A Look At InterDigital (IDCC) Valuation After New Global Patent Agreement With Sony

Simply Wall St.02-19

InterDigital (IDCC) is back in focus after signing a new global patent license agreement with Sony that covers cellular, WiFi, and video technologies across all Sony end user devices. See our latest ...

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See our latest ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/software/nasdaq-idcc/interdigital/news/a-look-at-interdigital-idcc-valuation-after-new-global-paten\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IDCC","symbol_name":"InterDigital","start_time":0,"source_url":"https://simplywall.st/stocks/us/software/nasdaq-idcc/interdigital/news/a-look-at-interdigital-idcc-valuation-after-new-global-paten","article_id":"2612472126","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8041000-choice1-main-header/1585186668959"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/software/nasdaq-idcc/interdigital/news/a-look-at-interdigital-idcc-valuation-after-new-global-paten","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2612472126","pubTimestamp":1771479190,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"InterDigital (IDCC) is back in focus after signing a new global patent license agreement with Sony that covers cellular, WiFi, and video technologies across all Sony end user devices.\nSee our latest analysis for InterDigital.\nThe Sony agreement follows a busy few weeks for InterDigital, including fourth quarter results, fresh 2026 guidance, a buyback update, and the launch of the Haptic Excellence Center with Razer. 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See our latest analysis for InterDigital. The Sony agreement follows a busy few weeks for InterDigital, including fourth quarter results, fresh 2026 guidance, a buyback update, and the launch of the Haptic Excellence Center with Razer. Despite a 1 day share price return of 1.31% decline to US$361.61, the 30 day share price return of 17.12% and 1 year total shareholder return of 68.12% suggest momentum has been positive as investors weigh licensing news against recent earnings and capital returns. If this licensing update has you thinking about where else wireless and AI demand could feed through, take a look at our 34 AI infrastructure stocks as a starting point for other infrastructure exposed names. With InterDigital trading at US$361.61 after a strong 1 year total shareholder return of 68.12% and a price target of US$462.67 implying further upside, the key question is whether there is still a buying opportunity here or if the market is already pricing in future growth. AdvertisementMost Popular Narrative: 21.8% Undervalued InterDigital’s most followed narrative puts fair value at about $462.67 versus the last close at $361.61, framing the Sony deal within a broader earnings and margin story.  The combination of modest revenue growth assumptions and higher margins is framed by bullish analysts as a way to support cash generation and earnings quality, which they see as important for sustaining the revised target range.  Read the complete narrative. Curious what has to happen between now and 2026 for that valuation to hold up? The narrative leans on specific revenue, margin and earnings paths that might surprise you. Result: Fair Value of $462.67 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, the story could change quickly if large licensing renewals underdeliver or if regulatory pressure on patent licensing models starts to weigh on margins and cash flow. Find out about the key risks to this InterDigital narrative. Another View: Cash Flows Tell a Different Story That 21.8% upside case contrasts sharply with our DCF model, which puts fair value at about US$168.67 versus the current US$361.61 share price. On that lens, InterDigital screens as expensive, so the key question is which set of assumptions you find more realistic. Look into how the SWS DCF model arrives at its fair value. IDCC Discounted Cash Flow as at Feb 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out InterDigital for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 53 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity. Next Steps This mix of optimism and caution around InterDigital’s setup is clear, so move fast, review the numbers for yourself, then weigh up the 3 key rewards and 1 important warning sign to decide where you stand. Ready to hunt for your next idea? If InterDigital has you thinking more broadly about your portfolio, do not stop here, you could miss out on other opportunities that fit your goals.  Target steadier growth by checking companies in our 80 resilient stocks with low risk scores, where the focus is resilience and lower overall risk profiles. Spot potential bargains by scanning the screener containing 24 high quality undiscovered gems that the market may not be paying full attention to yet. Secure more dependable income streams by reviewing our 13 dividend fortresses that concentrate on higher yielding dividend payers.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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