Professional
Added to YB: 2025-10-31
Pitch date: 2025-10-27
IDCC [bullish]
InterDigital, Inc.
-23.65%
current return
Author Info
No bio for this author
Company Info
InterDigital, Inc. operates as a global research and development company focuses on wireless, visual, artificial intelligence (AI), and related technologies.
Market Cap
$9.4B
Pitch Price
$385.97
Price Target
700.00 (+132%)
Dividend
0.76%
EV/EBITDA
15.90
P/E
31.05
EV/Sales
10.39
Sector
Software
Category
special_situation
InterDigital: An Asset-Light Toll Road Play for Wireless, Video, and Artificial Intelligence
IDCC: Targeting $700 (+85% upside) on Disney litigation catalyst expected H1'26. SCS monetization (streaming/video patents) could match $475M smartphone ARR by 2030, driving 60%+ margins, 60%+ ROCE. Recent wins: Brazil injunction vs Disney, world's first anti-interim injunctions in Germany, DOJ support in US.
Read full article (31 min)