NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-07-31
Reading IDCC? Create a free portfolio, then add this holding for ongoing Reports and tracking. Track it in a free portfolio. No credit card.
Create your account →Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Communications Equipment is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is contracting — down about 12% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, the balance sheet, guidance credibility.
View ManagementExpectations look high — what the market is pricing in runs ahead of what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 37% in its worst 12-month stretch.
View RiskInterDigital's growth in annualized recurring revenue (ARR) supports its valuation. Revenue grew 13% year over year, and the latest earnings beat expectations significantly. It trades at 26× P/E, below a peer median of 37×. The market is pricing in more growth than expected, indicating high expectations. A specific risk is the potential for a guidance cut, which could hurt credibility. Peer multiples imply a price about 38% below where it trades. Our read remains intact.
Trailing returns as of 2026-07-31. IDCC is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 4 analysts currently covering IDCC (as of Jul 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-08-01. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Communications Equipment — fair value, gap to price, and forward P/E.
Advances: Drive growth in annualized recurring revenue (ARR)
Record revenue and ARR surge confirms growth objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Maintain strong net income
Revenue outlook supports strong net income objective.
Legal issues could impact revenue from patent licensing.
Injunction strengthens IP position against Disney.
Injunction enhances IP monetization strategy.
Amazon deal significantly boosts IP monetization.
Amazon deal significantly boosts IP monetization.
Advances: Increase dividend per share
Dividend increase aligns with capital allocation objective.
