Morgan Stanley cuts target for ADT stock to USD 7.25

Published on 10/28/2026 at 05:50 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Second-quarter revenue hit USD 1.31 billion, up 1.90 percent year over year. ADT stock reports November 3 results with earnings per share of USD 0.23.

Analyst view and operating test

Morgan Stanley lowered its ADT target from USD 7.75 to USD 7.25 on October 13, 2026.
ADT reported USD 1.31 billion in second-quarter revenue, up 1.90 percent year over year.
ADT stock was last at EUR 6.15 at 2:47 p.m. CET on Tradegate on October 27, 2026.

ADT, US00090Q1031, Illustration mit AI erstellt.

ADT (ISIN US00090Q1031) faces a lower USD 7.25 price target after Morgan Stanley cut its view from USD 7.75 on October 13, 2026, according to MarketBeat. The company is scheduled to publish third-quarter results on November 3, 2026, before the market opens, according to ADT.

Three events set the timeline

On July 30, 2026, ADT reported second-quarter revenue of USD 1.31 billion and earnings per share of USD 0.23, compared with USD 1.29 billion and USD 0.22 expected, according to MarketBeat. On October 13, 2026, Morgan Stanley maintained an Equal-Weight rating while lowering its target from USD 7.75 to USD 7.25. On October 21, 2026, ADT announced the November 3 reporting date and a 10 a.m. ET conference call through its investor-relations channels.

What will the next report test?

The central operating test is whether cash generation can continue while subscriber additions weaken. A recent earnings preview from Finviz said gross recurring monthly revenue additions fell 17 percent in the second quarter from a year earlier, while gross unit additions fell 22 percent. The same preview said adjusted free cash flow rose 64 percent through the first half of 2026 and that full-year adjusted earnings guidance stood near USD 0.91 per share.

That split gives the November report two separate benchmarks. Revenue growth must support the company outlook, while subscriber trends will show whether the recurring business is stabilizing. Analysts expect third-quarter revenue of USD 1.32 billion and earnings per share of USD 0.23, according to MarketBeat. ADT's second-quarter revenue of USD 1.31 billion was already 1.90 percent above the year-earlier level, leaving a modest growth hurdle for the next release.

Dates and valuation frame

The next substantiated date is November 3, 2026, for the third-quarter results and management call. ADT had a market capitalization of USD 5.0 billion as of October 27, 2026, while its 52-week range was USD 6.03 to USD 8.89. The figures place the equity near the lower end of its annual trading band.

Last euro market indication

The last available euro price stood at EUR 6.15 at 2:47 p.m. CET on Tradegate on October 27, 2026. The NYSE-listed stock had a USD 6.87 quote at 4:00 p.m. ET on October 27, 2026.

The further course of trading is shown by the continuously updated real-time quote of ADT stock.