Does Launching a HIPAA-Compliant AI Agent Signal a New Tech Focus for IDT (IDT)?

• In November 2025, net2phone, a segment of IDT Corporation, launched a HIPAA-compliant AI solution aimed at automating patient communications and simplifying administrative tasks for healthcare providers, with seamless integration into existing systems.
• This initiative highlights IDT’s push to modernize healthcare communications by offering secure, AI-powered tools that improve operational efficiency and patient satisfaction.
• We’ll explore how the launch of a healthcare-focused, HIPAA-compliant AI agent could impact IDT’s overall investment outlook and technology narrative.

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IDT Investment Narrative Recap

Owning shares in IDT calls for believing in the company’s ability to drive recurring revenue and margin growth through digital technology adoption, especially across communications and fintech. The recent launch of net2phone’s HIPAA-compliant AI agent aligns with a key short-term catalyst, improving net margins and earnings by leveraging AI to reduce costs. However, this development does not materially alter the biggest near-term risk, which remains the potential for foreign exchange volatility to impact net2phone’s reported growth and overall profitability.

Among the recent company updates, net2phone’s virtual AI agent for healthcare stands out as most relevant to this catalyst, as it introduces new recurring revenue streams and could support margin expansion. This AI-driven capability is designed to automate patient scheduling, reminders, and administrative workflows, adding practical value against the backdrop of IDT’s drive for operational efficiency and cost reduction.

In contrast, investors should remain mindful of the ongoing risk posed by currency fluctuations in IDT’s results, especially as...

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

IDT's outlook projects $1.3 billion in revenue and $104.9 million in earnings by 2028. This assumes a yearly revenue decline of 0.7% 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 61% upside to its current price.

Exploring Other Perspectives

Six Simply Wall St Community members estimated IDT’s fair value between US$80 and US$30,820.36, underscoring sharply different outlooks. With foreign exchange volatility a persistent risk, consider how these viewpoints might help you weigh IDT’s outlook against potential swings in reported results.

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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