IDT Corporation (IDT) AI Stock Analysis

IDT Corporation is a diversified provider of communications and payment services operating both domestically and internationally. The company operates through three segments: Fintech, net2phone, and Traditional Communications. Its Fintech segment includes BOSS Revolution, which offers international money remittance and payment transfer services, and NRS, which provides point of sale networks, payment processing, digital advertising, and transaction data services. The net2phone segment delivers cloud communications for businesses and cable telephony services. Its Traditional Communications segment provides Mobile Top-Up airtime transfers, BOSS Revolution Calling international long-distance calling, and IDT Global wholesale international voice and SMS termination services.

IDT's annual revenue moved from $1.36B in FY2022 to $1.24B in FY2023 and $1.21B in FY2024, before rising 2.1% to $1.23B in FY2025 and 5.4% to $1.30B in FY2026. Across this timeframe, gross margin expanded from 24.2% in FY2022 to 38.3% in FY2026, while operating margin improved from 4.4% to 9.4%. Net income rose each year, increasing from $27.0M in FY2022 to $86.6M in FY2026, lifting EPS from $1.11 to $3.82. In the latest quarter ended July 31, 2026, quarterly revenue grew 7.1% year-over-year and quarterly earnings grew 30.0%. Trailing twelve-month revenue stands at $1.30B with an operating margin of 10.0%.

As of July 31, 2026, IDT held $410.6M in cash and short-term investments against total debt of $817,000, resulting in net cash of $409.8M and a debt-to-equity ratio of 0.00. The company reported a current ratio of 1.86 and shareholders' equity of $377.3M. In FY2026, operating cash flow reached $91.1M and free cash flow was $68.0M. During FY2026, IDT used its cash flow for $23.1M in capital expenditures, $21.5M in share buybacks, and $6.5M in dividends paid.

IDT trades at a trailing P/E of 23.3x, above the median of its US-listed Communication Services peers of 16.2x, but its forward P/E of 12.0x is below the peer median of 14.1x. Its price-to-sales ratio is 1.5x compared to the peer median of 0.8x, while its EV-to-EBITDA multiple is 10.5x versus the peer median of 10.0x. Over the past year, IDT returned 69.2%, outperforming the S&P 500 (SPY) return of 16.8%. Over a 5-year period, IDT returned 63.0% compared to 83.0% for the S&P 500.

IDT pays a quarterly dividend with an annual forward payout of $0.28 per share, representing a dividend yield of 0.35%. The payout ratio is 7.1%, and the company has paid dividends for 3 consecutive years. IDT's last ex-dividend date was October 5, 2026, and it paid $6.5M in total dividends in FY2026.

IDT Corporation is covered by 1 Wall Street analyst who maintains a StrongBuy rating. The mean price target is $85.00, representing an implied upside of 5.4% from the last close of $80.67. For the fiscal year ending July 31, 2027, the analyst models revenue of $1.33B and EPS of $4.22, representing 10.5% earnings growth. IDT has beaten EPS estimates in 3 of the last 4 quarters, and its next earnings date is December 3, 2026.

This page is an AI-written research summary of IDT Corporation (IDT). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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