IDT Stock Gains Post Q3 Earnings as Growth Segments Boost Profit
IDT's higher margin growth engines, NRS, Fintech and net2phone, boost third-quarter fiscal 2026 results and guidance as the company pushed deeper into AI.
IDT Corporation: A Better Mix With Good Long-Term Potential
IDT Corporation still has a legacy communications base, but my bull case depends on their higher-margin growth segments. Their latest quarter showed that profits can outpace their revenue as long as their business mix continues to improve going forward. Particularly, I like their NRS, Fintech, and net2phone as value drivers. Especially because these verticals can incrementally improve IDT's long-term margins.
IDT Corporation (IDT) Q3 2026 Earnings Call Transcript
IDT Corporation (IDT) Q3 2026 Earnings Call Transcript
IDT Executive Trims Stake With Shares Up 10%. Here's What Investors Should Know
20,000 shares of Common Stock were sold for a transaction value of $1.02 million on April 14, 2026. All shares sold were held directly, with post-transaction direct ownership totaling 32,243 shares and indirect holdings of 2,875 shares via the 401(k) plan.
IDT Stock Slips Post Q2 Earnings Despite Revenue and EPS Growth
IDT reports stronger second-quarter fiscal 2026 revenues and profit as NRS, Fintech and net2phone drive growth, while legacy communications operations face margin pressure.
IDT Corporation (IDT) Q2 2026 Earnings Call Transcript
IDT Corporation (IDT) Q2 2026 Earnings Call Transcript
IDT Stock Dips Post Q1 Earnings Despite Strength Across Key Businesses
IDT reports strong first-quarter fiscal 2026 results with rising profitability and momentum across Fintech, NRS and net2phone segments.
IDT Q1: Delivering Consistently And Poised To Exceed Expectations
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.
IDT Corporation (IDT) Q1 2026 Earnings Call Transcript
IDT Corporation (IDT) Q1 2026 Earnings Call Transcript
IDT Stock Slips Following Q4 Earnings Despite Strong Segment Growth
IDT records strong fourth-quarter fiscal 2025 segment growth in NRS and BOSS Money, while overall EPS reflected a prior-year tax benefit lapse.
IDT Corporation Q4: Growth Slowdown Ahead Despite Fundamentals Remaining Solid
Shares of IDT fell 18% following its Q4 earnings release, where Adjusted EBITDA came in above guidance. However, guidance for FY26 calls for Adjusted EBITDA of $143 million at the midpoint, implying growth of just 8.6%. Revenue growth and margin expansion at NRS remain strong, though I see emerging risks related to increased competition.
IDT: Momentum Slows Amid Emerging Headwinds
IDT shares are down 20% from recent highs, despite strong Q3 results and continued solid execution. Emerging headwinds in NRS and BOSS are clouding the outlook for these businesses, making me more cautious. Valuation remains compelling, at just 10 times Adjusted EBITDA and upside potential of nearly 20% to my estimate of intrinsic value.
