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加拿大皇家銀行資本市場表示，ADT預計在2026年實現20%的自由現金流成長。

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-- 加拿大皇家銀行資本市場（RBC Capital Markets）週五透過電子郵件發送的一份研究報告指出，ADT（ADT）第一季自由現金流的穩健成長，主要得益於前期安裝收入的增加，這增強了人們對該公司2026年自由現金流增長超過20%的信心。 分析師寫道，ADT+平台與Origin AI的收購相結合，增強了ADT的競爭優勢，並提供差異化價值以支持其定價權；同時，卓越的服務提升了客戶體驗，提高了營運成本效率，從而為公司的成長和利潤率的提升奠定了基礎。 該公司也正在實施人工智慧技術，用於客戶流失傾向建模和潛在客戶資格篩選，外撥銷售主要由人工智慧處理。報告指出，人工智慧驅動的客戶流失傾向建模將有助於識別和留住高風險客戶。 報告也指出，ADT透過ADT Blue拓展DIY和電子商務管道，為該公司提供了一個市場機會，既可以吸引註重性價比的客戶，又可以擴大其目標市場。該報告指出，透過將自助服務客戶視為進入 ADT+ 生態系統的入口，該公司可以推動用戶成長，預計將提升長期收益。 該券商表示，重申了對該股的「與行業持平」評級和每股 9 美元的目標價。

Price: $7.55, Change: $+0.01, Percent Change: +0.20%

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