InterDigital Inc (IDCC) saw its stock rise by 6.77% as it crossed above the 5-day SMA, despite the broader market decline with the Nasdaq-100 down 1.63% and the S&P 500 down 1.58%.
The company has signed a significant new licensing agreement with LG Electronics, which is expected to contribute notably to revenue growth in 2026, projecting revenue between $675 million and $775 million. This agreement includes licenses for ATSC 3.0, Wi-Fi, and video codec technologies, showcasing InterDigital's leadership in these areas and enhancing its market competitiveness.
This strategic partnership with LG, one of the largest TV manufacturers globally, not only solidifies InterDigital's position in the wireless and video technology sectors but also reflects strong business momentum and profitability expectations for the future.
Wall Street analysts forecast IDCC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for IDCC is 386.67 USD with a low forecast of 260.00 USD and a high forecast of 475.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
Wall Street analysts forecast IDCC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for IDCC is 386.67 USD with a low forecast of 260.00 USD and a high forecast of 475.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Buy
0 Hold
1 Sell
Moderate Buy
Current: 331.920
Low
260.00
Averages
386.67
High
475.00
Current: 331.920
Low
260.00
Averages
386.67
High
475.00
Jefferies
Blayne Curtis
Buy
maintain
$450 -> $475
2025-10-30
Reason
Jefferies
Blayne Curtis
Price Target
$450 -> $475
AI Analysis
2025-10-30
maintain
Buy
Reason
Jefferies analyst Blayne Curtis raised the firm's price target on InterDigital to $475 from $450 and keeps a Buy rating on the shares following Q3 results. The firm sees the stock going higher after a Q3 beat and Q4 annual recurring revenue outlook in-line, as opportunities in all three verticals continue to come to fruition, according to Jefferies. The firm said it sees InterDigital putting all the pieces together to capture the large streaming opportunity.
Jefferies
Hold
maintain
$320 -> $340
2025-09-29
Reason
Jefferies
Price Target
$320 -> $340
2025-09-29
maintain
Hold
Reason
Jefferies raised the firm's price target on InterDigital to $340 from $320 and keeps a Hold rating on the shares after the company recently announced that they signed a new license agreement with a major Chinese smartphone vendor and raised the Q3 outlook. The firm is raising its calendar year 2026 and 2027 revenue and EPS estimates, the analyst noted.
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BofA
Tal Liani
Underperform
maintain
$100 -> $220
2025-08-04
Reason
BofA
Tal Liani
Price Target
$100 -> $220
2025-08-04
maintain
Underperform
Reason
BofA analyst Tal Liani raised the firm's price target on InterDigital to $220 from $100 and keeps an Underperform rating on the shares. The firm changed its valuation framework, telling investors that new deals "continue to generate outsized surprises" and the repeated growth outperformance leads the firm to increase its target multiple. However, it believes the company's ability to "continue reporting such strong surprise quarters is diminishing over time," adds the analyst.
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.
