ADT's Plunge Is A Great Buying Opportunity (Upgrade)
ADT Inc. shares dropped 10.4% after Q4 2025 results missed revenue and EPS expectations, with flat guidance for 2026. I see ADT as a Strong Buy due to its low valuation, aggressive capital returns, and ongoing investments in AI-driven growth. Despite higher attrition and a multifamily business divestiture, ADT's recurring revenue and cash flow metrics remain robust.
ADT Inc. (ADT) Q4 2025 Earnings Call Transcript
ADT Inc. (ADT) Q4 2025 Earnings Call Transcript
ADT (ADT) Q4 Earnings Surpass Estimates
ADT (ADT) came out with quarterly earnings of $0.23 per share, beating the Zacks Consensus Estimate of $0.2 per share. This compares to earnings of $0.2 per share a year ago.
Ariel Focus Fund Q4 2025 Portfolio Review
Barrick Mining Corporation's solid liquidity supports its commitment to shareholder returns, reflected in increased share repurchases and a raise in its quarterly dividend. Johnson & Johnson's performance was augmented by key growth products like Carvykti, promising new data for Rybrevant and more favorable erosion trends for legacy franchises. Fiserv's scale, integrated solutions and deep client relationships create high switching costs and durable recurring revenue—hallmarks of a wide-moat business.
ADT: Mr. Market Continues To Underestimate This Amazing Business
ADT remains a compelling long-term "Buy," trading at low single-digit multiples despite consistent operational and financial improvements. ADT's subscriber base exceeds 6 million, driving reliable $4.3 billion annualized revenue and positioning it as the clear market leader. Management guides for 2025 revenue of $5.075–$5.175 billion and EBITDA of $2.665–$2.715 billion, with robust cash flow and earnings growth.
Bear of the Day: ADT (ADT)
The stock market has a way of separating the winners from the laggards, especially when conditions get even a little bit choppy. While investors love growth stories and clean earnings momentum, the flip side is just as important: spotting companies where earnings trends are rolling over.
Should Value Investors Buy ADT (ADT) Stock?
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.
Is ADT (ADT) Stock Outpacing Its Industrial Products Peers This Year?
Here is how ADT (ADT) and Helios Technologies (HLIO) have performed compared to their sector so far this year.
ADT (ADT) Upgraded to Buy: Here's What You Should Know
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.
Is ADT (ADT) Outperforming Other Industrial Products Stocks This Year?
Here is how ADT (ADT) and Flowserve (FLS) have performed compared to their sector so far this year.
Are Investors Undervaluing ADT (ADT) Right Now?
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.
Are Industrial Products Stocks Lagging ADT (ADT) This Year?
Here is how ADT (ADT) and Kennametal (KMT) have performed compared to their sector so far this year.
