Brief: Adeia Q2 Adjusted EPS USD 0.25 Vs. IBES Estimate USD 0.24

Adeia

05/08/2025 21:06

Overview

Adeia Q2 revenue misses analyst expectations, adjusted EPS beats, per LSEG data

Co's adjusted EBITDA beats estimates, reflecting strong operational performance

Adeia signed five deals and introduced RapidCool technology in Q2

Outlook

Adeia reiterates 2025 revenue outlook at $390.0 to $430.0 mln

Company updates 2025 operating expenses to $261.0 to $271.0 mln

Adeia forecasts 2025 adjusted EBITDA at $232.1 to $266.1 mln

Company expects 2025 net income of $85.1 to $86.5 mln

Result Drivers

DEAL SIGNINGS - Signed five deals in Q2, including three with new customers, contributing to revenue generation

RAPIDCOOL TECHNOLOGY - Introduced RapidCool liquid cooling technology for semiconductors, targeting AI applications

EXPENSE MANAGEMENT - Disciplined expense management contributed to exceeding adjusted EPS and EBITDA expectations

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Miss
$85.70 mln
$88.50 mln (4 Analysts)
Q2 Adjusted EPS
Beat
$0.25
$0.24 (4 Analysts)
Q2 EPS
$0.15
Q2 Net Income from Continuing Operations
$16.70 mln
Q2 Adjusted EBITDA
Beat
$45.70 mln
$44.40 mln (2 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the it services & consulting peer group is "buy"

Wall Street's median 12-month price target for Adeia Inc is $17.50, about 29.2% above its August 4 closing price of $12.39

The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 9 three months ago

Press Release: ID:nGNX9DTVNY

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)