BOCA RATON, Fla., Feb. 17, 2026 (GLOBE NEWSWIRE) -- ADT Inc. (NYSE: ADT) will release its fourth quarter and full year 2025 financial results before the market opens on Monday, March 2, 2026. Following the release, management will host a conference call at 10 a.m. ET to discuss these financial results and lead a question-and-answer session. Participants may listen to a live webcast through the investor relations website at investor.adt.com. A replay of the webcast will be available on the website within 24 ...

Core Insights - ADT's inclusion in the S&P SmallCap 600 Index is a significant milestone, reflecting the company's progress in performance and visibility within the investment community [1][2][5] Group 1: Stock Performance - ADT shares are currently trading 0.5% above the 20-day simple moving average (SMA) but 3.3% below the 100-day SMA, indicating short-term strength and longer-term challenges [3] - Over the past 12 months, ADT shares have increased by 9.35%, nearing their 52-week highs [3] - The stock is trading at $8.06, showing a slight decline of 0.19% at the time of publication [11] Group 2: Technical Indicators - The Relative Strength Index (RSI) is at 48, indicating a neutral position, while the MACD is below its signal line, suggesting bearish pressure [4] - The combination of a neutral RSI and bearish MACD indicates mixed momentum for the stock [4] Group 3: Financial Expectations - ADT is expected to report earnings on February 26, 2026, with an EPS estimate of 21 cents, up from 20 cents year-over-year, and a revenue estimate of $1.29 billion, up from $1.26 billion year-over-year [6][9] - The stock carries a Buy Rating with an average price target of $9.70, reflecting a 20% upside potential based on analyst estimates [7] Group 4: Analyst Consensus - Recent analyst actions include Morgan Stanley lowering its target to $9 and Citigroup raising its target to $10, indicating differing views on the stock's potential [9] Group 5: ETF Influence - ADT has a weight of 3.05% in the SPDR S&P Kensho Intelligent Structures ETF, suggesting that significant inflows or outflows in this ETF could impact ADT's stock price [11]

Core Insights - ADT Inc. has been included in the S&P SmallCap 600® Index, effective February 9, 2026, marking a significant milestone for the company [1] - The inclusion reflects the strength of ADT's recurring revenue model and the progress made in enhancing business performance [2] Company Performance - ADT's Chairman, President, and CEO, Jim DeVries, emphasized that the company's focus on customer service, strong cash flow generation, and strategic execution will enhance visibility in the investment community [2] - The company aims to highlight the long-term value created for shareholders, employees, and communities through this inclusion [2] Company Overview - ADT is a leading provider of security, interactive, and smart home solutions for residential and small business customers in the U.S. [8] - The company is recognized for its innovative offerings and premium customer experience, supported by the largest network of smart home security professionals in the U.S. [8]

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Core Insights - ADT is discontinuing some advanced features of its Trusted Neighbor program, particularly the auto-unlock technology that integrated with Google Nest and Yale smart locks, effective January 29, 2026 [5][3] - The decision to remove these features is likely influenced by new AI partnerships and changes in Google's strategy, particularly with the introduction of Gemini for Home [7][9][10] - Despite the removal of certain features, ADT remains a viable option for consumers willing to engage in long-term contracts and pay monthly fees for comprehensive security services [14] Company Developments - ADT has made significant improvements to its security system, including smart features and interactions with Google Nest devices, but is now scaling back on some of these advancements [2][3] - The auto-unlock feature, which utilized AI for familiar face recognition, is being removed as ADT shifts focus to more reliable access methods [5][9] Industry Context - The competitive landscape in home security is evolving, with Google investing heavily in proprietary AI technologies, which may limit partnerships with other companies [11][12] - AT&T has launched its Connected Life platform, which integrates Google Home and Abode security systems, indicating a shift in partnerships within the industry [12][13] - Other brands like Ring, Blink, and Arlo continue to offer effective AI features, suggesting that while ADT is scaling back, alternatives remain available in the market [16]

Core Viewpoint - ADT is identified as a defensive business with significant cash flow and is currently trading at a low valuation, suggesting potential undervaluation that could be realized through improvements in Return on Invested Capital (ROIC) [1] Group 1: Company Analysis - ADT is characterized as a company with strong fundamentals that has faced short-term challenges, leading to its current mispricing in the market [1] - The investment strategy focuses on identifying companies like ADT that are undervalued due to temporary headwinds, aiming to unlock long-term value [1] Group 2: Market Perspective - The market is perceived to be overly concerned with short-term issues, which has resulted in many fundamentally strong companies being mispriced [1]

Core Insights - Crude Value Insights provides an investment service and community focused on the oil and natural gas sectors, emphasizing cash flow and the companies that generate it, which leads to value and growth prospects with real potential [1] Company and Industry Summary - Subscribers gain access to a model account with over 50 stocks, in-depth cash flow analyses of exploration and production (E&P) firms, and live chat discussions about the sector [1]

Core Insights - Crude Value Insights provides an investment service and community focused on the oil and natural gas sectors, emphasizing cash flow and the companies that generate it, which leads to value and growth prospects with real potential [1] Company and Industry Summary - Subscribers gain access to a model account with over 50 stocks, in-depth cash flow analyses of exploration and production (E&P) firms, and live chat discussions about the sector [1]

Core Viewpoint - The stock market distinguishes between successful companies and those lagging behind, particularly in challenging conditions, highlighting the importance of identifying companies with declining earnings trends [1] Company Summary - ADT is currently rated Zacks Rank 5 (Strong Sell) due to a weak earnings profile, with a consistent decline in analyst estimates for both the current and next year [2] - The primary issue for ADT is not demand for home security, but rather profitability, facing high customer acquisition costs, competition from DIY and smart-home companies, and margin pressures from servicing and monitoring expenses [3] - Despite having recurring subscription revenue, ADT has struggled to convert scale into consistent earnings leverage, compounded by high debt levels and increased interest costs [3] - ADT's stock performance has lagged behind broader markets and consumer-related stocks, reflecting skepticism about the potential for earnings to significantly improve [4] Industry Summary - ADT operates within the Security and Safety Services Industry, which ranks in the top 30% of the Zacks Industry Rank [5] - Other stocks in the industry with favorable Zacks Rank include Alarm.com (ALRM) and Intellicheck Mobilisa (IDN), rated Zacks Rank 1 (Strong Buy) [5]

Core Viewpoint - ADT Inc. has appointed Kim Miller as Executive Vice President and Chief Marketing & Communications Officer to enhance its marketing strategies and customer acquisition efforts, aiming for disciplined growth in the smart home security sector [1][2]. Group 1: Appointment and Role - Kim Miller's appointment is seen as a significant step in ADT's evolution, with expectations that her expertise will accelerate growth and strengthen ADT's leadership in smart home security [2]. - Miller will be responsible for developing a unified go-to-market approach and leading customer acquisition strategies tied to performance marketing [1]. Group 2: Background of Kim Miller - Miller has extensive experience in leading growth and marketing for global brands, previously serving as the head of go-to-market strategy at Aescape Inc., a wellness and AI robotics company [3]. - Her past roles include senior marketing positions at Consumer Reports and Flatiron School, showcasing her capability in brand unification and customer experience [3]. Group 3: Company Overview - ADT provides safe, smart, and sustainable solutions for homes and small businesses, emphasizing innovation, safety, and premium customer experience [4]. - The company operates the largest network of smart home security professionals in the U.S., reinforcing its market position [4].