Professional
Added to YB: 2026-06-03
Pitch date: 2026-05-11
ADEA [bullish]
Adeia Inc.
-20.06%
current return
Author Info
No bio for this author
Company Info
Adeia Inc., together with its subsidiaries, operates as a media and semiconductor intellectual property licensing platform company in the United States, Asia, Canada, Europe, the Middle East, and internationally.
Market Cap
$2.9B
Pitch Price
$31.56
Price Target
N/A
Dividend
0.75%
EV/EBITDA
11.72
P/E
24.46
EV/Sales
7.00
Sector
Software
Category
growth
Adeia (NASDAQ: ADEA) - Hybrid Bonding: The IP Toll Booth on AI Compute
ADEA: Owns foundational hybrid bonding IP (1,100+ patents) essential to AI chip stacking. AMD signed multi-year license post-litigation (~$2M/Q ramping $5-10M+/Q). Roth Buy; sees Broadcom, Intel, Marvell, NVIDIA, hyperscalers next. FY26 rev guide $395-435M; DRAM renewals 2027/28 upside. Risks: CEO exit, unvalidated patents.
Read full article (11 min)