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

AN

AnalystLowTarget

Not Invested

Community Contributor

Published

03 Aug 25

Updated

02 May 26

Views

72

02 May

US$267.10

AnalystLowTarget's Fair Value

US$425.00

37.2% undervalued

1Y

25.7%

7D

-0.8%

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1Y

25.7%

7D

-0.8%

You can edit this narrative until May 3 4:20 AM. Then, changes will post as Updates.

Author's Valuation

US$42537.2% undervalued

AnalystLowTarget Fair Value

Shared on 02 May 26

IDCC: New Licensing Wins And Index Inclusion Will Support Future Upside Potential

Analysts reaffirmed their $425.00 price target on InterDigital, citing updated assumptions for revenue growth, profit margins and future P/E that keep their valuation outlook broadly in line with prior expectations. What's in the News InterDigital plans to showcase HDR Master Production for Advanced Streaming at NAB 2026, highlighting a metadata driven conversion workflow designed to support both HDR and SDR content, including ad insertion, using SMPTE standards such as ST 2094-60 (Product related announcement).

2 views

Shared on 03 Apr 26

IDCC: LG Licensing Progress And 2026 Framework Will Support Future Upside Potential

Analysts have maintained their $425.00 price target on InterDigital while updating their assumptions around revenue growth, profit margin, and a lower future P/E. They cite recent positive commentary around the LG deal and an updated 2026 outlook as key supports for the unchanged target.

8 views

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.

9 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.

12 views

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$425

37.2% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

2.25%

Historical revenue growth rate

19.28%

Software revenue growth rate

1.53%

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

8.63%

Calculation

US$504.86m

Earnings '29

x

26.96x

PE Ratio '29

=

US$13.61b

Market Cap '29

US$13.61b

Market Cap '29

/

25.08m

No. shares '29

=

US$542.55

Share Price '29

US$542.55 Share Price '29

Discounted to 2026 @ 8.60% p.a.

=

US$423.57

Fair Value '26