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ADT Inc.NYSE:ADT Aktierapport

Marknadsvärde US$5.3b
Aktiekurs
US$6.71
US$8.16
17.8% undervärderad intrinsisk rabatt
1Y-19.4%
7D-3.7%
1D
Portföljens värde
Utsikt

ADT Inc.

NYSE:ADT Aktierapport

Börsvärde: US$5.3b

ADT Community Fair Values

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ADT Inc. Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för ADT
Historiska aktiekurser
Aktuell aktiekursUS$6.71
52 veckors högstaUS$8.94
52 veckors lägstaUS$6.25
Beta1.07
1 månads förändring-11.13%
3 månaders förändring-5.76%
1 års förändring-19.35%
3 års förändring11.28%
5 års förändring-39.22%
Förändring sedan börsintroduktionen-45.84%

Senaste nyheter och uppdateringar

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
Uppdatering av berättelse May 04

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.

Recent 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
Uppdatering av berättelse May 04

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.
Uppdatering av berättelse Apr 19

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.
Uppdatering av berättelse Apr 03

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.
Uppdatering av berättelse Mar 19

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.
Uppdatering av berättelse Mar 04

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.
Analysartikel Jan 22

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

There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
Analysartikel Jan 04

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

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analysartikel Dec 06

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

ADT Inc.'s ( NYSE:ADT ) price-to-earnings (or "P/E") ratio of 10.2x might make it look like a buy right now compared to...
Analysartikel Nov 07

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

The board of ADT Inc. ( NYSE:ADT ) has announced that it will pay a dividend of $0.055 per share on the 8th of January...
Analysartikel Sep 03

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

ADT Inc. ( NYSE:ADT ), might not be a large cap stock, but it saw its share price hover around a small range of US$8.11...
Uppdatering av berättelse Aug 27

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.
Analysartikel Jul 27

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

The board of ADT Inc. ( NYSE:ADT ) has announced that it will pay a dividend of $0.055 per share on the 2nd of October...
Analysartikel Jun 26

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

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Seeking Alpha Apr 28

ADT: Solid Quarter Adds Confidence To Potential Growth Acceleration

Summary I maintain a buy rating for ADT, driven by solid 1Q25 results, improved fundamentals, and promising growth prospects with the ADT+ platform. ADT's 1Q25 earnings showed 7% y/y revenue growth, margin expansion, and a record-low customer churn rate, highlighting the essential nature of its services. The ADT+ Translator and Trusted Neighbor features are strategic upgrades, enhancing customer retention and monetization, thus expanding ADT's addressable revenue base. Read the full article on Seeking Alpha
Seeking Alpha Mar 02

ADT Inc.: Earnings Growth Will Drive Share Price Upside

Summary 4Q24 results highlight ADT's strong fundamentals, efficient customer acquisition strategy, reduced churn, and strong pricing power. ADT+ platform adoption boosts revenue through upfront equipment purchases, reducing reliance on new customer acquisition and providing revenue growth stability. AI-driven automation and State Farm partnership enhance margins and growth potential. Read the full article on Seeking Alpha
Seeking Alpha Feb 17

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

Summary ADT's renewed focus on the residential market, debt reduction, and exiting unprofitable ventures signal a more streamlined and profitable future. Strategic partnerships with Google and State Farm enhance growth, reduce customer acquisition costs, and improve service offerings. ADT's valuation is attractive with a forward P/E-multiple of 9.3x, supported by strong earnings growth and potential for higher multiples. The company offers a 3.2% dividend yield with room for growth, alongside a significant buyback program to boost per share metrics. Read the full article on Seeking Alpha
Seeking Alpha Dec 03

ADT Inc: I Have More Confidence That Growth Can Accelerate

Summary I reiterate a buy rating for ADT, confident that growth can accelerate to high single digits over the next three years. Key drivers include reduced customer churn, a successful State Farm partnership, new account acquisitions, and the rollout of the ADT+ platform. Potential decline in mortgage rates and rebuilding from recent hurricanes offer additional growth opportunities for ADT. Read the full article on Seeking Alpha
Seeking Alpha Sep 25

ADT Inc.: Leading Player In US Home Security Solutions

Summary I give a buy rating for ADT Inc. due to its leading position and strong partnerships in the growing U.S. home security market. ADT benefits from a large total addressable market, with significant growth potential as many households still lack security solutions. Key partnerships with Google and State Farm enhance distribution capabilities, driving higher ARPU and customer retention. Read the full article on Seeking Alpha
User avatar
Ny berättelse Aug 28

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.
Seeking Alpha Jun 03

ADT: Improving Security

Summary ADT has struggled with debt and lackluster earnings but has seen improvements in its core security business and following the divestment of non-core assets. The company exited the residential solar business and announced a dividend increase and share buyback program. ADT's net debt has decreased and the quality of its core business has improved, as I am still awaiting to pull the trigger. Read the full article on Seeking Alpha

Aktieägarnas avkastning

ADTUS Consumer ServicesUS Marknad
7D-3.7%-1.6%1.6%
1Y-19.4%-27.0%28.5%

Avkastning vs industri: ADT översteg US Consumer Services branschen som gav -27 % under det senaste året.

Avkastning vs Marknaden: ADT presterade sämre än US marknaden som gav 28.5 % under det senaste året.

Prisvolatilitet

Is ADT's price volatile compared to industry and market?
ADT volatility
ADT Average Weekly Movement5.0%
Consumer Services Industry Average Movement7.3%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.0%

Stabil aktiekurs: ADT har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.

Volatilitet över tid: ADT s veckovolatilitet ( 5% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
187412,200Jim DeVrieswww.adt.com

ADT Inc. tillhandahåller säkerhetslösningar, interaktiva lösningar och lösningar för smarta hem i USA. Företaget erbjuder inbrotts- och livräddningslarm, smarta säkerhetskameror, smarta hemautomationssystem och videoövervakningssystem för att upptäcka intrång, kontrollera åtkomst, känna av rörelse, rök, eld, kolmonoxid, läckage, temperatur och andra miljöförhållanden och faror samt hantera personliga medicinska nödsituationer, såsom skador eller oförutsedda fall. Företaget tillhandahåller även rutinunderhåll och installationstjänster för uppgraderad eller ytterligare utrustning samt produkter och tjänster för personliga nödsystem för att upprätthålla ett självständigt liv, upptäcka fallolyckor och ge skydd när man är på språng med hjälp av geolokalisering.

ADT Inc. Sammanfattning av grunderna

Hur förhåller sig ADT:s resultat och omsättning till dess börsvärde?
ADT grundläggande statistik
BörsvärdeUS$5.26b
Vinst(TTM)US$627.39m
Intäkter(TTM)US$5.14b
8.4x
P/E-förhållande
1.0x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
ADT resultaträkning (TTM)
IntäkterUS$5.14b
Kostnad för intäkterUS$985.71m
BruttovinstUS$4.15b
Övriga kostnaderUS$3.53b
IntäkterUS$627.39m

Senast redovisade vinst

Mar 31, 2026

Nästa vinstdatum

n/a

Vinst per aktie (EPS)0.80
Bruttomarginal80.82%
Nettovinstmarginal12.21%
Skuld/egenkapitalförhållande200.7%

Hur har ADT utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Utdelningar

3.3%
Aktuell utdelningsavkastning
29%
Utbetalningskvot

Ger ADT en tillförlitlig utdelning?

Se ADT utdelningshistorik och jämförelsetal
När behöver man köpa ADT för att få en kommande utdelning?
ADT datum för utdelning
Ex utdelningsdagJun 11 2026
Utbetalningsdag för utdelningJul 07 2026
Dagar till Ex-utdelning10 days
Dagar till utdelningsdag36 days

Ger ADT en tillförlitlig utdelning?

Se ADT utdelningshistorik och jämförelsetal

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/31 12:12
Aktiekurs vid dagens slut2026/05/29 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

ADT Inc. bevakas av 8 analytiker. 4 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Manav PatnaikBarclays
Gary BisbeeBofA Global Research
Peter ChristiansenCitigroup Inc