NASDAQ: IDCC

InterDigital (IDCC) Stock Analysis & Forecast

Sep 28 close

$327.14−7.07 (−2.1%)

Gekko Brief

AI summary

This week's attention on InterDigital centers on a quarterly dividend raise to US$0.75 per share, which has prompted questions about whether earnings can sustain recent growth even as coverage points to strong licensing momentum, record recurring revenues and an upbeat 2026 outlook, including a significant agreement with Amazon.

IDCC closed at $327.14, down 2.1%, but remains above its 50-day average of $322.24 and 200-day average of $317.85, with the 50-day above the 200-day. The GekkoIndex reads 58, placing the stock in the Neutral zone. Price sits 9.5% below Gekko Fair Value of $361.41.

The next earnings report is scheduled for 29 October 2026, 30 days out and beyond a typical 20-trading-day hold; the prior quarter saw non-GAAP EPS of $4.62 against a $1.29 estimate and an 16.7% reaction, with 7 beats in the last 8 quarters. No insider, Congress or unusual options activity appears in the current windows, though one billionaire holder and one trailblazer holder are noted. Three covering analysts all rate the stock buy, with a consensus target of $462.67. Seasonally, the next 20 trading days have averaged +5.6% over 5 years, rising in 3 of them.

Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.

InterDigital price vs fair value

$361.41$327.14Sep ’25Mar ’26Sep ’26
Close $327.14200-day averageGekko Fair Value $361.41

InterDigital quick facts

Market cap
$8.44B
P/E ratio
39.4
Forward P/E
29.9
EPS, TTM
$8.49
Revenue, TTM
$788.5M
Profit margin
38.3%
Dividend yield
0.85%
Beta
1.42
Volume
112,991 avg 217,346
1-year return
−3.5%
Typical daily move
±3.1%
Typical 20-day move
±6.5%
50-day average
$322.24
200-day average
$317.85
Next earnings
Oct 29
Shares outstanding
25.81M
52-week range
$249.14$412.60

InterDigital swing-trade checklist

InterDigital scores 4 supportive, 1 mixed and 0 headwinds across the 5 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

4 supportive1 mixed0 headwinds

  • Trendsupportive

    Above 50 and 200-day

    Close $327.14 is above the 50-day ($322.24) and 200-day ($317.85) averages, and the 50-day is above the 200-day.

    See the chart
  • GekkoIndexmixed

    58, Neutral

    Reading 58 is in the Neutral zone.

    See the GekkoIndex
  • Fair valuesupportive

    9.5% below

    Price is 9.5% below Gekko Fair Value (more than 5% below).

    See fair value
  • Smart moneyno data

    No data

    No insider, Congress or unusual options activity in the window.

    See smart money
  • Earnings risksupportive

    Reports in 30 days

    Next report Oct 29, 2026, 30 days away — outside a typical 20-trading-day hold.

    See earnings
  • Seasonalitysupportive

    +5.6% on average

    From this point in the calendar, the next 20 trading days averaged +5.6% over 5 years, rising in 3 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

InterDigital stock chart and price history

InterDigital closed at $327.14 on Sep 28, 2026, −3.5% over the past year, inside a 52-week range of $249.14 to $412.60.

Close50-day average200-day averageVolume
InterDigital share price, past year, with 50-day and 200-day moving averages and volume$250$300$350$400NovDecJan 2026FebMarAprMayJunJulAugSep327.14

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
−2.2%
3 months
+18.1%
6 months
+8.6%
1 year
−3.5%
The full IDCC chart adds GekkoIndex, insider, options, Congress and hedge fund markers, plus TrendCandles™.Open IDCC in Gekko

Follow InterDigital through every session

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About InterDigital

InterDigital works through affiliated companies to create and refine technology that underpins wireless communication across markets such as the United States, China, South Korea, Japan, Taiwan, and Europe. It builds technical solutions for cellular and wireless products spanning 2G through 5G and standards under IEEE 802, with work covering core methods like CDMA, TDMA, OFDM/OFDMA, and MIMO. Its portfolio also reaches into 5G New Radio, beyond-5G systems, extended reality over wireless networks, and cellular IoT, alongside video coding, transmission technology, and artificial intelligence research.

The company's technology finds its way into connected devices such as vehicles, wearables, smart home products, and drones, as well as personal devices including smartphones, tablets, and laptops, and network infrastructure like base stations. It also supports components, dongles, modules, and software platforms used in IoT devices. Much of this work rests on a large patent portfolio, with tens of thousands of granted patents and pending applications covering wireless communication, video coding, and display technology.

InterDigital was founded in 1972 and is headquartered in Wilmington, Delaware. Its shares are listed on the NASDAQ under the ticker IDCC.

Listed
NASDAQ
Sector
Technology services
Industry
Packaged software
Website
interdigital.com

InterDigital GekkoIndex: the smart money zone

InterDigital’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 58, in the Neutral zone, down 1.9 points over five sessions.

010058Neutral

Down 1.9 points over five sessions.

Reading for Sep 28, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying21−0.6%+0.9%+5.4%+2.4%
Accumulation157+2.4%+4.5%+8.3%+11.8%
Neutral (current zone)401+0.5%+1.3%+2.2%+11.0%
Distribution88+1.7%+1.7%+6.2%+10.3%
Selling5Too few readings yet

Average IDCC share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Neutral readings averaged +1.1% over 20 days. Past behaviour doesn’t guarantee future results.

Neutral zone: No clear directional signal. About the five zones →

See every daily GekkoIndex reading plotted over the IDCC price, zone by zone.Track IDCC in Gekko

Is InterDigital stock overvalued? Gekko Fair Value

InterDigital trades 9.5% below Gekko Fair Value of $361.41, so the shares are undervalued on Gekko’s estimate.

Gekko’s own estimate of what InterDigital shares are worth, recalculated every trading day.

$361.41

Gekko Fair Value, Sep 29, 2026

9.5% Undervalued

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open IDCC in Gekko

InterDigital insider and Congress trading

No open-market insider purchases were filed for InterDigital, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for IDCC in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every IDCC insider filing, plotted on the chart in Gekko.Open IDCC in Gekko

Congress trades last 90 days

No trades in IDCC were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for IDCC, plotted on the chart in Gekko.Open IDCC in Gekko

Buybacks

InterDigital has been buying back its own shares.

Bought back, quarter ended Jun 30, 2026
$22.98M
As a share of market cap
0.27%
Trailing four quarters
$102.0M

From company filings.

Hedge funds and billionaires quarter ended Jun 30

2of the funds Gekko tracks hold IDCC.

1added1opened0trimmed0sold out
Which funds are on each side, name by name.Unlock in Gekko

InterDigital earnings: next date and track record

InterDigital reports on Oct 29, 2026 (30 days away), and beat the EPS estimate in 7 of its last 8 reports.

7 of 8reports beat the EPS estimate
±11.3%average move across the report
6 of 8reports followed by a gain

Share-price move across each report

+12.2%Oct ’24+12.0%Feb ’25+5.0%May ’25+3.1%Jul ’25−5.5%Oct ’25+18.2%Feb ’26−17.6%Apr ’26+16.7%Jul ’26

Last earnings call, Jul 30, 2026 AI summary

What they said
InterDigital reported an outstanding Q2 2026 with revenue of $260.2M, adjusted EBITDA of $184M and non-GAAP EPS of $4.62, all well above prior guidance. ARR reached a record $625.7M, up 13% year-over-year, and management raised full-year 2026 guidance to $775M–$845M (an $85M increase at the midpoint). The quarter included a large amount of catch-up revenue ($103.7M) tied to a newly announced patent license agreement with Amazon covering devices and services (including Prime Video); final terms will be determined through binding arbitration expected to take 18–24 months. Streaming & cloud services contributed ~$110M this quarter, smartphones ~$122.7M, and CE/IoT/auto ~$27.5M. Management emphasized progress in enforcement (including recent injunctions against Disney in UPC jurisdictions), a multipath approach to achieving guidance (renewals, new licenses), and continued capital allocation discipline while maintaining investment and balance-sheet strength. Q&A was constructive: management was confident and reiterated preference for bilateral negotiation but affirmed use of arbitration and ongoing enforcement work.
Guidance
Raised 2026 full-year revenue guidance to $775 million to $845 million (up $85 million at the midpoint). Management reiterated longer-term goals: $300M+ ARR from streaming/cloud services by 2030 and $1B+ ARR company-wide by 2030. Expect Amazon arbitration to take ~18-24 months. Q3 guide referenced as flat with a step-up in Q4 (mentioned in Q&A).
Risks flagged
Arbitration outcome uncertainty (final monetary terms of Amazon agreement not yet determined) and potential for adjustments to recognized revenue; ongoing multi-jurisdictional litigation and enforcement costs; potential disruption to customers' streaming services (reports of 4K/HD disruptions) and related regulatory or consumer-protection scrutiny; dependence on successful licensing negotiations to meet ARR targets; short-term debt conversions and capital allocation trade-offs; other enforcement actions remain ongoing.
ReportedEPSSurpriseRevenueSurpriseMove
Jul 30, 2026$3.92
est $1.29
+203.9%$260.2M
est $143.1M
+81.8%+16.7%
Apr 30, 2026$2.57
est $2.52
+2.2%$205.4M
est $196.9M
+4.4%−17.6%
Feb 5, 2026$2.12
est $1.78
+19.3%$158.2M
est $150.6M
+5.1%+18.2%
Oct 30, 2025$2.55
est $1.79
+42.5%$164.7M
est $155.6M
+5.9%−5.5%
Jul 31, 2025$6.52
est $3.36
+94.0%$300.6M
est $144.4M
+108.1%+3.1%
May 1, 2025$4.21
est $3.72
+13.2%$210.5M
est $136.9M
+53.8%+5.0%
Feb 6, 2025$5.15
est $5.40
−4.6%$252.8M
est $130.5M
+93.7%+12.0%
Oct 31, 2024$1.63
est $0.76
+114.5%$128.7M
est $244.2M
−47.3%+12.2%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

InterDigital stock forecast and analyst price targets

Analysts’ average 12-month price target for InterDigital is $462.67, +41.4% from the last close, from 3 firms rating the stock in the last 90 days.

$462.67consensus 12-month target, +41.4% from the last close
Low $425High $475
Buy3
Hold0
Sell0

Each firm’s latest rating in the last 90 days: 3 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Sep 2William BlairBuy, maintained——
Jul 31JefferiesBuy, maintained$475+45.2%
Jul 30William BlairBuy, maintained——
Jul 30Roth MKMBuy, maintained$425+29.9%
+2.2%average 20-day move after past Neutral readings
+5.6%average move over the next 20 trading days in the last 5 years
±3.1%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

InterDigital seasonality: the next 20 trading days

Over the next 20 trading days from Sep 29, InterDigital averaged +5.6% across the last 5 years, rising in 3 of them.

Next 20 trading days, by year

−2.6%2021+20.9%2022−5.7%2023+2.7%2024+11.0%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days+3.1%3 of 5
Next 10 trading days+5.8%3 of 5
Next 15 trading days+5.8%4 of 5
Next 20 trading days+5.6%3 of 5
Next 30 trading days+14.8%5 of 5

For scale, IDCC’s typical 20-trading-day move in either direction is about 6.5%.

InterDigital market cap and key statistics

InterDigital’s market cap is $8.44B, with a P/E ratio of 39.4 and revenue of $788.5M over the last twelve months.

Valuation

Market cap
$8.44B
P/E ratio
39.4
Forward P/E
29.9
EPS, TTM
$8.49
Gekko Fair Value
$361.41

Trading

Volume
112,991
Avg volume, 20 days
217,346
52-week high
$412.60
52-week low
$249.14
Shares outstanding
25.81M

Financials

Revenue, TTM
$788.5M
Profit margin
38.3%
Return on equity
26.4%
Quarterly earnings growth, YoY
−36.4%

Risk and income

Beta
1.42
Typical daily move
±3.1%
Typical 20-day move
±6.5%
Dividend yield
0.85%

InterDigital stock news this week

2 headlines about InterDigital from the past week, newest first, each linking to the publisher.

InterDigital peers

InterDigital’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
MSFTMicrosoft+0.7%Neutral17.3% above
PLTRPalantir Technologies+0.7%Neutral15.7% above
ORCLOracle−0.1%Accumulation25.9% below
PANWPalo Alto Networks+5.8%Neutral16.1% above
CRWDCrowdStrike+4.2%Neutral27.2% above
CRMSalesforce+1.0%Neutral5.9% below

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

InterDigital stock FAQ

What is InterDigital’s market cap?

InterDigital’s market cap is $8.44B at the Sep 28, 2026 close of $327.14, with 25.81M shares outstanding. The shares trade on a P/E ratio of 39.4.

What is the InterDigital stock forecast?

The consensus analyst 12-month price target for InterDigital is $462.67, +41.4% from the last close. Of the 3 firms that rated the stock in the last 90 days, 3 rate it a buy, 0 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.

Is InterDigital stock overvalued or undervalued?

On Gekko’s estimate InterDigital is undervalued: the Sep 28, 2026 close of $327.14 is 9.5% below Gekko Fair Value of $361.41. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does InterDigital report earnings next?

InterDigital is expected to report on Oct 29, 2026 (30 days away). Analysts expect earnings of $1.34 per share on revenue of $156.6M. InterDigital beat the earnings estimate in 7 of its last 8 reports, moving 11.3% on average across the report.

What is InterDigital’s 52-week high and low?

InterDigital’s 52-week high is $412.60 and its 52-week low is $249.14; it closed at $327.14 on Sep 28, 2026, −3.5% over the past year.

Is InterDigital stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 4 of the 5 items with data read as supportive (trend, fair value, earnings risk and seasonality), 1 as mixed (gekkoindex). The checklist is a description of current data, not a recommendation.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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