Ares Management's Strong Performance: Ares Management's stock rose over 6% after reporting better-than-expected third-quarter profits, with after-tax realized income per share of $1.19, surpassing estimates.
Adeia's Patent Infringement Lawsuit: Adeia's stock fell 17% following its lawsuit against AMD for patent infringement, claiming AMD has used its semiconductor technology without authorization.
Mixed Earnings Guidance Across Companies: Kontoor Brands and Shutterstock saw declines of 8% and 10%, respectively, due to weaker-than-expected earnings guidance and regulatory investigations, while Kenvue surged 15% after agreeing to be acquired by Kimberly-Clark.
Positive Trends in Semiconductor and Tech Stocks: Companies like Amkor Technology and Iren experienced significant gains, with Amkor rising 15% and Iren gaining 6.7% after securing deals related to Nvidia chips, boosting overall investor sentiment in the semiconductor sector.
Wall Street analysts forecast ADEA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ADEA is 22.75 USD with a low forecast of 20.00 USD and a high forecast of 27.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
Wall Street analysts forecast ADEA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ADEA is 22.75 USD with a low forecast of 20.00 USD and a high forecast of 27.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Buy
0 Hold
0 Sell
Strong Buy
Current: 18.420
Low
20.00
Averages
22.75
High
27.00
Current: 18.420
Low
20.00
Averages
22.75
High
27.00
BWS Financial
Buy
maintain
$18 -> $24
2025-12-29
Reason
BWS Financial
Price Target
$18 -> $24
AI Analysis
2025-12-29
maintain
Buy
Reason
BWS Financial raised the firm's price target on Adeia (ADEA) to $24 from $18 and keeps a Buy rating on the shares. The firm says the company's settlement agreement with Disney (DIS) brings a new baseline revenue that should create additional shareholder value. Adeia is now positioned to generate $175M in free cash flow in 2026, which should support a higher stock price, the analyst tells investors in a research note.
Maxim
Maxim
Buy
maintain
$17 -> $20
2025-12-23
Reason
Maxim
Maxim
Price Target
$17 -> $20
2025-12-23
maintain
Buy
Reason
Maxim raised the firm's price target on Adeia (ADEA) to $20 from $17 and keeps a Buy rating on the shares after the company entered into a long-term licensing agreement with the Disney (DIS). The firm is raising its estimates to reflect the successful deal, but also cautions investors that the sizable increase in 2025 guidance likely reflects substantial catch-up payments, and the future impact on recurring revenue is likely to be far less, the analyst tells investors in a research note. With industry bellwethers Amazon (AMZN) and Disney licensed in the past year, Adeia is in a strong position to expand licensing in the streaming market, Maxim adds.
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Rosenblatt
Rosenblatt
Buy
maintain
$17 -> $20
2025-12-22
Reason
Rosenblatt
Rosenblatt
Price Target
$17 -> $20
2025-12-22
maintain
Buy
Reason
Rosenblatt raised the firm's price target on Adeia (ADEA) to $20 from $17 and keeps a Buy rating on the shares after the company positively pre-announced its FY25 results above the high end of its previous guidance following the settlement of a lawsuit with Disney (DIS) and a long-term licensing agreement. The firm expects that this settlement may accelerate ongoing negotiations with other media providers, with the "most obvious to us" being Netflix (NFLX), the analyst added.
Roth Capital
Buy
maintain
$27
2025-11-03
Reason
Roth Capital
Price Target
$27
2025-11-03
maintain
Buy
Reason
Roth Capital views the post-earnings selloff today in shares of Adeia (ADEA) as a buying opportunity. The company's litigation against AMD (AMD) brings questions around the timing of its semi logic chiplet licensing for the data center and artificial intelligence. the analyst tells investors in a research note. Roth sees this morning's update bring trading confusion ahead of more clarity on the earnings call. While Adeia is taking a "near-term credibility hit," the company's sequential recurring growth in semis and "unchanged hybrid-bonding story" remains attractive, Roth contends. It keeps a Buy rating on the shares with a $27 price target.
About ADEA
Adeia Inc. is a research and development and intellectual property licensing company. The Company operates as an incubator that invests in advanced research and development to create technologies for the entertainment, media, consumer electronics and semiconductor industries. It invents, develops, acquires, and licenses fundamental innovations that enhance a range of devices and shape the way various people explore and experience entertainment across a variety of platforms. Its solutions are focused on its consumers' interaction with media, consumer electronics, and entertainment. Its IP licensing platform provides access to innovations that allow its customers, who are media, entertainment, consumer electronics, and semiconductor companies, to create technology solutions and products. It licenses its IP portfolio across markets, such as multichannel video programming distributors, over-the-top video service providers, social media companies, consumer electronics, and semiconductors.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
