ADT Inc. price target lowered to $9 from $10.40 at Goldman Sachs

Goldman Sachs lowered the firm’s price target on ADT Inc. (ADT) to $9 from $10.40 and keeps a Buy rating on the shares. ADT delivered mixed Q4 results, with EPS and free cash flow ahead of consensus but revenue below expectations, alongside muted 2026 and medium-term targets, the analyst tells investors in a research note. While the company’s strategy offers long-term optionality, execution risks coincide with slowing growth, flat 2026 revenue and EPS guidance, and margin pressures from increased investment, indicating a gradual and uneven path toward improved fundamentals, Goldman says.