ADT Inc. (ADT) Stock Price & How to Invest

ADT Inc. provides security, interactive, and smart-home solutions to residential and small-business customers across the United States, with its core business built on professionally installed and monitored alarm systems billed as recurring monthly revenue (RMR). The company reported total revenue of roughly $5.1 billion for full-year 2025 and end-of-period RMR of about $359 million (around $4.3 billion annualized), with monitoring and related services making up the large majority of revenue. Partnerships with Google (devices and AI) and State Farm (insurance-linked distribution), plus its February 2026 acquisition of Origin AI for Wi-Fi sensing, are meant to modernize the offering and improve retention. In September 2026 ADT also began selling its ADT Blu self-setup line on Walmart.com, a step toward the DIY buyers it has historically ceded to rivals.

The investment picture centers on a mature, cash-generative subscription model rather than rapid growth. ADT's 2026 outlook guided to roughly flat revenue and adjusted EPS with a focus on efficiency, disciplined subscriber acquisition, and capital returns (a new $1.5 billion buyback plus a small dividend). Through mid-year it has tracked that plan: quarterly revenue held between $1.28 billion and $1.31 billion, adjusted EPS was $0.23 in each of the last four quarters (slightly ahead of estimates every time), and trailing net income reached about $614 million. The shares closed at $6.93 on October 16, 2026, down about 13% in 2026 and 19% over a year, near the low end of a $6.03 to $8.89 52-week range. The main counterweights are total debt of roughly $7.8 billion against minimal cash, gross revenue attrition around 13 percent, and fierce competition from lower-cost DIY and camera-first players like Ring and SimpliSafe that are reshaping how consumers buy home security.

ADT carries substantial leverage, with total debt of roughly $7.8 billion and only about $36 million of cash at mid-2026, so higher-for-longer interest rates raise refinancing and interest costs. Gross revenue attrition near 13 percent means the company must continually replace lost subscribers just to stay flat. Competition from lower-cost DIY and camera-first players such as Ring (Amazon) and SimpliSafe pressures pricing and share, and the broad shift toward app-managed, self-installed systems challenges ADT's professional-install model; selling ADT Blu through retail could also pull some customers toward lower-revenue plans. Revenue and adjusted EPS were guided roughly flat for 2026, and analysts expect revenue growth of under 3% in 2027, so the equity story depends heavily on cash flow and buybacks rather than growth. Any weakening in consumer spending or housing activity could slow new subscriber additions.

5 analysts publish price targets on ADT, averaging $8.13 against a $6.88 price as of October 2026, or +18.2%. The published targets run from $7.00 to $9.00, a narrow spread, and the ratings split 2 buy, 3 hold, 1 sell. Over the last six months there has been 1 raise and 1 cut among the published actions. A price target is what an analyst published on a date, not a prediction, and sell-side ratings skew positive across the whole market.

Read the full ADT forecast and price target for the target table, the recent rating actions by firm, and how the consensus has shifted.

We give no verdict on ADT Inc.. Both cases are real, which is why the question is contested at all, so here is the strongest version of each.

The case for buying. Recurring monthly revenue base. ADT's roughly $359 million of end-of-period RMR at the end of 2025 (about $4.3 billion annualized) gives it a large, contractually sticky subscription base. The most optimistic published target, $9.00, assumes this works close to its best case.

The case against. ADT carries substantial leverage, with total debt of roughly $7.8 billion and only about $36 million of cash at mid-2026, so higher-for-longer interest rates raise refinancing and interest costs. The most pessimistic target, $7.00, is roughly what ADT is worth if this bites instead.

Read the full bull and bear case on ADT, including what would have to change to break either one. Walnut is not an investment adviser.

No. ADT Inc. (ADT) has not split its stock in the last 10 years. That is a statement about the window we check rather than about the company’s entire history, so an older split is possible. It also matters less than it once did: fractional shares mean a high price per share no longer keeps smaller investors out, which removed most of the practical reason to split.

A simple financial snapshot. These are approximations and refresh quarterly; for current figures see ADT Inc.'s investor relations page or your broker.

• Revenue (TTM): ~$5.2B (+~2% YoY latest qtr)
• Recurring monthly revenue (RMR, end of 2025): ~$359M (~$4.3B annualized)
• Adjusted EPS (last four quarters): ~$0.23 each quarter
• Net income (TTM): ~$614M
• Free cash flow (TTM): ~$1.2B
• P/E (trailing / forward): ~9.5x / ~7x
• Dividend yield: ~3.2% ($0.22 annual)
• Market cap / total debt: ~$5.1B / ~$7.8B

ADT trades as a leveraged, cash-generative subscription business, with an enterprise value well above its equity value because of the large debt load. At $6.93 the stock sits near 7x forward earnings and about 4.7x EV/EBITDA, and trailing free cash flow equals roughly a quarter of its market cap. The third-quarter report, expected around November 5, 2026 (consensus EPS about $0.23 on $1.32 billion of revenue), will show whether the flat-but-steady pattern continues.

Other names that sit close to ADT: same theme, named as a direct competitor, or held beside it in the same funds. Each entry says which. Worth a look if you are thinking about diversification within a thesis rather than concentration on one ticker.

There are three common ways to get ADT exposure. Buy shares (or fractional shares) directly at any major broker. Hold an ETF that includes it, which spreads the position across many companies. Or build it into a focused thematic portfolio, so ADT sits alongside other stocks that express the same thesis.

Walnut takes the portfolio route. Describe a thesis where ADT fits (for example “AI infrastructure” or “dividend-growth large-caps”) and the AI proposes 5 to 6 constituents with target weights. You review the plan and fund it through your own broker when you're ready.

New to this? Start with how to invest in stocks, see how to analyze a stock with AI, or compare the best AI stock analyzers.

ADT is a subscription-driven security incumbent whose story is durable recurring revenue and capital returns weighed against a heavy debt load and intensifying DIY competition. Results in 2026 have been steady, with second-quarter revenue up about 2% and adjusted EPS of $0.23 edging past estimates, but the shares have drifted lower, which leaves a low multiple that prices in little growth.

Whether ADT is worth buying today depends more on your time horizon and what you already hold than on any single call. We walk through valuation, what would have to go right, and the risks in is ADT a buy or a sell?, and where the stock could go from here in the ADT stock forecast.

For income investors, whether ADT pays a dividend and how the payout looks is covered in does ADT pay a dividend? And to weigh ADT against a peer, read the full side-by-side comparisons: ADT vs AMZN and ADT vs ALLE.