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6G Expansion Will Expose Overheated Valuation Risks

Published
04 Sep 24
Updated
28 Sep 25
AnalystConsensusTarget's Fair Value
US$323.75
4.7% overvalued intrinsic discount
28 Sep
US$339.10
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1Y
136.5%
7D
-1.7%

Author's Valuation

US$323.754.7% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on28 Sep 25
Fair value Increased 14%

InterDigital's consensus price target was raised from $283.67 to $323.75, driven by a major new licensing deal, increased recurring revenues, an improved revenue outlook, and expanding partnership opportunities. Analyst Commentary Signed a new multiyear license agreement with a major Chinese smartphone vendor, resulting in stronger recurring revenue streams.

Shared on13 Sep 25
Fair value Increased 6.44%

InterDigital's modestly improved revenue growth outlook and a higher projected future P/E multiple have driven a notable increase in its analyst price target from $266.50 to $283.67. What's in the News InterDigital will showcase its innovative Versatile Video Coding (VVC) with advanced film grain preservation at IBC 2025, highlighting substantial bitrate reductions and enhanced image quality for high-resolution streaming.

Shared on31 Jul 25
Fair value Increased 14%

InterDigital’s key metrics, including net profit margin and future P/E ratio, were essentially unchanged, resulting in no adjustment to the consensus analyst price target, which remains at $233.67. What's in the News InterDigital announced the conclusion of arbitration with Samsung Electronics and a new patent license agreement covering its cellular wireless and video technologies.

Shared on08 May 25
Fair value Increased 33%

Shared on30 Apr 25
Fair value Decreased 2.89%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Increased 0.044%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Decreased 7.02%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Decreased 12%

AnalystConsensusTarget has decreased future PE multiple from 31.3x to 26.9x.