Expectations trend
FY2028 · fiscal year ending 2028-07-31 · fmp
IDT Corp. (IDT)
NYSECommunication ServicesTelecommunications ServicesSnapshot 2026-11-04
$81.82-2.58%
Close 2026-11-05 · 1-day change
NYSECommunication ServicesTelecommunications ServicesSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
4.46 → 4.46 EPS · FY ending Jul 31, 2028 · 1 analyst
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 1 to 1; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for IDT yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Adjusted EBITDA reaches at least $150 million in FY 2026 | IDT steadily grows earnings with adjusted EBITDA rising to $150-$152 million in FY26. | Intact | Adjusted EBITDA falls below $141 million in FY 2026 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 2 supplied quarters. Management reported: “FY 2026 FINANCIAL OUTLOOK IDT is increasing its previous FY 2026 guidance for consolidated Adjusted EBITDA from $147-$149 million to $150-$152 million.” “Our three higher-margin growth segments, NRS, Fintech and net2phone, each increased their respective quarterly and full-year contributions, while our Traditional Communications segment generated more Adjusted EBITDA in fiscal 2026 than it did in fiscal 2025 or 2024.” |
Compare these dated observations with the operating requirements above
FY2028 · fiscal year ending 2028-07-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Dec 3, 2026
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
IDT is a growth-oriented communications and financial technology business with several expanding segments, rather than a clear turnaround or deep-value case. Its long-term thesis is intact, though the signal has shifted from mildly favorable to mixed after a recent earnings miss.
Valuation is tagged as stretched, with IDT trading at a 29% premium to peers and a durable premium identified as the main reason. The expectations gap is positive but modest, so the market appears to allow for continued strength; the evidence does not show that the full set of risks is reflected in valuation.
For FY 2026, revenue grew in NRS and Fintech, net2phone subscription revenue increased, and Fintech digital send volume rose. Adjusted EBITDA exceeded the guidance range, but earnings quality is rated fragile, and the latest quarter was an earnings miss after an earlier beat. Near term, management execution and the ability to avoid another guidance reversal are key concerns.
The multi-year view depends on continued growth in NRS, Fintech, and net2phone, alongside reliable delivery on earnings commitments. A guidance cut after the recent increase would damage management credibility, while easier Fed policy or stronger results and guidance from sector bellwethers could provide a favorable backdrop.
Over the next 1 to 3 years, IDT combines solid segment growth and FY 2026 earnings delivery with a recent miss, fragile earnings quality, and a stretched valuation. The thesis remains intact, but its strength hinges on consistent execution and follow-through on guidance. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Cash from operating activities improves to positive territory | Cash from operations improved to $18.48 million in Q3 2026. | Intact | Cash from operations remains negative over next 4 quarters | Cash from operations: $44.406M FY2026-Q4; GAAP. Published target: >0 USD. Target period is not explicitly aligned with this observation. Sep 29, 202644,406,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Dividend per share increases to at least $0.07 | The company raised its dividend from $0.06 to $0.07 per share, showing strong shareholder returns. | Intact | Dividend per share falls below $0.06 in FY 2026 | Dividend per share: $0.07 per share FY2026-Q3; GAAP. Published target: >=0.07 USD per share. Annual target cannot be compared with a quarterly or TTM observation. Jun 9, 20260.07 USD/share · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$4.25 → $4.46 · observed estimates
$1.22B → $1.34B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-08-01 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-08-02 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-08-03 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-08-04 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-08-05 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-08-06 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-08-07 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-08-08 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-08-09 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-08-10 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-08-12 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-08-13 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-08-14 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-08-15 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-08-16 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-08-17 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-08-18 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-08-19 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-08-20 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-08-21 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-08-22 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-08-23 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-08-24 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-08-25 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-08-26 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-08-27 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-08-28 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-08-29 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-08-30 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-08-31 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-09-01 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-09-02 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-09-03 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-09-04 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-09-05 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-09-06 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-09-07 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-09-08 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-09-09 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-09-10 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-09-11 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-09-12 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-09-13 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-09-14 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-09-15 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-09-16 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-09-17 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-09-18 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-09-19 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-09-20 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-09-21 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-09-22 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-09-23 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-09-24 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-09-25 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-09-26 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-09-27 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-09-28 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-09-29 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-09-30 | $4.25 | $1,222,000,000 | 1 / 1 |
| 2026-10-01 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-10-02 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-10-03 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-10-04 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-10-05 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-10-06 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-10-07 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-10-08 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-10-09 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-10-10 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-10-11 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-10-12 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-10-13 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-10-14 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-10-15 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-10-16 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-10-17 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-10-18 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-10-19 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-10-20 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-10-21 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-10-22 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-10-23 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-10-24 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-10-25 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-10-26 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-10-27 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-10-28 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-10-29 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-10-30 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-10-31 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-11-01 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-11-02 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-11-03 | $4.46 | $1,339,000,000 | 1 / 1 |
| 2026-11-04 | $4.46 | $1,339,000,000 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 1 Buy / Strong Buy · 0 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.