--- title: "Rolls-Royce and InterDigital Raise 2026 Forecasts as AI and Licensing Revenues Surge" type: "News" locale: "en" url: "https://longbridge.com/en/news/295518454.md" description: "Driven by surging AI data center demand and stronger licensing revenue, niche equities like Rolls-Royce and InterDigital raised their 2026 profit forecasts. Market data indicates capital is rapidly rotating toward industrial infrastructure and tech-focused players navigating strategic turnarounds." datetime: "2026-08-11T10:12:55.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/295518454.md) - [en](https://longbridge.com/en/news/295518454.md) - [zh-HK](https://longbridge.com/zh-HK/news/295518454.md) --- # Rolls-Royce and InterDigital Raise 2026 Forecasts as AI and Licensing Revenues Surge Driven by surging demand for artificial intelligence data centers and better-than-expected intellectual property licensing revenue, several niche market players and thematic funds raised their 2026 full-year profit guidance this week. According to corporate filings, industrial multinationals and tech firms are revising metrics upward, while certain fringe equities are pursuing aggressive asset allocation restructurings. ### Rolls-Royce Holdings (RYCEY.US) Boosted by robust end-market demand, **Rolls-Royce Holdings** has trended higher recently. The company reported a **46%** year-over-year increase in its first-half 2026 underlying operating profit, reaching **GBP 2.5 billion**. Management upgraded its 2026 free cash flow forecast to between **GBP 3.8 billion** and **GBP 4.0 billion**. The chief executive officer revealed that the company is nearing a major AI data center power agreement with a hyperscaler. ### InterDigital (IDCC.US) **InterDigital** has outperformed the sector this year, driven by the execution of new streaming and cloud licensing agreements. The company reported Q2 2026 total revenue of **USD 260.2 million** and adjusted EPS of **USD 4.62**, topping consensus estimates. It raised its full-year revenue forecast to a range of **USD 775 million** to **USD 845 million** and signed an expanded patent license agreement with KEBA Energy Automation covering EV charging. ### Diodes (DIOD.US) Shares of **Diodes** rallied following the release of its stronger-than-expected quarterly results. Q2 revenue hit **USD 445.5 million**, up **22%** year-over-year. The automotive segment accounted for **21%** of product revenue, registering an increase of more than **37%** year-over-year. The company is targeting Q3 revenue of approximately **USD 510 million** and plans to acquire ElevATE Semiconductor to expand its analog portfolio. ### Wabtec (WAB.US) Freight rail technology supplier **Wabtec** maintained its strong momentum this month. Q2 2026 sales increased **17.5%** year-over-year to **USD 3.18 billion**, while adjusted EPS came in at **USD 2.76**. According to company announcements, management raised its full-year revenue guidance to between **USD 12.3 billion** and **USD 12.6 billion** and finalized the acquisition of global train connection system provider Dellner Couplers. ### Synaptogenix (SNPX.US) The biopharmaceutical company **Synaptogenix** experienced significant stock volatility recently. After securing **USD 5.5 million** in financing, the company announced a major strategic pivot by launching a cryptocurrency treasury strategy focused on Bittensor's TAO token. It plans an initial acquisition of **USD 10 million** in TAO, targeting a total deployment of **USD 100 million** to generate alternative staking yield. ### PRF Technologies (PRFX.US) **PRF Technologies** has seen sustained capital inflows. The company raised **USD 10 million** through an equity financing facility in late May 2026 to strengthen its balance sheet. According to management, it expanded its AI-driven DeepSolar Predict revenue optimization platform in mid-July to include battery energy storage workflows, alongside reporting positive expanded pre-clinical data for its PRF-110 analgesic candidate. ### Crown Crafts (CRWS.US) Infant product distributor **Crown Crafts** saw flat price action recently. Despite a **3.4%** year-over-year sales decline in Q4 FY2026, the company returned to quarterly profitability and expanded its gross margins. The board declared a quarterly cash dividend of **USD 0.08** per share, and the company is targeting a fall launch of its Groovy Girls product line via Amazon. ### Hooker Furnishings (HOCPY.US) **Hooker Furnishings** underperformed the broader market this year but showed signs of an operational turnaround. Q1 FY2027 consolidated net income reached **USD 1.1 million**, or **USD 0.10** per share, reversing an operating loss from the prior year. Gross profit for the core Hooker Branded segment grew by **USD 2.9 million**, expanding the gross margin by **960 basis points**. ### Franklin FTSE Taiwan ETF (FLTW.US) Tracking the upward capex revisions of its top holdings, the **Franklin FTSE Taiwan ETF** is up over **60%** year-to-date. The fund manages **USD 3.26 billion** in assets with a heavy technology weighting of **74.94%**. Taiwan Semiconductor Manufacturing Co. accounts for **19.52%** of the portfolio, as capital flows continue to target the global semiconductor supply chain. ### SPDR S&P International Small Cap ETF (GWX.US) The **SPDR S&P International Small Cap ETF**, which tracks developed ex-US small-cap equities, fell more than **5%** over the past month. The fund holds approximately **USD 915.8 million** in assets, carrying a P/E multiple of **23.40** and a dividend yield of **2.33%**. Facing macroeconomic headwinds, the ETF's momentum indicators point to a continued downward trajectory amid capital outflows. Broader market data shows capital flows increasingly rotating away from traditional consumer manufacturing and concentrating on niche equities that offer infrastructure and artificial intelligence exposure. _This article does not constitute investment advice._ ### Related Stocks - [CRWS.US](https://longbridge.com/en/quote/CRWS.US.md) - [PRFX.US](https://longbridge.com/en/quote/PRFX.US.md) - [RYCEY.US](https://longbridge.com/en/quote/RYCEY.US.md) - [SNPX.US](https://longbridge.com/en/quote/SNPX.US.md) - [IDCC.US](https://longbridge.com/en/quote/IDCC.US.md) - [HOCPY.US](https://longbridge.com/en/quote/HOCPY.US.md) - [DIOD.US](https://longbridge.com/en/quote/DIOD.US.md) - [WAB.US](https://longbridge.com/en/quote/WAB.US.md) ## Related News & Research - [Diodes (NASDAQ:DIOD) Announces Quarterly Earnings Results](https://longbridge.com/en/news/295021902.md) - [9% Overvalued? Rolls Royce Holdings (LSE:RR.) 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