Professional
Added to YB: 2025-10-31
Pitch date: 2025-10-27
IDCC [bullish]
InterDigital, Inc.
-8.51%
current return
Author Info
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Company Info
InterDigital, Inc. operates as a global research and development company focuses on wireless, visual, artificial intelligence (AI), and related technologies.
Market Cap
$8.7B
Pitch Price
$384.12
Price Target
700.00 (+107%)
Dividend
0.83%
EV/EBITDA
18.64
P/E
39.21
EV/Sales
10.16
Sector
Software
Category
special_situation
InterDigital: An Asset-Light Toll Road Play for Wireless, Video, and Artificial Intelligence
IDCC: Targeting $700 (+85% upside) on Disney litigation catalyst expected H1'26. SCS monetization (streaming/video patents) could match $475M smartphone ARR by 2030, driving 60%+ margins, 60%+ ROCE. Recent wins: Brazil injunction vs Disney, world's first anti-interim injunctions in Germany, DOJ support in US.
Read full article (31 min)