Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
I downgrade ADT to Hold as rising churn, dealer softness, and weak State Farm partnership undermine my previous bullish thesis. Despite strong headline growth and raised FY25 EPS guidance, underlying organic momentum is weakening and execution risks are rising. Bulk account acquisitions are masking core dealer channel weakness, making growth less sustainable and more volatile going forward.
Adriatic Metals PLC (LSE:ADT1, ASX:ADT, OTCQX:ADMLF) increased production by nearly a quarter in the three months to the end of June but lowered its guidance for the full year, citing changes to its operational plans. The London-listed miner produced 1.7 million ounces of silver equivalent (AgEq) in the second quarter, a 23% rise on the previous three months.
ADT Inc. (NYSE:ADT ) Q2 2025 Earnings Conference Call July 24, 2025 10:00 AM ET Company Participants Elizabeth Landers - Corporate Participant James David DeVries - CEO, President & Chairman Jeffrey A. Likosar - CFO and President of Corporate Development & Transformation Conference Call Participants Keen Fai Tong - Goldman Sachs Group, Inc., Research Division Peter Corwin Christiansen - Citigroup Inc., Research Division Ronan Kennedy - Unidentified Company William Qi - RBC Capital Markets, Research Division Yehuda Silverman - Morgan Stanley, Research Division Operator Hello, and thank you for standing by.
ADT (ADT) came out with quarterly earnings of $0.23 per share, beating the Zacks Consensus Estimate of $0.19 per share. This compares to earnings of $0.17 per share a year ago.
Adriatic Metals PLC (LSE:ADT1, ASX:ADT, OTCQX:ADMLF) told investors it has begun commercial production at its Vareš Silver mine, in Bosnia and Herzegovina. This declaration comes as the Vares plant has reaching 75% throughput over the past 14 days, including 80% over 7 days, and hitting 2,000 tonnes per day at 90% capacity in late June.
ADT, DDI and MHO have been added to the Zacks Rank #5 (Strong Sell) List on June 16, 2025.
While most of Wall Street focuses on large and mega-cap stocks, as they provide a degree of safety and liquidity, many investors are limited in the number of shares they can buy.
Adriatic Metals PLC (LSE:ADT1, ASX:ADT, OTCQX:ADMLF) highlighted ‘a period of progress' at the Vares Silver, as it reported on its first quarter. The junior miner reported a 46% increase in silver equivalent production to 1.4 million ounces in the quarter.
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.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
ADT Inc. (NYSE:ADT ) Q1 2025 Earnings Conference Call April 24, 2025 10:00 AM ET Company Participants Elizabeth Landers - Investor Relations Jim DeVries - Chairman, President & Chief Executive Officer Jeff Likosar - Chief Financial Officer Conference Call Participants Ronan Kennedy - Barclays George Tong - Goldman Sachs David Paige - RBC Capital Markets Peter Christiansen - Citigroup Yehuda Silverman - Morgan Stanley Operator Hello, and welcome to the ADT First Quarter 2025 Earnings Conference Call. All lines have been placed on mute to prevent any background noise.