ADEA
Adeia Inc.
$30.53
-3.23%
$3.5B
No data for this timeframe.
Vol
Market Cap$3.5B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (90%)
Inst. Holders8 funds
Inst. Value$303.3M
Inst. Activity2 buys / 1 sells
Insider Activity0B / 1S
Insider Net $-$3.2M
Reddit Sentiment50° Neutral
SEC Reports3
Press Releases5
Exchange Nasdaq·Sector Cable & Other Pay Television Services·Inc. DE·CIK 0001803696·Prev Close $31.55
Recent Activity
Jun 8, 2026
short_volume
Short Volume: ADEA — 58.2% short (0.7M / 1.2M)
Short: 716,411 | Exempt: 39,562 | TRF Vol: 1,230,557 | Short Ratio: 58.2% | Off-exchange volume (dar
May 13, 2026
Insider
Tanji Kevin sold 99,342 shares
Chief Legal Officer @ $31.75 ($3.2M)
May 12, 2026
Press
Adeia Inc. announced the renewal of a multi-year IP license agreement with Google, reinforcing recurring revenue visibil
Impact 6/10
May 7, 2026
Insider
OCONNOR MAYES TONIA sold 6,930 shares
Director @ $0.00 ($0.00)
May 7, 2026
Insider
Turner-Brim Phyllis sold 6,930 shares
Director @ $0.00 ($0.00)
May 4, 2026
SEC
Adeia Inc. announced that CEO Paul Davis intends to step down by the fourth quarter of 2026 to focus on health and perso
8-K — Impact 4/10
Apr 7, 2026
SEC
Adeia Inc. (ADEA) announced it will release Q1 2026 earnings on May 4, 2026, along with a conference call. The filing is
PRESS-RELEASE — Impact 8/10
Mar 25, 2026
SEC
Adeia Inc. filed a definitive proxy statement for its 2026 Annual Meeting, which will be held virtually on May 7, 2026.
DEFA14A — Impact 3/10
Price Targets
$37.00
+21.2% upside
Strong Buy
Current $30.53
Low $30.00
Median $37.50
High $43.00
4 analysts
$30.00
$43.00
Analyst Ratings
2Strong Buy
7Buy
1Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 5, 2026 | BWS Financial | MAINTAIN | Buy → Buy |
| May 5, 2026 | Rosenblatt | MAINTAIN | Buy → Buy |
| Apr 2, 2026 | Rosenblatt | MAINTAIN | Buy → Buy |
| Mar 16, 2026 | Roth Capital | MAINTAIN | Buy → Buy |
| Mar 10, 2026 | Rosenblatt | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.31 ▼ -13.1% | $0.28 — $0.34 | 23% YoY | 4 |
| Next Q | $0.35 ▼ -6.0% | $0.33 — $0.36 | 24% YoY | 4 |
| Current FY | $1.42 ▼ -1.1% | $1.36 — $1.47 | -14% YoY | 4 |
| Next FY | $1.55 ▲ +3.4% | $1.38 — $1.72 | 9% YoY | 4 |
Latest Reports
BULLISH
Press
6/10
Adeia Inc. announced the renewal of a multi-year IP license agreement with Google, reinforcing recurring revenue visibil
May 12, 2026
NEUTRAL
8-K
4/10
Adeia Inc. announced that CEO Paul Davis intends to step down by the fourth quarter of 2026 to focus on health and perso
May 4, 2026
BULLISH
PRESS-RELEASE
8/10
Adeia Inc. (ADEA) announced it will release Q1 2026 earnings on May 4, 2026, along with a conference call. The filing is
Apr 7, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $241.3M | — |
| MORGAN STANLEY | $18.1M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $17.9M | NEW |
| RENAISSANCE TECHNOLOGIES LLC | $12.3M | — |
| BANK OF AMERICA CORP | $10.4M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 13, 2026 | Tanji Kevin | SELL | $3.2M |
| May 7, 2026 | OCONNOR MAYES | A | $0.00 |
| May 7, 2026 | Turner-Brim Phyllis | A | $0.00 |
| May 7, 2026 | Rymer Adam | A | $0.00 |
| May 7, 2026 | MOLONEY DANIEL | A | $0.00 |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
8 institutional holders with $303.3M total value (17,581,550 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, CHARLES. Net buying activity: 2 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 13,987,174 | $241.3M | 79.6% | — |
| 2 | MORGAN STANLEY | 1,048,703 | $18.1M | 6.0% | ADD +33.2% |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,038,745 | $17.9M | 5.9% | NEW |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 715,043 | $12.3M | 4.1% | — |
| 5 | BANK OF AMERICA CORP /DE/ | 602,694 | $10.4M | 3.4% | ADD +37.5% |
| 6 | WELLS FARGO & COMPANY/MN | 125,346 | $2.2M | 0.7% | ADD +65.3% |
| 7 | TWO SIGMA INVESTMENTS, LP | 48,643 | $839.1K | 0.3% | TRIM -51.1% |
| 8 | FMR LLC | 15,202 | $262.2K | 0.1% | ADD +38.1% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | ADD | 75,848 | 125,346 | +65.3% | $2.2M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 99,560 | 48,643 | -51.1% | $839.1K | 2025-Q4 |
| FMR LLC | ADD | 11,008 | 15,202 | +38.1% | $262.2K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 514,807 | 707,763 | +37.5% | $11.9M | 2025-Q3 |
| UBS Group AG | TRIM | 410,350 | 281,391 | -31.4% | $4.7M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 99,560 | — | $1.7M | 2025-Q3 |
| NORGES BANK | EXIT | 68,941 | 0 | -100.0% | $0.00 | 2025-Q3 |
| UBS Group AG | ADD | 263,413 | 410,350 | +55.8% | $5.8M | 2025-Q2 |
| NORGES BANK | NEW | — | 68,941 | — | $974.8K | 2025-Q2 |
| CITADEL ADVISORS LLC | DOUBLED | 23,971 | 111,073 | +363.4% | $1.5M | 2025-Q1 |
| FMR LLC | DOUBLED | 4,950 | 13,005 | +162.7% | $171.9K | 2025-Q1 |
| NORGES BANK | EXIT | 235,183 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | ADD | 185,410 | 269,308 | +45.2% | $3.8M | 2024-Q4 |
| NORGES BANK | TRIM | 441,216 | 235,183 | -46.7% | $3.3M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 42,143 | 58,905 | +39.8% | $823.5K | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 78,059 | 23,971 | -69.3% | $335.1K | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 965,423 | — | $11.5M | 2024-Q3 |
| MORGAN STANLEY | ADD | 723,136 | 963,363 | +33.2% | $11.5M | 2024-Q3 |
10 unique insiders with 1 transactions. Net insider value: -$3.2M ($0.00 bought, $3.2M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 13, 2026 | Tanji Kevin | Chief Legal Officer | SELL | 99,342 | $31.75 | $3.2M |
| May 7, 2026 | OCONNOR MAYES TONIA | Director | A | 6,930 | $0.00 | $0.00 |
| May 7, 2026 | Turner-Brim Phyllis | Director | A | 6,930 | $0.00 | $0.00 |
| May 7, 2026 | Rymer Adam | Director | A | 6,930 | $0.00 | $0.00 |
| May 7, 2026 | MOLONEY DANIEL M | Director | A | 6,930 | $0.00 | $0.00 |
| May 7, 2026 | Molina V Sue | Director | A | 6,930 | $0.00 | $0.00 |
| May 7, 2026 | VIJ SANDEEP | Director | A | 6,930 | $0.00 | $0.00 |
| Mar 1, 2026 | Kokes Mark | Chief Licensing Officer, Media | F | 28,007 | $20.69 | $579.5K |
| Mar 1, 2026 | Kokes Mark | Chief Licensing Officer, Media | A | 112,961 | $0.00 | $0.00 |
| Mar 1, 2026 | Jones Keith A | Chief Financial Officer | F | 30,569 | $20.69 | $632.5K |
| Mar 1, 2026 | Tanji Kevin | Chief Legal Officer | F | 32,614 | $20.69 | $674.8K |
| Mar 1, 2026 | Davis Paul E. | Chief Executive Officer | F | 70,084 | $20.69 | $1.5M |
3 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 5.0/10.
NEUTRAL
8-K
4/10
Adeia Inc. announced that CEO Paul Davis intends to step down by the fourth quarter of 2026 to focus
May 4, 2026
BULLISH
PRESS-RELEASE
8/10
Adeia Inc. (ADEA) announced it will release Q1 2026 earnings on May 4, 2026, along with a conference
Apr 7, 2026
NEUTRAL
DEFA14A
3/10
Adeia Inc. filed a definitive proxy statement for its 2026 Annual Meeting, which will be held virtua
Mar 25, 2026
BULLISH
6/10
Adeia Inc. announced the renewal of a multi-year IP license agreement with Google, reinforcing recur
May 12, 2026
BULLISH
7/10
Adeia Inc. (ADEA) announced a multi-year patent license agreement with L'Oréal, the world's largest
May 4, 2026
MIXED
6/10
Adeia Inc. announced a patent infringement lawsuit against DISH Network for unauthorized use of its
Apr 1, 2026
NEUTRAL
4/10
Adeia Inc. announced the expansion and renewal of its intellectual property licensing agreement with
Mar 11, 2026
NEUTRAL
4/10
Adeia Inc. announced a multi-year patent license agreement with Advanced Micro Devices (AMD) coverin
Mar 9, 2026
Current analyst consensus: Strong Buy (90% buy). Based on 10 analysts: 2 strong buy, 7 buy, 1 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$37.00 mean target
+21.2% upside
Strong Buy (3.00)
$30.00 Low
$43.00 High
| Metric | Value |
|---|---|
| Current Price | $30.53 |
| Target Low | $30.00 |
| Target Mean | $37.00 |
| Target Median | $37.50 |
| Target High | $43.00 |
| # Analysts | 4 |
| Recommendation | Strong Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.31 | $0.28 | $0.34 | 23.2% | -13.1% | 0↑ 3↓ | $0.1B | 12.9% | 4 |
| Next Q 2026-09-30 |
$0.35 | $0.33 | $0.36 | 23.8% | -6.0% | 0↑ 3↓ | $0.1B | 19.5% | 4 |
| Current FY 2026-12-31 |
$1.42 | $1.36 | $1.47 | -13.9% | -1.1% | 2↑ 1↓ | $0.4B | -5.9% | 4 |
| Next FY 2027-12-31 |
$1.55 | $1.38 | $1.72 | 9.0% | +3.4% | 2↑ 0↓ | $0.4B | 7.3% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.308 | |
| 7d ago | $0.322 | -0.014 |
| 30d ago | $0.354 | -0.046 |
| 60d ago | $0.340 | -0.032 |
| 90d ago | $0.323 | -0.015 |
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 5, 2026 | BWS Financial | MAINTAIN | Buy | Buy |
| May 5, 2026 | Rosenblatt | MAINTAIN | Buy | Buy |
| Apr 2, 2026 | Rosenblatt | MAINTAIN | Buy | Buy |
| Mar 16, 2026 | Roth Capital | MAINTAIN | Buy | Buy |
| Mar 10, 2026 | Rosenblatt | MAINTAIN | Buy | Buy |
| Mar 9, 2026 | BWS Financial | MAINTAIN | Buy | Buy |
| Feb 24, 2026 | BWS Financial | MAINTAIN | Buy | Buy |
| Feb 24, 2026 | Rosenblatt | MAINTAIN | Buy | Buy |
| Dec 29, 2025 | BWS Financial | MAINTAIN | Buy | Buy |
| Dec 23, 2025 | Maxim Group | MAINTAIN | Buy | Buy |
| Dec 23, 2025 | Rosenblatt | MAINTAIN | Buy | Buy |
| Dec 22, 2025 | Rosenblatt | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 7 | 1 | 0 | 0 | 90% | |
| May 1, 2026 | 2 | 7 | 1 | 0 | 0 | 90% | |
| Apr 1, 2026 | 2 | 7 | 1 | 0 | 0 | 90% | |
| Mar 1, 2026 | 2 | 7 | 1 | 0 | 0 | 90% | |
| Feb 1, 2026 | 2 | 7 | 1 | 0 | 0 | 90% | |
| Jan 1, 2026 | 2 | 7 | 1 | 0 | 0 | 90% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
8 mentions
0 bullish
0 bearish
6 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Jun 2, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Jun 2, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
| Jun 2, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Jun 2, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Jun 2, 2026 | 3 | 48° Neutral | 0 | 0 | 3 |
| Jun 2, 2026 | 1 | 44° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
$ADEA - The AI Shovel No One is Talking About (DD)
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$ADEA - The HBM Gold Shovel No One Talks About (DD)
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$ADEA - The HBM Tollbooth No One Talks About (DD)
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Jun 8, 2026
short_volume
Short Volume: ADEA — 58.2% short (0.7M / 1.2M)
Short: 716,411 | Exempt: 39,562 | TRF Vol: 1,230,557 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: ADEA — 55.1% short (0.8M / 1.5M)
Short: 815,763 | Exempt: 49,134 | TRF Vol: 1,480,014 | Short Ratio: 55.1% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: ADEA — 66.3% short (1.3M / 1.9M)
Short: 1,281,159 | Exempt: 303 | TRF Vol: 1,932,060 | Short Ratio: 66.3% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: ADEA — 69.4% short (1.2M / 1.7M)
Short: 1,205,714 | Exempt: 403 | TRF Vol: 1,737,897 | Short Ratio: 69.4% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: ADEA — 72.9% short (1.0M / 1.4M)
Short: 1,033,514 | Exempt: 838 | TRF Vol: 1,417,425 | Short Ratio: 72.9% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: ADEA — 60.1% short (1.0M / 1.7M)
Short: 1,001,540 | Exempt: 3,463 | TRF Vol: 1,667,197 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: ADEA — 63.7% short (0.4M / 0.6M)
Short: 351,993 | Exempt: 7,035 | TRF Vol: 552,195 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: ADEA — 58.7% short (0.4M / 0.7M)
Short: 413,273 | Exempt: 200 | TRF Vol: 703,703 | Short Ratio: 58.7% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: ADEA — 59.6% short (0.4M / 0.7M)
Short: 424,447 | Exempt: 92 | TRF Vol: 712,642 | Short Ratio: 59.6% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: ADEA — 59.6% short (0.5M / 0.9M)
Short: 511,326 | Exempt: 0 | TRF Vol: 858,172 | Short Ratio: 59.6% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: ADEA — 67.7% short (1.0M / 1.5M)
Short: 1,034,354 | Exempt: 50 | TRF Vol: 1,527,581 | Short Ratio: 67.7% | Off-exchange volume (dark pool + OTC)
May 12, 2026
contract
Adeia and Google Renew Multi-Year IP License Agreement
Adeia and Google Renew Multi-Year IP License Agreement
May 12, 2026
short_volume
Short Volume: ADEA — 76.7% short (0.9M / 1.2M)
Short: 904,408 | Exempt: 0 | TRF Vol: 1,179,741 | Short Ratio: 76.7% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: ADEA — 78.2% short (1.8M / 2.3M)
Short: 1,832,567 | Exempt: 3,371 | TRF Vol: 2,344,399 | Short Ratio: 78.2% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_volume
Short Volume: ADEA — 63.7% short (0.7M / 1.1M)
Short: 702,133 | Exempt: 21,873 | TRF Vol: 1,102,523 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)