Q2 EPS Estimates for InterDigital Cut by Zacks Research

InterDigital, Inc. (NASDAQ:IDCC) – Equities researchers at Zacks Research cut their Q2 2026 earnings per share (EPS) estimates for shares of InterDigital in a report issued on Monday, March 9th. Zacks Research analyst Team now anticipates that the Wireless communications provider will post earnings of $1.70 per share for the quarter, down from their previous forecast of $1.99. Zacks Research has a “Hold” rating on the stock. The consensus estimate for InterDigital’s current full-year earnings is $9.21 per share. Zacks Research also issued estimates for InterDigital’s Q4 2026 earnings at $1.80 EPS, FY2026 earnings at $7.73 EPS, Q2 2027 earnings at $2.14 EPS, Q4 2027 earnings at $1.26 EPS, FY2027 earnings at $7.36 EPS and FY2028 earnings at $8.23 EPS.

Several other research analysts also recently issued reports on IDCC. Roth Mkm restated a “buy” rating on shares of InterDigital in a report on Tuesday, January 20th. Weiss Ratings cut shares of InterDigital from a “buy (a-)” rating to a “buy (b+)” rating in a research note on Monday, December 29th. Wall Street Zen raised InterDigital from a “sell” rating to a “hold” rating in a research report on Saturday, March 7th. Finally, UBS Group set a $425.00 price target on InterDigital in a research note on Monday, December 1st. Four research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat.com, InterDigital has a consensus rating of “Moderate Buy” and an average price target of $416.67.

InterDigital Price Performance

NASDAQ:IDCC opened at $368.31 on Wednesday. The company has a debt-to-equity ratio of 0.01, a current ratio of 1.84 and a quick ratio of 1.84. InterDigital has a one year low of $180.60 and a one year high of $412.60. The company has a fifty day moving average price of $342.94 and a 200 day moving average price of $341.56. The stock has a market cap of $9.46 billion, a P/E ratio of 30.87 and a beta of 1.57.

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

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in IDCC. NewEdge Advisors LLC grew its stake in shares of InterDigital by 37.6% in the 1st quarter. NewEdge Advisors LLC now owns 3,911 shares of the Wireless communications provider’s stock valued at $809,000 after purchasing an additional 1,069 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC lifted its position in shares of InterDigital by 5.6% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 77,066 shares of the Wireless communications provider’s stock worth $15,933,000 after buying an additional 4,105 shares during the period. Resona Asset Management Co. Ltd. boosted its stake in InterDigital by 2.9% in the 2nd quarter. Resona Asset Management Co. Ltd. now owns 4,700 shares of the Wireless communications provider’s stock valued at $1,054,000 after buying an additional 131 shares in the last quarter. Savant Capital LLC grew its position in InterDigital by 30.9% in the second quarter. Savant Capital LLC now owns 3,117 shares of the Wireless communications provider’s stock valued at $699,000 after acquiring an additional 736 shares during the period. Finally, Fox Run Management L.L.C. grew its position in InterDigital by 19.2% in the second quarter. Fox Run Management L.L.C. now owns 2,868 shares of the Wireless communications provider’s stock valued at $643,000 after acquiring an additional 461 shares during the period. Institutional investors own 99.83% of the company’s stock.

Insider Transactions at InterDigital

In other news, CFO Richard Brezski sold 2,000 shares of the firm’s stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $352.24, for a total transaction of $704,480.00. Following the completion of the transaction, the chief financial officer directly owned 70,404 shares of the company’s stock, valued at approximately $24,799,104.96. This trade represents a 2.76% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Joshua D. Schmidt sold 467 shares of InterDigital stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $365.86, for a total transaction of $170,856.62. Following the sale, the insider owned 27,021 shares in the company, valued at approximately $9,885,903.06. This trade represents a 1.70% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 44,054 shares of company stock worth $14,688,067. 2.80% of the stock is currently owned by company insiders.

More InterDigital News

Here are the key news stories impacting InterDigital this week:

• Positive Sentiment: Zacks raised several near‑quarter estimates: Q4 2026 EPS was increased to $1.80 (from $1.45), Q2 2027 to $2.14 (from $2.10), and Q3 2027 to $2.18 (from $2.08) — these upgrades could support short‑term sentiment by signaling stronger-than-expected quarter-level licensing or royalty timing.
• Neutral Sentiment: Zacks Research left its analyst rating at “Hold” and the firm’s published full‑year consensus used in these notes remains near $9.21 FY EPS, so coverage stance is unchanged and not an outright buy/sell catalyst.
• Negative Sentiment: Multiple downward revisions to larger‑scope estimates: Q2 2026 cut to $1.70 (from $1.99), Q3 2026 cut to $1.93 (from $2.05), Q1 2027 cut to $1.79 (from $1.83), Q4 2027 cut sharply to $1.26 (from $1.97), FY2026 trimmed modestly to $7.73, FY2027 to $7.36 (from $7.97), and FY2028 to $8.23 (from $9.34). These reductions suggest Zacks expects lower licensing revenue or timing shifts over coming years and are a headwind for valuation expectations.

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.