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IDCC

InterDigital, Inc.

IDCC

NASDAQ·Technology·Software - Application·Mkt cap $8.6B

$335.15

+0.15%

P/E

34.27

Mkt Cap

$8.6B

52-Wk Range

$249.14–$412.60

52-Week Range

$249.14 - $412.60

P/E

34.27

Fwd P/E

36.94

Beta

1.41

Div Yield

0.84%

Avg Vol

327.7K

Shares Out

25.7M

Mkt Cap

$8.6B

Price action

Price chart

Up 24.1% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Extensive patent portfolio of ~27,500 patents providing strong IP moat and licensing revenue streams
  • Foundational 3GPP technology portfolio covering 5G NR, B5G, and emerging wireless standards
  • Decades of R&D expertise in cellular technologies (CDMA, TDMA, OFDM/OFDMA, MIMO) with proven track record since 1972
  • Global licensing relationships with major device manufacturers and telecom operators
  • Diversified technology coverage across multiple high-growth sectors: 5G, IoT, automotive, wearables, and extended reality

Bear Case

2 risks

  • Average volatility.
  • Significant premium - growth priced in

Growth

Stable outlook

Accelerating global 5G network deployment and device adoption driving increased licensing demand

Value

Significant premium - growth priced in

Momentum

Hot

+32.6% over 3m

Quality

Excellent

Strong fundamentals

Dividend

Modest

0.84% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 29, 2026

Q3 26 RECAP

JUL 30, 2026

Reported EPS of $4.62 vs $0.90 consensus (+411.6% surprise). Revenue of $260.2M vs $143.1M expected (+81.8%). Beat on both top and bottom lines.

EPS beat +411.6%
Rev beat +81.8%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+411.6%

Revenue trend · last 8Q

+140%

-20%

+34%

+28%

-37%

-2%

-13%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$128.7M

$252.8M

$210.5M

$300.6M

$164.7M

$158.2M

$205.4M

$260.2M

Margins · last 8Q

Gross

100.0%

Operating

53.5%

Profit

44.7%

Wall Street consensus

Analyst coverage

Live ratings and price targets aggregated across covering analysts.

vs Industry

How IDCC stacks vs Software - Application

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.