Adeia, Inc. (ADEA)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
$26.50+4.08%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
QuarterlyIQ Insights · ADEA
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is still in the top half of its industry but slipped notably this past month — worth watching.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 31.6% |
| Our one-year growth estimate | diamond | -3.2% |
Growth built into the price is above our model estimate.
The price assumes 34.9 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Model as of 2026-09-04 · Compared with 119 industry peers · Company calendar date is not available
ADEA — litigation filed
Dated 2026-07-01
Regulation FD Disclosure Press Release On July 1, 2026, Adeia Inc. (the “Company” or “Adeia”) issued a press release announcing that its subsidiary filed a patent infringement litigation against FuboTV Inc. and certain of its subsidiaries. The press release is furnished hereto as Exhibit 99.1. The information contained in this Item 7.01, including Exhibit 99.1, is being furnished and shall not be deemed filed for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or ot…
Why it matters: The new CEO's vision and strategy will shape Adeia's future. A strong leader could enhance investor confidence.
Supportive ifThe Board announces a successor who has a strong track record in the industry.
Worry ifThe search for a new CEO extends beyond Q4 2026 or results in a controversial appointment.
Why it matters: Continued debt reduction is crucial for financial health. It shows management's commitment to a strong balance sheet.
Supportive ifDebt is expected to drop below $398 million in future reports.
Worry ifDebt stays the same or goes up, which may show poor financial management.
Why it matters: Revenue growth is a key indicator of Adeia's business health. Strong growth would confirm management's strategy.
Supportive ifQ2 revenue was over $105 million, showing that growth continues.
Worry ifQ2 revenue drops below $95 million, which may show problems with execution.
Why it matters: The outcome could affect Adeia's finances and its ability to protect its IP rights.
Watch forA good ruling or settlement in the case against DISH Network.
Also watch forA bad ruling that makes it harder for Adeia to enforce its IP rights.
Why it matters: Securing new agreements could validate Adeia's IP and boost revenue growth.
Supportive ifA new multi-year license deal was announced with a big tech company.
Worry ifNo new major license deals were announced in the next quarter.
Why it matters: The dividend shows that Adeia plans to return money to its shareholders.
Supportive ifThe Board declares a dividend of $0.05 per share or higher.
Worry ifThe Board does not declare a dividend or lowers the dividend amount.
Why it matters: The new CEO's vision will shape Adeia's future direction. Leadership changes can impact investor confidence and strategy.
Watch forA new leader is announced. They have a strong background in technology and IP licensing.
Also watch forNo announcement of a successor by the end of Q4 2026, leading to uncertainty.
Why it matters: If revenue growth is below this level, it may show weak demand.
Worry ifQ3 revenue was below $95 million. This shows a drop from Q2.
Less concerning ifQ3 revenue exceeds $95 million, showing strong demand and growth.
Why it matters: Growth below this level may show problems in diversifying Adeia's revenue.
Worry ifNon-Pay-TV recurring revenue grew less than 50% from last year.
Less concerning ifNon-Pay-TV recurring revenue grew more than 50%. This shows good diversification.
Why it matters: The outcome of this lawsuit could affect Adeia's IP protection and finances.
Watch forA good ruling or settlement that supports Adeia's IP rights.
Also watch forA bad ruling that weakens Adeia's claims against Fubo.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$267 on $10,000 · ±2.7% | How much price usually moves either way. |
| Bad day | $537 loss on $10,000 · 5.4% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $3,481 loss on $10,000 · 34.8% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.