Análisis Argos
IDCC
IDCCOportunidad
InterDigital, Inc. · Technology
US$ 260.20
precio al 2026-07-28
Valor justo Argos*
US$ 246–303
vs. su valor justo
5% por debajo
Score Argos
68/100
Oportunidad
LA RESPUESTA
El mercado la precia para que crezca 13.7% al año — menos de lo que viene demostrando (16.3%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Las ganancias crecieron 13% el último año.
Retorno sobre el capital alto (47%).
Tiene más caja que deuda: balance fuerte.
Riesgos
!Venta significativa de insiders en el último trimestre.
!Crecimiento estancado o en baja.
VALOR5/6FUTURO2/6PASADO5/6SALUD5/6DIVIDENDO3/6
El Iris de calidad
VALOR5/6FUTURO2/6PASADO5/6SALUD5/6DIVIDENDO3/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos68de 100Oportunidad
Ingresos5%
US$ 0.8 B
Margen operativo9%
55.3%
Flujo de caja libre96%
US$ 0.5 B
Deuda neta
US$ -0.3 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 6.7B
P/E16.5x
EV/EBITDA12x
FCF yield7.9%
ROIC46.9%
Margen operativo55.3%
Crecim. ingresos-4.0%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

globenewswire.com · 14 jul
InterDigital Announces Date for Second Quarter 2026 Financial Results
WILMINGTON, Del., July 14, 2026 (GLOBE NEWSWIRE) -- InterDigital, Inc. (Nasdaq: IDCC), a wireless, video and AI technology research and development company, today announced that the company will release its second quarter 2026 financial results before the market open on Thursday, July 30, 2026.
seekingalpha.com · 11 jul
InterDigital: A More Predictable Licensing Engine Is Emerging
InterDigital maintains a stable, de-risked smartphone licensing base, complemented by a $0.70/share quarterly dividend and ongoing buybacks. IDCC's annualized recurring revenue grew 13% to $567.2M, with smartphone ARR up 18% and significant CE/IoT/Auto diversification offsetting smartphone timing declines. Margins are compressed near-term due to LG revenue-sharing and IP enforcement costs, but management reaffirms full-year guidance and expects normalization post-2026.
globenewswire.com · 10 jul
InterDigital Announces Conversion Rate Adjustment to Senior Convertible Notes
WILMINGTON, Del., July 10, 2026 (GLOBE NEWSWIRE) -- InterDigital, Inc. (Nasdaq: IDCC) (the “Company” or “InterDigital”) announced today an adjustment to the conversion rate applicable to its 3.50% Senior Convertible Notes due 2027 (the “Notes”). In connection with the upcoming payment of the Company's regular quarterly cash dividend previously announced by the Company on June 11, 2026, the conversion rate for the Notes increased to 13.0351 shares of the Company's common stock per $1,000 principal amount of Notes effective July 8, 2026, the ex-dividend date for the quarterly cash dividend.
fool.com · 7 jul
What Does the InterDigital CTO's Sale of 1,500 Company Shares Mean for Investors?
CTO Pankaj Rajesh sold 1,500 shares for ~$429,000 on July 6, 2026. The transaction represented 2% of the inside's direct equity holdings.
zacks.com · 29 jun
3 Wireless Stocks Likely to Tide Over the Industry Challenges
Despite intense market volatility, solid demand for advanced networking architecture for increased broadband usage is driving the Zacks Wireless Equipment industry. UI, CMTL and IDCC are well-positioned to thrive despite the near-term challenges.
globenewswire.com · 16 jun
InterDigital awarded injunction against Disney by Unified Patent Court
WILMINGTON, Del., June 16, 2026 (GLOBE NEWSWIRE) -- InterDigital, Inc. (Nasdaq: IDCC), a wireless, video and AI technology research and development company, today announced it has been awarded another injunction against Disney by a court in Europe.
globenewswire.com · 15 jun
InterDigital to Spotlight Innovation Underpinning Interactive AR and Energy-Efficient Video Streaming at 2026 FOKUS Media Web Symposium
WILMINGTON, Del., June 15, 2026 (GLOBE NEWSWIRE) -- InterDigital, Inc. (Nasdaq: IDCC), a wireless, video, and AI technology research and development company, will participate in the 13th FOKUS Media Web Symposium to demonstrate expertise and the latest innovations enabling interactive AR experiences and energy-efficient video streaming.
zacks.com · 12 jun
InterDigital (IDCC) Moves 9.0% Higher: Will This Strength Last?
InterDigital (IDCC) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.