Daily Upgrade Report for Validea's Joel Greenblatt Strategy - August 19, 2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 19 2025
0mins
Should l Buy IDCC?
Source: NASDAQ.COM
Validea's Earnings Yield Investor Model: The model, based on Joel Greenblatt's strategy, identifies companies with high return on capital and earnings yields, recently upgraded InterDigital Inc. (IDCC) from 80% to 90% due to improved fundamentals and valuation.
Company Overview: InterDigital, Inc. specializes in research and development for wireless, video, AI, and related technologies, licensing innovations globally for various communication and entertainment products.
Investment Strategy Insight: A score above 90% indicates strong interest in a stock according to Greenblatt's strategy, which emphasizes fundamental analysis to identify potential investment opportunities.
About Joel Greenblatt and Validea: Greenblatt's "Magic Formula" has historically outperformed the market, while Validea provides investment research based on strategies of renowned investors like Warren Buffett and Benjamin Graham.
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Analyst Views on IDCC
Wall Street analysts forecast IDCC stock price to rise
4 Analyst Rating
3 Buy
0 Hold
1 Sell
Moderate Buy
Current: 356.830
Low
260.00
Averages
386.67
High
475.00
Current: 356.830
Low
260.00
Averages
386.67
High
475.00
About IDCC
InterDigital, Inc. is a global research and development company focused primarily on wireless, video, artificial intelligence (AI), and related technologies. It designs and develops foundational technologies that enable connected, immersive experiences in a range of communications and entertainment products and services. The Company licenses its innovations worldwide to companies providing such products and services, including makers of wireless communications devices, consumer electronics, Internet of Things (IoT) devices, cars and other motor vehicles and providers of cloud-based services such as video streaming. It focuses on wireless technology, which is used in wireless products and networks, from the earliest digital cellular systems to fifth generation (5G) and advanced Wi-Fi technologies. The Company also focuses on video processing and video encoding/decoding technology, with a significant AI research effort that intersects with both wireless and video technologies.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Bragg Financial Advisors Reduces InterDigital Holdings
- Share Reduction Details: Bragg Financial Advisors disclosed in its February 13, 2026 SEC filing that it sold 33,239 shares of InterDigital, with an estimated transaction value of $11.75 million, indicating a strategic reduction in its holdings.
- Position Percentage Change: Following this sale, Bragg Financial's stake in InterDigital now represents 1.42% of its 13F assets, down from 1.94%, reflecting a potential shift in confidence regarding the stock.
- Company Financial Performance: InterDigital reported total revenue of $834 million and net income of $406.64 million for Q4 2025, with a 24% year-over-year growth, showcasing its robust performance in wireless communications and video coding technologies.
- Market Performance Analysis: InterDigital's stock price has surged 71.5% over the past year, significantly outperforming the S&P 500 by 58.63 percentage points, indicating its growing competitiveness and investment appeal in the market.
See More
Bragg Financial Advisors Sells $11.75 Million in InterDigital Shares
- Share Reduction Details: Bragg Financial Advisors disclosed in an SEC filing dated February 13, 2026, that it sold 33,239 shares of InterDigital (NASDAQ:IDCC), with an estimated transaction value of $11.75 million, indicating a cautious outlook on the company's future performance.
- Position Percentage Change: Following this sale, Bragg's stake in InterDigital now represents 1.42% of its 13F assets, down from 1.94%, reflecting a diminished confidence in the stock that could influence investor sentiment towards the company.
- Market Performance Analysis: As of February 12, 2026, InterDigital's shares were priced at $356.83, marking a 71.5% increase over the past year, significantly outperforming the S&P 500 by 58.63 percentage points, yet the sell-off may raise concerns about its future growth potential.
- Financial Metrics Overview: InterDigital reported $834 million in revenue and $406.64 million in net income over the past year, and while its patent licensing revenue can be volatile, the overall financial performance remains robust, with the CEO highlighting strong smartphone business performance, showcasing the company's ongoing competitive edge in technological innovation.
See More
Bragg Financial Advisors Reduces InterDigital Holdings
- Share Reduction Details: Bragg Financial Advisors sold 33,239 shares of InterDigital in Q4 2025, with an estimated transaction value of $11.75 million, reflecting short-term market volatility and investor risk management strategies.
- Value Change in Holdings: As of December 31, 2025, Bragg held 136,724 shares of InterDigital valued at $43.53 million, a decrease of $15.15 million from the previous quarter, indicating a cautious approach in portfolio adjustments.
- Company Performance Highlights: InterDigital reported near-record annual revenue of $834 million, with annualized recurring revenue rising 24% to $468 million, showcasing strong market performance in wireless communications and video technology.
- Market Performance Analysis: Although InterDigital accounts for only 1.42% of Bragg's portfolio, its stock price has surged over 71% in the past year, reflecting market confidence in its growth potential, despite analysts maintaining a cautious stance on investment recommendations.
See More
InterDigital Secures Another Injunction Against Disney in Germany
- Patent Infringement Injunction: The Munich Regional Court ruled in favor of InterDigital, granting an injunction against Disney for infringing on InterDigital's HEVC compression technology patent, showcasing the company's strong stance on intellectual property protection.
- Ongoing Legal Victories: This marks the fifth injunction InterDigital has secured against Disney, with prior injunctions issued in Germany and Brazil related to HDR technology and other compression technologies, further solidifying its legal advantages in the global market.
- Industry Influence: InterDigital's Chief Legal Officer, Josh Schmidt, emphasized that the company's innovative technologies have significantly supported Disney's streaming business, highlighting the value relationship in their technological collaboration.
- Strategic Market Implications: With the injunction in place, InterDigital is urging Disney to sign an agreement that appropriately values its innovations, which may prompt Disney to place greater emphasis on compliance with intellectual property rights in future technological collaborations.
See More
InterDigital Re-elects Atle Monrad as Chair of 3GPP SA6
- Leadership Confirmation: Atle Monrad's re-election as Chair of the 3GPP SA6 working group underscores his deep technical expertise and leadership in advancing 5G and 6G service architecture standardization, which is expected to enhance industry recognition of next-generation network value.
- Service Architecture Development: During Monrad's second term, SA6 will focus on defining service frameworks and requirements to support the development of 6G systems, ensuring that network capabilities can be effectively leveraged by vertical industries and public safety organizations.
- Industry Influence: Monrad has significantly contributed to 3GPP since 2001, holding multiple senior leadership roles and driving the development of standards across GSM, UMTS, LTE, and 5G, further solidifying InterDigital's leadership position in wireless technology.
- Innovation Drive: InterDigital focuses on R&D in wireless, video, and AI technologies, aiming to design foundational technologies for connected and immersive experiences, and is expected to drive advancements in global communication and entertainment products through its innovation licensing.
See More
InterDigital Sues Hisense and TCL for IP Infringement
- IP Litigation Initiated: InterDigital has filed lawsuits against Hisense and TCL, alleging infringement of its intellectual property related to its joint TV licensing program with Sony, specifically concerning HEVC, VP9, and AV1 video compression technologies, demonstrating the company's commitment to protecting its innovations.
- Global Legal Action: The lawsuits have been initiated in the Munich Local Division of the Unified Patent Court, the Rio de Janeiro State Court, and the Delhi High Court, indicating InterDigital's proactive stance in enforcing its IP rights on a global scale to prevent Hisense and TCL from exploiting its technologies without compensation.
- Industry Impact: As top-five global TV manufacturers, Hisense and TCL's reliance on InterDigital's research means that a successful lawsuit could significantly disrupt their business models, potentially encouraging other competitors to adhere to licensing agreements as well.
- Legal Officer's Statement: InterDigital's Chief Legal Officer, Josh Schmidt, emphasized that Hisense and TCL must not be allowed to continue infringing on its IP, particularly as many of their competitors have already taken licenses, highlighting the company's leadership position and commitment to innovation in the industry.
See More
Bragg Financial Advisors Reduces InterDigital Holdings
- Share Reduction Details: Bragg Financial Advisors disclosed in its February 13, 2026 SEC filing that it sold 33,239 shares of InterDigital, with an estimated transaction value of $11.75 million, indicating a strategic reduction in its holdings.
- Position Percentage Change: Following this sale, Bragg Financial's stake in InterDigital now represents 1.42% of its 13F assets, down from 1.94%, reflecting a potential shift in confidence regarding the stock.
- Company Financial Performance: InterDigital reported total revenue of $834 million and net income of $406.64 million for Q4 2025, with a 24% year-over-year growth, showcasing its robust performance in wireless communications and video coding technologies.
- Market Performance Analysis: InterDigital's stock price has surged 71.5% over the past year, significantly outperforming the S&P 500 by 58.63 percentage points, indicating its growing competitiveness and investment appeal in the market.
See More
Bragg Financial Advisors Sells $11.75 Million in InterDigital Shares
- Share Reduction Details: Bragg Financial Advisors disclosed in an SEC filing dated February 13, 2026, that it sold 33,239 shares of InterDigital (NASDAQ:IDCC), with an estimated transaction value of $11.75 million, indicating a cautious outlook on the company's future performance.
- Position Percentage Change: Following this sale, Bragg's stake in InterDigital now represents 1.42% of its 13F assets, down from 1.94%, reflecting a diminished confidence in the stock that could influence investor sentiment towards the company.
- Market Performance Analysis: As of February 12, 2026, InterDigital's shares were priced at $356.83, marking a 71.5% increase over the past year, significantly outperforming the S&P 500 by 58.63 percentage points, yet the sell-off may raise concerns about its future growth potential.
- Financial Metrics Overview: InterDigital reported $834 million in revenue and $406.64 million in net income over the past year, and while its patent licensing revenue can be volatile, the overall financial performance remains robust, with the CEO highlighting strong smartphone business performance, showcasing the company's ongoing competitive edge in technological innovation.
See More
Bragg Financial Advisors Reduces InterDigital Holdings
- Share Reduction Details: Bragg Financial Advisors sold 33,239 shares of InterDigital in Q4 2025, with an estimated transaction value of $11.75 million, reflecting short-term market volatility and investor risk management strategies.
- Value Change in Holdings: As of December 31, 2025, Bragg held 136,724 shares of InterDigital valued at $43.53 million, a decrease of $15.15 million from the previous quarter, indicating a cautious approach in portfolio adjustments.
- Company Performance Highlights: InterDigital reported near-record annual revenue of $834 million, with annualized recurring revenue rising 24% to $468 million, showcasing strong market performance in wireless communications and video technology.
- Market Performance Analysis: Although InterDigital accounts for only 1.42% of Bragg's portfolio, its stock price has surged over 71% in the past year, reflecting market confidence in its growth potential, despite analysts maintaining a cautious stance on investment recommendations.
See More
InterDigital Secures Another Injunction Against Disney in Germany
- Patent Infringement Injunction: The Munich Regional Court ruled in favor of InterDigital, granting an injunction against Disney for infringing on InterDigital's HEVC compression technology patent, showcasing the company's strong stance on intellectual property protection.
- Ongoing Legal Victories: This marks the fifth injunction InterDigital has secured against Disney, with prior injunctions issued in Germany and Brazil related to HDR technology and other compression technologies, further solidifying its legal advantages in the global market.
- Industry Influence: InterDigital's Chief Legal Officer, Josh Schmidt, emphasized that the company's innovative technologies have significantly supported Disney's streaming business, highlighting the value relationship in their technological collaboration.
- Strategic Market Implications: With the injunction in place, InterDigital is urging Disney to sign an agreement that appropriately values its innovations, which may prompt Disney to place greater emphasis on compliance with intellectual property rights in future technological collaborations.
See More
InterDigital Re-elects Atle Monrad as Chair of 3GPP SA6
- Leadership Confirmation: Atle Monrad's re-election as Chair of the 3GPP SA6 working group underscores his deep technical expertise and leadership in advancing 5G and 6G service architecture standardization, which is expected to enhance industry recognition of next-generation network value.
- Service Architecture Development: During Monrad's second term, SA6 will focus on defining service frameworks and requirements to support the development of 6G systems, ensuring that network capabilities can be effectively leveraged by vertical industries and public safety organizations.
- Industry Influence: Monrad has significantly contributed to 3GPP since 2001, holding multiple senior leadership roles and driving the development of standards across GSM, UMTS, LTE, and 5G, further solidifying InterDigital's leadership position in wireless technology.
- Innovation Drive: InterDigital focuses on R&D in wireless, video, and AI technologies, aiming to design foundational technologies for connected and immersive experiences, and is expected to drive advancements in global communication and entertainment products through its innovation licensing.
See More
InterDigital Sues Hisense and TCL for IP Infringement
- IP Litigation Initiated: InterDigital has filed lawsuits against Hisense and TCL, alleging infringement of its intellectual property related to its joint TV licensing program with Sony, specifically concerning HEVC, VP9, and AV1 video compression technologies, demonstrating the company's commitment to protecting its innovations.
- Global Legal Action: The lawsuits have been initiated in the Munich Local Division of the Unified Patent Court, the Rio de Janeiro State Court, and the Delhi High Court, indicating InterDigital's proactive stance in enforcing its IP rights on a global scale to prevent Hisense and TCL from exploiting its technologies without compensation.
- Industry Impact: As top-five global TV manufacturers, Hisense and TCL's reliance on InterDigital's research means that a successful lawsuit could significantly disrupt their business models, potentially encouraging other competitors to adhere to licensing agreements as well.
- Legal Officer's Statement: InterDigital's Chief Legal Officer, Josh Schmidt, emphasized that Hisense and TCL must not be allowed to continue infringing on its IP, particularly as many of their competitors have already taken licenses, highlighting the company's leadership position and commitment to innovation in the industry.
See More
