NASDAQ: ADEA

Adeia (ADEA) Stock Analysis & Forecast

Oct 12 close

$23.21−0.68 (−2.8%)

Gekko Brief

AI summaryOct 12 close

Adeia's week centers on intellectual property licensing activity and analyst commentary. The company announced a multi-year renewal of its IP license agreement with Charter Communications, operating as Spectrum, extending coverage across pay-TV, broadband, and mobility services and reinforcing a two-decade relationship. Separately, Argus issued a stock forecast report, and GuruFocus flagged the stock as overvalued relative to its GF Value estimate even after a 5.6% share decline, despite citing an above-average GF Score reflecting profitability and momentum.

Shares closed at $23.21, down 2.8%, sitting below both the 50-day average of $26.30 and the 200-day average of $25.34. The stock has fallen 13.1% over the past month and 16.9% over three months, though it remains up 41.4% over the past year. The GekkoIndex reads 67.3, placing it in the Accumulation zone, up 10.5 over five days. Price sits 14.1% below Gekko Fair Value of $27.01.

Earnings are scheduled for 2 November 2026, after close, 21 days away and within a typical 20-trading-day holding window. The prior quarter saw EPS of $0.27 against an estimate of $0.23, with a 17.1% reaction, part of a track record of 4 beats in 8 quarters and an average absolute reaction of 14.9%. Seasonality over the next 20 trading days has averaged 7.1% across 5 years, positive in 4 of them. Consensus among 3 firms stands at buy, with a target of 43. No insider, Congress, or unusual options activity appears in the current windows.

Written by AI from the Oct 12, 2026 close and checked automatically against the figures on this page.

Adeia price vs fair value

$27.01$23.21Oct ’25Apr ’26Oct ’26
Close $23.21200-day averageGekko Fair Value $27.01

Adeia quick facts

Market cap
$2.56B
P/E ratio
22.1
Forward P/E
15.6
EPS, TTM
$1.09
Revenue, TTM
$470.9M
Profit margin
26.1%
Dividend yield
0.82%
Beta
0.92
Volume
812,470 avg 1.13M
1-year return
+41.4%
Typical daily move
±4.7%
Typical 20-day move
±8.1%
50-day average
$26.30
200-day average
$25.34
Next earnings
Nov 2 after close
Shares outstanding
110.3M
52-week range
$11.61$34.34

Adeia swing-trade checklist

Adeia scores 3 supportive, 1 mixed and 1 headwind across the 5 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

3 supportive1 mixed1 headwind

  • Trendmixed

    Averages disagree

    Close $23.21 sits between the 50-day ($26.30) and 200-day ($25.34) averages, or the averages disagree.

    See the chart
  • GekkoIndexsupportive

    67.3, Accumulation

    Reading 67.3 is in the Accumulation zone.

    See the GekkoIndex
  • Fair valuesupportive

    14.1% below

    Price is 14.1% below Gekko Fair Value (more than 5% below).

    See fair value
  • Smart moneyno data

    No data

    No insider, Congress or unusual options activity in the window.

    See smart money
  • Earnings riskheadwind

    Reports in 21 days

    Reports on Nov 2, 2026, 21 days away — inside a typical 20-trading-day hold.

    See earnings
  • Seasonalitysupportive

    +7.1% on average

    From this point in the calendar, the next 20 trading days averaged +7.1% over 5 years, rising in 4 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

Adeia stock chart and price history

Adeia closed at $23.21 on Oct 12, 2026, +41.4% over the past year, inside a 52-week range of $11.61 to $34.34.

Close50-day average200-day averageVolume
Adeia share price, past year, with 50-day and 200-day moving averages and volume$15$20$25$30NovDecJan 2026FebMarAprMayJunJulAugSepOct23.21

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
−13.1%
3 months
−16.9%
6 months
−13.2%
1 year
+41.4%
The full ADEA chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open ADEA in Gekko

Follow Adeia through every session

Put ADEA on a Gekko watchlist and see its GekkoIndex, Gekko Fair Value and smart money signals update on the chart as they change.

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About Adeia

Adeia licenses intellectual property tied to media and entertainment technology to companies around the world. Rather than selling physical products, it makes its money by allowing other businesses to use patents developed under the Adeia name, giving the company a role in much of the technology that delivers and displays video content.

Its licensees span several groups within the entertainment and technology world. These include cable, satellite and telecom providers that deliver television over traditional or broadband networks, as well as streaming and social media platforms that distribute content online. Adeia also licenses its patents to makers of consumer electronics such as smart TVs, streaming devices, game consoles, mobile phones and DVRs, along with semiconductor firms producing sensors, RF components, memory and logic chips.

The company was founded in 2019 and operates out of San Jose, California. Its shares trade on the NASDAQ under the ticker ADEA.

Listed
NASDAQ
Sector
Technology services
Industry
Packaged software
Website
adeia.com

Adeia GekkoIndex: the smart money zone

Adeia’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 67.3, in the Accumulation zone, up 10.5 points over five sessions.

010067.3Accumulation

Up 10.5 points over five sessions, from the Neutral zone.

Reading for Oct 12, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying27+4.4%+3.1%+7.9%+22.7%
Accumulation (current zone)206+1.6%+4.2%+7.8%+11.4%
Neutral382+0.5%+0.4%+1.5%+7.8%
Distribution55−1.1%+0.2%−2.3%−0.3%
Selling12−1.8%−1.4%−8.2%−14.4%

Average ADEA share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.2% over 20 days. Past behaviour doesn’t guarantee future results.

Accumulation zone: Institutional interest building. About the five zones →

See every daily GekkoIndex reading plotted over the ADEA price, zone by zone.Track ADEA in Gekko

Is Adeia stock overvalued? Gekko Fair Value

Adeia trades 14.1% below Gekko Fair Value of $27.01, so the shares are undervalued on Gekko’s estimate.

Gekko’s own estimate of what Adeia shares are worth, recalculated every trading day.

$27.01

Gekko Fair Value, Oct 10, 2026

14.1% Undervalued

At the end of Aug 2026 the price was 7.2% below the estimate.

Gekko Fair ValueShare price, month end
$27$24Aug 2026SepOct 2026

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open ADEA in Gekko

Adeia insider and Congress trading

No open-market insider purchases were filed for Adeia, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for ADEA in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every ADEA insider filing, plotted on the chart in Gekko.Open ADEA in Gekko

Congress trades last 90 days

No trades in ADEA were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for ADEA, plotted on the chart in Gekko.Open ADEA in Gekko

Buybacks

Adeia has been buying back its own shares.

Bought back, quarter ended Jun 30, 2026
$19.78M
As a share of market cap
0.77%
Trailing four quarters
$72.32M

From company filings.

Hedge funds and billionaires quarter ended Jun 30

1of the funds Gekko tracks holds ADEA.

1added0opened0trimmed0sold out
Which funds are on each side, name by name.Unlock in Gekko

Adeia earnings: next date and track record

Adeia reports on Nov 2, 2026, after the close (21 days away), and beat the EPS estimate in 4 of its last 8 reports.

4 of 8reports beat the EPS estimate
±14.9%average move across the report
5 of 8reports followed by a gain

Share-price move across each report

−18.0%Nov ’24+23.4%Feb ’25+4.9%May ’25+11.2%Aug ’25−25.2%Nov ’25+3.9%Feb ’26−15.7%May ’26+17.1%Aug ’26

Last earnings call, Aug 3, 2026 AI summary

What they said
Adeia reported second quarter 2026 results in line with expectations, delivering $96.1 million of revenue, strong adjusted EBITDA margin of 58.7%, and $54.6 million in cash from operations. Management highlighted record new customer additions (12 in the quarter), six license agreements, and continued diversification away from Pay-TV toward non-Pay-TV recurring revenue (which grew 54% YoY and is now nearly twice Pay-TV recurring revenue). The company reiterated its 2026 revenue guidance of $395M–$435M, emphasized robust cash balances ($137M) and capital allocation activity (dividends, debt repayment, M&A), and expressed optimism about the semiconductor opportunity—formally raising its long-term semiconductor target to $200M annually (targeted over ~5 years) driven by hybrid bonding adoption and memory/logic demand. Management acknowledged Pay-TV litigation headwinds and uncertainty on timing of litigation resolution but expressed confidence in multiple paths to meet 2026 goals.
Guidance
Reiterated 2026 revenue guidance of $395 million to $435 million. Long-term semiconductor revenue target increased to $200 million annually (targeted over ~5 years). CFO reiterated full-year cash from operations outlook of roughly $150 million (give or take).
Risks flagged
Pay-TV litigation and recent/new litigation matters that could impact near-term performance; timing uncertainty around litigation resolution; dependence on timing of large, high-dollar license deals (business is back-end loaded); potential concentration risk because the business is often driven by a relatively small number of high-dollar agreements.
ReportedEPSSurpriseRevenueSurpriseMove
Aug 3, 2026$0.27
est $0.23
+17.4%$96.12M
est $96.79M
−0.7%+17.1%
May 4, 2026$0.38
est $0.33
+15.2%$104.8M
est $99.72M
+5.1%−15.7%
Feb 23, 2026$0.86
est $0.65
+32.1%$182.6M
est $168.4M
+8.4%+3.9%
Nov 3, 2025$0.28
est $0.33
−15.2%$87.34M
est $168.4M
−48.2%−25.2%
Aug 5, 2025$0.25
est $0.26
−3.8%$85.74M
est $100.9M
−15.0%+11.2%
May 5, 2025$0.26
est $0.29
−9.9%$87.67M
est $108.5M
−19.2%+4.9%
Feb 18, 2025$0.47
est $0.43
+10.3%$119.2M
est $93.85M
+27.0%+23.4%
Nov 7, 2024$0.27
est $0.39
−30.8%$86.10M
est $113.9M
−24.4%−18.0%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

Adeia stock forecast and analyst price targets

Analysts’ average 12-month price target for Adeia is $43.00, +85.3% from the last close, from 3 firms rating the stock in the last 90 days.

$43.00consensus 12-month target, +85.3% from the last close
Low $39High $50
Buy3
Hold0
Sell0

Each firm’s latest rating in the last 90 days: 3 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Oct 7BWS FinancialBuy, maintained$50+115.4%
Aug 14BWS FinancialBuy, maintained$50+115.4%
Aug 5Maxim GroupBuy, maintained$39+68.0%
Aug 4BWS FinancialBuy, maintained$30+29.3%
Aug 3Roth MKMBuy, maintained$43+85.3%
+7.8%average 20-day move after past Accumulation readings
+7.1%average move over the next 20 trading days in the last 5 years
±4.7%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

Adeia seasonality: the next 20 trading days

Over the next 20 trading days from Oct 10, Adeia averaged +7.1% across the last 5 years, rising in 4 of them.

Next 20 trading days, by year

+4.8%2021+15.9%2022+5.5%2023+22.8%2024−11.6%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days+3.2%4 of 5
Next 10 trading days+4.3%3 of 5
Next 15 trading days+5.8%4 of 5
Next 20 trading days+7.1%4 of 5
Next 30 trading days−1.8%3 of 5

For scale, ADEA’s typical 20-trading-day move in either direction is about 8.1%.

Adeia market cap and key statistics

Adeia’s market cap is $2.56B, with a P/E ratio of 22.1 and revenue of $470.9M over the last twelve months.

Valuation

Market cap
$2.56B
P/E ratio
22.1
Forward P/E
15.6
EPS, TTM
$1.09
Gekko Fair Value
$27.01

Trading

Volume
812,470
Avg volume, 20 days
1.13M
52-week high
$34.34
52-week low
$11.61
Shares outstanding
110.3M

Financials

Revenue, TTM
$470.9M
Profit margin
26.1%
Return on equity
27.9%
Quarterly earnings growth, YoY
0.0%

Risk and income

Beta
0.92
Typical daily move
±4.7%
Typical 20-day move
±8.1%
Dividend yield
0.82%

Adeia stock news this week

Coverage of Adeia this week reads positive: 2 positive, 2 neutral and 1 negative headlines.

News sentiment positive

Adeia peers

Adeia’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
MSFTMicrosoft+0.7%Neutral21.7% above
PLTRPalantir Technologies+0.1%Distribution22.3% above
ORCLOracle−2.9%Neutral24.3% below
PANWPalo Alto Networks−4.2%Neutral21.6% above
CRWDCrowdStrike−4.8%Neutral23.7% above
CRMSalesforce−1.1%Neutral3.6% below

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

Adeia stock FAQ

What is Adeia’s market cap?

Adeia’s market cap is $2.56B at the Oct 12, 2026 close of $23.21, with 110.3M shares outstanding. The shares trade on a P/E ratio of 22.1.

What is the Adeia stock forecast?

The consensus analyst 12-month price target for Adeia is $43.00, +85.3% from the last close. Of the 3 firms that rated the stock in the last 90 days, 3 rate it a buy, 0 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.

Is Adeia stock overvalued or undervalued?

On Gekko’s estimate Adeia is undervalued: the Oct 12, 2026 close of $23.21 is 14.1% below Gekko Fair Value of $27.01. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does Adeia report earnings next?

Adeia is expected to report on Nov 2, 2026, after the market closes (21 days away). Analysts expect earnings of $0.30 per share on revenue of $98.87M. Adeia beat the earnings estimate in 4 of its last 8 reports, moving 14.9% on average across the report.

What is Adeia’s 52-week high and low?

Adeia’s 52-week high is $34.34 and its 52-week low is $11.61; it closed at $23.21 on Oct 12, 2026, +41.4% over the past year.

Is Adeia stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 3 of the 5 items with data read as supportive (gekkoindex, fair value and seasonality), 1 as mixed (trend) and 1 as a headwind (earnings risk). The checklist is a description of current data, not a recommendation.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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