IDT Corporation (IDT)
NYSE:IDT
Top Page
IDT
(NYSE:IDT)
Select Model
Select Model
Rating:81Outperform
Price Target:
$60.00
▲(16.78% Upside)
Action:ReiteratedDate:03/11/26
The score is driven primarily by strong financial quality (low leverage, solid profitability and cash generation) and a positive earnings update with improving performance in growth segments and supportive full-year EBITDA guidance. Valuation is also notably favorable given the low P/E and dividend yield. The main offsets are only moderate technical strength (still below the 200-day moving average) and the business’s historically inconsistent revenue growth.
Positive Factors
Balance sheet strength
Near-zero leverage and a sizable equity base materially reduce financial risk and provide durable optionality: the company can fund operations, invest in growth, or return capital without debt constraints, improving resilience through economic cycles and strategic flexibility.
Negative Factors
Inconsistent revenue growth
Multi-year top-line volatility reduces visibility into future sales and makes planning for capacity, marketing, and R&D harder. Persistent inconsistency can impair investor confidence, complicate long-term margin expansion, and increases reliance on a few high-growth segments to sustain consolidated growth.
Read all positive and negative factors
Positive Factors
Negative Factors
Balance sheet strength
Near-zero leverage and a sizable equity base materially reduce financial risk and provide durable optionality: the company can fund operations, invest in growth, or return capital without debt constraints, improving resilience through economic cycles and strategic flexibility.
Read all positive factors
IDT (IDT) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$1.19B
Dividend Yield0.47%
Average Volume (3M)167.28K
Price to Earnings (P/E)14.6
Beta (1Y)0.76
Revenue Growth2.52%
EPS Growth10.02%
CountryUS
Employees1,820
SectorCommunication Services
Sector Strength97
IndustryTelecommunications Services
Share Statistics
EPS (TTM)1.00
Shares Outstanding23,499,022
10 Day Avg. Volume201,764
30 Day Avg. Volume167,281
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 Cap0.72
Enterprise Value/Revenue0.68
Enterprise Value/Gross Profit1.83
Enterprise Value/Ebitda6.43
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)3.76
Revenue Forecast (FY)$1.24B
IDT Business Overview & Revenue Model
Company Description
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 Communicat...
How the Company Makes Money
IDT primarily makes money by selling prepaid and pay-as-you-go communications and payment-related services, and recognizing revenue based on usage, transaction activity, and service fees. A key revenue stream is international voice calling: IDT se...
IDT Key Performance Indicators (KPIs)
Any
Revenue by Geography
Breaks down revenue across different regions, revealing where the company is strongest and where it may face risk or growth potential due to local economic conditions or market share shifts.
Breaks down revenue across different regions, revealing where the company is strongest and where it may face risk or growth potential due to local economic conditions or market share shifts.
Data provided by:
The Fly
The FlyIDT Earnings Call Summary
Earnings Call Date:Dec 04, 2025
(Q1-2026)
| % Change Since: |
Next Earnings Date:Jun 04, 2026
Earnings Call Sentiment Positive
IDT Corporation showed strong financial performance with record gross profit and adjusted EBITDA, driven by significant growth in their key segments. The resolution of the Straight Path litigation was a notable positive outcome. However, there were some challenges, including a decline in certain revenue streams and a reduction in cash holdings. Despite these, the overall sentiment remains positive due to the outweighing achievements.Positive Updates
Record Levels of Gross Profit and Adjusted EBITDA
IDT delivered consolidated revenue growth with record levels of gross profit and adjusted EBITDA in the first quarter. Adjusted EBITDA reached a record level of $37.9 million, a 26% year-over-year growth.
Negative Updates
Decline in NRS Advertising and Data Revenue
Advertising and data revenue within NRS declined by 15%.
Read all updates
Q1-2026 Updates
Positive
Negative
Record Levels of Gross Profit and Adjusted EBITDA
IDT delivered consolidated revenue growth with record levels of gross profit and adjusted EBITDA in the first quarter. Adjusted EBITDA reached a record level of $37.9 million, a 26% year-over-year growth.
Read all positive updates
Company Guidance
During the first quarter of fiscal year 2026, IDT Corporation reported strong financial performance, highlighted by record levels of gross profit, adjusted EBITDA, and adjusted EBITDA margin. Consolidated revenue increased by 4% to $323 million, driven by the growth segments NRS, Fintech, and net2phone, which collectively grew by 16%. This resulted in a consolidated gross profit increase of 10% to $118 million, with a gross margin of 37%. Income from operations rose by 31% to $31 million, while adjusted EBITDA reached a record $37.9 million, representing an 11.7% margin. Earnings per share increased by 31% to $0.89, with non-GAAP diluted EPS rising by 32% to $0.94. The company's growth segments contributed $103 million in revenue, accounting for 32% of consolidated revenue, up from 29% the previous year. Adjusted EBITDA from these segments rose by 50% to $21.4 million, comprising 57% of consolidated adjusted EBITDA. The company ended the quarter with $220 million in cash and investments and expects to achieve full-year adjusted EBITDA guidance of $141 million to $145 million, indicating a 7% to 10% growth year-over-year.IDT Financial Statement Overview
Summary
Income Statement
74
Positive
Balance Sheet
92
Very Positive
Cash Flow
78
Positive
| Breakdown | TTM | Jul 2025 | Jul 2024 | Jul 2023 | Jul 2022 | Jul 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 1.26B | 1.23B | 1.21B | 1.24B | 1.36B | 1.45B |
| Gross Profit | 465.91M | 446.19M | 390.16M | 363.12M | 329.63M | 292.94M |
| EBITDA | 132.84M | 127.16M | 82.26M | 82.10M | 71.48M | 70.58M |
| Net Income | 81.89M | 76.09M | 64.45M | 40.49M | 27.03M | 96.47M |
Balance Sheet | ||||||
| Total Assets | 678.29M | 626.20M | 550.10M | 510.81M | 497.09M | 512.65M |
| Cash, Cash Equivalents and Short-Term Investments | 336.93M | 253.79M | 193.00M | 152.25M | 137.75M | 163.59M |
| Total Debt | 753.00K | 1.95M | 1.53M | 2.88M | 4.61M | 5.47M |
| Total Liabilities | 310.09M | 295.79M | 283.54M | 300.34M | 316.27M | 346.04M |
| Stockholders Equity | 339.74M | 305.13M | 246.18M | 193.73M | 167.62M | 164.86M |
Cash Flow | ||||||
| Free Cash Flow | 112.28M | 106.29M | 59.27M | 32.18M | 7.53M | 49.85M |
| Operating Cash Flow | 134.92M | 127.06M | 78.19M | 54.14M | 29.41M | 66.62M |
| Investing Cash Flow | -32.15M | -20.74M | -748.00K | -33.46M | -33.78M | -44.06M |
| Financing Cash Flow | -27.34M | -23.42M | -17.23M | -15.81M | -15.62M | -4.52M |
IDT Technical Analysis
Negative
51.38
Price Trends
49.29
Negative
49.99
Negative
55.03
Negative
Market Momentum
-0.53
Positive
43.24
Neutral
28.76
Neutral
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 51.38 is above the 20-day moving average (MA) of 49.74, above the 50-day MA of 49.29, and below the 200-day MA of 55.03, indicating a bearish trend. The MACD of -0.53 indicates Positive momentum. The RSI at 43.24 is Neutral, neither overbought nor oversold. The STOCH value of 28.76 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IDT.
IDT Risk Analysis
IDT disclosed 54 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 |
|---|---|---|---|---|---|---|---|
81 Outperform | $1.19B | 14.58 | 26.17% | 0.47% | 2.52% | 10.02% | |
60 Neutral | $48.67B | 4.58 | -11.27% | 4.14% | 2.83% | -41.78% | |
59 Neutral | $2.76B | 17.41 | -56.86% | ― | -0.97% | ― | |
52 Neutral | $1.70B | -2.42 | -86.86% | ― | -0.83% | -25.72% | |
49 Neutral | $1.70B | -2.42 | -86.86% | ― | -0.83% | -25.72% | |
47 Neutral | $1.38B | -2.78 | -10.73% | 3.03% | -18.28% | -42.53% |
* Communication Services Sector Average
IDT
IDT
47.52
-4.52
-8.68%
TV
Grupo Televisa, S.A.B.
2.88
1.15
66.86%
LILA
Liberty Global LiLAC
8.42
1.81
27.38%
LILAK
Liberty LiLAC Group
8.49
1.97
30.21%
IHS
IHS Holding
8.24
2.99
56.95%
IDT Corporate Events
Executive/Board ChangesShareholder Meetings
IDT Stockholders Approve Equity Incentive Plan Amendment
Neutral
Dec 16, 2025
IDT Corporation held its 2025 Annual Meeting of Stockholders on December 11, 2025. During the meeting, stockholders voted to elect nominees to the Board of Directors for a one-year term and approved an amendment to the 2024 Equity Incentive Plan, ...
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.