ADT logo

ADT Inc. Stock Price

NYSE:ADT Community·US$5.3b Market Cap
  • 1 Narratives written by author
  • 1 Comments on narratives written by author
  • 14 Fair Values set on narratives written by author

ADT Share Price Performance

US$6.71
-1.84 (-21.52%)
US$8.16
Fair Value
US$6.71
-1.84 (-21.52%)
17.8% undervalued intrinsic discount
US$8.16
Fair Value
Price US$6.71
AnalystConsensusTarget US$8.16

ADT Community Narratives

·
Fair Value US$8.16 17.4% undervalued intrinsic discount

Connected Smart Home Devices And AI Will Ensure Future Stability

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US$8.16
17.4% undervalued intrinsic discount
Revenue
1.9% p.a.
Profit Margin
13.09%
Future PE
11.54x
Price in 2029
US$10.63

Trending Discussion

Updated Narratives

ADT logo

ADT: Cash Returns And Flat 2026 Outlook Will Shape Future Repricing

Fair Value: US$8.16 17.4% undervalued intrinsic discount
9 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Very undervalued with acceptable track record.

1 Risk
4 Rewards

ADT Inc. Key Details

US$5.1b

Revenue

US$985.7m

Cost of Revenue

US$4.2b

Gross Profit

US$3.5b

Other Expenses

US$627.4m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
0.80
80.82%
12.21%
200.7%
View Full Analysis

About ADT

Founded
1874
Employees
12200
CEO
James DeVries
WebsiteView website
www.adt.com

ADT Inc. provides security, interactive, and smart home solutions in the United States. The company offers burglar and life safety alarms, smart security cameras, smart home automation systems, and video surveillance systems to detect intrusion; control access; sense movement, smoke, fire, carbon monoxide, leaks, temperature, and other environmental conditions and hazards; and address personal medical emergencies, such as injuries or unanticipated falls. It also provides routine maintenance and installation services for upgraded or additional equipment; and personal emergency response system products and services to sustain independent living, detect when a fall occurs, and provide protection while on the go with geolocation capability. In addition, the company offers ADT+ app, an interactive technology platform; Trusted Neighbor, which allows customers to grant access to their homes through homeowner-authorized credentials and the ADT+ app; automation and smart home solutions, which allow for the remote monitoring and managing of spaces through smartphone applications, customized web portals, and touchscreen panels; and professionally installed and DIY security and smart home solutions. Further, it operates monitoring centers that provide professional and outsourced monitoring services; and field and call centers. The company sells its products under the ADT, ADT Pulse, and ADT+ brands. It serves the residential and small business security and automation markets comprising owners and renters of single-family homes, apartments, and small businesses owners through customer referrals, door-to-door activities, lead generation partners, retail and e-commerce channels, network of field sales and service offices, third-party independent dealers, and authorized dealers. The company was formerly known as Prime Security Services Parent, Inc. and changed its name to ADT Inc. in September 2017. ADT Inc. was founded in 1874 and is headquartered in Boca Raton, Florida.

Recent ADT News & Updates

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

Recent updates

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