ADT

ADT · NYSE

$6.79+$0.09 (+1.34%)TodayMarket closed · Oct 20, 7:52 PM ET

Prev close $6.70

ADT analyst rating

BuyConsensus of 2 analysts over the last 12 months. 50% rate it a buy.

Strong buy0
Buy1
Hold1
Underperform0
Sell0

12-month price target · 7 analysts

Average $8.31 (+22.4% upside)

Low: $7.07
Now: $6.79
High: $9.45

Upgrades and downgrades

The latest rating actions, newest first

ADT analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Morgan Stanley	Oct 13, 2026	Maintains	Equal-Weight	$7.75 → $7.25	48%
Morgan Stanley	Jul 31, 2026	Maintains	Equal-Weight	$7.50 → $7.75	48%
Citigroup	Mar 4, 2026	Maintains	Buy	$10.00 → $8.50	46%
Morgan Stanley	Mar 3, 2026	Maintains	Equal-Weight	$9.00 → $7.00	48%
Morgan Stanley	Dec 17, 2025	Maintains	Equal-Weight	$9.50 → $9.00	48%

The case for and against

Updated Oct 7, 2025

Bull case

ADT Inc's commercial segment is projected to experience a rebound with expected double-digit revenue growth and expanding margins due to the post-reopening landscape. The company's free cash flow is anticipated to improve as a result of increased revenue, innovative product offerings, and enhanced operating efficiency. Furthermore, advancements in artificial intelligence are set to significantly enhance customer service efficiency, with projections indicating that nearly 90% of service chats will be handled by AI agents by the end of the first quarter.

Bear case

ADT Inc. is projected to experience revenue growth of only 3.9% year-over-year, falling short of consensus expectations of 4.7%, primarily due to anticipated lower performance in the first quarter of 2025. The company faces challenges stemming from seasonal factors, debt management, and the timing of operational investments, which collectively indicate potential headwinds for growth metrics. Furthermore, the application of lower valuation multiples in light of minimal expected operational improvements suggests increased risk and downside to current valuation estimates, reinforcing a negative outlook for ADT's stock.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.