IDTIDT Corporation
The schedule
- Mon16Nov
Strategic update on IDT's high-margin businesses. Clarity on BOSS Money and National Retail Solutions scaling could drive shares toward $66.50, while a lack of margin expansion risks a slide to $58.00.
- Tue9Feb
Q4 2026 results and initial FY27 guidance. The $70.00 bull case depends on resilient FCF from traditional segments to fund CapEx for NRS. The bear case models a breakdown to $61.00.
- Mon1Mar
Risk evaluation of potential regulatory changes and remittance fee structures under President Trump's administration, evaluating impacts on IDT's BOSS Money.
- Mon10May
- Mon9Aug
Q2 2027 earnings. A beat against consensus validates the sum-of-the-parts rotation, pushing the stock to $71.50, while weakness in legacy telecom yields a $63.00 fallback.
Past
- Tue8Sep
IDT reports Q3 2026 earnings. The market will closely weigh the continued double-digit growth trajectory in NRS and net2phone against structural declines in Traditional Communications. A favorable report pushing past the $60.28 base price targets $63.00.
- Wed4Mar
Actual outcome: Bull · $51.65 at outcome
IDT delivered record quarterly gross profit and significant operating income growth across its high-growth segments, with NRS up 12%, Fintech up 32%, and net2phone up 96%. While legacy communications faced margin pressure and the stock price moderated from its post-earnings high of $51.65
IDT delivered record quarterly gross profit and significant operating income growth across its high-growth segments, with NRS up 12%, Fintech up 32%, and net2phone up 96%. While legacy communications faced margin pressure and the stock price moderated from its post-earnings high of $51.65