InterDigital (IDCC) 주식 개요
는 무선, 시각, 인공지능(AI) 및 관련 기술에 중점을 둔 글로벌 연구 개발 회사로 운영되고 있습니다. 자세히 보기
강점
위험 분석
우리의 위험 점검에서 IDCC에 대한 위험이 감지되지 않았습니다.
IDCC Community Fair Values
Create NarrativeSee what 44 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
InterDigital, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$261.52 |
| 52주 최고가 | US$412.60 |
| 52주 최저가 | US$213.06 |
| 베타 | 1.41 |
| 1개월 변동 | -7.83% |
| 3개월 변동 | -25.77% |
| 1년 변동 | 15.34% |
| 3년 변동 | 170.03% |
| 5년 변동 | 305.90% |
| IPO 이후 변동 | 2,451.41% |
최근 뉴스 및 업데이트
Seeking Alpha • Jul 10
InterDigital: Strong Business, Not A Big Enough Discount Yet
Summary InterDigital, Inc. is rated Hold, as the recent sell-off reflects fair value tension between strong fundamentals and an expensive entry point. Q1 results showed solid ARR growth and favorable licensing wins, but 31% of revenue was one-time catch-up, raising sustainability concerns. My DCF base case values IDCC at $249/share with 8.4% WACC and 3% terminal growth, implying 7% downside from current levels. Upside depends on CE/IoT/Auto momentum and converting video-services litigation into recurring revenue; the current price already discounts optimistic growth. Read the full article on Seeking Alpha
내러티브 업데이트 • Jun 22
IDCC: Amazon Licensing And Patent Wins Will Support Future Streaming Royalties
InterDigital's latest analyst price target update reflects a modest tweak, with analysts pointing to the recently announced Amazon licensing pact and its potential $40m to $80m recurring revenue opportunity as key support for their valuation framework. Analyst Commentary Analysts are focusing on the Amazon agreement as a key reference point for how InterDigital might scale its video and streaming royalty model, with commentary centering on validation of the technology portfolio and the potential size of recurring revenue tied to Prime Video usage.분석 기사 • Jun 21
InterDigital (IDCC) Stock Could Be 36% Undervalued After Amazon License Agreement
Why InterDigital’s New Amazon Agreement Matters for Shareholders InterDigital (IDCC) has drawn fresh investor attention after announcing a patent license agreement with Amazon that covers key services and devices, alongside plans to resolve all pending litigation through binding arbitration. This development sits alongside a recently declared regular quarterly dividend and shareholder approval of bylaw changes related to officer exculpation. Together, these provide investors with several...Recent updates
Seeking Alpha • Jul 10
InterDigital: Strong Business, Not A Big Enough Discount Yet
Summary InterDigital, Inc. is rated Hold, as the recent sell-off reflects fair value tension between strong fundamentals and an expensive entry point. Q1 results showed solid ARR growth and favorable licensing wins, but 31% of revenue was one-time catch-up, raising sustainability concerns. My DCF base case values IDCC at $249/share with 8.4% WACC and 3% terminal growth, implying 7% downside from current levels. Upside depends on CE/IoT/Auto momentum and converting video-services litigation into recurring revenue; the current price already discounts optimistic growth. Read the full article on Seeking Alpha내러티브 업데이트 • Jun 22
IDCC: Amazon Licensing And Patent Wins Will Support Future Streaming Royalties
InterDigital's latest analyst price target update reflects a modest tweak, with analysts pointing to the recently announced Amazon licensing pact and its potential $40m to $80m recurring revenue opportunity as key support for their valuation framework. Analyst Commentary Analysts are focusing on the Amazon agreement as a key reference point for how InterDigital might scale its video and streaming royalty model, with commentary centering on validation of the technology portfolio and the potential size of recurring revenue tied to Prime Video usage.분석 기사 • Jun 21
InterDigital (IDCC) Stock Could Be 36% Undervalued After Amazon License Agreement
Why InterDigital’s New Amazon Agreement Matters for Shareholders InterDigital (IDCC) has drawn fresh investor attention after announcing a patent license agreement with Amazon that covers key services and devices, alongside plans to resolve all pending litigation through binding arbitration. This development sits alongside a recently declared regular quarterly dividend and shareholder approval of bylaw changes related to officer exculpation. Together, these provide investors with several...내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...주주 수익률
| IDCC | US Software | US 시장 | |
|---|---|---|---|
| 7D | -7.6% | -1.5% | 0.1% |
| 1Y | 15.3% | -21.2% | 20.3% |
수익률 대 산업: IDCC은 지난 1년 동안 -21.2%의 수익을 기록한 US Software 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: IDCC은 지난 1년 동안 20.3%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| IDCC volatility | |
|---|---|
| IDCC Average Weekly Movement | 7.1% |
| Software Industry Average Movement | 10.1% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: IDCC는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: IDCC의 주간 변동성(7%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1972 | 460 | Liren Chen | www.interdigital.com |
는 무선, 시각, 인공지능(AI) 및 관련 기술에 중점을 둔 글로벌 연구 개발 회사로 운영되고 있습니다. 이 회사는 다양한 통신 및 엔터테인먼트 제품 및 서비스에서 연결을 가능하게 하는 기술을 설계하고 개발하며, 무선 통신 장치, 소비자 가전, IoT 장치, 자동차 및 기타 자동차 제조업체와 비디오 스트리밍과 같은 클라우드 기반 서비스 제공업체 등 다양한 제품 및 서비스를 제공하는 회사에 라이선스를 제공하고 있습니다. 이 회사는 디지털 셀룰러 및 무선 제품 및 네트워크에 사용되는 다양한 혁신 기술을 설계하고 개발합니다.
InterDigital, Inc. 기초 지표 요약
| IDCC 기초 통계 | |
|---|---|
| 시가총액 | US$6.85b |
| 순이익 (TTM) | US$366.37m |
| 매출 (TTM) | US$828.92m |
18.4x
주가수익비율(P/E)8.2x
주가매출비율(P/S)IDCC는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| IDCC 손익계산서 (TTM) | |
|---|---|
| 매출 | US$828.92m |
| 매출원가 | US$127.18m |
| 총이익 | US$701.74m |
| 기타 비용 | US$335.37m |
| 순이익 | US$366.37m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 14.18 |
| 총이익률 | 84.66% |
| 순이익률 | 44.20% |
| 부채/자본 비율 | 35.2% |
IDCC의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| InterDigital 배당 일정 | |
|---|---|
| 배당락일 | Jul 08 2026 |
| 배당 지급일 | Jul 22 2026 |
| 배당락일까지 남은 일수 | 6 days |
| 배당 지급일까지 남은 일수 | 8 days |
IDCC는 안정적으로 배당을 지급합니까?
IDCC 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/13 22:49 |
| 종가 | 2026/07/13 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
InterDigital, Inc.는 11명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Brett Simpson | Arete Research Services LLP |
| Amir Rozwadowski | Barclays |
| Scott Searle | Benchmark Company |