ADT Inc.

NYSE:ADT Stock Report

Market Cap: US$5.5b

ADT Future Growth

Future criteria checks 0/6

ADT is forecast to grow earnings and revenue by 2.9% and 2.2% per annum respectively. EPS is expected to grow by 3.8% per annum. Return on equity is forecast to be 17.4% in 3 years.

Key information

2.9%

Earnings growth rate

3.76%

EPS growth rate

Consumer Services earnings growth16.8%
Revenue growth rate2.2%
Future return on equity17.38%
Analyst coverage

Low

Last updated02 May 2026

Recent future growth updates

Recent updates

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.

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.

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.

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.

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.

The Return Trends At ADT (NYSE:ADT) Look Promising

Jan 22
The Return Trends At ADT (NYSE:ADT) Look Promising

Is Now The Time To Put ADT (NYSE:ADT) On Your Watchlist?

Jan 04
Is Now The Time To Put ADT (NYSE:ADT) On Your Watchlist?

ADT: Mr. Market Continues To Underestimate This Amazing Business

Dec 30

ADT Inc.'s (NYSE:ADT) Price Is Right But Growth Is Lacking

Dec 06
ADT Inc.'s (NYSE:ADT) Price Is Right But Growth Is Lacking

ADT (NYSE:ADT) Will Pay A Dividend Of $0.055

Nov 07
ADT (NYSE:ADT) Will Pay A Dividend Of $0.055

When Should You Buy ADT Inc. (NYSE:ADT)?

Sep 03
When Should You Buy ADT Inc. (NYSE:ADT)?

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.

ADT (NYSE:ADT) Has Affirmed Its Dividend Of $0.055

Jul 27
ADT (NYSE:ADT) Has Affirmed Its Dividend Of $0.055

ADT (NYSE:ADT) Might Have The Makings Of A Multi-Bagger

Jun 26
ADT (NYSE:ADT) Might Have The Makings Of A Multi-Bagger

ADT's (NYSE:ADT) Dividend Will Be $0.055

May 21
ADT's (NYSE:ADT) Dividend Will Be $0.055

ADT: Solid Quarter Adds Confidence To Potential Growth Acceleration

Apr 28

ADT Inc.: Earnings Growth Will Drive Share Price Upside

Mar 02

ADT Inc.: An Overlooked Cash Generator Trading At An Attractive Price

Feb 17

ADT Inc: I Have More Confidence That Growth Can Accelerate

Dec 03

ADT Inc.: Leading Player In US Home Security Solutions

Sep 25
User avatar

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.

ADT: Improving Security

Jun 03

Earnings and Revenue Growth Forecasts

NYSE:ADT - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20285,4506841,221N/A4
12/31/20275,2786941,161N/A4
12/31/20265,1476741,036N/A4
3/31/20265,1406279032,056N/A
12/31/20255,1296017161,884N/A
9/30/20255,1136527871,970N/A
6/30/20255,0596407241,988N/A
3/31/20254,9765987561,988N/A
12/31/20244,8986196121,885N/A
9/30/20244,8105294281,837N/A
6/30/20244,7475204201,785N/A
3/31/20244,7105753551,715N/A
12/31/20234,6534502621,658N/A
9/30/20234,7984854911,813N/A
6/30/20234,9081934781,865N/A
3/31/20234,756954251,886N/A
12/31/20224,3823123551,888N/A
9/30/20225,232-932261,815N/A
6/30/20225,259-331041,687N/A
3/31/20225,547-241401,598N/A
12/31/20214,203-3441121,650N/A
9/30/20215,241-395651,529N/A
6/30/20215,223-3991621,523N/A
3/31/20215,250-3802971,476N/A
12/31/20205,315-6324101,367N/A
9/30/20205,298-5924521,407N/A
6/30/20205,300-6615061,523N/A
3/31/20205,252-6584281,614N/A
12/31/20195,126-424N/A1,873N/A
9/30/20195,013-502N/A1,841N/A
6/30/20194,861-556N/A1,804N/A
3/31/20194,708-518N/A1,792N/A
12/31/20184,582-609N/A1,788N/A
9/30/20184,502179N/A1,736N/A
6/30/20184,436352N/A1,811N/A
3/31/20184,373326N/A1,684N/A
12/31/20174,316343N/A1,592N/A
9/30/20174,261-381N/A1,498N/A
6/30/20174,216-410N/A1,413N/A
3/31/20173,578-497N/A1,056N/A
12/31/20162,950-537N/A618N/A
12/31/2015549-54N/A36N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: ADT's forecast earnings growth (2.9% per year) is below the savings rate (3.5%).

Earnings vs Market: ADT's earnings (2.9% per year) are forecast to grow slower than the US market (16% per year).

High Growth Earnings: ADT's earnings are forecast to grow, but not significantly.

Revenue vs Market: ADT's revenue (2.2% per year) is forecast to grow slower than the US market (11.2% per year).

High Growth Revenue: ADT's revenue (2.2% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: ADT's Return on Equity is forecast to be low in 3 years time (17.4%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/05 06:24
End of Day Share Price 2026/05/05 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

ADT Inc. is covered by 8 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Manav PatnaikBarclays
Gary BisbeeBofA Global Research
Peter ChristiansenCitigroup Inc