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ADT Inc. Stock Price

NYSE:ADT Community·US$5.3b Market Cap
  • 2 Narratives written by author
  • 0 Comments on narratives written by author
  • 17 Fair Values set on narratives written by author
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ADT Share Price Performance

US$7.05
-1.55 (-18.02%)
​
US$8.16
Fair Value
US$7.05
-1.55 (-18.02%)
13.6% undervalued intrinsic discount
US$8.16
Fair Value
Price US$7.05
AnalystConsensusTarget US$8.16
AndrewHabib US$8.21
Thu, 25 Jun 26
Fair ValueUS$8.16
Share Pricen/a

ADT Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$8.16 13.6% undervalued intrinsic discount

Connected Smart Home Devices And AI Will Ensure Future Stability

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1users have commented on this narrative
9users have followed this narrative
AN
AndrewHabib's
Fair Value
·
Fair Value US$8.21 14.1% undervalued intrinsic discount

Bullish on ADT - Current price is worse than perpetual (5%) revenue decline

0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
ADT logo
ADT
14.1% undervalued intrinsic discount

Bullish on ADT - Current price is worse than perpetual (5%) revenue decline

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AN
AndrewHabib
Published 20 Jul
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ADT logo
ADT
13.6% undervalued intrinsic discount

Connected Smart Home Devices And AI Will Ensure Future Stability

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 25 Jun
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Recently Updated Narratives

AN
ADT logo

Bullish on ADT - Current price is worse than perpetual (5%) revenue decline

Fair Value: US$8.21 14.1% undervalued intrinsic discount
1 fair value setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
AnalystConsensusTarget
ADT logo

ADT: Connected Home Standards Role Will Drive Future Repricing Potential

Fair Value: US$8.16 13.6% undervalued intrinsic discount
9 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
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Snowflake Analysis

Undervalued second-rate dividend payer.

1 Risk
2 Rewards
View Full Analysis

ADT Inc. Key Details

US$5.2b

Revenue

US$999.1m

Cost of Revenue

US$4.2b

Gross Profit

US$3.6b

Other Expenses

US$614.2m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.84
80.66%
11.89%
219.4%
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 • 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

Recent updates

No updates

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