Added to YB: 2025-09-25
Pitch date: 2025-08-08
IDT [bearish]
IDT Corporation
+13.45%
current return
Author Info
No bio for this author
Company Info
IDT Corporation, together with its subsidiaries, provides communications and payment services in the United States, the United Kingdom, and internationally.
Market Cap
$1.3B
Pitch Price
$60.23
Price Target
N/A
Dividend
0.46%
EV/EBITDA
9.35
P/E
17.18
EV/Sales
0.88
Sector
Diversified Telecommunication Services
Category
N/A
IDT Corporation - $IDT (short)
IDT short: Transformation from telecom to POS/remittances/UCaaS drove growth but faces mounting headwinds: NRS hitting saturation (800 vs 1,300-1,700 target quarterly net adds), BOSS Money pressured by ICE crackdowns (-12% Mexico remittances), net2phone seat growth slowing w/ pricing pressure, Traditional Comms cost cuts exhausted. 10x EBITDA overvalued given deceleration across all segments.
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