Can NRSInsights’ Sales Growth Offset Volatility in IDT’s (IDT) Retail Momentum Story?

• In October 2025, NRSInsights, a subsidiary of IDT Corporation, reported a 5.7% year-over-year increase in same-store retail sales, with the NRS POS platform processing US$2.15 billion in total sales driven by strong tobacco, beverage, and confection categories.
• An interesting takeaway is that while year-over-year growth was robust, there was a month-over-month decline in same-store sales and units sold, pointing to short-term volatility even amid larger gains.
• We'll examine how the recent surge in NRS-driven sales growth could influence IDT's evolving investment narrative and profitability outlook.

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IDT Investment Narrative Recap

To be an IDT shareholder, you need to believe in the company's ability to grow recurring revenue streams, especially through innovations and market share gains in the retail and fintech sectors. While the robust October sales growth at NRS points to continued momentum, the month-over-month decline in same-store sales highlights that short-term results can be volatile and may not immediately affect the most important near-term catalyst: ongoing adoption of the NRS POS platform. The biggest risk remains potential volatility in the retail transaction environment, which could impact unit sales in the coming quarters, but the recent news does not appear to materially change this risk profile.

Among recent announcements, IDT’s move to maintain a cautious approach to acquisitions stands out as especially relevant. With the NRS segment driving much of the revenue momentum, disciplined M&A is important given the risk of integration challenges and unforeseen expenses that could arise if the company expands too quickly, possibly impacting earnings or distracting from successful organic growth in its core platforms.

However, investors should be aware that, amid strong NRS-driven sales, near-term volatility in retail categories may signal...

Read the full narrative on IDT (it's free!)

IDT's narrative projects $1.3 billion revenue and $104.9 million earnings by 2028. This requires a 0.7% annual revenue decline and an $8.9 million increase in earnings from the current $96.0 million.

Uncover how IDT's forecasts yield a $80.00 fair value, a 58% upside to its current price.

Exploring Other Perspectives

Six individual fair value estimates from the Simply Wall St Community range widely, from US$80 to US$30,820 per share. As many participants weigh the potential of recurring revenue from NRS, you can explore a spectrum of viewpoints on IDT’s valuation and outlook.

Explore 6 other fair value estimates on IDT - why the stock might be a potential multi-bagger!

Build Your Own IDT Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your IDT research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free IDT research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate IDT's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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