IDT Corp. (IDT)
NYSECommunication ServicesTelecommunications ServicesSnapshot 2026-09-15
$71.020.00%
Close 2026-09-15 · 1-day change
NYSECommunication ServicesTelecommunications ServicesSnapshot 2026-09-15
Research Workspace
Put IDT beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Communication Services is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 4% over the past year.
View GrowthManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet, market reaction to earnings.
View ManagementExpectations look high — what the market is pricing in runs ahead of what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskIDT's growth units must continue driving profits to justify its current price. Revenue grew 5% year over year, and the last quarter beat expectations by 6%. It trades at 20× P/E versus a peer median of 17×, indicating the market is pricing in more growth than forecast. The risk lies in the potential for a credibility hit if IDT cuts guidance after recently raising it. Peer multiples imply a price about 13% below where it trades (it looks expensive on this basis). Our read remains intact.
Trailing returns as of 2026-09-15. IDT is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 1 analyst currently covering IDT (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare IDT with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| IDT Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-09-15. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Integrated Telecommunication Services — fair value, gap to price, and forward P/E.
Compare the value case
Put IDT next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase Adjusted EBITDA guidance
Growth units driving profits supports EBITDA guidance.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-15. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Improve cash from operating activities
Increased borrowing capacity supports cash from operations.
Earnings call confirms strong growth and guidance.
Earnings beat indicates strong growth.
Quarterly results show significant growth.
