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IDT CorporationNYSE:IDT Stock Report

Market Cap US$1.4b
Share Price
US$55.41
US$80
30.7% undervalued intrinsic discount
1Y-6.1%
7D6.3%
1D
Portfolio Value
View

IDT Corporation

NYSE:IDT Stock Report

Market Cap: US$1.4b

IDT (IDT) Stock Overview

Provides communications and payment services in the United States, the United Kingdom, and internationally. More details

IDT fundamental analysis
Snowflake Score
Valuation2/6
Future Growth1/6
Past Performance4/6
Financial Health6/6
Dividends0/6

IDT Community Fair Values

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See what 19 others think this stock is worth. Follow their fair value or set your own to get alerts.

IDT Corporation Competitors

Price History & Performance

Summary of share price highs, lows and changes for IDT
Historical stock prices
Current Share PriceUS$55.41
52 Week HighUS$71.12
52 Week LowUS$45.72
Beta0.65
1 Month Change8.37%
3 Month Change5.54%
1 Year Change-6.07%
3 Year Change84.95%
5 Year Change38.84%
Change since IPO65.65%

Recent News & Updates

Narrative Update May 27

IDT: Share Repurchases And Higher Dividend Will Support Future Upside

Analysts have made a modest adjustment to their IDT price target, reflecting updated assumptions for the discount rate, long term revenue trend, profit margin profile, and future P/E expectations, while keeping the fair value estimate steady at $80.00. What's in the News IDT completed a share repurchase tranche between November 1, 2025 and January 31, 2026, buying back 149,109 shares, or 0.59% of the company, for US$7.43 million, bringing total repurchases under the January 27, 2016 authorization to 4,125,570 shares, or 16.17%, for US$73.71 million (company filing).
Narrative Update Apr 25

IDT: Buybacks And Rising Dividend Will Support Future Upside

Analysts have maintained their $80 price target for IDT, reflecting stable views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News From November 1, 2025 to January 31, 2026, IDT repurchased 149,109 shares, about 0.59% of its shares, for US$7.43 million under its existing buyback program.

Recent updates

Narrative Update May 27

IDT: Share Repurchases And Higher Dividend Will Support Future Upside

Analysts have made a modest adjustment to their IDT price target, reflecting updated assumptions for the discount rate, long term revenue trend, profit margin profile, and future P/E expectations, while keeping the fair value estimate steady at $80.00. What's in the News IDT completed a share repurchase tranche between November 1, 2025 and January 31, 2026, buying back 149,109 shares, or 0.59% of the company, for US$7.43 million, bringing total repurchases under the January 27, 2016 authorization to 4,125,570 shares, or 16.17%, for US$73.71 million (company filing).
Narrative Update Apr 25

IDT: Buybacks And Rising Dividend Will Support Future Upside

Analysts have maintained their $80 price target for IDT, reflecting stable views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News From November 1, 2025 to January 31, 2026, IDT repurchased 149,109 shares, about 0.59% of its shares, for US$7.43 million under its existing buyback program.
Narrative Update Apr 09

IDT: Share Repurchases And Rising Dividend Will Support Future Upside

Analysts have maintained their fair value estimate for IDT at $80, citing unchanged assumptions for the discount rate, revenue trajectory, profit margin, and future P/E as the reasons for keeping the price target unchanged. What's in the News From November 1, 2025 to January 31, 2026, IDT repurchased 149,109 shares for $7.43 million, representing 0.59% of shares under the existing buyback program.
Narrative Update Mar 26

IDT: Share Repurchases And Dividend Policy Will Support Future Upside

Analysts have revised their price target on IDT to reflect updated views on revenue growth, profit margins, and the future P/E multiple. This has led to an adjusted fair value estimate of approximately $80.00 per share.
Narrative Update Mar 11

IDT: Unchanged Fair Value Assumptions Will Support Future Upside

Analysts have kept their $80 price target for IDT unchanged, reflecting consistent views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. Valuation Changes Fair Value: $80 unchanged, with no adjustment to the analysts' central estimate.
Narrative Update Feb 24

IDT: Ongoing Share Repurchases Will Support Future Upside

Analysts have maintained their $80.00 price target for IDT, citing consistent assumptions regarding the discount rate, revenue trends, profit margins, and future P/E as the basis for their view. What's in the News IDT reported repurchasing 158,424 shares between August 1, 2025 and October 31, 2025, representing 0.63% of its shares for $7.6 million (Key Developments).
Narrative Update Feb 10

IDT: Ongoing Share Repurchases And Stable Margins Will Support Future Upside

Analysts have modestly adjusted their price target on IDT, citing a slightly higher discount rate and a small tweak to the assumed future P/E multiple, while keeping their fair value estimate steady at $80.00. What's in the News IDT reported that from August 1, 2025 to October 31, 2025, it repurchased 158,424 shares for US$7.6 million, representing 0.63% of shares outstanding under its existing buyback program (Key Developments).
Narrative Update Jan 26

IDT: Ongoing Share Repurchases And Stable Margins Will Support Future Upside

Analysts have trimmed their price target on IDT to US$80. This reflects updated assumptions around the discount rate, revenue growth, profit margin and future P/E that keep their fair value view essentially unchanged.
Narrative Update Jan 12

IDT: Share Repurchases And Stable Margins Will Support Future Upside Potential

Narrative Update on IDT The analyst price target for IDT has been restated at US$80.00. Analysts are keeping assumptions around fair value, discount rate, revenue growth, profit margin and future P/E essentially unchanged as they reaffirm their existing view on the stock.
Narrative Update Dec 24

IDT: Ongoing Buybacks And Margin Expansion Will Drive Future Upside Potential

Analysts have modestly raised their price target on IDT, citing slightly faster expected revenue growth and an improved profit margin outlook. Together, these factors support a fair value holding near $80.00, despite a marginally lower future P/E multiple.
Narrative Update Dec 10

IDT: Future Share Repurchases Will Unlock Undervalued Earnings Power

Analysts have raised their price target on IDT to reflect modestly improved profit margin expectations and a slightly more favorable discount rate, even as they temper revenue growth assumptions and apply a lower future P/E multiple. What's in the News From August 1, 2025 to October 31, 2025, IDT repurchased 158,000 shares for 7.6 million dollars, bringing total buybacks under its January 27, 2016 authorization to approximately 3.98 million shares, or 15.58 percent of shares outstanding, for 66.28 million dollars (company filing).
Seeking Alpha Dec 08

IDT Q1: Delivering Consistently And Poised To Exceed Expectations

Summary IDT's Q1 results showed a strong performance across all its business segments. Performance at NRS was solid with several positives, though I have highlighted a couple of my concerns. The outlook for its businesses remain strong and are together set to comfortably exceed the adjusted EBITDA guidance range. Shares are currently trading at 9.6x FCF, with my estimate for intrinsic value based on sum-of-the-parts standing at $68.8. Given the cheap valuation and solid growth outlook, I am maintaining my Buy rating on the stock. Read the full article on Seeking Alpha
Narrative Update Nov 26

IDT: Future Share Buybacks And Disciplined Acquisitions Will Unlock Value

Analysts have maintained their price target for IDT at $80.00. This reflects minimal changes in underlying assumptions such as discount rate, revenue growth, and profit margin forecasts.
Narrative Update Nov 07

IDT: Share Buybacks and Acquisition Efforts Will Drive Further Upside

Analysts have maintained their fair value price target for IDT at $80.00 per share. They cite minimal changes in financial projections and valuation metrics as the reason for this decision.
Analysis Article Nov 05

Here's Why IDT Corporation's (NYSE:IDT) CEO May Deserve A Raise

Key Insights IDT will host its Annual General Meeting on 11th of November CEO Shmuel Jonas' total compensation includes...
Narrative Update Oct 24

Share Buyback And Acquisition Plans Will Drive Future Shareholder Value

Analysts have maintained their price target for IDT at $80.00. This reflects continued confidence in the company’s valuation and steady financial outlook.
Narrative Update Oct 09

Net2Phone's AI Agent Will Transform Customer Interactions And Lower Costs

The analyst price target for IDT has been reduced from $85.60 to $80.00. This change reflects analysts' updated expectations following a downward revision in revenue growth projections, despite a slightly improved profit margin forecast.
Analysis Article Oct 07

IDT Corporation (NYSE:IDT) Might Not Be As Mispriced As It Looks After Plunging 25%

IDT Corporation ( NYSE:IDT ) shareholders that were waiting for something to happen have been dealt a blow with a 25...
Analysis Article May 20

After Leaping 26% IDT Corporation (NYSE:IDT) Shares Are Not Flying Under The Radar

IDT Corporation ( NYSE:IDT ) shareholders have had their patience rewarded with a 26% share price jump in the last...
Analysis Article May 03

Why We Like The Returns At IDT (NYSE:IDT)

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
User avatar
New Narrative Mar 23

Net2Phone's AI Agent Will Transform Customer Interactions And Lower Costs

New features in IDT's NRS and net2phone's AI agent could enhance market penetration and improve revenue and net margins.
Seeking Alpha Mar 16

IDT Q2 Earnings: Solid Execution Deserves A Higher Valuation

Summary Growth at NRS and BOSS Money remains above 30%. I value NRS alone at over $1 billion, which is close to IDT's current enterprise value. Shares are trading at a large discount to my estimate for intrinsic value of $70, based on sum of the parts. I see limited downside risk, and therefore retain my Strong Buy rating on the stock. Read the full article on Seeking Alpha
Analysis Article Mar 13

IDT's (NYSE:IDT) Promising Earnings May Rest On Soft Foundations

IDT Corporation's ( NYSE:IDT ) stock was strong after they recently reported robust earnings. However, we think that...
Seeking Alpha Dec 26

IDT Corporation: Irrespective Of Spinoff Plans, Poised To Surge Again In 2025

Summary IDT Corporation shares have surged nearly 40% this year, due to strong results and increased market awareness of its underlying value. However, don't assume the ship has fully sailed; additional gains may be in the cards during 2025, even if the company decides not to spin off its faster growing businesses. Whether due to shares appreciating in tandem with earnings growth, or due to further increased awareness of IDT's underlying value, shares could hit $60 per share in 2025. Given this additional upside, plus the fact shares still trade for a third less than their underlying value, consider IDT stock a buy at current prices. Read the full article on Seeking Alpha
Analysis Article Dec 24

Shareholders Would Enjoy A Repeat Of IDT's (NYSE:IDT) Recent Growth In Returns

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Analysis Article Nov 07

IDT Corporation's (NYSE:IDT) 32% Share Price Surge Not Quite Adding Up

IDT Corporation ( NYSE:IDT ) shares have continued their recent momentum with a 32% gain in the last month alone...
Seeking Alpha Oct 09

IDT Corporation Q4 Earnings: Growth Businesses Continue To Shine (Rating Upgrade)

Summary NRS and BOSS Money are continuing to post more than 40% year-over-year growth rates. IDT's shares trade at a large discount to my estimate of intrinsic value at $65 per share. The balance sheet remains strong, and management is returning capital to shareholders through dividends and share repurchases. I am consequently upgrading IDT stock from a Buy to a Strong Buy. Read the full article on Seeking Alpha
Analysis Article Sep 12

IDT Corporation's (NYSE:IDT) Price Is Out Of Tune With Earnings

With a price-to-earnings (or "P/E") ratio of 26x IDT Corporation ( NYSE:IDT ) may be sending bearish signals at the...
Analysis Article Aug 08

Why We Like The Returns At IDT (NYSE:IDT)

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Analysis Article Jun 19

IDT's (NYSE:IDT) Conservative Accounting Might Explain Soft Earnings

Investors were disappointed with the weak earnings posted by IDT Corporation ( NYSE:IDT ). While the headline numbers...
Seeking Alpha Jun 07

IDT Corporation: Solid Performance Fueled By Its Growth Businesses

Summary Its high growth businesses are showing outstanding profitable growth. Shares trade at a large discount to intrinsic value, with further upside likely if one of its high growth businesses is spun off. Meanwhile, management is returning capital to shareholders through dividends and share repurchases. Read the full article on Seeking Alpha
Seeking Alpha Mar 22

IDT Corporation: Strong Fundamentals With An Attractive Valuation

Summary IDT Corporation shows strong organic growth and profitability from its three high-margin, rapidly growing businesses: NRS, BOSS Money, and Net2Phone (N2P). 2Q24 marks a milestone as these businesses achieve self-sustainability, strengthening the balance sheet and enabling efficient resource allocation. Sum-of-the-parts (SOTP) valuation suggests a 17% upside potential, indicating attractive valuation. Thus, I rate it as a 'buy' Cash continues to pile up as it makes up 23% of its market cap, and management continues to return value to shareholders via potential acquisitions, buyback, or dividends. Further catalysts await for investors if management can command the right multiples for the spin-offs. Read the full article on Seeking Alpha
Seeking Alpha Feb 26

IDT Corporation: Building Strong Momentum Into FY24

Summary Traditional Communication continues to maintain EBITDA margin at 7.8%. NRS continues to onboard more merchants and has seen a recovery in ad revenue, leading to improved profitability. BOSS Money is experiencing strong operational growth but delaying profitability as it expands its retail agent network. Net2Phone margin expansion continues, showing self-sustainability. My SOTP valuation shows IDT stock is reasonably valued, and will rate it as a hold. Read the full article on Seeking Alpha
Analysis Article Dec 18

There May Be Some Bright Spots In IDT's (NYSE:IDT) Earnings

The market was pleased with the recent earnings report from IDT Corporation ( NYSE:IDT ), despite the profit numbers...
Seeking Alpha Nov 30

IDT Corp.: Update On Q4 2023 Results

Summary IDT Corporation has released its 4Q23 results, showing decent performance and a victory in its lawsuit against Straight Path Communication. The National Retail Solution segment has seen strong performance in recurring revenue despite a decline in advertising revenue. The FinTech segment has experienced significant growth in transaction volume and revenue but is still unprofitable. My estimated value per share stands at $35.87 for FY24, a 27% upside from the current share price. Read the full article on Seeking Alpha
Seeking Alpha Nov 23

IDT Corporation: The Valuation Gap Persists

Summary IDT Corporation's stock soared by 21.66% after the dismissal of the Straight Path Communications Class Action. The valuation of IDT's National Retail Solutions (NRS) subsidiary is crucial to valuing the entire entity. NRS experienced growth in its install base and merchant services revenue, but its advertising revenue was not sustainable. Read the full article on Seeking Alpha
Analysis Article Oct 26

IDT (NYSE:IDT) May Have Issues Allocating Its Capital

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Seeking Alpha Oct 12

IDT Corporation: It Still Looks Attractive Despite The Big Rise In Recent Days

Summary IDT Corporation is a Spin-Off incubator, using cash flows from its core business to develop and take new companies public. In recent days, the stock has risen 25% thanks to a lawsuit that will not proceed and which was a great concern for the market. Despite this rise, a sum-of-the-parts valuation shows us that there are still attractive returns to offer in the long term. Read the full article on Seeking Alpha

Shareholder Returns

IDTUS TelecomUS Market
7D6.3%-0.5%1.6%
1Y-6.1%2.5%28.2%

Return vs Industry: IDT underperformed the US Telecom industry which returned 2.5% over the past year.

Return vs Market: IDT underperformed the US Market which returned 28.2% over the past year.

Price Volatility

Is IDT's price volatile compared to industry and market?
IDT volatility
IDT Average Weekly Movement3.3%
Telecom Industry Average Movement8.0%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.0%

Stable Share Price: IDT has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: IDT's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19781,920Shmuel Jonaswww.idt.net

IDT Corporation, together with its subsidiaries, provides communications and payment services in the United States, the United Kingdom, and internationally. It operates in four segments: National Retail Solutions, Fintech, Net2phone, and Traditional Communications. The company operates point of sale, a terminal-based platform which provides independent retailers with store management software, electronic payment processing, and other ancillary merchant services; and marketers with digital out-of-home advertising and transaction data.

IDT Corporation Fundamentals Summary

How do IDT's earnings and revenue compare to its market cap?
IDT fundamental statistics
Market capUS$1.40b
Earnings (TTM)US$81.89m
Revenue (TTM)US$1.26b
17.0x
P/E Ratio
1.1x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
IDT income statement (TTM)
RevenueUS$1.26b
Cost of RevenueUS$795.93m
Gross ProfitUS$465.91m
Other ExpensesUS$384.03m
EarningsUS$81.89m

Last Reported Earnings

Jan 31, 2026

Next Earnings Date

Jun 03, 2026

Earnings per share (EPS)3.27
Gross Margin36.92%
Net Profit Margin6.49%
Debt/Equity Ratio0%

How did IDT perform over the long term?

See historical performance and comparison

Dividends

0.5%
Current Dividend Yield
7%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/02 21:31
End of Day Share Price 2026/06/02 00:00
Earnings2026/01/31
Annual Earnings2025/07/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

IDT Corporation is covered by 2 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jaywant SrivatsaChardan Capital Markets, LLC
Mikhail ParamonovFreedom Broker