Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$5.2B
731M shares
52-week range
$6.24 – $8.94
32% from low
Sector
SERVICES-DETECTIVE, GUARD & ARMORED CAR SERVICES
Exchange
NYSE
CS
P/S (TTM)
1.1
EV / FCF (TTM)
7.1
ADT Inc is a provider of security, interactive, and smart home solutions serving consumer and small business customers in the United States (U.S.). The Company conducts business under the ADT brand name.
www.adt.comNo one on the platform currently holds ADT.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2026-03-31 | 1,553,759 | $10.2M |
| Renaissance Technologiesas of 2026-03-31 | 1,351,406 | $8.9M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-09-10 | $0.0550 | 2026-10-01 |
| 2026-06-11 | $0.0550 | 2026-07-07 |
| 2026-03-12 | $0.0550 | 2026-04-02 |
| 2025-12-11 | $0.0550 | 2026-01-08 |
| 2025-09-11 | $0.0550 | 2025-10-02 |
| 2025-06-12 | $0.0550 | 2025-07-08 |
| 2025-03-13 | $0.0550 | 2025-04-03 |
| 2024-12-12 | $0.0550 | 2025-01-09 |
| 2024-09-13 | $0.0550 | 2024-10-04 |
| 2024-06-13 | $0.0550 | 2024-07-09 |
No one on the platform has traded ADT yet.
| 2024-03-13 | $0.0550 | 2024-04-04 |
| 2023-12-13 | $0.0350 | 2024-01-09 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 8.4% | — | — | — | ||
| Rev. Growth % | 4.7% | -0.7% | ||||
| Profit Margin % | 11.6% | 2.9% | -2.9% | |||
| Free Cash Flow Margin % | 25.6% | 20.4% | 18.6% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +2.2% on the P/E track.
At today's price, your expected annual return is +6.5% on the P/E track.
At today's price, your expected annual return is +10.3% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $5.2B | +1.5% | $0.92 | $0.92–$0.93 | 7.7× | 3 |
| 2027 | $5.4B | +2.7% | $0.99 | $0.98–$0.99 | 7.2× | 3 |
| 2028 | $5.5B | +3.3% | $1.07 | $1.06–$1.08 | 6.7× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-07-30 | $0.22 | $0.23 | +3.1% |
| 2026-04-30 | $0.21 | $0.23 | +9.5% |
| 2026-03-02 | $0.20 | $0.23 | +15.0% |
| 2025-11-04 | $0.22 | $0.23 | +4.5% |
| 2025-07-24 | $0.19 | $0.23 | +21.1% |
| 2025-04-24 | $0.20 | $0.21 | +5.0% |
| 2025-02-27 | $0.19 | $0.20 | +5.3% |
| 2024-10-24 | $0.16 | $0.20 | +25.0% |
| $11.5B |
| — |
| MSAMSA Safety Incorporated | $180.81 | -0.75% | $7.0B | — |
| PONYPony AI Inc. American Depositary Shares | $6.71 | +1.13% | $2.4B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Wall St is expecting 0.23 EPS for $ADT Q3 [Reporting 11/10 BMO] http://www.estimize.com/intro/adt?chart=historical&metric_name=eps&utm_cont
View on StockTwits ↗
$GOAI Eva Live (NASDAQ: GOAI) reported that its AI-powered customer-acquisition platform FastQuote has reached approximately $10,000 in daily revenue, focused primarily on two categories: debt consolidation and home security. https://www.stocktitan.net/news/GOAI/eva-live-s-fastquote-reaches-10-000-in-daily-revenue-from-two-v71h3oo33j36.html $ADT $MSFT $BAC
View on StockTwits ↗Wall St is expecting 0.23 EPS for $ADT Q3 [Reporting 11/10 BMO] http://www.estimize.com/intro/adt?chart=historical&metric_name=eps&utm_cont
View on StockTwits ↗
https://www.marketbeat.com/earnings/reports/2026-7-30-adt-inc-stock/ $ADT ADT Earnings Transcript
View on StockTwits ↗
$ADT still no merger plans … ring by Amazon is going to eat adt lunch eventually … The ai strategy has to included embedded ai at the hardware level within cameras and all software tools for monitoring … ADT relevance is slowly diminishing in my opinion…
View on StockTwits ↗
$ADT Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $0.20 • Reported revenue of $2.62B up 1.94% YoY • ADT Inc. is raising its 2026 financial outlook, now projecting Adjusted Free Cash Flow growth of approximately 30%, Total Revenue growth of approximately 2%, and Adjusted EPS growth of approximately 2%.
View on StockTwits ↗
$ADT what is ADT saying about AI offering? Seems the home security/smart home would be ripe for this. Apologies for the dumb question but just starting my DD here. Thanks for any broad insights into the company’s prospects.
View on StockTwits ↗$BCE sold my stock from here and I now own $ADT stock
View on StockTwits ↗
$RELX $ADBE $ADT $CRM $TTD 5 TEEEErific bottom up investments made today. Take a look at all of these and check them out in your screener. Set an alert then stop out. Good to all traders up or down around the world. 100%--->🦬
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$ADT tough market that is enamored with negative FCF beyond imagination with SPCX but hates a dominant industry position with mid teen FCF yield, 7x EPS, 3% plus dividend and substantial insider buying...that's what makes this market so hard but momentum begets momentum until reality crashes the insanity and I'm sure it will happen but no one knows when...I'll just own names like ADT with a margin of safety and being paid for risk taking with FCF...
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$ADT $PLUG $CDE 🚀🚀🚀 https://youtu.be/60T_XouDMok
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Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.