Adeia Inc. (ADEA): one to watch?

Wait — real business is strong, but a CEO exit and a shaky pay-TV customer (Comcast) create genuine near-term uncertainty worth watching through August earnings.

👀 WATCH Fundamentals87/100

Fell 23% in 11 trading day(s) — now $24.53

Why ADEA dropped

The drop follows several overlapping worries rather than one clean catastrophe: CEO Paul Davis announced in May he'll step down by Q4 2026 leaving a leadership vacuum, Adeia sued FuboTV (whose controlling shareholder Comcast is separating into two companies amid falling cable subscribers), and at least one analyst source flagged Adeia is facing near-term revenue setbacks, evident from the failure to renew a long-standing customer and a cautious approach to guidance.

Fwd P/E 15.8Op margin 38.9%Rev growth 19.5%Debt/equity 85.8%Analyst upside 50.8%

How this scored 87/100

✅ Passes all 4 hard checks — profitable, cash-generative, and financially survivable.

✅ Makes money Net profit margin 26.5%

✅ Generates cash Free cash flow $172M

✅ Not drowning in debt Debt/equity 85.8% (limit 200%)

✅ Can pay its bills Current ratio 3.4 (needs 1+)

Bar length shows how much each metric is worth — a 10-point metric is twice as wide as a 5-point one. Hover any row for what it means.

Profitability Does it actually make money? 25/25

Operating margin 38.9% 9/9

Net profit margin 26.5% 8/8

Return on equity 28.5% 8/8

Growth Is it getting bigger, or dying? 23/25

Revenue growth 19.5% 7/9

Earnings growth 100.0% 8/8

Expected profit change 42.0% 8/8

Value Is it cheap right now? 18/25

Forward P/E 15.8 8/10

PEG ratio 1.5 5/8

Analyst target upside 50.8% 6/7

Balance sheet Will it survive? 21/25

Debt / equity 85.8% 6/10

Current ratio 3.4 8/8

Free cash flow $172M 7/7

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Analysis generated by SmartStonks's AI from public fundamentals and news, first flagged 2026-07-17. Research only — not financial advice.