InterDigital, Inc.

NasdaqGS:IDCC Rapport sur les actions

Capitalisation boursière : US$7.2b

InterDigital Gestion

Gestion contrôle des critères 4/4

Le PDG InterDigital est Liren Chen, nommé en Apr2021, a un mandat de 5.17 ans. La rémunération annuelle totale est $ 7.85M, composée du salaire de 9.6% et des bonus 90.4%, y compris les actions et options de la société. détient directement 0.69% des actions de la société, d'une valeur de $ 49.43M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4.7 ans et 9.4 ans.

Informations clés

Liren Chen

Directeur général

US$7.8m

Rémunération totale

Pourcentage du salaire du PDG9.56%
Durée du mandat du directeur général5.2yrs
Propriété du PDG0.7%
Durée moyenne d'occupation des postes de direction4.7yrs
Durée moyenne du mandat des membres du conseil d'administration9.4yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit Jun 07

IDCC: Licensing Strength And Patent Enforcement Will Support Durable Future Cash Flows

Narrative Update on InterDigital The Analyst Price Target for InterDigital is now set at $462.67, with analysts pointing to a slightly higher discount rate, a broadly unchanged revenue growth outlook, a stable profit margin near 42.54%, and a small adjustment to the projected future P/E as key inputs behind the update. What's in the News InterDigital reported Q1 2026 revenue of US$205.4 million, above its guidance range, with revenue, adjusted EBITDA, and EPS all ahead of company expectations, according to recent earnings coverage.
Mise à jour du récit May 24

IDCC: New Licensing Wins And Index Inclusion Will Support Durable Cash Flows

Analysts have kept their $462.67 price target for InterDigital unchanged while adjusting key assumptions, including a slightly higher discount rate, much lower revenue growth expectations, reduced profit margin outlook, and a higher future P/E. These changes reflect a more cautious but still supportive view of the stock’s long term valuation drivers.
Mise à jour du récit 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
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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...
Mise à jour du récit 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.
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...
Article d’analyse 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...

Analyse de la rémunération des PDG

Comment la rémunération de Liren Chen a-t-elle évolué par rapport aux bénéfices de InterDigital?
DateRémunération totaleSalaireBénéfices de l'entreprise
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

Rémunération vs marché: La rémunération totale de Liren ($USD 7.85M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 8.35M ).

Rémunération et revenus: La rémunération de Liren a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Liren Chen (55 yo)

5.2yrs
Titularisation
US$7,847,557
Compensation

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...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Lawrence Chen
President5.2yrsUS$7.85m0.69%
$ 49.4m
Richard Brezski
Executive VP15.3yrsUS$3.24m0.33%
$ 23.5m
Rajesh Pankaj
Executive VP & CTO3.9yrsUS$3.42m0.27%
$ 19.6m
Joshua Schmidt
Executive VP4.7yrsUS$2.53m0.12%
$ 8.3m
Julia Mattis
Executive VP & Chief Licensing Officer1.2yrsUS$2.74m0.045%
$ 3.2m
Raiford Garrabrant
Head of Investor Relationsno datapas de donnéespas de données
Robert Stien
Executive VP & Chief Communications and Public Policy Officer4.8yrspas de donnéespas de données
Xiaofei Wang
Chair of the IEEE 802.11 AIML3.9yrspas de donnéespas de données
Diana Pani
VP & Head of Wireless Standardsno datapas de donnéespas de données
Richard Lloyd
Communications Directorno datapas de donnéespas de données
4.7yrs
Durée moyenne de l'emploi
53yo
Âge moyen

Gestion expérimentée: L'équipe de direction de IDCC est considérée comme expérimentée (ancienneté moyenne 4.7 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Lawrence Chen
President5.2yrsUS$7.85m0.69%
$ 49.4m
John Markley
Independent Director9.6yrsUS$330.00k0.043%
$ 3.1m
Samir Armaly
Independent Director3yrsUS$324.50k0.016%
$ 1.2m
Stewart Hutcheson
Independent Chairman of the Board11.9yrsUS$387.50k0.082%
$ 5.8m
Jean Rankin
Independent Director16yrsUS$337.50k0.11%
$ 7.6m
John Kritzmacher
Independent Director17yrsUS$342.50k0.057%
$ 4.1m
Derek Aberle
Independent Director3.8yrsUS$325.88k0.028%
$ 2.0m
Joan Gillman
Independent Director9.2yrsUS$332.00k0.085%
$ 6.1m
9.4yrs
Durée moyenne de l'emploi
61.5yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de IDCC sont considérés comme expérimentés (ancienneté moyenne 9.4 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/12 09:35
Cours de l'action en fin de journée2026/06/12 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

InterDigital, Inc. est couverte par 11 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Brett SimpsonArete Research Services LLP
Amir RozwadowskiBarclays
Scott SearleBenchmark Company