InterDigital stock reports record ARR as 2026 guidance rises

Published on 10/04/2026 at 23:29 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

InterDigital stock closed at USD 335.13 on October 2, 2026, down 1.41 percent. Q2 revenue reached USD 260.2 million as ARR rose 13 percent year over year.

IDCC, US45867G1013, Illustration mit AI erstellt.

InterDigital stock (ISIN US45867G1013) closed at USD 335.13 on Nasdaq on October 2, 2026, down 1.41 percent from the previous close. The central business update is a stronger 2026 outlook after a Q2 licensing quarter that lifted annualized recurring revenue 13 percent year over year.

Guidance rises after Q2

According to Yahoo Finance on July 30, 2026, InterDigital reported Q2 revenue of USD 260.2 million, compared with company guidance of USD 139 million-143 million. GAAP diluted EPS was USD 3.40, while non-GAAP EPS reached USD 4.62 against guidance of USD 1.41-1.60.

The same earnings call showed record ARR of USD 625.7 million, up 13 percent from the year-earlier period. InterDigital also raised full-year 2026 revenue guidance from USD 675 million-775 million to USD 775 million-845 million, an USD 85 million increase at the midpoint, according to Yahoo Finance.

Amazon arbitration shapes the outlook

InterDigital's Q2 revenue included USD 103.7 million of catch-up revenue, while streaming and cloud services contributed USD 110 million. The company said final terms for its Amazon patent license will be determined through arbitration, a process expected to take 18 to 24 months, according to Yahoo Finance.

That structure creates a clear split in the numbers: recurring licensing revenue is expanding, while part of the reported quarter reflects catch-up recognition and remains linked to the arbitration outcome. InterDigital also described two injunctions against Disney in Europe's Unified Patent Court and continued enforcement work around video encoding patents.

Consensus stays above the stock

MarketBeat lists a Buy consensus based on 4 analysts, with an average price target of USD 450.00, a low target of USD 425.00 and a high target of USD 475.00. The average target lies 34.3 percent above the October 2 price of USD 335.13.

InterDigital also increased its quarterly cash dividend from USD 0.70 to USD 0.75 per share, a 7.1 percent increase. The payment is scheduled for October 28, 2026, to shareholders of record on October 14, 2026, according to Quiver Quantitative.

Stock remains below yearly high

InterDigital stock closed at USD 335.13 on Nasdaq on October 2, 2026. The price stood 18.8 percent below the 52-week high of USD 412.60, while market capitalization was USD 8.6 billion and trading volume reached 222,421 shares.