IDT

IDTB

NYSE / Telecommunication Services

At close

2026-07-18

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AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

30%

Probability

Target price

$68.00

+7.7% vs current

Most likely

Base case

50%

Probability

Target price

$61.00

-3.4% vs current

B-

Bear case

20%

Probability

Target price

$48.00

-24.0% vs current

AI sentiment snapshot

Latest data as of 2026-06-21

AI commentary

News tone over the last 30 days appears modestly positive because recent coverage centered on the June 3, 2026 earnings release and stronger growth-segment profitability. Social data was not available in the packet, and analyst-revision detail remains limited, so this still reads as a cautious positive monitoring setup rather than a fully de-risked rerating call.

RankAlpha Sentiment Codex - 2026-06-21

Open full AI memo

Evidence flagged

No evidence quality warning is currently attached to this memo.

Impact

standard

Confidence

AI events

2026-07-31eventQ3 earnings release and raised FY2026 EBITDA outlookHigh impact

IDT's June 3, 2026 earnings release, furnished on Form 8-K, reported fiscal Q3 revenue of $315.7M, gross profit of $122.5M, adjusted EBITDA of $37.5M, and a higher FY2026 adjusted EBITDA outlook of $150M-$152M versus $147M-$149M previously, keeping attention on whether the stronger finish carries into fiscal Q4. [#SEC-8K-2026-06-03]

2026-09-30catalystCash-rich balance sheet and continued repurchasesMedium impact

IDT ended the quarter with about $251.4M in cash, cash equivalents and current debt and equity securities, no outstanding debt, and repurchased roughly 84,000 Class B shares for $4.0M during Q3, which supports downside cushioning if execution remains steady. [#PR-EARNINGS-2026-06-08]

2027-07-31catalystGrowth-segment mix shift toward NRS, Fintech and net2phoneHigh impact

Recent company-reported results indicate NRS, BOSS Money and net2phone continue to take a larger share of profit, with NRS revenue up 22%, Fintech revenue up 17%, and net2phone subscription revenue up 12%; if that mix shift persists, margin quality can keep improving beyond the legacy communications base. [#PR-EARNINGS-2026-06-08]

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Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-06-21 • Updated nightlySource: Internal modelMethodology