Rising Anti-Trust And Open-Source Shifts Will Erode IP Value

AN

AnalystLowTarget

AnalystLowTarget

Not Invested

Community Contributor

Published

03 Aug 25

Updated

22 Jan 26

Views

48

n/a

n/a

AnalystLowTarget's Fair Value

n/a

1Y

74.0%

7D

-0.4%

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1Y

74.0%

7D

-0.4%

You can edit this narrative until Jan 23 2:15 AM. Then, changes will post as Updates.

Author's Valuation

US$42514.7% undervalued

AnalystLowTarget Fair Value

Shared on 22 Jan 26

Fair value Increased 63%

IDCC: Streaming And Licensing Execution Will Drive Upside To Elevated Expectations

Narrative update on InterDigital Analysts have lifted their fair value estimate for InterDigital from US$260 to US$425, citing recent price target increases, Q3 performance commentary, and views that the company is better positioned to capture opportunities across its licensing and streaming verticals. Analyst Commentary Recent research points to a constructive view on InterDigital, with attention on how recent deals and licensing progress might feed into medium term expectations.

8 views

Shared on 07 Jan 26

Fair value Increased 18%

IDCC: Streaming Execution Risk Will Define Sustainability Of Elevated Expectations

Analysts have raised their fair value estimate for InterDigital from US$220 to US$260, citing a higher price target, a Q3 beat with Q4 annual recurring revenue guidance described as in line, and growing confidence that the company is bringing together its three verticals to pursue a large streaming opportunity. Analyst Commentary Recent research points to higher fair value assumptions for InterDigital, with a raised price target reflecting confidence in the Q3 performance, Q4 annual recurring revenue guidance described as in line, and the potential in the streaming opportunity across its three verticals.

11 views

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$425

14.7% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

0.77%

Historical revenue growth rate

20.11%

Software revenue growth rate

1.22%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.62%

Calculation

US$147.51m

Earnings '29

x

92.22x

PE Ratio '29

=

US$13.60b

Market Cap '29

US$13.60b

Market Cap '29

/

25.93m

No. shares '29

=

US$524.66

Share Price '29

US$524.66 Share Price '29

Discounted to 2026 @ 8.58% p.a.

=

US$409.81

Fair Value '26