LIVE

IDCC

InterDigital, Inc.

IDCC

NASDAQ·Technology·Software - Application·Mkt cap $7.3B

$281.40

-0.30%

View full research view

Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

View research view

52-Week Range

$213.06 - $412.60

P/E

26.50

Fwd P/E

39.05

Beta

1.43

Div Yield

0.96%

Avg Vol

379.8K

Shares Out

25.7M

Mkt Cap

$7.3B

Price action

Price chart

Up 27.4% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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

Mild headwinds expected

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

Value

Significant premium - growth priced in

Momentum

Weak

-9.8% over 3m

Quality

Excellent

Excellent business quality

Dividend

Modest

0.96% yield

Earnings track record

Latest print - beat on both lines

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

Next: Apr 29, 2026

Q2 26 RECAP

APR 30, 2026

Reported EPS of $2.57 vs $2.54 consensus (+1.2% surprise). Revenue of $205.4M vs $196.8M expected (+4.3%). Beat on both top and bottom lines.

EPS beat +1.2%
Rev beat +4.3%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+1.2%

Next: Apr 29, 2026

Revenue trend · last 8Q

+140%

-20%

+34%

+28%

-37%

-2%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$223.5M

$128.7M

$252.8M

$210.5M

$300.6M

$164.7M

$158.2M

$205.4M

Margins · last 8Q

Gross

74.6%

Operating

40.0%

Profit

36.7%

Wall Street consensus

Analyst coverage

Live ratings and price targets aggregated across covering analysts.

No analyst coverage on file for this stock yet.

vs Industry

How IDCC stacks vs Software - Application

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

Industry comparison data unavailable for this stock.