Adeia (ADEA) secured a long-term media IP licensing deal with Disney, resolving all prior disputes. Stock surged 30.5% post-announcement. Revenue outlook raised to $425-435 million for 2025. Adeia focuses on tech innovation, licensing IP in media and semiconductors. Stock has gained 26.32% in the past year. Analysts bullish, with a consensus “Moderate Buy” rating and a price target of $20.50. Roth Capital maintains a “Buy” rating with a $27 price target.

In Q3 2025, Adeia’s revenue rose 1.4% YOY to $87.34 million. Non-Pay-TV recurring revenue grew 31% YOY. GAAP diluted EPS fell 52.9%, but non-GAAP EPS increased 3.7%. Adjusted EBITDA was $50.70 million. Cash and cash equivalents were $56.09 million. Adeia signed a licensing deal with an e-commerce customer and won a patent infringement case in Canada.

Adeia filed patent infringement lawsuits against AMD for ten patents, boosting investor optimism. Roth Capital analysts reiterated a “Buy” rating with a $27 target. Rosenblatt analysts maintain a “Buy” rating with a $20 target. Mixed views on Adeia’s EPS trajectory: expected to drop 22.4% this year but increase by 32.5% in 2026. Analysts optimistic about stock potential, with a consensus price target of $20.50.

Read more at Yahoo Finance: This Little-Known Stock Just Landed a Big Disney Win. Should You Buy Shares Here?