InterDigital, Inc.
IDCC · NASDAQ
Company research
InterDigital, Inc. (Nasdaq: IDCC) is a global research and development company founded in 1972 and headquartered in Wilmington, Delaware, specializing in wireless, video, artificial intelligence (AI), and related technologies. Operating as a pure-play intellectual property licensing firm, InterDigital designs and develops foundational technologies — spanning 2G through 5G and beyond, Wi-Fi, and advanced video coding — and licenses its innovations to manufacturers of wireless communications devices, consumer electronics, IoT devices, connected vehicles, and providers of cloud-based services such as video streaming. With an extensive patent portfolio of approximately 27,500 granted patents and pending applications, the company's proprietary technologies are embedded in a wide range of products including smartphones, tablets, base stations, televisions, gaming consoles, and streaming devices. Under the leadership of President and CEO Liren Chen, InterDigital's asset-light, high-margin business model generates highly predictable royalty-based revenue through long-term fixed-fee patent license agreements with leading technology companies worldwide.
Research reports
Comprehensive fundamental and valuation report covering IDCC’s business model, earnings, cash flows, balance sheet, dividends, and analyst price targets, highlighting strong margins, solid cash generation, and moderate undervaluation versus intrinsic fair value estimates while noting share-price volatility and dependence on licensing deals for growth.
Yahoo Finance / Simply Wall St · May 1, 2026InterDigital (IDCC) Is Down 21.2% After Licensing‑Driven Earnings Beat And Guidance Reaffirmation – Has The Bull Case Changed?Analyzes Q1 2026 results that beat the company’s own guidance alongside new licensing deals with Xiaomi, LG, and Sony, arguing that despite a 21% short‑term share‑price drop, record smartphone annual recurring revenue and reaffirmed full‑year guidance support a fair value around 462.67 dollars and a still‑intact long‑term bull case, while highlighting risks from litigation costs and earnings volatility tied to deal timing.
Yahoo Finance / Simply Wall St · February 5, 2026Why The Narrative Around InterDigital (IDCC) Is Shifting After The LG Deal And 2026 OutlookDiscusses how a new LG patent license and raised 2026 guidance prompted analysts to lift their fair value estimate from roughly 412 to about 462.67 dollars, reframing IDCC as a higher‑quality, more predictable licensing story while flagging that growth still depends on successfully renewing and expanding major agreements.
Yahoo Finance / Simply Wall St · February 28, 2026InterDigital’s Expanded Sony Licensing Deal Might Change The Case For Investing In InterDigital (IDCC)Examines a broad new patent license with Sony that covers all end‑user devices under InterDigital’s cellular, Wi‑Fi and video portfolios, arguing that the deal strengthens the durability of recurring royalty cash flows and aligns with InterDigital’s 6G‑focused R&D, while noting ongoing risks around FRAND regulation and future pricing of large renewals.
Investing.com (summarizing Jefferies) · October 26, 2025Jefferies Upgrades InterDigital Stock to Buy on Streaming PotentialSummarizes Jefferies’ upgrade from Hold to Buy and price‑target increase from 340 to 450 dollars, citing InterDigital’s ~89% gross margin, ~22% revenue growth over the last twelve months, progress toward smartphone ARR goals, and a multi‑leg growth story in streaming, smartphones, consumer electronics and IoT, while acknowledging the rich valuation and reliance on continued licensing and litigation success.
ChartMill · October 7, 2025InterDigital Inc (NASDAQ:IDCC) Emerges as a Top Growth and Momentum PickUses Mark Minervini‑style screening to present IDCC as a high‑growth, high‑momentum candidate, detailing strong technical trends, robust earnings and free‑cash‑flow metrics, and a licensing‑driven business model, and outlining a specific trading setup with defined entry and stop‑loss levels while cautioning that success depends on sustaining both earnings growth and institutional support.
Zacks / Yahoo Finance · September 15, 2025InterDigital (IDCC) Is a Great Momentum Stock: Should You Buy?Positions IDCC as a momentum play with a Zacks Rank #2 (Buy) and Momentum Style Score of B, emphasizing its outperformance versus the wireless equipment industry and the S&P 500, recent double‑digit share‑price gains, and upward earnings‑estimate revisions, while recommending the stock for investors seeking near‑term upside and noting that momentum strategies carry elevated risk if sentiment reverses.