Roth Capital Reaffirms Buy Rating for InterDigital and Increases Price Target to $350
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 12 2025
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Should l Buy IDCC?
Source: Benzinga
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Analyst Views on IDCC
Wall Street analysts forecast IDCC stock price to rise
4 Analyst Rating
3 Buy
0 Hold
1 Sell
Moderate Buy
Current: 278.000
Low
260.00
Averages
386.67
High
475.00
Current: 278.000
Low
260.00
Averages
386.67
High
475.00
About IDCC
InterDigital, Inc. is a global research and development company focused primarily on wireless, video, artificial intelligence (AI), and related technologies. It designs and develops foundational technologies that enable connected, immersive experiences in a range of communications and entertainment products and services. The Company licenses its innovations worldwide to companies providing such products and services, including makers of wireless communications devices, consumer electronics, Internet of Things (IoT) devices, cars and other motor vehicles and providers of cloud-based services such as video streaming. It focuses on wireless technology, which is used in wireless products and networks, from the earliest digital cellular systems to fifth generation (5G) and advanced Wi-Fi technologies. The Company also focuses on video processing and video encoding/decoding technology, with a significant AI research effort that intersects with both wireless and video technologies.
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.
InterDigital to Present at Four Upcoming Investor Conferences
- Conference Schedule: InterDigital will present at the 21st Annual Needham Technology, Media & Consumer Conference on May 12, 2026, showcasing its latest advancements in wireless and video technologies, which is expected to attract investor interest.
- Global Technology Conference: The company will also participate in the J.P. Morgan 2026 Global Technology, Media and Communications Conference on May 18, 2026, where it will highlight innovations in artificial intelligence and related technologies, further enhancing market awareness.
- Live Webcast: All events will be webcast live, with archived replays available post-conference, ensuring that investors unable to attend in real-time can still access key information, thereby strengthening investor relations management.
- Technological Leadership: As a leader in wireless and video technology, InterDigital focuses on developing foundational technologies that drive connected and immersive experiences, and these conferences are expected to further solidify its influence in the industry.
See More
InterDigital Q1 2026 Earnings Call Highlights
- Performance Exceeds Expectations: InterDigital reported total revenue of $205 million for Q1, surpassing the guidance range of $194 million to $200 million, indicating strong performance driven by new agreements and enforcement actions, which are expected to enhance future cash flow.
- Annual Recurring Revenue Growth: The company achieved annual recurring revenue of $567 million, a 13% year-over-year increase, with smartphone program revenue hitting a record $492 million, demonstrating strong competitive positioning in the global smartphone market.
- Patent Litigation Wins: InterDigital secured its fourth injunction against Disney in a German court, achieving a 6-for-6 win rate in recent patent litigation, which strengthens the company's enforcement capabilities in video services and is expected to positively impact future revenues.
- Optimistic Future Outlook: The CFO guided Q2 revenue expectations between $139 million and $143 million, emphasizing that new agreements and enforcement outcomes will further enhance performance, while maintaining full-year guidance, reflecting the company's confidence in the market.
See More
InterDigital Q1 2026 Earnings Highlights
- Significant Revenue Growth: InterDigital reported total revenue of $205 million in Q1, exceeding guidance of $194 million to $200 million, driven by strong performance in licensing agreements, particularly the renewal with Xiaomi, which propelled smartphone annual recurring revenue to a record $492 million.
- Patent Litigation Success: The company secured its fourth injunction against Disney in a patent lawsuit, confirming patent infringement in a German court, which further solidifies its market position in video services and lays the groundwork for future revenue growth.
- R&D and Standards Leadership: InterDigital's leadership in the global standards organization 3GPP is reinforced with seven engineers appointed to new roles, highlighting its pivotal role in six G technology research, with standards expected to be finalized by 2029.
- Financial Robustness: The company maintains a strong balance sheet with over $1 billion in cash and short-term investments, having paid down $88 million in debt and returned $26 million to shareholders, demonstrating confidence in future growth.
See More
InterDigital Q1 Results Exceed Expectations
- Earnings Beat: InterDigital reported a Q1 non-GAAP EPS of $2.57, exceeding expectations by $0.05, which underscores the company's strong profitability and boosts investor confidence.
- Slight Revenue Decline: Revenue decreased by 2.4% year-over-year to $205.4 million, yet surpassed market expectations by $8.5 million, indicating the company's ability to maintain relatively stable revenue in a competitive market.
- Recurring Revenue Growth: Annualized recurring revenue increased by 13% year-over-year from $502.9 million to $567.2 million, with smartphone ARR rising 18% to an all-time high of $491.8 million, reflecting sustained strong demand in the smartphone sector.
- 2026 Guidance Reaffirmed: The company reaffirmed its full-year 2026 guidance, projecting revenue between $675 million and $775 million, demonstrating confidence in future growth, while adjusted EBITDA expectations indicate ongoing improvements in profitability.
See More
InterDigital Q1 Results Exceed Expectations
- New Agreements Drive Growth: InterDigital signed six new agreements in Q1 2026, including a long-term contract renewal with Xiaomi, which propelled the company's performance beyond expectations, showcasing strong momentum in its licensing programs and patent portfolio.
- Annual Recurring Revenue Surge: The company's annual recurring revenue (ARR) increased by 13% year-over-year from $502.9 million to $567.2 million, with smartphone ARR rising 18% to an all-time high of $491.8 million, indicating sustained leadership in the smartphone market.
- Strong Financial Performance: Despite a 2% year-over-year decline in revenue to $205.4 million for Q1, net income stood at $75.3 million with a net income margin of 37%, reflecting effective cost control and revenue management strategies.
- Increased Market Recognition: InterDigital was recognized as one of the world's 100 most innovative companies for the fifth consecutive year and successfully promoted to the S&P MidCap 400, further solidifying its market position in wireless and video technology.
See More
InterDigital Market Trends Analysis
- Market Trend Insights: In the Motley Fool Scoreboard episode, analysts delve into InterDigital's market trends, providing valuable insights into investment opportunities that help investors better understand industry dynamics.
- Investment Opportunity Assessment: The market trends discussed in the episode may present new investment opportunities for investors, particularly in the technology and communications sectors, reflecting InterDigital's potential in future markets.
- Stock Price Reference: The stock prices used were from March 11, 2026, highlighting analysts' focus on the current market conditions and providing a temporal context for investors.
- Video Release Information: The video was published on April 29, 2026, aimed at providing viewers with the latest market analysis and investment advice, enhancing investor awareness of InterDigital.
See More
InterDigital to Present at Four Upcoming Investor Conferences
- Conference Schedule: InterDigital will present at the 21st Annual Needham Technology, Media & Consumer Conference on May 12, 2026, showcasing its latest advancements in wireless and video technologies, which is expected to attract investor interest.
- Global Technology Conference: The company will also participate in the J.P. Morgan 2026 Global Technology, Media and Communications Conference on May 18, 2026, where it will highlight innovations in artificial intelligence and related technologies, further enhancing market awareness.
- Live Webcast: All events will be webcast live, with archived replays available post-conference, ensuring that investors unable to attend in real-time can still access key information, thereby strengthening investor relations management.
- Technological Leadership: As a leader in wireless and video technology, InterDigital focuses on developing foundational technologies that drive connected and immersive experiences, and these conferences are expected to further solidify its influence in the industry.
See More
InterDigital Q1 2026 Earnings Call Highlights
- Performance Exceeds Expectations: InterDigital reported total revenue of $205 million for Q1, surpassing the guidance range of $194 million to $200 million, indicating strong performance driven by new agreements and enforcement actions, which are expected to enhance future cash flow.
- Annual Recurring Revenue Growth: The company achieved annual recurring revenue of $567 million, a 13% year-over-year increase, with smartphone program revenue hitting a record $492 million, demonstrating strong competitive positioning in the global smartphone market.
- Patent Litigation Wins: InterDigital secured its fourth injunction against Disney in a German court, achieving a 6-for-6 win rate in recent patent litigation, which strengthens the company's enforcement capabilities in video services and is expected to positively impact future revenues.
- Optimistic Future Outlook: The CFO guided Q2 revenue expectations between $139 million and $143 million, emphasizing that new agreements and enforcement outcomes will further enhance performance, while maintaining full-year guidance, reflecting the company's confidence in the market.
See More
InterDigital Q1 2026 Earnings Highlights
- Significant Revenue Growth: InterDigital reported total revenue of $205 million in Q1, exceeding guidance of $194 million to $200 million, driven by strong performance in licensing agreements, particularly the renewal with Xiaomi, which propelled smartphone annual recurring revenue to a record $492 million.
- Patent Litigation Success: The company secured its fourth injunction against Disney in a patent lawsuit, confirming patent infringement in a German court, which further solidifies its market position in video services and lays the groundwork for future revenue growth.
- R&D and Standards Leadership: InterDigital's leadership in the global standards organization 3GPP is reinforced with seven engineers appointed to new roles, highlighting its pivotal role in six G technology research, with standards expected to be finalized by 2029.
- Financial Robustness: The company maintains a strong balance sheet with over $1 billion in cash and short-term investments, having paid down $88 million in debt and returned $26 million to shareholders, demonstrating confidence in future growth.
See More
InterDigital Q1 Results Exceed Expectations
- Earnings Beat: InterDigital reported a Q1 non-GAAP EPS of $2.57, exceeding expectations by $0.05, which underscores the company's strong profitability and boosts investor confidence.
- Slight Revenue Decline: Revenue decreased by 2.4% year-over-year to $205.4 million, yet surpassed market expectations by $8.5 million, indicating the company's ability to maintain relatively stable revenue in a competitive market.
- Recurring Revenue Growth: Annualized recurring revenue increased by 13% year-over-year from $502.9 million to $567.2 million, with smartphone ARR rising 18% to an all-time high of $491.8 million, reflecting sustained strong demand in the smartphone sector.
- 2026 Guidance Reaffirmed: The company reaffirmed its full-year 2026 guidance, projecting revenue between $675 million and $775 million, demonstrating confidence in future growth, while adjusted EBITDA expectations indicate ongoing improvements in profitability.
See More
InterDigital Q1 Results Exceed Expectations
- New Agreements Drive Growth: InterDigital signed six new agreements in Q1 2026, including a long-term contract renewal with Xiaomi, which propelled the company's performance beyond expectations, showcasing strong momentum in its licensing programs and patent portfolio.
- Annual Recurring Revenue Surge: The company's annual recurring revenue (ARR) increased by 13% year-over-year from $502.9 million to $567.2 million, with smartphone ARR rising 18% to an all-time high of $491.8 million, indicating sustained leadership in the smartphone market.
- Strong Financial Performance: Despite a 2% year-over-year decline in revenue to $205.4 million for Q1, net income stood at $75.3 million with a net income margin of 37%, reflecting effective cost control and revenue management strategies.
- Increased Market Recognition: InterDigital was recognized as one of the world's 100 most innovative companies for the fifth consecutive year and successfully promoted to the S&P MidCap 400, further solidifying its market position in wireless and video technology.
See More
InterDigital Market Trends Analysis
- Market Trend Insights: In the Motley Fool Scoreboard episode, analysts delve into InterDigital's market trends, providing valuable insights into investment opportunities that help investors better understand industry dynamics.
- Investment Opportunity Assessment: The market trends discussed in the episode may present new investment opportunities for investors, particularly in the technology and communications sectors, reflecting InterDigital's potential in future markets.
- Stock Price Reference: The stock prices used were from March 11, 2026, highlighting analysts' focus on the current market conditions and providing a temporal context for investors.
- Video Release Information: The video was published on April 29, 2026, aimed at providing viewers with the latest market analysis and investment advice, enhancing investor awareness of InterDigital.
See More
