IDT Corporation (IDT)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
IDT Corporation (IDT) trades at $60.28 with AI Score 87/100 (Grade A+). IDT Corporation operates in the communications and payment industries, both domestically and internationally. Market cap: $1.50B, Sector: Communication services.
Price live · AI analysis from May 10, 2026IDT stock analysis for 2026: Analysts have set a consensus price target of $80.00 for IDT Corporation, suggesting 32.7% upside from the current price of $60.28. The AI MoonshotScore is 87/100, indicating a strong bullish outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
IDT: 1/1 perspectives are bullish.
How is this calculated? →IDT Corporation (IDT) Media & Communications Profile
IDT Corporation delivers communications and payment solutions through its Fintech, net2phone-UCaaS, and Traditional Communications segments. With a focus on international money transfer, cloud communications, and traditional telecom services, IDT serves diverse customer needs while navigating a competitive and evolving market landscape.
What Is the Investment Thesis for IDT?
IDT Corporation presents a compelling investment case based on its diversified revenue streams and strategic positioning in the communications and payment industries. With a P/E ratio of 16.0 and a profit margin of 6.5%, IDT demonstrates financial stability. Growth catalysts include the expansion of its Fintech segment and the increasing adoption of its net2phone-UCaaS platform. Key risks include competition from larger players and the potential for regulatory changes in the telecommunications and financial services sectors. The company's beta of 0.70 suggests lower volatility compared to the broader market.
Based on FMP financials and quantitative analysis
IDT Key Highlights
- Market capitalization of $1.50B, reflecting substantial investor confidence.
- P/E ratio of 16.0, indicating a reasonable valuation relative to earnings.
- Gross margin of 36.9%, demonstrating solid profitability in its core operations.
- Dividend yield of 0.47%, providing a modest income stream for investors.
- Fintech segment growth driven by increased adoption of BOSS Revolution money transfer services.
Who Are IDT's Competitors?
IDT is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| LYL Metalpha Technology Holding Limited | $0.50 | -11.42% | $15.54M | — |
| VZ Verizon Communications Inc. | $41.90 | -1.56% | $174.94B | 58 |
| GOGO Gogo Inc. | $3.83 | +7.28% | $517.96M | 71 |
| ATEX Anterix Inc. | $105.03 | -0.11% | $2.05B | 68 |
| TEO Telecom Argentina S.A. | $13.04 | +3.90% | $5.62B | 67 |
| ASTSW AST SpaceMobile, Inc. | $13.50 | +9.85% | $1.75B | 64 |
| ELWT Elauwit Connection, Inc. | $7.00 | +0.43% | $36.81M | 64 |
| SCMWY Swisscom AG | $75.35 | -1.57% | $39.03B | 62 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are IDT's Key Strengths?
- Diversified revenue streams across multiple segments.
- Established presence in the international money transfer market.
- Scalable cloud communication platform.
- Experienced management team.
What Are IDT's Weaknesses?
- Exposure to regulatory risks in the financial services and telecommunications sectors.
- Intense competition from larger players.
- Dependence on third-party providers for certain services.
- Limited brand recognition in some markets.
What Could Drive IDT Stock Higher?
- Continued growth in the Fintech segment driven by increased adoption of digital payment solutions.
- Expansion of the net2phone-UCaaS platform into new markets and customer segments.
- Potential acquisitions of complementary businesses in the communications and payment industries.
- Strategic partnerships to expand market reach and enhance product offerings.
What Are the Key Risks for IDT?
- Regulatory changes in the financial services and telecommunications sectors.
- Intense competition from larger players in the communications and payment industries.
- Economic downturns affecting consumer spending and business investment.
- Technological disruptions in the telecommunications industry.
What Are the Growth Opportunities for IDT?
- Expansion of Fintech Services: IDT can leverage its BOSS Revolution platform to expand its fintech services, including digital wallets, micro-loans, and other financial products. The global remittance market is estimated to reach $1 trillion by 2027, providing a substantial growth opportunity for IDT. Timeline: Ongoing.
- Increased Adoption of net2phone-UCaaS: The growing demand for cloud-based communication solutions presents a significant opportunity for IDT's net2phone-UCaaS segment. The global UCaaS market is projected to reach $70 billion by 2028, driven by the increasing adoption of remote work and the need for integrated communication tools. Timeline: Ongoing.
- Strategic Partnerships and Acquisitions: IDT can pursue strategic partnerships and acquisitions to expand its market reach and enhance its product offerings. Potential targets include companies with complementary technologies or established customer bases in the communications and payment industries. Timeline: Ongoing.
- Mobile Top-Up Services Expansion: IDT can further expand its Mobile Top-Up services to new geographic markets and customer segments. The global mobile top-up market is driven by the increasing adoption of mobile devices and the need for convenient airtime and data recharge options. Timeline: Ongoing.
- Leveraging NRS Platform: IDT can leverage its National Retail Solutions (NRS) platform to offer additional services to retailers, such as data analytics, marketing solutions, and supply chain management tools. This can drive revenue growth and strengthen its relationships with its retail partners. Timeline: Ongoing.
What Opportunities Does IDT Have?
- Expansion into new geographic markets.
- Development of new fintech products and services.
- Increased adoption of cloud communication solutions.
- Strategic partnerships and acquisitions.
What Threats Does IDT Face?
- Economic downturns affecting consumer spending.
- Technological disruptions in the telecommunications industry.
- Increased competition from new entrants.
- Changes in government regulations.
What Are IDT's Competitive Advantages?
- Established brand recognition and customer loyalty in the international money transfer market.
- Proprietary technology and infrastructure for delivering cloud communication services.
- Extensive network of retail partners for mobile top-up and payment services.
- Scalable platform for handling high volumes of international transactions.
What Does IDT Do?
Founded in 1990 and headquartered in Newark, New Jersey, IDT Corporation has evolved into a diversified company operating across the communications and payment industries. Originally focused on providing affordable international calling services, IDT has strategically expanded its offerings through organic growth and acquisitions. The company's Fintech segment, anchored by the BOSS Revolution brand, provides international money remittance and payment transfer services. The net2phone-UCaaS segment delivers cloud communication solutions for businesses, offering services like unified communications and cable telephony. The Traditional Communications segment encompasses mobile top-up services, international long-distance calling, and wholesale carrier services. IDT's evolution reflects its adaptability to changing market dynamics and its commitment to providing innovative solutions to its customers.
What Products and Services Does IDT Offer?
- Provides international money remittance services under the BOSS Revolution brand.
- Offers cloud communication services for businesses through net2phone-UCaaS.
- Enables mobile top-up services for international and domestic mobile accounts.
- Delivers international long-distance calling services via BOSS Revolution Calling.
- Provides wholesale international voice and SMS termination services to telecoms.
- Offers payment processing and digital advertising services to retailers through NRS.
How Does IDT Make Money?
- Generates revenue from transaction fees on international money transfers.
- Earns subscription fees from businesses using its net2phone-UCaaS platform.
- Receives commissions from mobile top-up transactions.
- Derives revenue from wholesale carrier services provided to telecom operators.
What Industry Does IDT Operate In?
IDT Corporation operates in the dynamic telecommunications services industry, characterized by rapid technological advancements and evolving consumer preferences. The market is highly competitive, with established players and emerging disruptors vying for market share. IDT's focus on international communications and payment solutions positions it to capitalize on the growing demand for cross-border transactions and cloud-based communication services. The industry is also subject to regulatory scrutiny, particularly in the areas of data privacy and consumer protection.
Who Are IDT's Key Customers?
- Individuals sending money internationally to family and friends.
- Small and medium-sized businesses using cloud communication services.
- Mobile users seeking to recharge their airtime and data balances.
- Telecom operators requiring wholesale voice and SMS termination services.
How IDT Corporation Is Valued
IDT Corporation carries a market capitalization of $1.50B, placing it in the small-cap category. Relative to its peer group, IDT's quantitative score of 87/100 is above the peer average of 66/100.
Company Profile
IDT Corporation operates in the Telecommunications Services industry within the Communication Services sector. It is headquartered in Newark, US. The company is led by CEO Samuel Jonas. IDT has traded publicly since 2001.
ROE 25%Key Financial Metrics
Return on equity for IDT Corporation stands at 24.7%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 11.7%, showing how much profit it generates from its asset base. IDT trades at a trailing price-to-earnings ratio of 16.01, below the Communication Services sector average of ~18x. Its free cash flow yield is 4.1%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.92 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 6.1%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 6/9Financial Health
IDT Corporation's Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 6.13 places it in the safe zone, indicating low near-term bankruptcy risk.
FY2026 estForward Outlook
Wall Street analysts project IDT Corporation revenue of about $1.28B for fiscal 2026, with EPS near $3.85.
IDT Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Insider buying activity has increased, indicating confidence from management about future prospects.
- Community sentiment has shifted positively, with discussions highlighting the company's growth potential in telecom and payment solutions.
- Recent partnerships have been announced, enhancing IDT's market position and service offerings.
- Market perception is improving as analysts note the company's resilience in a competitive landscape.
Bear Case
- Concerns about regulatory challenges in the telecom sector have surfaced, potentially impacting growth.
- Community sentiment shows skepticism regarding IDT's ability to scale operations effectively amidst rising competition.
- Recent earnings reports have raised questions about profitability and operational efficiency, leading to bearish views.
- Some investors are worried about macroeconomic factors that could affect consumer spending on telecom services.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
IDT Latest News
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Earnings Scheduled For June 3, 2026
benzinga · Jun 3, 2026
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Earnings Scheduled For March 10, 2026
benzinga · Mar 10, 2026
IDT Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for IDT.
Price Targets
Consensus target: $80.00
IDT MoonshotScore
What does this score mean?
The MoonshotScore rates IDT's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Samuel Jonas
Chief Executive Officer
Samuel Jonas serves as the Chief Executive Officer of IDT Corporation. His career reflects a deep understanding of the telecommunications and technology sectors. With extensive experience in strategic planning, financial management, and operational leadership, Samuel has played a pivotal role in driving IDT's growth and diversification. He is known for his ability to navigate complex market dynamics and foster a culture of innovation within the organization.
Track Record: Under Samuel Jonas' leadership, IDT Corporation has achieved significant milestones, including the expansion of its Fintech segment, the successful launch of its net2phone-UCaaS platform, and the strengthening of its position in the international money transfer market. He has also overseen strategic acquisitions and partnerships that have enhanced IDT's product offerings and market reach.
IDT Corporation Communication Services Stock: Key Questions Answered
What does IDT Corporation do?
IDT Corporation operates in the communications and payment industries, providing a range of services through its Fintech, net2phone-UCaaS, and Traditional Communications segments. The Fintech segment offers international money remittance and related payment transfer services under the BOSS Revolution brand. The net2phone-UCaaS segment provides cloud communication solutions for businesses. The Traditional Communications segment includes mobile top-up services, international long-distance calling, and wholesale carrier services. IDT serves diverse customer needs across these segments.
What do analysts say about IDT stock?
Analyst coverage of IDT Corporation focuses on its diversified revenue streams and strategic positioning in the communications and payment industries. Key valuation metrics include the P/E ratio and profit margin, which are closely monitored to assess the company's financial performance. Growth considerations include the expansion of its Fintech segment and the increasing adoption of its net2phone-UCaaS platform. Analyst consensus is generally positive, reflecting confidence in IDT's long-term growth prospects.
What are the main risks for IDT?
IDT Corporation faces several risks, including regulatory changes in the financial services and telecommunications sectors, intense competition from larger players, economic downturns affecting consumer spending, and technological disruptions in the telecommunications industry. These risks could impact IDT's financial performance and growth prospects. The company actively manages these risks through diversification, innovation, and compliance efforts.
What are the key factors to evaluate for IDT?
IDT Corporation (IDT) holds an AI score of 87/100 (high). P/E: 16.0x vs the S&P 500's ~20-25x. Analysts target $80.00 (+33%). Not financial advice.
How frequently does IDT data refresh on this page?
IDT prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven IDT's recent stock price performance?
IDT Corporation (IDT) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified revenue streams across multiple segments. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider IDT overvalued or undervalued right now?
IDT Corporation (IDT) trades at 16.0x earnings. Analysts target $80.00 (+33%) — upside seen. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying IDT?
Before investing in IDT Corporation (IDT), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on available data and may be subject to change.
- Financial metrics are as of the latest reporting period.