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—
of holders' portfolios
13F filers
1
institution
Market cap
$3.4B
110M shares
52-week range
$11.61 – $34.34
94% from low
Sector
CABLE & OTHER PAY TELEVISION SERVICES
Exchange
NASDAQ
CS
Borrow rate
0.41%
Easy to borrow
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $406.1M | $280.1M | $892.0M | $877.7M | $438.9M | $388.8M | $376.0M | $443.4M |
| Cost of revenue | $121.7M | $115.1M | $253.1M | $354.0M | $114.2M | $95.3M | $72.8M | $56.6M |
| Gross profit | $284.4M | $164.9M | $638.9M | $523.7M | $324.7M | $293.5M | $303.2M | $386.8M |
| Gross margin | 70.0% | 58.9% | 71.6% | 59.7% | 74.0% | 75.5% | 80.6% | 87.2% |
| R&D | $106.4M | $112.3M | $195.2M | $232.2M | $44.6M | $54.3M | $59.6M | $67.5M |
| Operating income | $50.1M | −$63.6M | $198.4M | $25.5M | $161.6M | $145.6M | $142.3M | $209.1M |
| EBITDA | $147.7M | $47.0M | $348.5M | $235.6M | $269.3M | $237.8M | $206.5M | $239.9M |
| Net income | −$289.0K | −$62.5M | $146.8M | −$55.5M | −$295.9M | $67.4M | $64.6M | $111.1M |
| Net margin | -0.1% | -22.3% | 16.5% | -6.3% | -67.4% | 17.3% | 17.2% | 25.1% |
| EPS (diluted) | -0.01 | -1.27 | 1.75 | -0.53 | -2.84 | 0.60 | 0.57 | 0.99 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $417M | $1.42 | $1.39–$1.44 | 3 |
| 2027 | $447M | $1.55 | $1.46–$1.62 | 3 |
Forward consensus · source: Financial Modeling Prep
Adeia Inc is a consumer and entertainment product/solutions licensing company. It's the only operating segment, being Intellectual Property (IP) Licensing. In the IP segment, the company licenses innovations to companies in the broader entertainment industry and those developing new technologies that will help drive this industry forward. It includes Pay-TV, Consumer Electronics, Connected Car, and Media Platform.
www.adeia.comNo one on the platform currently holds ADEA.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 640,343 | $15.4M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-05-26 | $0.0500 | 2026-06-15 |
| 2026-03-16 | $0.0500 | 2026-03-30 |
| 2025-11-24 | $0.0500 | 2025-12-15 |
| 2025-08-26 | $0.0500 | 2025-09-16 |
| 2025-05-27 | $0.0500 | 2025-06-17 |
| 2025-03-10 | $0.0500 | 2025-03-31 |
| 2024-11-27 | $0.0500 | 2024-12-18 |
| 2024-08-27 | $0.0500 | 2024-09-17 |
| 2024-05-24 | $0.0500 | 2024-06-18 |
| 2024-03-11 | $0.0500 | 2024-03-26 |
No one on the platform has traded ADEA yet.
| $1.5B |
| — |
| KDKKodiak AI, Inc. Common Stock | $5.24 | +2.54% | $1.0B | — |
| LSPDLightspeed Commerce Inc. | $10.29 | +0.98% | $1.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
| 2023-11-24 |
| $0.0500 |
| 2023-12-18 |
| 2023-08-25 | $0.0500 | 2023-09-18 |
$MU Read if you want to catch the next wave. Micron can't make a single one of its advanced memory chips alone. A few names sit one layer down and tend to get pulled along every time memory ramps: $TSM makes the base layer under the stack, $AMKR and $ASX do the advanced packaging that turns raw stacks into finished parts, Adeia $ADEA licenses the bonding tech that lets the stacks get taller without overheating, and KLAC sells the inspection machines every new memory factory has to buy before it ships a good chip. P.S: This is not the whole supply chain, just a handful of names I'd start digging into.
View on StockTwits ↗$ADEA 👃👀 https://x.com/i/status/2071319718485746065
View on StockTwits ↗$ADEA 👃👀 https://x.com/i/status/2070825810303348804
View on StockTwits ↗If you want to understand the next leg of the $MU cycle, you don’t just look at Micron - you map the stack beneath it. Advanced memory isn’t a standalone process anymore. It’s a tightly coupled supply chain where each layer captures part of the AI-driven demand surge. Key downstream + enabling players traders are watching: $TSM → foundational wafer fabrication under the memory stack $AMKR → advanced packaging turning stacked dies into usable high-bandwidth products $ADEA → hybrid bonding IP layer enabling denser HBM scaling $KLAC → inspection + metrology tools required for every new node ramp From a trading perspective, these names tend to move in sync with memory capex cycles, often before the headline demand fully shows up in $MU itself. It’s not about one ticker - it’s about positioning along the entire semiconductor bottleneck chain.
View on StockTwits ↗The AI memory stack is really a systems story - not a single ticker story. Each layer captures a different part of the value chain as demand accelerates. $MU - HBM + DRAM supplier at the center of AI memory bandwidth expansion $TSM - leading-edge foundry enabling advanced AI and memory chip production at scale $AMKR - advanced packaging + testing, critical for turning chips into deployable AI systems $ADEA - semiconductor IP layer supporting design efficiency and memory innovation $KLAC - process control + inspection tools ensuring yield at extreme manufacturing complexity This is what a true supply chain supercycle looks like - not isolated winners, but interconnected bottlenecks repricing together. In these cycles, the money doesn’t just chase the end product… it moves through every constrained layer of the chain.
View on StockTwits ↗$ADEA is one of those under-the-radar “toll booth on a structural trend” setups the market is still mostly ignoring. The core IP angle is hybrid bonding - a key enabler for advanced HBM memory stacking, which becomes even more critical as HBM4 ramps. Today’s structure is largely flat-fee licensing: Micron, SK Hynix, Kioxia, SanDisk -covering a large portion of DRAM already — but payments don’t scale directly with unit volume. That’s the key disconnect in the narrative: exposure to the biggest memory cycle in history, but limited direct participation in unit growth. The real catalyst window is the 2027 renewal cycle for major memory licenses, which aligns with HBM4 adoption scaling. That’s where pricing model repricing becomes the variable -flat fee vs per-unit royalty structure. If even partial conversion toward per-chip royalties happens, the operating leverage is extreme due to near-zero marginal cost.
View on StockTwits ↗$ADEA people must not understand the Samsung news or this would be over $50
View on StockTwits ↗$ADEA $SSNLF If you want take advantage from this news. Just buy ADEIA. https://www.techtimes.com/articles/319056/20260625/samsung-quantifies-hybrid-bondings-edge-cooling-next-gen-hbm.htm
View on StockTwits ↗$ADEA Great deep dive into the company. https://eaapartners.substack.com/p/adeia-inc
View on StockTwits ↗@sogenerous take a peak at $ADEA https://x.com/i/status/2054989400421843039
View on StockTwits ↗$MU $SNDK $DRAM $ADEA https://x.com/i/status/2054989400421843039
View on StockTwits ↗$MU $SNDK $DRAM $ADEA https://x.com/i/status/2070060603809681477
View on StockTwits ↗$MU $SNDK $DRAM $ADEA https://x.com/i/status/2070060603809681477
View on StockTwits ↗$MU $SNDK $DRAM $ADEA Hybrid Bonding is ADEA IP iykyk
View on StockTwits ↗$MU $SNDK $DRAM $ADEA 🌝 In Micron's most recent fiscal Q3 2026 earnings (reported June 24, 2026), management highlighted hybrid bonding as a key feature of their HBM4 (High-Bandwidth Memory 4) products. HBM4, which entered high-volume production for Nvidia's Vera Rubin platform, replaces traditional solder microbumps with direct copper-to-copper hybrid bonds between stacked DRAM layers. This reduces thermal resistance, enables taller/more efficient stacks without increasing package height, doubles the data bus width to 2,048 bits, delivers >2.8 TB/s bandwidth per stack, and provides >20% better power efficiency compared to HBM3E (more than 2.3x the bandwidth overall).
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Trading at 50.0× earnings vs its 16.4× historical median P/E.
Fair value ≈ $10.84 · price $33.00 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.