InterDigital (NASDAQ:IDCC) Updates Q2 2026 Earnings Guidance

InterDigital (NASDAQ:IDCC) updated its second quarter 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 1.410-1.600 for the period, compared to the consensus estimate of 2.030. The company issued revenue guidance of $139.0 million-$143.0 million, compared to the consensus revenue estimate of $158.5 million. InterDigital also updated its FY 2026 guidance to 8.740-11.840 EPS.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on IDCC. Wall Street Zen upgraded shares of InterDigital from a “sell” rating to a “hold” rating in a research report on Saturday, March 7th. Jefferies Financial Group restated a “buy” rating on shares of InterDigital in a research report on Wednesday, March 18th. Finally, Roth Mkm restated a “buy” rating on shares of InterDigital in a research report on Tuesday, January 20th. Four investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $416.67.

InterDigital Trading Down 2.0%

NASDAQ:IDCC traded down $6.06 during trading hours on Friday, reaching $290.50. The company’s stock had a trading volume of 665,606 shares, compared to its average volume of 279,654. The firm has a market capitalization of $7.51 billion, a price-to-earnings ratio of 24.35 and a beta of 1.50. The firm has a 50-day simple moving average of $347.23 and a 200-day simple moving average of $346.72. InterDigital has a 1 year low of $202.82 and a 1 year high of $412.60. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.84 and a current ratio of 1.88.

InterDigital (NASDAQ:IDCC) last issued its earnings results on Thursday, April 30th. The Wireless communications provider reported $2.57 EPS for the quarter, topping analysts’ consensus estimates of $2.54 by $0.03. The company had revenue of $205.42 million for the quarter, compared to analysts’ expectations of $196.85 million. InterDigital had a net margin of 44.20% and a return on equity of 35.25%. The firm’s revenue was down 2.4% compared to the same quarter last year. During the same quarter last year, the company earned $3.45 EPS. InterDigital has set its Q2 2026 guidance at 1.410-1.600 EPS and its FY 2026 guidance at 8.740-11.840 EPS. Research analysts expect that InterDigital will post 7.71 EPS for the current fiscal year.

InterDigital Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 22nd. Investors of record on Wednesday, April 8th were given a $0.70 dividend. This represents a $2.80 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date was Wednesday, April 8th. InterDigital’s dividend payout ratio (DPR) is presently 23.47%.

Insider Buying and Selling

In related news, Director Joan H. Gillman sold 325 shares of InterDigital stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $352.24, for a total value of $114,478.00. Following the transaction, the director owned 22,036 shares in the company, valued at $7,761,960.64. This trade represents a 1.45% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CTO Rajesh Pankaj sold 1,500 shares of InterDigital stock in a transaction on Monday, April 6th. The stock was sold at an average price of $313.30, for a total transaction of $469,950.00. Following the completion of the transaction, the chief technology officer owned 72,449 shares in the company, valued at approximately $22,698,271.70. The trade was 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 90 days. Insiders own 2.80% of the company’s stock.

InterDigital News Summary

Here are the key news stories impacting InterDigital this week:

• Positive Sentiment: Licensing wins with major customers (Xiaomi, Disney, Tencent) should broaden and stabilize royalty cash flows — improves visibility for future licensing revenue. InterDigital Licensing Wins With Xiaomi Disney And Tencent Reshape Cash Flows
• Positive Sentiment: Management highlighted IP strength and growing ARR (annualized recurring revenue) on the earnings call, supporting long?term monetization and margin potential. InterDigital Earnings Call Highlights IP Strength, ARR Growth
• Positive Sentiment: Company press release reported revenue, adjusted EBITDA and EPS at or above guidance ranges for Q1 and said Smartphone ARR reached a record level—reinforces that licensing engine is intact. InterDigital Announces Financial Results for First Quarter 2026
• Neutral Sentiment: Analyst write?ups and feature pieces judge InterDigital as a compelling IP/royalty play, but they note valuation and cyclicality risks — useful context but not immediate catalysts. InterDigital: A Strong Contender in the Tech Stock Arena
• Negative Sentiment: Second?quarter guidance was well below consensus (Q2 EPS guided to $1.41–1.60 vs. ~ $2.03 expected; revenue guided below estimates), sparking near?term concern about growth momentum. (Company guidance update entry)
• Negative Sentiment: Earnings/metrics messaging was mixed across outlets: some reports flagged an EPS miss versus some expectations and others small beats — the inconsistent communication increases uncertainty and likely amplified the sell?off. InterDigital, Inc. (NASDAQ:IDCC) Q1 2026 Earnings Call Transcript
• Negative Sentiment: Operational headwinds cited by analysts — weaker smartphone revenues, lower catch?up sales in the quarter and rising costs — could pressure near?term margins and cash flow despite licensing gains. InterDigital Q1 Earnings Surpass Estimates Despite Lower Y/Y Revenues

Institutional Investors Weigh In On InterDigital

Large investors have recently added to or reduced their stakes in the company. Kemnay Advisory Services Inc. bought a new stake in InterDigital in the 4th quarter worth $26,000. Greenline Wealth Management LLC bought a new stake in InterDigital in the 4th quarter worth $48,000. Headlands Technologies LLC grew its holdings in 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 during the last quarter. Caitong International Asset Management Co. Ltd grew its holdings in InterDigital by 328.9% in 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 last quarter. Finally, Gen Wealth Partners Inc bought a new stake in InterDigital in the 4th quarter worth $65,000. 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.