ADT (ADT) Resumen de Acciones
ADT Inc. ofrece soluciones de seguridad, interactivas y para hogares inteligentes en Estados Unidos. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 5/6 |
| Crecimiento futuro | 0/6 |
| Rendimiento pasado | 2/6 |
| Salud financiera | 2/6 |
| Dividendos | 3/6 |
ADT Community Fair Values
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Analyst Price Targets
Top Community Narratives
ADT
14.6% infravalorado descuento intrínseco
Bullish on ADT - Current price is worse than perpetual (5%) revenue decline
View narrativeAN
Published 20 Jul
Competidores de ADT Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$7.01 |
| Máximo en las últimas 52 semanas | US$8.94 |
| Mínimo de 52 semanas | US$6.24 |
| Beta | 1.03 |
| Cambio en 1 mes | -5.91% |
| Variación en 3 meses | 3.09% |
| Cambio de 1 año | -20.79% |
| Variación en 3 años | 19.22% |
| Variación en 5 años | -11.60% |
| Variación desde la OPV | -43.42% |
Noticias y actualizaciones recientes
Recent updates
Seeking Alpha • Aug 13
ADT: Recurring Customer Base Is Still Weak
Summary ADT Inc. (ADT) remains a hold as recurring customer metrics weaken despite improved free cash flow and modestly raised FY2026 guidance. Q2 2026 saw revenue up 2% but core monitoring services declined, with subscriber attrition rising to 13.1% and gross additions falling sharply. Organic growth from direct and small business channels is insufficient to offset declines from reduced affiliate and bulk acquisitions. ADT+ migration, Blu, and Origin AI offer long-term potential, but near-term subscriber and revenue growth remain challenged, justifying a discounted valuation. Read the full article on Seeking Alpha
Nueva narrativa • Jul 20
Bullish on ADT - Current price is worse than perpetual (5%) revenue decline
ADT is at a structural inflection point. Bearish analysts are absolutely correct that the company carries a heavy debt load and that Apollo's ongoing equity sales act as an artificial ceiling on momentum.
Actualización de narrativa • Jun 25
ADT: Connected Home Standards Role Will Drive Future Repricing Potential
Analysts have increased their price target on ADT by $0.50 to reflect updated assumptions on discount rates and future P/E, citing recent research that reassesses the stock's risk and valuation profile. What’s in the News for ADT ADT launched ADT Blu, a self-installed home security system that customers can set up in minutes and manage through the ADT+ app, with options for modular expansion and either 24/7 professional monitoring or self-monitoring.Artículo de análisis • Jun 19
ADT (ADT) Stock Could Be 19.4% Undervalued After ConsumerAffairs Buyer’s Choice Awards
ADT (ADT) stock is back in focus after ConsumerAffairs awarded the company 2026 Buyer’s Choice honors for Best Customer Service and Best Product Offering, highlighting how customer perception relates to the home security provider’s valuation. See our latest analysis for ADT. That recognition arrives after a mixed period for ADT’s stock, with the latest share price at $6.58 and a share price return that is down 17.85% year to date but supported by a positive 3 year total shareholder return of...Actualización de narrativa • Jun 05
ADT: Cash Strength And AI Expansion Will Drive Future Repricing
Analysts report that the Street price target for ADT has recently moved in a mixed fashion, with Morgan Stanley lifting its target by $0.50 while Goldman Sachs brought its target down to $9 from $10.40. This reflects differing views on valuation despite broadly consistent assumptions around growth, margins, and discount rates.Actualización de narrativa • May 04
ADT: Cash Returns And Flat 2026 Outlook Will Shape Future Repricing
ADT's updated analyst price target edges higher to $8.16 from $8.10, as analysts factor in slightly adjusted revenue growth, profit margin assumptions, and a modestly higher future P/E multiple while keeping the change in the discount rate limited. Analyst Commentary Recent Street research paints a mixed picture for ADT, with some analysts more optimistic on long term potential and others focused on near term execution risk and guidance.Actualización de narrativa • Apr 19
ADT: Cash Flow Focus And Buybacks Will Support Long-Term Repricing
Narrative Update on ADT The updated analyst price target for ADT moves to $8.10, reflecting a cluster of recent target cuts into the $7 to $9 range as analysts factor in muted 2026 guidance, softer revenue trends, and execution risk around distribution changes and investment driven margin pressures. Analyst Commentary Recent research on ADT centers on lower price targets, more cautious 2026 expectations, and a mixed read on execution tied to distribution changes and investment plans.Actualización de narrativa • Apr 03
ADT: Future Cash Focus And Buybacks Will Drive Long-Term Repricing
Analysts have trimmed their average price target on ADT to reflect a tighter valuation range around $7 to $9, citing mixed recent results, muted 2026 guidance with flat revenue and EPS expectations, and execution risks tied to distribution changes and higher investment. Analyst Commentary Recent research reflects a split view on ADT, with analysts recalibrating price targets into a tighter $7 to $9 range and reassessing how much risk they are willing to underwrite as the company leans into distribution changes and higher investment.Actualización de narrativa • Mar 19
ADT: Future Cash Focus And Buybacks Will Support Long-Term Upside
Narrative Update on ADT The updated analyst target for ADT has shifted lower by about $0.70 per share, reflecting a cluster of recent target cuts into the $7 to $9 range as analysts factor in mixed quarterly results, muted 2026 guidance, and a gradual path to any potential improvement in fundamentals. Analyst Commentary Recent research updates on ADT highlight a split view, with some analysts still seeing long-term upside potential and others focusing on execution challenges and muted guidance.Actualización de narrativa • Mar 04
ADT: Future Cash Focus And Buybacks Set Up Long-Term Upside
Analysts have trimmed their average price target on ADT to about $8.80 from $9.58, citing softer revenue growth expectations, slightly lower margin assumptions, a higher discount rate, and a higher future P/E multiple as they factor in muted 2026 guidance, slower subscriber growth, and execution risk around the company’s current plans. Analyst Commentary Recent research updates reflect a more cautious stance on ADT, with lower price targets clustered in a relatively narrow range and a focus on execution over the next few years.Artículo de análisis • Jan 22
The Return Trends At ADT (NYSE:ADT) Look Promising
There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...Artículo de análisis • Jan 04
Is Now The Time To Put ADT (NYSE:ADT) On Your Watchlist?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Artículo de análisis • Dec 06
ADT Inc.'s (NYSE:ADT) Price Is Right But Growth Is Lacking
ADT Inc.'s ( NYSE:ADT ) price-to-earnings (or "P/E") ratio of 10.2x might make it look like a buy right now compared to...Artículo de análisis • Nov 07
ADT (NYSE:ADT) Will Pay A Dividend Of $0.055
The board of ADT Inc. ( NYSE:ADT ) has announced that it will pay a dividend of $0.055 per share on the 8th of January...Actualización de narrativa • Aug 27
Connected Smart Home Devices And AI Will Ensure Future Stability
Analysts have raised their price target for ADT from $9.38 to $9.58, citing increased investor interest from decreased private equity ownership, strong Q2 results, and robust free cash flow. Analyst Commentary Decreased private equity ownership is drawing increased investor attention.Seeking Alpha • Apr 28
ADT: Solid Quarter Adds Confidence To Potential Growth Acceleration
Summary I maintain a buy rating for ADT, driven by solid 1Q25 results, improved fundamentals, and promising growth prospects with the ADT+ platform. ADT's 1Q25 earnings showed 7% y/y revenue growth, margin expansion, and a record-low customer churn rate, highlighting the essential nature of its services. The ADT+ Translator and Trusted Neighbor features are strategic upgrades, enhancing customer retention and monetization, thus expanding ADT's addressable revenue base. Read the full article on Seeking AlphaSeeking Alpha • Mar 02
ADT Inc.: Earnings Growth Will Drive Share Price Upside
Summary 4Q24 results highlight ADT's strong fundamentals, efficient customer acquisition strategy, reduced churn, and strong pricing power. ADT+ platform adoption boosts revenue through upfront equipment purchases, reducing reliance on new customer acquisition and providing revenue growth stability. AI-driven automation and State Farm partnership enhance margins and growth potential. Read the full article on Seeking AlphaSeeking Alpha • Feb 17
ADT Inc.: An Overlooked Cash Generator Trading At An Attractive Price
Summary ADT's renewed focus on the residential market, debt reduction, and exiting unprofitable ventures signal a more streamlined and profitable future. Strategic partnerships with Google and State Farm enhance growth, reduce customer acquisition costs, and improve service offerings. ADT's valuation is attractive with a forward P/E-multiple of 9.3x, supported by strong earnings growth and potential for higher multiples. The company offers a 3.2% dividend yield with room for growth, alongside a significant buyback program to boost per share metrics. Read the full article on Seeking AlphaSeeking Alpha • Dec 03
ADT Inc: I Have More Confidence That Growth Can Accelerate
Summary I reiterate a buy rating for ADT, confident that growth can accelerate to high single digits over the next three years. Key drivers include reduced customer churn, a successful State Farm partnership, new account acquisitions, and the rollout of the ADT+ platform. Potential decline in mortgage rates and rebuilding from recent hurricanes offer additional growth opportunities for ADT. Read the full article on Seeking AlphaSeeking Alpha • Sep 25
ADT Inc.: Leading Player In US Home Security Solutions
Summary I give a buy rating for ADT Inc. due to its leading position and strong partnerships in the growing U.S. home security market. ADT benefits from a large total addressable market, with significant growth potential as many households still lack security solutions. Key partnerships with Google and State Farm enhance distribution capabilities, driving higher ARPU and customer retention. Read the full article on Seeking Alpha
Nueva narrativa • Aug 28
Innovative Smart Home Integrations And Strategic Partnerships Drive Growth And Customer Loyalty
Expansion and innovation with the ADT+ platform and partnerships like Google increase customer acquisition, retention, and satisfaction.Rentabilidad de los accionistas
| ADT | US Consumer Services | Mercado US | |
|---|---|---|---|
| 7D | -6.7% | -4.1% | -0.2% |
| 1Y | -20.8% | -18.8% | 14.8% |
Rentabilidad vs. Industria: Los resultados de ADT fueron inferiores a los de la industria US Consumer Services, que obtuvo un rendimiento del -18.8% el año pasado.
Rentabilidad vs. Mercado: ADT obtuvo unos resultados inferiores a los del mercado US, que fueron del 14.8% el año pasado.
Volatilidad de los precios
| ADT volatility | |
|---|---|
| ADT Average Weekly Movement | 3.9% |
| Consumer Services Industry Average Movement | 7.8% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
Precio estable de las acciones: ADT no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de ADT (4%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1874 | 12,200 | Jim DeVries | www.adt.com |
ADT Inc. ofrece soluciones de seguridad, interactivas e inteligentes para el hogar en Estados Unidos. La empresa ofrece alarmas antirrobo y de protección de la vida, cámaras de seguridad inteligentes, sistemas de domótica inteligentes y sistemas de videovigilancia para detectar intrusiones, controlar el acceso, detectar el movimiento, el humo, el fuego, el monóxido de carbono, las fugas, la temperatura y otras condiciones y peligros ambientales, y hacer frente a emergencias médicas personales, como lesiones o caídas imprevistas. También ofrece servicios de mantenimiento rutinario e instalación de equipos mejorados o adicionales, así como productos y servicios de sistemas de respuesta a emergencias personales para mantener una vida independiente, detectar caídas y proporcionar protección durante los desplazamientos con capacidad de geolocalización.
Resumen de fundamentos de ADT Inc.
| Estadísticas fundamentales de ADT | |
|---|---|
| Capitalización bursátil | US$5.15b |
| Beneficios(TTM) | US$614.23m |
| Ingresos (TTM) | US$5.16b |
8.3x
Ratio precio-beneficio (PE)1.0x
Ratio precio-ventas (PS)¿Está ADT sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de ADT | |
|---|---|
| Ingresos | US$5.16b |
| Coste de los ingresos | US$999.07m |
| Beneficio bruto | US$4.17b |
| Otros gastos | US$3.55b |
| Beneficios | US$614.23m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 0.84 |
| Margen bruto | 80.66% |
| Margen de beneficio neto | 11.89% |
| Ratio deuda/patrimonio | 219.4% |
¿Cómo se ha desempeñado ADT a largo plazo?
Ver rendimiento histórico y comparativaDividendos
3.1%
Rentabilidad actual por dividendo29%
Ratio de pagos¿Paga ADT dividendos fiables?
Ver historial de dividendos e índices de referencia de ADT| fechas de dividendos de ADT | |
|---|---|
| Fecha ex dividendo | Sep 10 2026 |
| Fecha de pago de dividendos | Oct 01 2026 |
| Días hasta ex dividendo | 1 day |
| Días hasta la fecha de pago de dividendos | 20 days |
¿Paga ADT dividendos fiables?
Ver historial de dividendos e índices de referencia de ADTAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/10 01:09 |
| Precio de las acciones al final del día | 2026/09/10 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
ADT Inc. está cubierta por 9 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Manav Patnaik | Barclays |
| Gary Bisbee | BofA Global Research |
| Ryan Gilbert | BTIG |