ADT（ADT）株式概要
ADT Inc.は、米国でセキュリティ、インタラクティブ、スマートホームソリューションを提供している。 詳細
ADT Community Fair Values
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Analyst Price Targets
ADT Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$6.80 |
| 52週高値 | US$8.94 |
| 52週安値 | US$6.25 |
| ベータ | 1.02 |
| 1ヶ月の変化 | -0.58% |
| 3ヶ月変化 | 6.08% |
| 1年変化 | -16.15% |
| 3年間の変化 | 5.92% |
| 5年間の変化 | -37.61% |
| IPOからの変化 | -45.12% |
最新ニュース
ナラティブの更新 • 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.Seeking Alpha • May 16
ADT Has A Clear AI-Driven Future (Rating Upgrade)
Summary ADT becomes a more attractive investment following Apollo's complete exit and significant share repurchases. Despite flat revenue and EPS guidance in 2026, ADT targets a 5% revenue and 10% EPS CAGR, leveraging AI and the Origin AI acquisition for operational improvements and differentiation. My updated DCF values ADT at $10.33 per share, indicating a 50% undervaluation with an 8.5% shareholder yield. Risks remain from potential State Farm exit and competitive threats, but ADT's differentiated offering and capital allocation support a Strong Buy rating at current levels. Read the full article on Seeking Alphaナラティブの更新 • 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.Recent updates
ナラティブの更新 • 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.Seeking Alpha • May 16
ADT Has A Clear AI-Driven Future (Rating Upgrade)
Summary ADT becomes a more attractive investment following Apollo's complete exit and significant share repurchases. Despite flat revenue and EPS guidance in 2026, ADT targets a 5% revenue and 10% EPS CAGR, leveraging AI and the Origin AI acquisition for operational improvements and differentiation. My updated DCF values ADT at $10.33 per share, indicating a 50% undervaluation with an 8.5% shareholder yield. Risks remain from potential State Farm exit and competitive threats, but ADT's differentiated offering and capital allocation support a Strong Buy rating at current levels. Read the full article on Seeking Alphaナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • Sep 03
When Should You Buy ADT Inc. (NYSE:ADT)?
ADT Inc. ( NYSE:ADT ), might not be a large cap stock, but it saw its share price hover around a small range of US$8.11...ナラティブの更新 • 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.分析記事 • Jul 27
ADT (NYSE:ADT) Has Affirmed Its 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 2nd of October...分析記事 • Jun 26
ADT (NYSE:ADT) Might Have The Makings Of A Multi-Bagger
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...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
新しいナラティブ • 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.Seeking Alpha • Jun 03
ADT: Improving Security
Summary ADT has struggled with debt and lackluster earnings but has seen improvements in its core security business and following the divestment of non-core assets. The company exited the residential solar business and announced a dividend increase and share buyback program. ADT's net debt has decreased and the quality of its core business has improved, as I am still awaiting to pull the trigger. Read the full article on Seeking Alpha株主還元
| ADT | US Consumer Services | US 市場 | |
|---|---|---|---|
| 7D | 0.1% | 2.2% | 0.8% |
| 1Y | -16.2% | -22.5% | 24.2% |
業界別リターン: ADT過去 1 年間で-22.5 % の収益を上げたUS Consumer Services業界を上回りました。
リターン対市場: ADTは、過去 1 年間で24.2 % のリターンを上げたUS市場を下回りました。
価格変動
| ADT volatility | |
|---|---|
| ADT Average Weekly Movement | 3.7% |
| Consumer Services Industry Average Movement | 7.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: ADT 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ADTの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1874 | 12,200 | Jim DeVries | www.adt.com |
ADT Inc.は、米国でセキュリティ、インタラクティブ、スマートホームソリューションを提供している。同社は、侵入を検知し、出入りを制御し、動き、煙、火災、一酸化炭素、漏水、温度、その他の環境条件や危険を感知し、怪我や予期せぬ転倒などの個人的な医療緊急事態に対処するための、防犯・生活安全アラーム、スマートセキュリティカメラ、スマートホームオートメーションシステム、ビデオ監視システムを提供している。また、機器のアップグレードや追加のための定期的なメンテナンスと設置サービス、自立した生活を維持し、転倒を検知し、ジオロケーション機能で外出中の保護を提供する個人向け緊急応答システム製品とサービスも提供している。さらに、同社は、双方向技術プラットフォームであるADT+アプリ、住宅所有者が承認した資格情報とADT+アプリを通じて顧客が自宅へのアクセスを許可するTrusted Neighbor、スマートフォンアプリケーション、カスタマイズされたウェブポータル、タッチスクリーンパネルを通じて空間の遠隔監視と管理を可能にするオートメーションとスマートホームソリューション、プロによる設置およびDIYのセキュリティとスマートホームソリューションを提供している。さらに、専門的な監視サービスや外部委託監視サービスを提供する監視センター、フィールドセンターやコールセンターも運営している。ADT、ADT Pulse、ADT+のブランドで製品を販売している。同社は、顧客の紹介、戸別訪問活動、リードジェネレーション・パートナー、小売およびeコマース・チャネル、フィールド・セールスおよびサービス・オフィスのネットワーク、サードパーティの独立系ディーラー、および認定ディーラーを通じて、一戸建て住宅、アパートメント、中小企業のオーナーや賃借人で構成される住宅および中小企業のセキュリティおよびオートメーション市場にサービスを提供している。同社は以前はプライム・セキュリティ・サービス・ペアレント社として知られ、2017年9月にADT社に社名を変更した。ADT社は1874年に設立され、フロリダ州ボカラトンに本社を置いている。
ADT Inc. 基礎のまとめ
| ADT 基礎統計学 | |
|---|---|
| 時価総額 | US$5.27b |
| 収益（TTM） | US$627.39m |
| 売上高(TTM) | US$5.14b |
8.5x
PER（株価収益率1.0x
P/SレシオADT は割高か？
公正価値と評価分析を参照収益と収入
| ADT 損益計算書（TTM） | |
|---|---|
| 収益 | US$5.14b |
| 売上原価 | US$985.71m |
| 売上総利益 | US$4.15b |
| その他の費用 | US$3.53b |
| 収益 | US$627.39m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.80 |
| グロス・マージン | 80.82% |
| 純利益率 | 12.21% |
| 有利子負債／自己資本比率 | 200.7% |
ADT の長期的なパフォーマンスは？
過去の実績と比較を見る| ADT 配当日 | |
|---|---|
| 配当落ち日 | Jun 11 2026 |
| 配当支払日 | Jul 07 2026 |
| 配当落ちまでの日数 | 3 days |
| 配当支払日までの日数 | 23 days |
ADT 配当は確実ですか？
ADT 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/12 11:16 |
| 終値 | 2026/06/12 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
ADT Inc. 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8
| アナリスト | 機関 |
|---|---|
| Manav Patnaik | Barclays |
| Gary Bisbee | BofA Global Research |
| Peter Christiansen | Citigroup Inc |