Added to YB: 2026-06-18
Pitch date: 2026-06-15
ADEA [bullish]
Adeia Inc.
-2.24%
current return
Author Info
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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
$3.5B
Pitch Price
$32.54
Price Target
N/A
Dividend
0.63%
EV/EBITDA
13.78
P/E
29.19
EV/Sales
8.23
Sector
Software
Category
value
Adeia Inc. - $ADEA
ADEA: Pure-play IP licensor, two franchises—media (90%+ renewals, OTT/e-commerce/social expansion) & semiconductor (DBI hybrid bonding pioneer, AI/HBM tailwind, $26M→$100M target). FY25 rev $443M, 62.6% EBITDA margin. Debt cut $800M→$399M. Stock -17% on CEO succession + FY26 contraction (mechanical: Disney non-recur, DISH gap, SanDisk/Kioxia timing). Bull: semi ramp, $500M rev target, deleveraging. Bear ~$9-10/share. Asymmetric at current multiple, catalysts resolve in 12-24mo.
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