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IDT Corporation (IDT)
NYSE:IDT
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IDT (IDT) Price & Analysis

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IDT Stock Chart & Stats

$64.30
$0.70(1.09%)
At close: 4:00 PM EDT
$64.30
$0.70(1.09%)

Bulls Say, Bears Say

Bulls Say
Very Low Leverage / Strong LiquidityAn exceptionally low debt-to-equity ratio (~0.002) and a large cash position give IDT durable financial flexibility. That balance-sheet strength reduces refinancing risk, supports opportunistic tuck-in M&A, dividends and buybacks, and cushions cyclical shocks to operating cash flow.
Sustained Margin ExpansionMaterial gross-margin improvement (from ~20% in 2021 to ~37% TTM and a record 38.8% this quarter) indicates durable mix and pricing gains. Higher margins translate to stronger operating leverage potential and improved ability to convert revenue growth into sustainable profits.
Profitability Rotation To Higher‑margin SegmentsNRS, FinTech and net2phone now produce a growing share of revenue and most of adjusted EBITDA, demonstrating structural re‑mixing toward higher‑margin, recurring businesses. This reduces reliance on legacy voice revenue and supports more predictable, scalable earnings over time.
Bears Say
Volatile Free Cash FlowFree cash flow has declined sharply year over year (~-50.7% TTM), indicating earnings-to-cash conversion can swing materially. That volatility constrains capital allocation flexibility, raises the risk to sustaining dividends/buybacks, and makes long‑term cash generation less predictable.
Intensifying Competition In NRSManagement cites larger players entering POS/merchant adjacencies, which can slow new sign-ups or force higher incentives. Increased competition risks compressing ARPU, slowing terminal growth and reducing long‑run margins in a key higher-margin growth segment.
Strategic Monetization UncertaintyUnclear plans for net2phone monetization and undefined steady‑state margins for BOSS Money leave long‑term value realization and capital allocation uncertain. This reduces visibility on long‑term returns and could delay value‑creating corporate actions or require increased investment to achieve scale.

IDT News

IDT FAQ

What was IDT Corporation’s price range in the past 12 months?
IDT Corporation lowest stock price was $45.72 and its highest was $69.15 in the past 12 months.
    What is IDT Corporation’s market cap?
    IDT Corporation’s market cap is $1.64B.
      When is IDT Corporation’s upcoming earnings report date?
      IDT Corporation’s upcoming earnings report date is Oct 01, 2026 which is in 54 days.
        How were IDT Corporation’s earnings last quarter?
        IDT Corporation released its earnings results on Jun 03, 2026. The company reported $0.94 earnings per share for the quarter, beating the consensus estimate of $0.89 by $0.05.
          Is IDT Corporation overvalued?
          According to Wall Street analysts IDT Corporation’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does IDT Corporation pay dividends?
            IDT Corporation pays a Quarterly dividend of $0.07 which represents an annual dividend yield of 0.39%. See more information on IDT Corporation dividends here
              What is IDT Corporation’s EPS estimate?
              IDT Corporation’s EPS estimate is 0.98.
                How many shares outstanding does IDT Corporation have?
                IDT Corporation has 23,294,240 shares outstanding.
                  What happened to IDT Corporation’s price movement after its last earnings report?
                  IDT Corporation reported an EPS of $0.94 in its last earnings report, beating expectations of $0.89. Following the earnings report the stock price went up 2.85%.
                    Which hedge fund is a major shareholder of IDT Corporation?
                    Currently, no hedge funds are holding shares in IDT
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      IDT Corporation

                      IDT Corporation, established in 1990 and headquartered in Newark, New Jersey, is a global enterprise actively involved in the communications and payment sectors. The company's diverse operations are organized into three main divisions: Fintech, net2phone-UCaaS (Unified Communications as a Service), and Traditional Communications. The Fintech segment delivers international money transfer and related payment services through its BOSS Revolution brand. It also supports national retailers with its NRS brand, providing point-of-sale network solutions that encompass payment processing, digital advertising, transaction data analysis, and various auxiliary services. The net2phone-UCaaS division supplies cloud-based unified communication services for businesses, known as net2phone-UCaaS, and offers cable telephony services, both under the net2phone brand. Lastly, the Traditional Communications segment encompasses several distinct offerings. These include Mobile Top-Up, which allows customers to send airtime, messaging, and data bundles to mobile accounts both domestically and internationally; BOSS Revolution Calling, an international long-distance telephony service; and Carrier Services, functioning as a wholesale provider of international voice and SMS termination and outsourced traffic management for telecommunication companies. This segment also features net2phone-Platform Services, which provide telephony infrastructure to cable operators and other partners, alongside various smaller communication and payment products.

                      IDT (IDT) Earnings & Revenues

                      IDT Company Deck

                      IDT Earnings Call

                      Q3 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call emphasized multiple operational wins: record gross profit and margin expansion, continued revenue and adjusted EBITDA growth, raised full-year EBITDA guidance, meaningful momentum across NRS, digital channels and net2phone (including AI traction), a strong cash position, and a small strategic tuck-in acquisition. Negatives were limited to increased competition in NRS, advertising industry headwinds, a modest decline in traditional communications revenue, and some remaining strategic uncertainty around potential net2phone monetization and BOSS Money steady-state margins. Overall the positives materially outweigh the negatives.View all IDT earnings summaries
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                      Ownership Overview

                      18.83%15.17%2.31%47.89%
                      18.83% Insiders
                      2.31% Other Institutional Investors
                      47.89% Public Companies and
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