IDCC Gains Just 5% in a Year: Should It Still Be in Your Portfolio?

InterDigital (IDCC) has gained only 5.2% over the past year, underperforming its industry peers, but this reflects a difficult comparison against an elevated base from a 137% rally in 2025. The company's fundamentals remain strong with record annualized recurring revenues of $625.7 million (up 13% YoY), a landmark licensing agreement with Amazon covering streaming services, and significantly raised 2026 guidance to $775-$845 million in revenue. Earnings estimates have risen 30% over the past 60 days, and the stock holds a Zacks Rank #1 (Strong Buy) rating.