ADT (ADT) Stock Overview
Provides security, interactive, and smart home solutions in the United States. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 0/6 |
| Past Performance | 2/6 |
| Financial Health | 2/6 |
| Dividends | 3/6 |
ADT Community Fair Values
Create NarrativeSee what 15 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
ADT
13.5% undervalued intrinsic discount
Bullish on ADT - Current price is worse than perpetual (5%) revenue decline
View narrativeAN
Published 20 Jul
ADT Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$7.10 |
| 52 Week High | US$8.89 |
| 52 Week Low | US$6.24 |
| Beta | 1.03 |
| 1 Month Change | -5.21% |
| 3 Month Change | 9.57% |
| 1 Year Change | -18.20% |
| 3 Year Change | 18.73% |
| 5 Year Change | -10.47% |
| Change since IPO | -42.70% |
Recent News & Updates
Recent updates
Seeking Alpha • Aug 13
ADT: Recurring Customer Base Is Still Weak
Summary ADT Inc. (ADT) remains a hold as recurring customer metrics weaken despite improved free cash flow and modestly raised FY2026 guidance. Q2 2026 saw revenue up 2% but core monitoring services declined, with subscriber attrition rising to 13.1% and gross additions falling sharply. Organic growth from direct and small business channels is insufficient to offset declines from reduced affiliate and bulk acquisitions. ADT+ migration, Blu, and Origin AI offer long-term potential, but near-term subscriber and revenue growth remain challenged, justifying a discounted valuation. Read the full article on Seeking Alpha
New Narrative • Jul 20
Bullish on ADT - Current price is worse than perpetual (5%) revenue decline
ADT is at a structural inflection point. Bearish analysts are absolutely correct that the company carries a heavy debt load and that Apollo's ongoing equity sales act as an artificial ceiling on momentum.
Narrative Update • Jun 25
ADT: Connected Home Standards Role Will Drive Future Repricing Potential
Analysts have increased their price target on ADT by $0.50 to reflect updated assumptions on discount rates and future P/E, citing recent research that reassesses the stock's risk and valuation profile. What’s in the News for ADT ADT launched ADT Blu, a self-installed home security system that customers can set up in minutes and manage through the ADT+ app, with options for modular expansion and either 24/7 professional monitoring or self-monitoring.Analysis Article • Jun 19
ADT (ADT) Stock Could Be 19.4% Undervalued After ConsumerAffairs Buyer’s Choice Awards
ADT (ADT) stock is back in focus after ConsumerAffairs awarded the company 2026 Buyer’s Choice honors for Best Customer Service and Best Product Offering, highlighting how customer perception relates to the home security provider’s valuation. See our latest analysis for ADT. That recognition arrives after a mixed period for ADT’s stock, with the latest share price at $6.58 and a share price return that is down 17.85% year to date but supported by a positive 3 year total shareholder return of...Narrative Update • Jun 05
ADT: Cash Strength And AI Expansion Will Drive Future Repricing
Analysts report that the Street price target for ADT has recently moved in a mixed fashion, with Morgan Stanley lifting its target by $0.50 while Goldman Sachs brought its target down to $9 from $10.40. This reflects differing views on valuation despite broadly consistent assumptions around growth, margins, and discount rates.Narrative Update • May 04
ADT: Cash Returns And Flat 2026 Outlook Will Shape Future Repricing
ADT's updated analyst price target edges higher to $8.16 from $8.10, as analysts factor in slightly adjusted revenue growth, profit margin assumptions, and a modestly higher future P/E multiple while keeping the change in the discount rate limited. Analyst Commentary Recent Street research paints a mixed picture for ADT, with some analysts more optimistic on long term potential and others focused on near term execution risk and guidance.Narrative Update • Apr 19
ADT: Cash Flow Focus And Buybacks Will Support Long-Term Repricing
Narrative Update on ADT The updated analyst price target for ADT moves to $8.10, reflecting a cluster of recent target cuts into the $7 to $9 range as analysts factor in muted 2026 guidance, softer revenue trends, and execution risk around distribution changes and investment driven margin pressures. Analyst Commentary Recent research on ADT centers on lower price targets, more cautious 2026 expectations, and a mixed read on execution tied to distribution changes and investment plans.Narrative Update • Apr 03
ADT: Future Cash Focus And Buybacks Will Drive Long-Term Repricing
Analysts have trimmed their average price target on ADT to reflect a tighter valuation range around $7 to $9, citing mixed recent results, muted 2026 guidance with flat revenue and EPS expectations, and execution risks tied to distribution changes and higher investment. Analyst Commentary Recent research reflects a split view on ADT, with analysts recalibrating price targets into a tighter $7 to $9 range and reassessing how much risk they are willing to underwrite as the company leans into distribution changes and higher investment.Narrative Update • Mar 19
ADT: Future Cash Focus And Buybacks Will Support Long-Term Upside
Narrative Update on ADT The updated analyst target for ADT has shifted lower by about $0.70 per share, reflecting a cluster of recent target cuts into the $7 to $9 range as analysts factor in mixed quarterly results, muted 2026 guidance, and a gradual path to any potential improvement in fundamentals. Analyst Commentary Recent research updates on ADT highlight a split view, with some analysts still seeing long-term upside potential and others focusing on execution challenges and muted guidance.Narrative Update • Mar 04
ADT: Future Cash Focus And Buybacks Set Up Long-Term Upside
Analysts have trimmed their average price target on ADT to about $8.80 from $9.58, citing softer revenue growth expectations, slightly lower margin assumptions, a higher discount rate, and a higher future P/E multiple as they factor in muted 2026 guidance, slower subscriber growth, and execution risk around the company’s current plans. Analyst Commentary Recent research updates reflect a more cautious stance on ADT, with lower price targets clustered in a relatively narrow range and a focus on execution over the next few years.Analysis Article • Jan 22
The Return Trends At ADT (NYSE:ADT) Look Promising
There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...Analysis Article • Jan 04
Is Now The Time To Put ADT (NYSE:ADT) On Your Watchlist?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Analysis Article • Dec 06
ADT Inc.'s (NYSE:ADT) Price Is Right But Growth Is Lacking
ADT Inc.'s ( NYSE:ADT ) price-to-earnings (or "P/E") ratio of 10.2x might make it look like a buy right now compared to...Analysis Article • Nov 07
ADT (NYSE:ADT) Will Pay A Dividend Of $0.055
The board of ADT Inc. ( NYSE:ADT ) has announced that it will pay a dividend of $0.055 per share on the 8th of January...Narrative Update • Aug 27
Connected Smart Home Devices And AI Will Ensure Future Stability
Analysts have raised their price target for ADT from $9.38 to $9.58, citing increased investor interest from decreased private equity ownership, strong Q2 results, and robust free cash flow. Analyst Commentary Decreased private equity ownership is drawing increased investor attention.Seeking Alpha • Apr 28
ADT: Solid Quarter Adds Confidence To Potential Growth Acceleration
Summary I maintain a buy rating for ADT, driven by solid 1Q25 results, improved fundamentals, and promising growth prospects with the ADT+ platform. ADT's 1Q25 earnings showed 7% y/y revenue growth, margin expansion, and a record-low customer churn rate, highlighting the essential nature of its services. The ADT+ Translator and Trusted Neighbor features are strategic upgrades, enhancing customer retention and monetization, thus expanding ADT's addressable revenue base. Read the full article on Seeking AlphaSeeking Alpha • Mar 02
ADT Inc.: Earnings Growth Will Drive Share Price Upside
Summary 4Q24 results highlight ADT's strong fundamentals, efficient customer acquisition strategy, reduced churn, and strong pricing power. ADT+ platform adoption boosts revenue through upfront equipment purchases, reducing reliance on new customer acquisition and providing revenue growth stability. AI-driven automation and State Farm partnership enhance margins and growth potential. Read the full article on Seeking AlphaSeeking Alpha • Feb 17
ADT Inc.: An Overlooked Cash Generator Trading At An Attractive Price
Summary ADT's renewed focus on the residential market, debt reduction, and exiting unprofitable ventures signal a more streamlined and profitable future. Strategic partnerships with Google and State Farm enhance growth, reduce customer acquisition costs, and improve service offerings. ADT's valuation is attractive with a forward P/E-multiple of 9.3x, supported by strong earnings growth and potential for higher multiples. The company offers a 3.2% dividend yield with room for growth, alongside a significant buyback program to boost per share metrics. Read the full article on Seeking AlphaSeeking Alpha • Dec 03
ADT Inc: I Have More Confidence That Growth Can Accelerate
Summary I reiterate a buy rating for ADT, confident that growth can accelerate to high single digits over the next three years. Key drivers include reduced customer churn, a successful State Farm partnership, new account acquisitions, and the rollout of the ADT+ platform. Potential decline in mortgage rates and rebuilding from recent hurricanes offer additional growth opportunities for ADT. Read the full article on Seeking AlphaSeeking Alpha • Sep 25
ADT Inc.: Leading Player In US Home Security Solutions
Summary I give a buy rating for ADT Inc. due to its leading position and strong partnerships in the growing U.S. home security market. ADT benefits from a large total addressable market, with significant growth potential as many households still lack security solutions. Key partnerships with Google and State Farm enhance distribution capabilities, driving higher ARPU and customer retention. Read the full article on Seeking Alpha
New Narrative • Aug 28
Innovative Smart Home Integrations And Strategic Partnerships Drive Growth And Customer Loyalty
Expansion and innovation with the ADT+ platform and partnerships like Google increase customer acquisition, retention, and satisfaction.Shareholder Returns
| ADT | US Consumer Services | US Market | |
|---|---|---|---|
| 7D | -1.7% | -2.5% | -1.5% |
| 1Y | -18.2% | -16.7% | 13.3% |
Return vs Industry: ADT underperformed the US Consumer Services industry which returned -16.7% over the past year.
Return vs Market: ADT underperformed the US Market which returned 13.3% over the past year.
Price Volatility
| ADT volatility | |
|---|---|
| ADT Average Weekly Movement | 3.9% |
| Consumer Services Industry Average Movement | 7.9% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.3% |
| 10% least volatile stocks in US Market | 2.9% |
Stable Share Price: ADT has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: ADT's weekly volatility (4%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1874 | 12,200 | Jim DeVries | www.adt.com |
ADT Inc. provides security, interactive, and smart home solutions in the United States. The company offers burglar and life safety alarms, smart security cameras, smart home automation systems, and video surveillance systems to detect intrusion; control access; sense movement, smoke, fire, carbon monoxide, leaks, temperature, and other environmental conditions and hazards; and address personal medical emergencies, such as injuries or unanticipated falls. It also provides routine maintenance and installation services for upgraded or additional equipment; and personal emergency response system products and services to sustain independent living, detect when a fall occurs, and provide protection while on the go with geolocation capability.
ADT Inc. Fundamentals Summary
| ADT fundamental statistics | |
|---|---|
| Market cap | US$5.17b |
| Earnings (TTM) | US$614.23m |
| Revenue (TTM) | US$5.16b |
8.4x
P/E Ratio1.0x
P/S RatioIs ADT overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| ADT income statement (TTM) | |
|---|---|
| Revenue | US$5.16b |
| Cost of Revenue | US$999.07m |
| Gross Profit | US$4.17b |
| Other Expenses | US$3.55b |
| Earnings | US$614.23m |
Last Reported Earnings
Jun 30, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 0.84 |
| Gross Margin | 80.66% |
| Net Profit Margin | 11.89% |
| Debt/Equity Ratio | 219.4% |
How did ADT perform over the long term?
See historical performance and comparisonDividends
3.1%
Current Dividend Yield29%
Payout RatioDoes ADT pay a reliable dividends?
See ADT dividend history and benchmarks| ADT dividend dates | |
|---|---|
| Ex Dividend Date | Sep 10 2026 |
| Dividend Pay Date | Oct 01 2026 |
| Days until Ex dividend | 6 days |
| Days until Dividend pay date | 15 days |
Does ADT pay a reliable dividends?
See ADT dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/15 21:59 |
| End of Day Share Price | 2026/09/15 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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 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
ADT Inc. is covered by 9 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Manav Patnaik | Barclays |
| Gary Bisbee | BofA Global Research |
| Ryan Gilbert | BTIG |