InterDigital (NASDAQ:IDCC) Releases Q1 2026 Earnings Guidance

InterDigital (NASDAQ:IDCC) issued an update on its first quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 2.390-2.680 for the period, compared to the consensus earnings per share estimate of 2.180. The company issued revenue guidance of $194.0 million-$200.0 million, compared to the consensus revenue estimate of $162.5 million.

Analyst Ratings Changes

IDCC has been the topic of several recent analyst reports. Zacks Research downgraded shares of InterDigital from a “strong-buy” rating to a “hold” rating in a research note on Friday, November 21st. Roth Mkm reissued a “buy” rating on shares of InterDigital in a research note on Tuesday, January 20th. Jefferies Financial Group set a $475.00 price objective on InterDigital and gave the stock a “buy” rating in a report on Thursday, October 30th. Weiss Ratings lowered InterDigital from a “buy (a-)” rating to a “buy (b+)” rating in a research note on Monday, December 29th. Finally, UBS Group set a $425.00 price target on InterDigital in a research note on Monday, December 1st. Four analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat, InterDigital presently has a consensus rating of “Moderate Buy” and a consensus price target of $416.67.

InterDigital Trading Up 7.5%

NASDAQ IDCC opened at $371.08 on Friday. The company has a debt-to-equity ratio of 0.07, a quick ratio of 1.89 and a current ratio of 1.84. InterDigital has a one year low of $180.60 and a one year high of $412.60. The company’s 50 day moving average price is $331.39 and its 200 day moving average price is $323.23. The firm has a market capitalization of $9.56 billion, a price-to-earnings ratio of 31.10 and a beta of 1.58.

InterDigital (NASDAQ:IDCC) last released its quarterly earnings data on Thursday, February 5th. The Wireless communications provider reported $2.12 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.65 by $0.47. The company had revenue of $158.23 million during the quarter, compared to analyst estimates of $155.57 million. InterDigital had a net margin of 48.76% and a return on equity of 41.09%. The business’s quarterly revenue was down 37.4% compared to the same quarter last year. During the same quarter in the prior year, the business earned $5.15 earnings per share. InterDigital has set its Q1 2026 guidance at 2.390-2.680 EPS. On average, sell-side analysts predict that InterDigital will post 9.21 EPS for the current year.

InterDigital Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, January 28th. Stockholders of record on Wednesday, January 14th were paid a dividend of $0.70 per share. The ex-dividend date was Wednesday, January 14th. This represents a $2.80 dividend on an annualized basis and a dividend yield of 0.8%. InterDigital’s dividend payout ratio (DPR) is currently 18.89%.

Insider Activity

In other news, Director John A. Kritzmacher sold 1,250 shares of the stock in a transaction that occurred on Tuesday, December 23rd. The stock was sold at an average price of $331.00, for a total transaction of $413,750.00. Following the completion of the transaction, the director directly owned 15,815 shares in the company, valued at approximately $5,234,765. This represents a 7.32% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CEO Lawrence Liren Chen sold 5,958 shares of the stock in a transaction on Tuesday, January 27th. The shares were sold at an average price of $327.62, for a total transaction of $1,951,959.96. Following the transaction, the chief executive officer owned 153,077 shares in the company, valued at $50,151,086.74. This trade represents a 3.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 36,307 shares of company stock worth $11,905,598 over the last three months. 2.80% of the stock is currently owned by corporate insiders.

More InterDigital News

Here are the key news stories impacting InterDigital this week:

• Positive Sentiment: Q4 results beat expectations: IDCC reported $2.12 EPS vs. consensus $1.65 and slightly beat revenue estimates; management highlighted record annualized recurring revenue and all‑time highs in net income, adjusted EBITDA, non‑GAAP EPS and free cash flow — evidence of strengthening recurring licensing streams. InterDigital Reports Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Raised near‑term guidance: IDCC set Q1 2026 EPS guidance of $2.39–$2.68 (above consensus) and revenue guidance of $194–$200M (well above consensus), giving investors a clearer path to sustained revenue and profit — a primary driver of today’s upside. View Press Release
• Positive Sentiment: LG deal and narrative shift: Commentary and analyst notes point to the LG licensing deal and the company’s 2026 outlook as changing market perception — moving focus from lump‑sum, lumpy payments to recurring licensing and streaming upside. This appears to be supporting investor optimism. Why The Narrative Around InterDigital (IDCC) Is Shifting After The LG Deal And 2026 Outlook
• Positive Sentiment: Analyst bullishness: A William Blair analyst reiterated a Buy rating citing undervalued IP leadership, recurring licensing strength and unpriced streaming upside — reinforcing the positive sentiment among institutional investors. InterDigital: Undervalued IP Leader with Recurring Licensing Strength and Unpriced Streaming Upside Justifying a Buy Rating
• Neutral Sentiment: Detailed disclosures and investor materials: The earnings slide deck and presentations provide more color on recurring revenue growth, strategy and legal posture — useful for investors digging into sustainability of licensing streams and streaming monetization potential. InterDigital, Inc. 2025 Q4 – Results – Earnings Call Presentation
• Neutral Sentiment: Earnings call transcripts provide management commentary on licensing cadence, legal challenges and product roadmap; useful for assessing execution risk vs. the new recurring revenue story. InterDigital, Inc. (IDCC) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Revenue compression and one‑off timing effects: Annual revenue was down ~37% Y/Y in the quarter; Zacks notes a sharp drop in catch‑up fees tied to OPPO and Lenovo deals that reduced sales and earnings versus last year — a reminder that some revenue is lumpy and can swing results. InterDigital Beats Q4 Earnings Estimates Despite Lower Y/Y Revenues
• Negative Sentiment: Governance risk: InterDigital disclosed anti‑takeover provisions that TipRanks flags as a governance risk which could limit shareholder value upside and influence activist or strategic scenarios — a potential longer‑term drag on valuation for some investors. InterDigital’s Anti‑Takeover Provisions Pose Governance Risk and Potentially Limit Shareholder Value Upside

Institutional Investors Weigh In On InterDigital

Institutional investors have recently modified their holdings of the business. Headlands Technologies LLC boosted its stake in InterDigital by 47.9% in the second quarter. Headlands Technologies LLC now owns 250 shares of the Wireless communications provider’s stock valued at $56,000 after acquiring an additional 81 shares during the period. Danske Bank A S acquired a new position in InterDigital during the 3rd quarter valued at approximately $104,000. New Vernon Capital Holdings II LLC grew its stake in InterDigital by 814.3% during the 3rd quarter. New Vernon Capital Holdings II LLC now owns 320 shares of the Wireless communications provider’s stock worth $110,000 after buying an additional 285 shares during the last quarter. Palisade Asset Management LLC bought a new position in InterDigital during the 3rd quarter worth $197,000. Finally, Schroder Investment Management Group acquired a new stake in InterDigital in the third quarter worth $205,000. Institutional investors own 99.83% of the company’s stock.

About InterDigital

InterDigital, Inc is a mobile and video technology research and development company that designs and licenses wireless communications and video compression innovations. Its patent portfolio encompasses key standards across 3G, 4G LTE and 5G wireless networks, as well as video and multimedia technologies. By focusing on fundamental technology creation rather than device manufacturing, InterDigital delivers core intellectual property to smartphone manufacturers, chipset vendors and telecommunications operators worldwide.

The company’s principal services include patent licensing, technology evaluation and consulting.