
Develops most of its patent estate internally and supplements it with targeted acquisitions. Semiconductor IP spans DBI hybrid bonding, advanced packaging and process nodes, thermal management, microLEDs, and design-process-system co-optimization for memory, logic, sensor, radio-frequency, and foundry customers.
Earns recurring and deal-driven revenue through per-subscriber, per-unit, usage-based, fixed-fee, and minimum-guarantee licenses. Patent validity, changing IP law, customer renewals, and enforcement shape licensing outcomes; litigation is used when unlicensed users do not enter license agreements.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| May 6, 2026 | Maxim Group | Target | Target: — | Target: $35 |
| May 5, 2026 | Roth Capital | Target | Target: — | Target: $43 |
| Mar 9, 2026 | Rosenblatt Securities | Target | Target: — | Target: $40 |
| Dec 23, 2025 | UBS | Target | Target: — | Target: $20 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $137.1M · Total debt $395.3M · Total assets $1.01B · Shareholders' equity $477.2M
- Revenue
- $96.1M
- Operating income
- $25.4M
- Net income
- $17.4M
HistoryDividendAnnual yield
| Institutions | ≈ 103.33% | 113.96M shares | |
|---|---|---|---|
| 314 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 3.04% | 3.36M shares | |
| 11 holders · as of Aug 4, 2026 | |||
| Adds to | 106.37% | ||
110.28M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 106.37%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 15.79% | 17.41M | as of Jun 30, 2026 |
Ameriprise Financial IncInstitution | 12.44% | 13.71M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 7.94% | 8.75M | as of Jun 30, 2026 |
FMR LLCInstitution | 5.44% | 6.00M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.40% | 4.85M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 13, 2026 | Kevin Tanji | officer: Chief Legal Officer | −99,342 | $31.75 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Adeia | $25.15 | −1.49% | $2.82B | 23.6 | 17.5 | 6.0 | +12.1% |
| InterDigital | $323.71 | −0.92% | $8.43B | 37.7 | 43.6 | 10.7 | −13.5% |
| Dolby | $56.83 | −0.87% | $5.45B | 24.4 | 12.5 | 4.0 | −3.3% |
| Rambus | $103.25 | +6.49% | $10.52B | 44.5 | 30.4 | 13.9 | +20.4% |
| Acacia Research | $4.36 | 0.00% | $421.1M | — | — | 1.5 | +123.6% |
| Qualcomm | $195.18 | +0.49% | $203.94B | 22.2 | 21.0 | 4.6 | −4.0% |
| Median | 31.0 | 25.7 | 4.6 | −3.3% |