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9 stories mentioning ADT

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Wire

Arlo's Recurring Revenue Platform, AI Push Support Long-Term Outlook, Oppenheimer Says

Arlo Technologies' (ARLO) recurring revenue platform, expanding strategic partnerships and growing artificial intelligence capabilities position the company for long-term subscriber and revenue growth, Oppenheimer said in a report Monday.The home security company has transformed from a "low-cost camera vendor" into a premium, subscription-first home security platform with strong long-term growth potential, the firm said.Subscriptions and services accounted for 60% of its 2025 revenue at an 85% gross margin, while annual recurring revenue rose 28% to $330 million, according to the report.The firm said that partnerships with ADT (ADT), Samsung and Comcast (CMCSA) provide a multi-year "subscriber growth" opportunity that is not fully reflected in Wall Street estimates.Arlo's "independence" from major technology companies is a competitive advantage in the home security market, the firm said.Oppenheimer initiated coverage of Arlo Technologies with an outperform rating and a $20 price target.Price: $12.86, Change: $+0.54, Percent Change: +4.34%

$ADT$ARLO$CMCSA
Insider Trading

ADT Insider Bought Shares Worth $250,412, According to a Recent SEC Filing

Daniel Joseph Houston, Director, on May 08, 2026, executed a purchase for 36,450 shares in ADT (ADT) for $250,412. Following the Form 4 filing with the SEC, Houston has control over a total of 74,812 common shares of the company, with 74,812 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1703056/000132627826000007/xslF345X05/wk-form4_1778618067.xml

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Wire

Top Midday Stories: GameStop Submits $55.5 Billion Bid to Acquire eBay; Amazon Launches Supply Chain Services

All three major US stock indexes were lower in late-morning trading Monday, after President Donald Trump announced over the weekend a plan to have the US guide cargo ships belonging to other nations safely through the Strait of Hormuz.In company news, GameStop (GME) said Sunday it submitted a non-binding offer to acquire all outstanding shares of eBay (EBAY) for $125 each. The $55.5 billion proposal is an equal mix of cash and stock, with the cash component supported by corporate reserves and up to $20 billion in potential financing from TD Securities, the company said. GameStop shares were down 7.9% around midday, while eBay shares were up 5.7%.Amazon.com (AMZN) has launched Amazon Supply Chain Services, opening its logistics network to businesses, the company said Monday. The new offering extends Amazon's freight, distribution, fulfillment and parcel shipping capabilities to retail, wholesale, and commercial businesses, the company said. Separately, Amazon-backed Anthropic has set up a standalone enterprise services firm alongside Blackstone (BX) and Goldman Sachs (GS) to integrate the Claude artificial intelligence platform into core business operations. Amazon shares were up 1.5%, while shares of FedEx (FDX) and United Parcel Service (UPS) were down 9.3% and 9.9%, respectively. Blackstone shares were down 0.9%, while Goldman shares were down 2.3%.American Express Global Business Travel, which is operated by Global Business Travel Group (GBTG), said Monday it has entered into a definitive agreement to be acquired by Long Lake Management for $9.50 per share in an all-cash deal valued at about $6.3 billion. Global Business Travel Group shares were up 57.3%.ADT (ADT) said Monday it priced a secondary public offering of 102 million common shares, sold by certain entities managed by affiliates of Apollo Global Management (APO) and representing all the remaining shares owned by the selling stockholders. The offering is expected to close on May 5, subject to customary conditions. ADT shares were down 6.4%, and Apollo shares were 0.3% lower.Norwegian Cruise Line (NCLH) reported Q1 adjusted earnings Monday of $0.23 per share, up from $0.10 a year earlier and above the FactSet consensus estimate of $0.14. Total Q1 revenue was $2.33 billion, up from $2.13 billion a year ago but below the FactSet consensus of $2.36 billion. For Q2, the company said it expects adjusted EPS of $0.38, below the FactSet consensus of $0.51. The company lowered its full-year 2026 adjusted EPS range to $1.45 to $1.79, from $2.38 prior outlook. Analysts polled by FactSet expect $2.10. Norwegian Cruise shares were down 8.7%.Price: $24.44, Change: $-2.09, Percent Change: -7.88%

$ADT$AMZN$APO$FDX$GBTG$GME$NCLH$UPS
Wire

ADT Prices Secondary Public Offering of Common Stock, Concurrent Share Repurchase

ADT (ADT) said Monday it priced a secondary public offering of 102 million common shares, sold by certain entities managed by affiliates of Apollo Global Management (APO) and representing all the remaining shares owned by the selling stockholders.The offering is expected to close on May 5, subject to customary conditions.ADT has also agreed to buy about 29.1 million common shares from the underwriters as part of the secondary public offering, at a price per share equal to the price per share to be paid by the underwriters to the selling stockholders, subject to the completion of the offering, according to the statement.The share repurchase will be made under ADT's existing $1.5 billion share repurchase plan. The underwriters will not receive any underwriting fees for the shares being repurchased by ADT, the company said.The company is not selling any shares and will not receive any proceeds from the offering.Shares of ADT fell more than 5% in Monday trading.Price: $7.12, Change: $-0.43, Percent Change: -5.70%

$ADT$APO
Treasury

Exchange-Traded Funds, Equity Futures Lower Pre-Bell Monday as US-Iran Tensions Escalate Near Strait of Hormuz

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.3% and the actively traded Invesco QQQ Trust (QQQ) retreated 0.03% in Monday's premarket activity as escalating tensions between the US and Iran near the Strait of Hormuz push oil prices higher.US stock futures were also lower, with S&P 500 Index futures down 0.2%, Dow Jones Industrial Average futures slipping 0.5%, and Nasdaq futures retreating 0.1% before the start of regular trading.The factory orders data for March will be released at 10 am ET.New York Federal Reserve President John Williams is slated to speak on Monday.In premarket activity, bitcoin was up by 0.4%. Among cryptocurrency ETFs, the cryptocurrency fund ProShares Bitcoin Strategy ETF (BITO) was 0.6% higher, Ether ETF (EETH) advanced 1.5%, and Bitcoin & Ether Market Cap Weight ETF (BETH) retreated by 0.3%.Power Play:ConsumerThe State Street Consumer Staples Select Sector SPDR ETF (XLP) was down 0.2%, while the Vanguard Consumer Staples Index Fund ETF Shares (VDC) was up 0.4%. The iShares US Consumer Staples ETF (IYK) was 0.5% lower. The State Street Consumer Discretionary Select Sector SPDR ETF (XLY) lost 0.2%. The VanEck Retail ETF (RTH) was inactive, while the State Street SPDR S&P Retail ETF (XRT) declined by 0.3%.Norwegian Cruise Line (NCLH) shares were down more than 7% pre-bell after the company lowered its outlook for 2026 adjusted earnings.Winners and Losers:Health CareThe State Street Health Care Select Sector SPDR ETF (XLV) retreated by 0.1%, the Vanguard Health Care Index Fund (VHT) was down 0.4%, while the iShares US Healthcare ETF (IYH) was inactive. The iShares Biotechnology ETF (IBB) was 0.2% lower.Evotec (EVO) stock was up more than 3% premarket after the company said it has nominated the first small molecule preclinical development candidate from its multi-target drug discovery collaboration in medical dermatology with Almirall.FinancialThe State Street Financial Select Sector SPDR ETF (XLF) retreated by 0.2%. Direxion Daily Financial Bull 3X Shares (FAS) was down 0.4%, while its bearish counterpart, Direxion Daily Financial Bear 3X Shares (FAZ), was 0.7% higher.CNA Financial (CNA) shares were down more than 2% pre-bell after the company reported lower Q1 core income.IndustrialThe State Street Industrial Select Sector SPDR ETF (XLI) retreated by 0.2%, while the Vanguard Industrials Index Fund (VIS) declined by 0.01% and the iShares US Industrials ETF (IYJ) was inactive.ADT (ADT) stock was down more than 2% before the opening bell after the company said it initiated a secondary public offering of 102 million shares held by entities managed by affiliates of Apollo Global Management (APO).EnergyThe iShares US Energy ETF (IYE) was down 0.4%, while the State Street Energy Select Sector SPDR ETF (XLE) was up by 0.5%.Equinor (EQNR) stock was up more than 2% before the opening bell after the company said it is extending key supplier deals for drilling and well services with an aggregate value of about 17 billion Norwegian kroner ($1.83 billion).TechnologyThe State Street Technology Select Sector SPDR ETF (XLK) gained by 0.2%, and the iShares US Technology ETF (IYW) was 0.2% higher, while the iShares Expanded Tech Sector ETF (IGM) was down 0.6%. Among semiconductor ETFs, the State Street SPDR S&P Semiconductor ETF (XSD) declined by 0.01%, while the iShares Semiconductor ETF (SOXX) advanced by 0.01%.SAP (SAP) shares were up more than 1% in premarket activity after the company said it has agreed to acquire Dremio and Prior Labs in separate deals aimed at supporting its enterprise AI and data capabilities.CommoditiesFront-month US West Texas Intermediate crude oil rose by 3% to $105.10 per barrel on the New York Mercantile Exchange. Natural gas was up by 1.4% to $2.82 per 1 million British Thermal Units. The United States Oil Fund (USO) rose by 2%, while the United States Natural Gas Fund (UNG) was 1% higher.Gold futures for May were down by 1.7% at $4,567.80 an ounce on the Comex. Silver futures fell by 3.5% to $73.76 an ounce. SPDR Gold Shares (GLD) was 1.1% lower, and the iShares Silver Trust (SLV) declined by 2.8%.

Dow JonesNasdaq CompositeS&P 500$ADT$APO$BETH$BITO$CNA$EEM$EETH$EQNR$EVO$EXI$FAS$FAZ$GLD$IBB$IGM$IGV$IPK$IVV$IWM$IYE$IYH$IYJ$IYK$IYW$NCLH$PMR$QQQ$RTH$SAP$SLV$SOXX$SPY$UNG$USO$VDC$VHT$VIS$XLE$XLF$XLI$XLK$XLP$XLV$XLY$XRT$XSD
Wire

ADT Positioned to Achieve 20% FCF Growth in 2026, RBC Capital Markets Says

ADT's (ADT) solid Q1 free cash flow growth on higher upfront installation revenue instills confidence in achieving over 20% FCF growth in 2026, RBC Capital Markets said in a research report emailed Friday.The ADT+ Platform, combined with the Origin AI acquisition, bolsters competitive positioning and provides differentiated value supporting pricing power, while service excellence enhances client experience and drives operational cost efficiencies, positioning the company for growth and margin expansion, analysts wrote.The company is also implementing artificial intelligence for churn propensity modeling and lead qualification, with outbound sales primarily handled by AI. The AI-driven churn propensity modeling will facilitate the identification and retention of at-risk clients, according to the note.ADT's expansion into do-it-yourself and ecommerce channels through ADT Blue offers a market opportunity to capture value-conscious clients while expanding its addressable market, the firm said. By treating DIY clients as entry points into the ADT+ ecosystem, the company can drive subscriber additions, expected to boost long-term earnings, according to the note.The brokerage said it reiterated its sector perform rating on the stock and price target of $9 per share.Price: $7.55, Change: $+0.01, Percent Change: +0.20%

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Wire

ADT Q1 Profit Beats on Margin Strength Amid Muted Subscriber Growth, Morgan Stanley Says

ADT (ADT) posted a Q1 earnings beat driven by better-than-expected margins and free cash flow, though revenue and subscriber growth remained muted, Morgan Stanley said Thursday in a report.Adjusted free cash flow rose more than 80% to $401 million from a year earlier, beating estimates by 50%, while adjusted EBITDA also topped expectations as margins expanded 60 basis points, Morgan Stanley said. Some of the upside was "partially driven by timing" that is expected to reverse later in the year, the report said.Revenue growth was 0.9%, in line with expectations, as soft gross subscriber additions and elevated attrition continued to pressure results, the report said. ADT provides monitored home-security and smart-home services.Accelerating subscriber growth remains key for a re-rating, Morgan Stanley said. The upcoming ADT Blu DIY launch, rolling out on ADT's site in May and to e-commerce platforms in the summer, could provide a tailwind by targeting more cost-conscious customers, though long-term economics in the DIY channel remain "uncertain," the report said.Morgan Stanley raised its 2026 adjusted EPS estimate by 2% and expects Q2 earnings and free cash flow to decline sequentially due to higher marketing costs tied to the DIY rollout. Still, ADT's recurring revenue base and improving cash-flow profile offer "valuation support" despite industry headwinds, the report said.Morgan Stanley increased its price target on ADT stock to $7.50 from $7 and maintained its equal-weight rating.Price: $7.56, Change: $+0.02, Percent Change: +0.33%

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Wire

ADT Shares Rise After Q1 Adjusted Earnings, Revenue Increase

ADT (ADT) shares were up 7.5% in morning trading on Thursday after the company posted higher Q1 adjusted earnings and revenue.The company reported Q1 adjusted earnings Thursday of $0.23 per diluted share, up from $0.21 a year earlier.Analysts polled by FactSet expected $0.21.Revenue for the quarter ended March 31 was $1.28 billion, up from $1.27 billion a year earlier.Three analysts polled by FactSet expected $1.27 billion.For 2026, the company said it continues to expect adjusted EPS and revenue to be flat. Analysts surveyed by FactSet expect adjusted EPS of $0.90 on revenue of $5.14 billion.Price: $7.72, Change: $+0.54, Percent Change: +7.53%

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Wire

ADT's Q1 Results Expected to be In-Line With Consensus, RBC Says

ADT's (ADT) Q1 results are expected to be in-line with consensus, with flattish revenue as mid-single-digit Installation revenue growth is countered by a modest decline in the Monitoring and Related Services segment, RBC Capital Markets said Monday in a note.The brokerage expects flat revenue growth in Q1 to about $1.27 billion, roughly in line with consensus and reflects a roughly 1 point headwind from the sale of ADT's multifamily business, as well as near-term headwinds from changes to dealer and affiliate partnerships.Over the mid-term, the brokerage expects tailwinds from ongoing investments in new initiatives like ambient sensing, AI in sales and marketing, and expansion into do-it-yourself and e-commerce channels, according to the note.The company is scheduled to report Q1 results on Thursday.RBC maintained a sector perform rating on ADT with a price target of $9.Price: $7.17, Change: $-0.05, Percent Change: -0.76%

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