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IDT Corporation (IDT)
NYSE:IDT

IDT (IDT) Price & Analysis

188 Followers

IDT Stock Chart & Stats

$51.38
$0.25(0.55%)
At close: 4:00 PM EST
$51.38
$0.25(0.55%)

Bulls Say, Bears Say

Bulls Say
Conservative Balance Sheet / Low LeverageExceptionally low leverage and strong ROE reduce financial risk and preserve strategic optionality. With minimal debt servicing needs the company can fund growth initiatives, pay a rising dividend, execute buybacks, and withstand cyclical shocks without needing dilution or urgent refinancing.
Strong Cash Generation And FCF ConversionHigh operating cash flow and robust free cash flow conversion support durable capital allocation: reinvestment in growth, product development, and shareholder returns. Strong cash conversion also provides a buffer against episodic revenue softness and funds strategic initiatives without reliance on external financing.
Rotation To Higher-margin Growth SegmentsA structural mix shift toward net2phone, Fintech and NRS increases consolidated margin resilience. Higher-margin digital and SaaS-like revenues reduce reliance on legacy low-margin calling, enabling sustainable EBITDA expansion, better operating leverage, and stronger free cash flow over the medium term.
Bears Say
Top-line Inconsistency & Legacy Revenue DeclinesOngoing decline in legacy calling depresses headline revenue and requires growth segments to materially outpace declines to drive consolidated top-line stability. If growth segments' investment cadence or market traction falter, the company may face prolonged revenue stagnation despite margin gains.
Remittance-tax Disruption To Retail RemittancesA structural regulatory change shifting retail remittances away from cash-origin channels reduces higher-margin retail revenue and forces migration to lower-revenue digital flows. That legal-driven channel shift and competitive response can permanently compress margins and make revenue recovery slower and more uncertain.
Advertising CPM Pressure And Rising SG&A In NRSSustained declines in advertising CPMs can structurally lower A&D revenue, while elevated SG&A at NRS to support new products raises fixed costs. Together they risk offsetting margin improvements from growth segments if higher marketing and personnel costs persist or ad price weakness continues.

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 $71.12 in the past 12 months.
    What is IDT Corporation’s market cap?
    IDT Corporation’s market cap is $1.25B.
      When is IDT Corporation’s upcoming earnings report date?
      IDT Corporation’s upcoming earnings report date is Jun 04, 2026 which is in 49 days.
        How were IDT Corporation’s earnings last quarter?
        IDT Corporation released its earnings results on Mar 10, 2026. The company reported $1 earnings per share for the quarter, beating the consensus estimate of $0.9 by $0.1.
          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 $0.06 which represents an annual dividend yield of 0.47%. See more information on IDT Corporation dividends here
              What is IDT Corporation’s EPS estimate?
              IDT Corporation’s EPS estimate is 0.89.
                How many shares outstanding does IDT Corporation have?
                IDT Corporation has 23,501,904 shares outstanding.
                  What happened to IDT Corporation’s price movement after its last earnings report?
                  IDT Corporation reported an EPS of $1 in its last earnings report, beating expectations of $0.9. Following the earnings report the stock price went down -3.504%.
                    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 operates in the communications and payment industries in the United States and internationally. The company operates through three segments: Fintech; net2phone-UCaaS (Unified Communications as a Service); and Traditional Communications. The Fintech segment offers international money remittance and related value/payment transfer services under the BOSS Revolution brand name; national retail solutions, such as point of sale network providing payment processing, digital advertising, transaction data, and ancillary services under the NRS brand name. The net2phone-UCaaS segment provides net2phone-UCaaS, a cloud communications service for businesses; and cable telephony services under the net2phone brand name. The Traditional Communications segment, which include Mobile Top-Up, that enables customers to transfer airtime and bundles of airtime, messaging, and data to international and domestic mobile accounts; BOSS Revolution Calling, an international long-distance calling service; Carrier Services, a wholesale provider of international voice and SMS termination, and outsourced traffic management solutions to telecoms; and net2phone-Platform Services, which offer telephony services to cable operators and others, as well as smaller communications and payments offerings. IDT Corporation was founded in 1990 and is headquartered in Newark, New Jersey.

                      IDT (IDT) Earnings & Revenues

                      IDT Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call conveyed a broadly positive tone: IDT delivered record profitability metrics, raised fiscal-year adjusted EBITDA guidance, and reported strong segment-level EBITDA growth (net2phone +37% YoY; Fintech +44% YoY) alongside a favorable rotation toward higher-margin businesses (growth segments now 53% of adjusted EBITDA less CapEx). Management also increased shareholder returns (buybacks and a 17% dividend increase) and noted encouraging early traction for AI products. Headwinds include advertising CPM declines, remittance-tax-driven disruption to retail remittance revenues, some seasonal weakness in late-year transactions, higher SG&A in NRS, and ongoing top-line pressure in legacy calling revenues. Overall, the positive operational and financial momentum and the guidance raise outweigh the transitory and market-driven challenges discussed.View all IDT earnings summaries
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                      Ownership Overview

                      19.15%15.40%9.08%44.77%
                      19.15% Insiders
                      9.08% Other Institutional Investors
                      44.77% Public Companies and
                      Individual Investors

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