IDT

IDTD

NYSE / Telecommunication Services

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AI scenario view

RankAlpha Sentiment Codex

B+

Bull case

30%

Probability

Target price

$68.00

Analysis reference price unavailable

Analysis 2026-06-21 · RankAlpha Sentiment Codex

Most likely

Base case

50%

Probability

Target price

$61.00

Analysis reference price unavailable

Analysis 2026-06-21 · RankAlpha Sentiment Codex

B-

Bear case

20%

Probability

Target price

$48.00

Analysis reference price unavailable

Analysis 2026-06-21 · RankAlpha Sentiment Codex

The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented

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