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ADT · NYSE · STOCK

ADT Inc.

Industrials Updated August 11, 2026
$7.45
52W $6.24 – $8.94
55/100
$5.96B
9.7
1.04
AI Committee Verdict
Watch
55/100
Conviction: Contested · 50% agreement · 6 analysts
Contested

Is ADT Bullish or Bearish?

Mixed. Innellis AI committee rates ADT Inc. (ADT) Watch with a composite score of 55/100 , based on 6 analysts with 50% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +4.57 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -15.43 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — high leverage (debt-to-equity 2.04) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • P/E of 8.3 is inexpensive for the broad market — Value
  • ROE of 16.7% shows genuine earnings power backing the valuation — Value
  • Dividend yield of 2.9% pays you to wait — Value
  • MACD histogram positive -- bullish momentum — Technical
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • Debt-to-equity of 2.04 adds balance-sheet risk to the value case — Value
  • High leverage (debt-to-equity 2.04) amplifies downside in a stress scenario — Risk
  • Current ratio of 0.93 is tight -- limited short-term liquidity cushion — Risk
  • Bollinger bandwidth of 19.5% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
55/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 74%
of 223 Industrials peers
Value Analyst bullish
61 / 100 · High confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 8.3 is inexpensive for the broad market
− Debt-to-equity of 2.04 adds balance-sheet risk to the value case
Growth Analyst bearish
40 / 100 · Low confidence
Growth story is weak, decelerating, or inconsistent
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Risk Analyst bearish
33 / 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 2.04) amplifies downside in a stress scenario
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst bullish
62 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
49.6
Neutral
MACD Histogram
0.001
Bullish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Lh Ll
Support
$6.26
Resistance
$7.72
Bollinger %B
0.60
Inside Bands
Price vs Moving Averages
EMA 9
$7.54 Below
EMA 21
$7.34 Above
EMA 50
$7.10 Above
EMA 200
$7.33 Above

Fundamental Analysis

Valuation
97
Profitability
64
Financial Health
7
Cash Flow
70
Valuation
P/E Ratio 9.7×
P/B Ratio 1.57×
PEG Ratio 1.14
Dividend Yield 2.95%
52W High $8.94
52W Low $6.24
Quality & Growth
ROE 1577.0%
ROA 376.7%
Gross Margin 5139.2%
Operating Margin 2496.2%
Revenue Growth YoY
Debt / Equity 2.21
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 9.7 (inexpensive relative to a 15-40x range); Price-to-book of 1.6x; PEG ratio of 1.1 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 15.8%; Return on assets of 3.8%; Net margin of 12.0%; Gross margin of 51.4%; Current ratio of 0.69 (tight short-term liquidity); Debt-to-equity of 2.21; Free cash flow per share is positive (2.57); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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