Adeia's Stock Soars Following IP Deal with Disney and Increased FY25 Revenue Forecast
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 22 2025
0mins
Should l Buy DIS?
Source: SeekingAlpha
Adeia's Agreement with Disney: Adeia (ADEA) shares surged after announcing a deal with Disney (DIS) granting access to its intellectual property portfolio, resolving ongoing litigation between the two companies.
Raised Financial Outlook: Following the agreement, Adeia raised its 2025 revenue outlook to between $425M and $435M, significantly exceeding previous estimates and consensus expectations.
Increased Income and EBITDA Estimates: Adeia also revised its net income estimates to between $169.8M and $175.9M and adjusted EBITDA estimates to a range of $257.1M to $265.1M, reflecting a positive financial outlook.
Impact on Stock Performance: The announcement of the Disney deal and the improved financial outlook led to a nearly 30% increase in Adeia's stock price during premarket trading.
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Analyst Views on DIS
Wall Street analysts forecast DIS stock price to rise
19 Analyst Rating
16 Buy
3 Hold
0 Sell
Strong Buy
Current: 102.380
Low
123.00
Averages
137.29
High
152.00
Current: 102.380
Low
123.00
Averages
137.29
High
152.00
About DIS
The Walt Disney Company is a diversified worldwide entertainment company. The Company's segments include Entertainment, Sports and Experiences. The Entertainment segment generally encompasses its non-sports focused global film and episodic content production and distribution activities. The lines of business within the Entertainment segment along with their business activities include Linear Networks, Direct-to-Consumer, and Content Sales/Licensing. The Sports segment encompasses its sports-focused global television and direct-to-consumer (DTC) video streaming content production and distribution activities. The lines of business within the Sports segment include ESPN and Star. The Experiences segment includes Parks and Experiences and Consumer Products. Parks and Experiences consists of Walt Disney World Resort in Florida, Disneyland Resort in California, Disney Cruise Line, and others. Consumer Products includes licensing of its trade names, characters, visual, literary and other IP.
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.
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