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 (ADT) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
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.
| IT Services Industry | Information Technology Sector | James David DeVries CEO | XETRA Exchange | US00090Q1031 ISIN |
| US Country | 12,200 Employees | 10 Sep 2026 Last Dividend | - Last Split | 19 Jan 2018 IPO Date |
ADT Inc. specializes in providing a vast range of security, interactive, and smart home solutions primarily catered to residential and small business clients across the United States. Operating through its two main segments, Consumer and Small Business, and Solar, ADT is committed to enhancing the safety and convenience of its customers through innovative technologies and services. Known for its robust security systems alongside smart home automation, ADT also ventures into energy storage, energy efficiency upgrades, and roofing services. Transitioned from Prime Security Services Parent, Inc., it rebranded to ADT Inc. in September 2017, continuing its legacy since its inception in 1874. Headquartered in Boca Raton, Florida, ADT remains a prominent name in the security industry, offering products under notable brands such as ADT, ADT Pulse, ADT+, and ADT Commercial.