IDT IDT Corporation

NEUTRAL Impact: 4/10 PRESS-RELEASE
Horizon weeks Filed May 8, 2026 Processed 1mo ago Wire GlobeNewswire
Press release: announcement
Latest settled — T+20d
IDT ▲ +4.76% at T+20d
NEUTRAL call ✓ call won +4.76% · α vs SPY +4.74% · entry $53.53 → $56.08
Next anchor: T+60d in 8w
Currently $56.13 · +4.86% from $53.53 entry
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$56.08
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Executive Summary

IDT subsidiary NRSInsights reported April 2026 same-store sales growth of 3.9% YoY, accelerating from 2.9% in March, driven by higher average prices per basket. Units sold grew 0.5% YoY while transaction counts declined 0.3%, indicating continued consumer spending per visit. The data is a positive operational update for IDT's retail analytics business but represents a small segment of overall IDT revenue.

Actionable Insight

The acceleration in same-store sales growth (3.9% vs 2.9% prior month) is a modest positive for NRSInsights' data subscription business, but IDT's core telecom and fintech segments dominate. Monitor next quarterly filing for NRS segment revenue contribution and margin trends.

Key Facts

  • April same-store sales increased 3.9% YoY vs. 2.9% in March 2026
  • Units sold increased 0.5% YoY; baskets decreased 0.3% YoY
  • Average price for top 500 items rose 2.2% YoY in April vs. 1.4% in March
  • NRS network processed $2.2B in sales across 145M transactions in April 2026
  • Network comprised ~39,300 active terminals at ~34,100 independent retailers as of April 30, 2026

Financial Impact

NRS processed $2.2B in sales during April 2026 (+13% YoY), but this is gross transaction volume, not IDT revenue. IDT's NRS segment revenue is a subset of this figure.

same-store sales growthtransaction volumeaverage price per item

Risk Factors

  • NRS represents a small portion of IDT's overall business; macro trends in independent retail may not materially impact IDT stock
  • Transaction count decline (-0.3% YoY) suggests potential consumer traffic headwinds despite higher spend per visit
  • Regional weakness in Los Angeles, Washington DC, and Miami/Ft. Lauderdale may signal localized demand softness

Market Snapshot

Exchange
NYSE
Sector
Telephone Communications (No Radiotelephone)
Analyst Consensus
80% bullish (5 analysts)

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

DocumentAccession Number
PRESS-RELEASE Data (Synthetic)press-3291148
10 reports for IDT
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for IDT — sortable, filterable
Type Now
Jun 3, 2026
6d ago
8-K
MIXED ★ 5/10
$55.57 $56.08▲ +0.92%▲ +3.52%$56.13 (+1.01%)
Jun 3, 2026
6d ago
Press Release
NEUTRAL ★ 3/10
$54.03 $55.57▲ +2.85%▲ +2.45%$56.13 (+3.89%)
May 29, 2026
11d ago
8-K
NEUTRAL ★ 2/10
$55.97 $55.41▼ −1.00%▼ −1.15%$56.13 (+0.29%)
May 27, 2026
13d ago
Press Release
NEUTRAL ★ 2/10
$54.05 $55.16▲ +2.05%▲ +1.81%$56.13 (+3.85%)
May 12, 2026
28d ago
Press Release
NEUTRAL ★ 2/10
$52.66 $51.96▼ −1.33%▼ −1.91%$56.13 (+6.59%)
May 8, 2026
4w ago
Press Release
NEUTRAL ★ 4/10
$53.53 $52.16▼ −2.56%▼ −2.79%$56.13 (+4.86%)
Apr 14, 2026
8w ago
Insider Cluster
NEUTRAL ★ 4/10
$51.16 $50.76▼ −0.78%▼ −1.56%$56.13 (+9.71%)
Apr 14, 2026
8w ago
Insider Cluster
BEARISH ★ 6/10
$51.16 $50.76▲ +0.78%▲ +1.56%$56.13 (−9.71%)
Apr 6, 2026
9w ago
Press Release
MIXED ★ 5/10
$49.45 $48.77▼ −1.38%▼ −1.44%$56.13 (+13.51%)
Mar 12, 2026
12w ago
Press Release
MIXED ★ 5/10
$49.09 $48.66▼ −0.87%▼ −0.28%$56.13 (+14.35%)
Showing 10 of 10

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