IDT Corporation
IDT · NYSE
$0.41 today
- Mkt cap $1.36B
- P/E 16.8
- Day $53.82 – $55.51
Confidence
High conviction
The read
IDT beats Q2 EPS estimates by 5.6% but shares dip slightly post-report
IDT reported Q2 EPS of $0.94 versus $0.89 consensus, a 5.6% beat; shares fell 0.83% on modest profit-taking despite strong quality metrics and undervaluation.
Confidence note: Reported EPS beat is confirmed; valuation and quality metrics are strong; growth outlook is the main uncertainty.
What happened
Earnings print
Guidance
Price reaction
Street narrative
So what
What changed
What the market is pricing
Fundamental takeaway
Next 30–90 days
Sustained operational leverage and improving revenue growth drive margin expansion and share price appreciation.
- boltNext quarterly earnings show revenue growth above 5% YoY.
- boltOperating margin improves beyond 9.1%.
EPS growth remains modest with stable margins; valuation support limits downside but growth remains constrained.
- boltRevenue growth steady around 4%.
- boltMargins stable near current levels.
Continued weak revenue growth and margin pressure lead to earnings misses and share price decline.
- boltRevenue growth declines below 2%.
- boltMargins compress below 8%.
What to do
If you hold it
If you're watching
Keep on your radar
- Next quarterly revenue growth rate (due Q3 2026).
- Operating margin trends in upcoming earnings.
- Sector performance and macroeconomic risks over next 90 days.
- Any updated guidance or management commentary on growth segments.