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IDT Corp (DE:IDC2)
FRANKFURT:IDC2

IDT (IDC2) Price & Analysis

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IDC2 Stock Chart & Stats

€58.70
-€0.95(-1.71%)
At close: 4:00 PM EDT
€58.70
-€0.95(-1.71%)

Bulls Say, Bears Say

Bulls Say
Higher-margin Segment MixNRS, FinTech and net2phone are becoming a larger profit engine, with EBITDA up 27% and operating leverage evident. This mix shift can improve earnings quality and margin durability as recurring, digital and subscription revenues expand.
Exceptional Balance Sheet StrengthMinimal leverage and substantial liquidity reduce refinancing risk and provide flexibility to invest, pursue acquisitions or withstand operating volatility. The conservative capital structure also supports ongoing shareholder returns without materially constraining growth initiatives.
Sustained Profitability ImprovementRecord gross margins, stronger operating income and raised EBITDA guidance indicate that IDT is converting its business mix and scale into better profitability. Continued progress in higher-margin businesses could support earnings growth beyond a single quarter.
Bears Say
Inconsistent Revenue GrowthLimited and uneven revenue expansion makes long-term forecasting less reliable and may constrain operating leverage if growth segments do not consistently offset mature communications declines. It also increases reliance on margin improvement rather than broad-based demand growth.
Volatile Free Cash FlowIDT remains cash-generative, but the sharp year-over-year FCF decline shows that earnings conversion can fluctuate materially. Persistent variability could limit reinvestment capacity, reduce confidence in recurring cash generation and make capital allocation less predictable.
Competitive And Mature-market PressureLarger competitors entering adjacent POS markets may pressure customer acquisition and retention, while the legacy communications base is mature. These forces could raise distribution costs, slow growth and offset gains from IDT’s newer higher-margin segments.

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 €59.00 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 24 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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