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IDT Corp (DE:IDC2)
FRANKFURT:IDC2

IDT (IDC2) Price & Analysis

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IDC2 Stock Chart & Stats

€54.60
-€0.95(-1.71%)
At close: 4:00 PM EDT
€54.60
-€0.95(-1.71%)

Bulls Say, Bears Say

Bulls Say
Balance Sheet StrengthExtremely low leverage and a large cash position provide durable financial flexibility, lowering refinancing and liquidity risk. This allows management to fund tuck‑ins, dividends, and buybacks while absorbing cyclical revenue swings without threatening solvency, supporting long‑term strategy execution.
Sustained Margin ExpansionA multi‑year rise in gross margins reflects a structural shift toward higher‑margin offerings and improved pricing or cost mix. Higher, sustained margins increase operating leverage, bolster profitability through modest revenue growth, and create a buffer against competitive or cyclical pressures over the medium term.
Higher‑margin Segment Momentum & Upward GuidanceStrong growth in NRS, FinTech and net2phone plus raised EBITDA guidance indicate durable revenue mix improvement and operating leverage. Digital traction and platform expansion drive recurring revenue, making future EBITDA growth more predictable and supporting reinvestment and shareholder returns over the coming quarters.
Bears Say
Free Cash Flow VolatilityA steep TTM decline in free cash flow signals earnings‑to‑cash inconsistency that can impair the sustainability of dividends, buybacks, or acquisitions if repeated. Variable cash conversion raises execution risk for capital allocation and magnifies sensitivity to revenue swings over the medium term.
Rising NRS Competition & Ad HeadwindsIntensifying competition for merchant POS and advertising pressure could slow customer acquisition, compress merchant pricing and ad monetization, and erode the margin gains from high‑growth segments. That risks slowing the structural profitability rotation if share gains falter.
Strategic Execution UncertaintyLack of a clear monetization plan for net2phone and unclear steady‑state economics for BOSS Money increase execution risk. If management delays or misprices monetization and customer acquisition costs remain high, expected margin and cash benefits from these growth engines may take longer to materialize.

IDT News

IDC2 FAQ

What was IDT Corp’s price range in the past 12 months?
IDT Corp lowest stock price was €39.46 and its highest was €58.90 in the past 12 months.
    What is IDT Corp’s market cap?
    IDT Corp’s market cap is €1.47B.
      When is IDT Corp’s upcoming earnings report date?
      IDT Corp’s upcoming earnings report date is Oct 01, 2026 which is in 63 days.
        How were IDT Corp’s earnings last quarter?
        IDT Corp released its earnings results on Jun 03, 2026. The company reported €0.826 earnings per share for the quarter, beating the consensus estimate of €0.783 by €0.044.
          Is IDT Corp overvalued?
          According to Wall Street analysts IDT Corp’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does IDT Corp pay dividends?
            IDT Corp does not currently pay dividends.
            What is IDT Corp’s EPS estimate?
            IDT Corp’s EPS estimate is 0.86.
              How many shares outstanding does IDT Corp have?
              IDT Corp has 23,294,240 shares outstanding.
                What happened to IDT Corp’s price movement after its last earnings report?
                IDT Corp reported an EPS of €0.826 in its last earnings report, beating expectations of €0.783. Following the earnings report the stock price went down -2.627%.
                  Which hedge fund is a major shareholder of IDT Corp?
                  Currently, no hedge funds are holding shares in DE:IDC2
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    IDT Corp

                    IDT Corporation, established in 1990 and headquartered in Newark, New Jersey, is a global enterprise actively involved in the communications and payment sectors. The company's diverse operations are organized into three main divisions: Fintech, net2phone-UCaaS (Unified Communications as a Service), and Traditional Communications. The Fintech segment delivers international money transfer and related payment services through its BOSS Revolution brand. It also supports national retailers with its NRS brand, providing point-of-sale network solutions that encompass payment processing, digital advertising, transaction data analysis, and various auxiliary services. The net2phone-UCaaS division supplies cloud-based unified communication services for businesses, known as net2phone-UCaaS, and offers cable telephony services, both under the net2phone brand. Lastly, the Traditional Communications segment encompasses several distinct offerings. These include Mobile Top-Up, which allows customers to send airtime, messaging, and data bundles to mobile accounts both domestically and internationally; BOSS Revolution Calling, an international long-distance telephony service; and Carrier Services, functioning as a wholesale provider of international voice and SMS termination and outsourced traffic management for telecommunication companies. This segment also features net2phone-Platform Services, which provide telephony infrastructure to cable operators and other partners, alongside various smaller communication and payment products.

                    IDT (IDC2) Earnings & Revenues

                    IDC2 Company Deck

                    IDC2 Earnings Call

                    Q3 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call emphasized multiple operational wins: record gross profit and margin expansion, continued revenue and adjusted EBITDA growth, raised full-year EBITDA guidance, meaningful momentum across NRS, digital channels and net2phone (including AI traction), a strong cash position, and a small strategic tuck-in acquisition. Negatives were limited to increased competition in NRS, advertising industry headwinds, a modest decline in traditional communications revenue, and some remaining strategic uncertainty around potential net2phone monetization and BOSS Money steady-state margins. Overall the positives materially outweigh the negatives.View all DE:IDC2 earnings summaries
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