Added to YB: 2026-08-13
Pitch date: 2026-08-10
IDCC [bullish]
InterDigital, Inc.
+0.62%
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
$349.27
Price Target
700.00 (+107%)
Dividend
0.83%
EV/EBITDA
18.64
P/E
39.21
EV/Sales
10.16
Sector
Software
Category
growth
Correction: InterDigital, Inc. (IDCC US) — Updated report link
IDCC: PT $700. Q2'26 ARR record ~$626M (+13% YoY), 71% adj EBITDA margin, raised FY26 guidance. Amazon licence (Prime Video) drives first material SCS revenue: $110M Q2 ($95M catch-up, $60M ARR), CFO says likely revised up post-arbitration. Samsung precedent: 67% above conservative estimate. Disney next catalyst (Aug 28 Delaware, Sept UPC). Forecasts $165M SCS ARR FY27, $247M FY28. Risks: arbitration outcome, codec workarounds.
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