Education
About Us
Working with TipRanks
Follow Us
IDT Corp (IDT)
NYSE:IDT
Top Page
IDT
(NYSE:IDT)
Select Model
Select Model
Rating:67Neutral
Price Target:
$57.00
▲(14.23% Upside)
IDT's overall stock score is driven by strong financial performance and positive earnings call sentiment. However, bearish technical indicators and moderate valuation metrics temper the score. The company's solid financial foundation supports future growth, but market momentum and valuation concerns warrant caution.
IDT (IDT) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$1.26B
Dividend Yield0.46%
Average Volume (3M)204.51K
Price to Earnings (P/E)16.8
Beta (1Y)0.75
Revenue Growth2.13%
EPS Growth18.44%
CountryUS
Employees1,820
SectorCommunication Services
Sector Strength97
IndustryTelecommunications Services
Share Statistics
EPS (TTM)0.76
Shares Outstanding23,656,689
10 Day Avg. Volume364,705
30 Day Avg. Volume204,515
Financial Highlights & Ratios
PEG Ratio1.06
Price to Book (P/B)4.86
Price to Sales (P/S)1.20
P/FCF Ratio13.96
Enterprise Value/Market Cap0.91
Enterprise Value/Revenue0.93
Enterprise Value/Gross Profit2.56
Enterprise Value/Ebitda9.84
Forecast
1Y Price Target
$57.00Price Target Upside14.23% Upside
Rating ConsensusHold
Number of Analyst Covering1
IDT Business Overview & Revenue Model
Company DescriptionIDT Corporation (IDT) is a multinational telecommunications and technology company that provides a variety of services, including voice and messaging, payment services, and retail telecommunications. The company operates through several segments, including telecommunications, payment services, and other technologies, serving both residential and business customers. IDT is known for its innovative solutions in the communications sector and its commitment to providing reliable services across its diverse product offerings.
How the Company Makes MoneyIDT generates revenue primarily through its telecommunications services, which include long-distance voice services, mobile top-up, and international calling. The company earns money by charging customers for these services, typically based on usage rates or subscription fees. Additionally, IDT's payment services segment generates revenue through transaction fees from money transfer services and payment processing. Strategic partnerships with other telecommunications companies and financial institutions enhance its service offerings and expand its customer base, contributing significantly to its earnings. Furthermore, IDT leverages technology to optimize its operations and enhance customer experience, enabling it to maintain a competitive edge in the market.
IDT Earnings Call Summary
Earnings Call Date:Sep 29, 2025
(Q3-2025)
| % Change Since: |
Next Earnings Date:Dec 08, 2025
Earnings Call Sentiment Positive
IDT Corporation's third-quarter earnings call highlighted strong financial performance with significant year-over-year growth in income, EBITDA, and EPS. The company demonstrated success across its key business segments, including NRS, BOSS Money, and net2phone. However, challenges were noted in NRS advertising and BOSS Money transaction growth. Overall, the positive aspects significantly outweighed the challenges.Q3-2025 Updates
Positive Updates
Significant YoY Growth in Key Metrics
IDT reported a 133% year-over-year increase in consolidated income from operations, a 57% increase in consolidated adjusted EBITDA, and a 290% increase in EPS for Q3 2025.
NRS Segment Success
NRS saw a 23% increase in recurring revenue, with merchant services revenue growing by 37% and SaaS fees by 33%. The segment achieved a record $32 million in adjusted EBITDA over the past 12 months.
BOSS Money Growth
BOSS Money increased transactions by 27% and revenue by 25%. The fintech segment, including BOSS Money, generated over $5 million in adjusted EBITDA, up from $244,000 a year ago.
net2phone's Steady Progress
net2phone reported a 50% increase in adjusted EBITDA to $3.2 million, with adjusted EBITDA margins reaching 15% in Q3 2025.
Traditional Communications Segment Performance
This segment saw a 30% increase in adjusted EBITDA and continues to be a long-term cash generator with a 39% increase in income from operations.
Negative Updates
Decline in NRS Advertising Revenue
NRS advertising and data revenue decreased by 12% year-over-year due to a decision to limit sales to a large programmatic partner to manage receivables exposure.
Challenges in BOSS Money Transaction Growth
While BOSS Money experienced growth, the rate of transaction growth reduced due to a shift in customer preferences toward fewer but larger transactions.
Company Guidance
During IDT Corporation's Third Quarter Fiscal 2025 Earnings Conference Call, several key metrics were highlighted, showcasing robust financial performance. IDT reported a 133% year-over-year increase in consolidated income from operations, a 57% rise in consolidated adjusted EBITDA, and a 290% surge in earnings per share (EPS). Specific business segments also demonstrated significant growth, with NRS merchant services revenue climbing 37% and SaaS fees growing 33%, despite a 12% decline in advertising and data revenue. BOSS Money saw a 27% increase in transactions and a 25% revenue uptick, while the fintech segment, including BOSS Money, generated over $5 million in adjusted EBITDA, up from $244,000 the previous year. The Traditional Communications segment experienced over a 30% year-over-year jump in income from operations and adjusted EBITDA. Additionally, net2phone's adjusted EBITDA margin reached 15%, and its revenue increased by 7% to $21.5 million. Overall, IDT's consolidated gross profit margin hit a record high of 37.1%, driven by the operational leverage of its growth businesses and the steady contributions of its Traditional Communications division. The company reaffirmed its guidance for the full fiscal year 2025, expecting to achieve $126 million in adjusted EBITDA, double the first half's total.IDT Financial Statement Overview
Summary
IDT has shown strong improvements in profitability and operational efficiency, with a robust balance sheet and significant cash flow generation. However, revenue growth volatility and cash flow management remain areas for improvement.Income Statement
IDT has shown a strong improvement in its gross profit margin, increasing from 20.2% in 2021 to 36.2% in 2025, indicating enhanced cost efficiency. The net profit margin has also improved to 6.2% in 2025 from 5.3% in 2024, reflecting better profitability. Revenue growth has been volatile, with a significant decline in 2023 but a recovery in 2025. The EBIT and EBITDA margins have shown consistent improvement, suggesting better operational performance.75
Positive
Balance Sheet
IDT's balance sheet is strong, with a very low debt-to-equity ratio of 0.0036 in 2025, indicating minimal leverage and financial risk. The return on equity is robust at 24.9%, showcasing effective use of equity to generate profits. The equity ratio has improved, reflecting a solid capital structure with a higher proportion of equity financing.80
Positive
Cash Flow
The company has demonstrated strong free cash flow growth, particularly in 2025, indicating improved cash generation capabilities. The operating cash flow to net income ratio is healthy, suggesting efficient conversion of earnings into cash. However, the free cash flow to net income ratio, while strong, indicates room for improvement in cash flow management.70
Positive
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 1.23B | 1.23B | 1.21B | 1.24B | 1.36B | 1.45B |
| Gross Profit | 446.19M | 446.19M | 390.16M | 363.12M | 329.63M | 292.94M |
| EBITDA | 116.07M | 127.16M | 82.26M | 80.94M | 53.00M | 82.99M |
| Net Income | 76.09M | 76.09M | 64.45M | 40.49M | 27.03M | 96.47M |
Balance Sheet | ||||||
| Total Assets | 626.20M | 626.20M | 550.10M | 510.81M | 497.09M | 512.65M |
| Cash, Cash Equivalents and Short-Term Investments | 253.79M | 253.79M | 193.00M | 152.25M | 137.75M | 163.59M |
| Total Debt | 1.10M | 1.10M | 1.53M | 2.88M | 4.61M | 5.47M |
| Total Liabilities | 295.79M | 295.79M | 283.54M | 300.34M | 316.27M | 346.04M |
| Stockholders Equity | 305.13M | 305.13M | 246.18M | 193.73M | 167.62M | 164.86M |
Cash Flow | ||||||
| Free Cash Flow | 106.29M | 106.29M | 59.27M | 32.18M | 7.53M | 49.85M |
| Operating Cash Flow | 127.06M | 127.06M | 78.19M | 54.14M | 29.41M | 66.62M |
| Investing Cash Flow | -20.74M | -20.74M | -748.00K | -33.46M | -33.78M | -44.06M |
| Financing Cash Flow | -23.42M | -23.42M | -17.23M | -15.81M | -15.62M | -4.52M |
IDT Technical Analysis
Negative
49.90
Price Trends
61.94
Negative
62.32
Negative
55.55
Negative
Market Momentum
-2.43
Positive
23.50
Positive
2.95
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For IDT, the sentiment is Negative. The current price of 49.9 is below the 20-day moving average (MA) of 63.12, below the 50-day MA of 61.94, and below the 200-day MA of 55.55, indicating a bearish trend. The MACD of -2.43 indicates Positive momentum. The RSI at 23.50 is Positive, neither overbought nor oversold. The STOCH value of 2.95 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IDT.
IDT Risk Analysis
IDT disclosed 74 risk factors in its most recent earnings report. IDT reported the most risks in the "Legal & Regulatory" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
IDT Peers Comparison
UnderperformOutperform
Sector (60)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
67 Neutral | $1.26B | 16.84 | 27.60% | 0.46% | 2.13% | 18.44% | |
60 Neutral | $2.26B | 20.46 | -40.94% | ― | -5.41% | ― | |
58 Neutral | $1.65B | -1.37 | -192.88% | ― | -2.15% | -1269.05% | |
58 Neutral | $1.65B | -1.39 | -192.88% | ― | -2.15% | -1269.05% | |
50 Neutral | $1.25B | -2.72 | -8.05% | 3.58% | -23.01% | 13.13% | |
45 Neutral | $1.09B | -4.20 | 21.93% | ― | -3.82% | -363.28% | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% |
* Communication Services Sector Average
IDT
IDT
49.90
11.90
31.32%
TV
Grupo Televisa, S.A.B.
2.54
0.05
2.01%
LILA
Liberty Global LiLAC
8.11
-1.67
-17.08%
LILAK
Liberty LiLAC Group
8.25
-1.42
-14.68%
ATUS
Altice Usa
2.43
0.02
0.83%
IHS
IHS Holding
6.79
3.61
113.52%
IDT Corporate Events
Regulatory Filings and Compliance
IDT Presents Investor Slide Deck on June 12
Neutral
Jun 12, 2025
On June 12, 2025, IDT provided a slide presentation to certain investors, which is also accessible on their investor relations webpage. The presentation, disclosed under SEC regulations, includes forward-looking statements and is not filed with the SEC.
Dividends
IDT Announces Quarterly Cash Dividend for June 2025
Positive
Jun 5, 2025
On June 5, 2025, IDT Corporation announced a quarterly cash dividend of $0.06 per share, payable on June 18, 2025, to stockholders of record as of June 9, 2025. This decision reflects the company’s ongoing commitment to providing value to its shareholders and may impact its financial positioning and investor relations.
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.