InterDigital, Inc.

Informe acción NasdaqGS:IDCC

Capitalización de mercado: US$6.7b

InterDigital Dirección

Dirección controles de criterios 4/4

El CEO de InterDigital es Liren Chen , nombrado en Apr 2021, tiene una permanencia de 5.08 años. compensación anual total es $7.85M, compuesta por 9.6% salario y 90.4% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.69% de las acciones de la empresa, por valor de $46.52M. La antigüedad media del equipo directivo y de la junta directiva es de 4.6 años y 9.3 años, respectivamente.

Información clave

Liren Chen

Chief Executive Officer (CEO)

US$7.8m

Compensación total

Porcentaje del salario del CEO9.56%
Permanencia del CEO5.1yrs
Participación del CEO0.7%
Permanencia media de la dirección4.6yrs
Promedio de permanencia en la Junta Directiva9.3yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa May 02

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).
Seeking Alpha Apr 25

InterDigital: Good Results Already Priced In

Summary InterDigital shares have surged 55%, but current valuations are stretched, with sector multiple premiums exceeding 100%. Recent results show normalized, not accelerating, growth; strong ARR and margins are already priced in, with no new growth drivers visible. Management’s cautious guidance and consensus forecasts indicate revenue and EPS declines, while fair value models suggest 4-8% downside even under optimistic assumptions. I maintain a Hold rating, preferring to buy IDCC only on 10-20%+ pullbacks, as all growth prospects are already embedded in the price. Read the full article on Seeking Alpha
Actualización de narrativa Apr 17

IDCC: LG Licensing Deal And 2026 Outlook Will Support Durable Cash Flows

Analysts have nudged their price target on InterDigital higher to $462.67, citing updated 2026 outlooks following recent deal activity as key support for the shift. Analyst Commentary Bullish Takeaways Bullish analysts view the updated 2026 outlook, framed around the recent LG deal, as a key support for higher valuation expectations.
Actualización de narrativa Apr 03

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.
Actualización de narrativa Mar 20

IDCC: LG And Sony Licensing Will Support Higher Margins And Cash Generation

Analysts have maintained their InterDigital fair value estimate at $488.00, making only minor tweaks to inputs after the LG deal and an updated 2026 outlook led to modestly adjusted assumptions for revenue growth, margins, and future P/E. Analyst Commentary Bullish analysts view the LG agreement and refreshed 2026 outlook as supportive of InterDigital’s existing fair value framework, rather than a reason to overhaul it.
Actualización de narrativa Mar 05

IDCC: LG Licensing Will Support Higher Margins And Multi Year Earnings Expansion

Analysts have raised their InterDigital price target to $488.00, citing updated expectations for positive revenue growth, an improved profit margin near 48%, and a lower future P/E of around 31x following recent research updates, including commentary on the LG deal. Analyst Commentary Bullish analysts are framing the LG agreement as a key support for their updated InterDigital thesis, tying it directly to higher confidence in revenue visibility, margin durability near 48%, and the ability to justify a P/E of about 31x alongside a US$488 price target.
Nueva narrativa Mar 04

InterDigital Inc. (IDCC): The 6G Architect – Monetizing the AI and Wireless Frontier in 2026.

InterDigital (IDCC) is currently asserting its dominance as a premier intellectual property powerhouse, trading at $370.80 as of the March 3, 2026, market close. The stock experienced a 2.12% decline today, a modest retracement following a massive rally triggered by its Q4 2025 earnings "super-beat" on February 5.
Actualización de narrativa Feb 19

IDCC: LG Licensing And 2026 Outlook Will Support Higher Cash Flow Visibility

Analysts have lifted their price target on InterDigital to $462.67, citing updated assumptions for revenue growth, profit margin, and a lower discount rate following recent research commentary around the LG agreement and the raised 2026 outlook. Analyst Commentary Bullish Takeaways Bullish analysts view the LG agreement as a key support for the higher price target of $462.67, helping them gain more confidence in the underlying assumptions used in their models.
Artículo de análisis Feb 12

We Like InterDigital's (NASDAQ:IDCC) Earnings For More Than Just Statutory Profit

Shareholders appeared to be happy with InterDigital, Inc.'s ( NASDAQ:IDCC ) solid earnings report last week. This...
Actualización de narrativa Feb 05

IDCC: LG Licensing And 2026 Outlook Will Support Higher Margin Profile

Narrative Update Analysts have lifted their price target on InterDigital from about $412 to roughly $463, citing updated assumptions that include modest revenue growth, a higher projected profit margin near 44%, and a lower future P/E, informed in part by recent research following the LG deal and a raised 2026 outlook. Analyst Commentary Analysts are updating their views on InterDigital following the LG agreement and the raised 2026 outlook, with most of the discussion centering on how the new assumptions for revenue, margins and future P/E might affect the valuation and execution risk.
Actualización de narrativa Jan 22

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.
Actualización de narrativa Jan 07

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.
Artículo de análisis Dec 25

Is InterDigital (NASDAQ:IDCC) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Actualización de narrativa Dec 23

IDCC Streaming And Licensing Wins Will Drive Multi Year Earnings Expansion

Analysts have lifted their price target on InterDigital from approximately $311 to about $488, reflecting confidence that recent licensing wins, upward revisions to long term revenue and EPS forecasts, and evidence of execution across streaming and other key verticals can support a higher valuation despite slightly softer growth and margin assumptions. Analyst Commentary Bullish analysts have reiterated a constructive view on InterDigital, highlighting recent price target increases as evidence that the company is executing well against its strategic roadmap and expanding addressable markets.
Actualización de narrativa Dec 08

IDCC: Recurring Licensing Wins Will Drive Smartphone And Streaming Upside

Analysts have nudged their price targets for InterDigital higher, with recent increases of $20 and $25 helping support an updated valuation around $412 per share. They point to stronger recurring revenue, new smartphone licensing wins, and growing confidence in the large streaming opportunity as key drivers.
Actualización de narrativa Nov 24

IDCC: Momentum Will Accelerate With New Streaming And Smartphone Licensing Deals

Analysts have raised their price target on InterDigital from $450 to $475. This change reflects confidence after strong Q3 results and continued execution across multiple growth opportunities.
Actualización de narrativa Nov 09

IDCC: Share Momentum Will Accelerate With Streaming and Smartphone Licensing Wins

InterDigital's analyst price target has increased significantly from $328.75 to $412.00, as analysts cite recent strong licensing wins, improved revenue guidance, and promising long-term opportunities across multiple business segments. Analyst Commentary Analysts have weighed in on InterDigital's recent performance and prospects, providing new price targets and perspectives on the company's outlook following significant business developments.
Actualización de narrativa Oct 26

New License Deals And Raised Outlook Will Drive Next Phase Of Risk

Narrative Update on InterDigital Analysts have raised their price target for InterDigital by $20 to $340 per share, citing stronger revenue outlooks and new licensing agreements as key drivers of this upward revision. Analyst Commentary Recent commentary from equity analysts highlights both optimism and reservations about InterDigital’s outlook following its latest licensing wins and improved guidance.
Actualización de narrativa Oct 12

6G Expansion Will Expose Overheated Valuation Risks

Analysts have raised their price target for InterDigital by $5 to $328.75, citing an improved revenue growth outlook, higher profit margin forecasts, and recent licensing agreements with major smartphone vendors. Analyst Commentary Recent research updates have highlighted both optimism and caution regarding InterDigital's prospects, following new licensing agreements and raised financial forecasts.
Actualización de narrativa Sep 28

6G Expansion Will Expose Overheated Valuation Risks

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.
Artículo de análisis Sep 23

InterDigital, Inc.'s (NASDAQ:IDCC) 30% Price Boost Is Out Of Tune With Earnings

InterDigital, Inc. ( NASDAQ:IDCC ) shares have continued their recent momentum with a 30% gain in the last month alone...
Artículo de análisis Sep 21

InterDigital (NASDAQ:IDCC) Is Paying Out A Larger Dividend Than Last Year

The board of InterDigital, Inc. ( NASDAQ:IDCC ) has announced that it will be paying its dividend of $0.70 on the 22nd...
Actualización de narrativa Sep 13

6G Expansion Will Expose Overheated Valuation Risks

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.
Artículo de análisis Aug 29

InterDigital (NASDAQ:IDCC) Could Become A Multi-Bagger

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Artículo de análisis Aug 08

InterDigital's (NASDAQ:IDCC) Promising Earnings May Rest On Soft Foundations

NasdaqGS:IDCC 1 Year Share Price vs Fair Value Explore InterDigital's Fair Values from the Community and select yours...
Artículo de análisis Jul 25

There's No Escaping InterDigital, Inc.'s (NASDAQ:IDCC) Muted Earnings

InterDigital, Inc.'s ( NASDAQ:IDCC ) price-to-earnings (or "P/E") ratio of 14.8x might make it look like a buy right...
Artículo de análisis Jul 10

Calculating The Fair Value Of InterDigital, Inc. (NASDAQ:IDCC)

Key Insights Using the 2 Stage Free Cash Flow to Equity, InterDigital fair value estimate is US$251 InterDigital's...
Artículo de análisis Jun 13

Should You Think About Buying InterDigital, Inc. (NASDAQ:IDCC) Now?

InterDigital, Inc. ( NASDAQ:IDCC ), is not the largest company out there, but it received a lot of attention from a...
Artículo de análisis May 31

Here's Why InterDigital (NASDAQ:IDCC) Has Caught The Eye Of Investors

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Seeking Alpha Jan 22

InterDigital Is Still A Solid Growth Pick In 2025

Summary InterDigital's strategic licensing deals and leadership in AI-driven video technologies and wireless connectivity position it for sustained growth, despite analysts' pessimism. The company's strong presence in the global smartphone market and new agreements with major OEMs like OPPO and Panasonic bolster its revenue prospects. Financially, InterDigital is robust, with rising revenue, attractive valuation, and consistent free cash flow, making it an undervalued investment opportunity. Potential risks include contract renewals and patent litigation costs, but the company's fundamentals and strategic initiatives suggest it will outperform expectations. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Liren Chen en comparación con los beneficios de InterDigital?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$366m

Dec 31 2025US$8mUS$750k

US$407m

Sep 30 2025n/an/a

US$497m

Jun 30 2025n/an/a

US$463m

Mar 31 2025n/an/a

US$393m

Dec 31 2024US$7mUS$710k

US$359m

Sep 30 2024n/an/a

US$265m

Jun 30 2024n/an/a

US$278m

Mar 31 2024n/an/a

US$190m

Dec 31 2023US$5mUS$706k

US$214m

Sep 30 2023n/an/a

US$207m

Jun 30 2023n/an/a

US$182m

Mar 31 2023n/an/a

US$181m

Dec 31 2022US$5mUS$690k

US$94m

Sep 30 2022n/an/a

US$83m

Jun 30 2022n/an/a

US$87m

Mar 31 2022n/an/a

US$68m

Dec 31 2021US$11mUS$504k

US$55m

Compensación vs. Mercado: La compensación total ($USD7.85M) de Liren está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD8.41M).

Compensación vs. Ingresos: La compensación de Liren ha sido consistente con los resultados de la empresa en el último año.


CEO

Liren Chen (54 yo)

5.1yrs
Permanencia
US$7,847,557
Compensación

Mr. Lawrence Chen, J.D., also known as Liren, is Director of Arrow Electronics, Inc. from December 11, 2024. Mr. Chen serves as President, Chief Executive Officer and Director of InterDigital, Inc., since...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Lawrence Chen
President5.1yrsUS$7.85m0.69%
$ 46.5m
Richard Brezski
Executive VP15.2yrsUS$3.24m0.33%
$ 22.1m
Rajesh Pankaj
Executive VP & CTO3.8yrsUS$3.42m0.28%
$ 18.7m
Joshua Schmidt
Executive VP4.6yrsUS$2.53m0.12%
$ 7.8m
Julia Mattis
Executive VP & Chief Licensing Officer1.1yrsUS$2.74m0.051%
$ 3.4m
Raiford Garrabrant
Head of Investor Relationsno datasin datossin datos
Robert Stien
Executive VP & Chief Communications and Public Policy Officer4.7yrssin datossin datos
Xiaofei Wang
Chair of the IEEE 802.11 AIML3.8yrssin datossin datos
Diana Pani
VP & Head of Wireless Standardsno datasin datossin datos
Richard Lloyd
Communications Directorno datasin datossin datos
4.6yrs
Permanencia media
52yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de IDCC se considera experimentado (4.6 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Lawrence Chen
President5.1yrsUS$7.85m0.69%
$ 46.5m
John Markley
Independent Director9.5yrsUS$330.00k0.043%
$ 2.9m
Samir Armaly
Independent Director2.9yrsUS$324.50k0.016%
$ 1.1m
Stewart Hutcheson
Independent Chairman of the Board11.8yrsUS$387.50k0.082%
$ 5.5m
Jean Rankin
Independent Director15.9yrsUS$337.50k0.11%
$ 7.1m
John Kritzmacher
Independent Director16.9yrsUS$342.50k0.057%
$ 3.8m
Derek Aberle
Independent Director3.7yrsUS$325.88k0.028%
$ 1.9m
Joan Gillman
Independent Director9.1yrsUS$332.00k0.085%
$ 5.7m
9.3yrs
Permanencia media
60.5yo
Promedio de edad

Junta con experiencia: La junta directiva de IDCC se considera experimentada (9.3 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/18 04:12
Precio de las acciones al final del día2026/05/18 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

InterDigital, Inc. está cubierta por 11 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Brett SimpsonArete Research Services LLP
Amir RozwadowskiBarclays
Scott SearleBenchmark Company