InterDigital (NASDAQ:IDCC) Issues FY 2026 Earnings Guidance

InterDigital (NASDAQ:IDCC) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 8.740-11.840 for the period, compared to the consensus earnings per share estimate of 9.420. The company issued revenue guidance of $675.0 million-$775.0 million, compared to the consensus revenue estimate of $699.1 million. InterDigital also updated its Q2 2026 guidance to 1.410-1.600 EPS.

InterDigital Stock Performance

NASDAQ:IDCC traded down $56.12 during mid-day trading on Thursday, reaching $296.56. 722,614 shares of the company’s stock were exchanged, compared to its average volume of 254,745. The business’s fifty day simple moving average is $347.23 and its two-hundred day simple moving average is $346.72. InterDigital has a one year low of $196.00 and a one year high of $412.60. The firm has a market capitalization of $7.67 billion, a PE ratio of 24.86 and a beta of 1.66. The company has a debt-to-equity ratio of 0.01, a quick ratio of 1.84 and a current ratio of 1.84.

InterDigital (NASDAQ:IDCC) last released its earnings results on Thursday, February 5th. The Wireless communications provider reported $2.12 earnings per share for the quarter, beating analysts’ consensus estimates of $1.65 by $0.47. InterDigital had a return on equity of 41.09% and a net margin of 48.76%.The firm had revenue of $158.23 million during the quarter, compared to the consensus estimate of $155.57 million. During the same period in the prior year, the company posted $5.15 EPS. The company’s revenue was down 37.4% compared to the same quarter last year. InterDigital has set its Q1 2026 guidance at 2.390-2.680 EPS. Analysts anticipate that InterDigital will post 7.71 earnings per share for the current fiscal year.

InterDigital Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, April 22nd. Shareholders of record on Wednesday, April 8th were issued a $0.70 dividend. This represents a $2.80 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend was Wednesday, April 8th. InterDigital’s dividend payout ratio (DPR) is currently 23.47%.

Analysts Set New Price Targets

A number of analysts have recently weighed in on the stock. Wall Street Zen raised shares of InterDigital from a “sell” rating to a “hold” rating in a report on Saturday, March 7th. Jefferies Financial Group reiterated a “buy” rating on shares of InterDigital in a research report on Wednesday, March 18th. Finally, Roth Mkm reissued a “buy” rating on shares of InterDigital in a report on Tuesday, January 20th. Four research analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $416.67.

Insiders Place Their Bets

In related news, Director John D. Jr. Markley sold 700 shares of the company’s stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $374.95, for a total value of $262,465.00. Following the sale, the director directly owned 11,223 shares in the company, valued at $4,208,063.85. This represents a 5.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, CTO Rajesh Pankaj sold 1,500 shares of the stock in a transaction that occurred on Monday, April 6th. The shares were sold at an average price of $313.30, for a total transaction of $469,950.00. Following the sale, the chief technology officer directly owned 72,449 shares of the company’s stock, valued at $22,698,271.70. This represents a 2.03% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 18,997 shares of company stock worth $6,672,454 over the last quarter. 2.80% of the stock is currently owned by corporate insiders.

InterDigital News Summary

Here are the key news stories impacting InterDigital this week:

• Positive Sentiment: Q1 results modestly beat expectations — InterDigital reported $2.57 EPS vs. a Zacks consensus of $2.54 and revenue of $205.4M vs. ~$196.9M expected, showing the quarter outperformed consensus estimates. InterDigital (IDCC) Beats Q1 Earnings and Revenue Estimates
• Positive Sentiment: Operational highlights and strong margins — Management said revenue, adjusted EBITDA and EPS were above the top end of guidance and reported record smartphone annual recurring revenue (ARR), which supports recurring-license robustness. InterDigital Announces Financial Results for First Quarter 2026
• Neutral Sentiment: Full‑year 2026 guidance issued as a wide range — InterDigital updated FY26 EPS guidance to a range of 8.740–11.840 (Street ~9.42) and revenue guidance to $675M–$775M (Street ~$699M). The wide range leaves ambiguity about timing and magnitude of royalty/license contributions. InterDigital Announces Financial Results for First Quarter 2026
• Neutral Sentiment: Analyst/press coverage highlights company strengths and valuation — Recent coverage (e.g., The Motley Fool) reiterates InterDigital’s technology and licensing moat; useful background but not immediate market-moving news. InterDigital: A Strong Contender in the Tech Stock Arena
• Negative Sentiment: Q2 guidance disappointed materially — Management set Q2 EPS guidance of $1.41–1.60 vs. Street ~ $2.03 and revenue guidance of $139M–$143M vs. Street ~ $158.5M, signaling near-term softness in recognized licensing revenue and driving investor concern. InterDigital Q1 2026 Press Release / Slide Deck

Institutional Investors Weigh In On InterDigital

Several large investors have recently modified their holdings of the company. Kemnay Advisory Services Inc. acquired a new position in InterDigital in the fourth quarter valued at $26,000. Greenline Wealth Management LLC acquired a new stake in InterDigital during the 4th quarter worth about $48,000. Caitong International Asset Management Co. Ltd grew its holdings in InterDigital by 328.9% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 193 shares of the Wireless communications provider’s stock worth $61,000 after acquiring an additional 148 shares during the period. Gen Wealth Partners Inc bought a new position in shares of InterDigital in the 4th quarter worth about $65,000. Finally, Headlands Technologies LLC raised its position in shares of InterDigital by 47.9% in the 2nd quarter. Headlands Technologies LLC now owns 250 shares of the Wireless communications provider’s stock worth $56,000 after acquiring an additional 81 shares in the last quarter. 99.83% of the stock is currently owned by institutional investors and hedge funds.

InterDigital Company Profile

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.