BWS Financial says Adeia (ADEA) has sold off on fears related to tariffs even though the company generates its revenue from long-term licensing agreements. Around 85% of Adeia’s revenue stems from pay TV and streaming video operators, with the remaining portion from semiconductor companies where tariffs remain an unknown, the analyst tells investors in a research note. BWS does do not believe the company has as much exposure to the current tariff headlines and uncertainties as currently projected in the stock price. It keeps a Buy rating on Adeia with an $18 price target
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