Adeia
ADEAMarket price data through October 13, 2026.
Performance
Oct 2021 – Oct 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- 0%
- How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
- First pick price
- ~$23
- Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
- Tracking since
- October 2026
- The month this stock first became a Benson pick.
- Tracking duration
- 0 months
- How long Benson has been tracking this pick.
About Adeia
Adeia owns more than 13,000 patents on the technology inside streaming, smart TVs, phones and computer chips, and charges companies like Google, Disney and AMD a fee to use them. Think of it as a landlord for ideas: once the patent is built, every new license costs almost nothing to add. Its newest growth area is the advanced chip packaging behind AI hardware.
The case for and against
Both sides of the story, in plain English.
- AI Chip Upside
Management raised its long term revenue target from 500 million dollars to 600 million dollars a year, with 200 million dollars expected from semiconductors as hybrid bonding spreads across AI memory and chips. It also settled its dispute with AMD and turned it into a paying license.
- Cash Machine
Last quarter produced 96 million dollars in revenue and 55 million dollars in operating cash flow, with an adjusted EBITDA margin near 59%. Net margins are about 26%, and the company paid down debt, bought back 10 million dollars of stock and keeps paying a dividend.
- Lumpy Revenue
Much of the recent jump came from one time lump sum license payments, so recurring revenue fell to roughly 73% of the total from about 98% a year ago. Quarterly results can swing a lot depending on when deals get signed.
- Debt And Lawsuits
Adeia still owes about 393 million dollars on its term loan at a high interest cost, and it regularly spends millions on patent litigation. The stock also climbed fast earlier this year, so a rough quarter could hit it hard.
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How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-10-13. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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