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ADT Inc.

ADT · NYSE

ADT has a 6.1 million-subscriber monitoring base, $359 million of recurring monthly revenue, and real cash generation, but the stock story now depends on whether ADT+, Origin AI, and smart-home intelligence can improve growth without stretching payback or leverage.

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NYSEADTCoverage BootstrapSecurity ServicesSmart HomeRecurring Revenue
Latest ReportMay 14, 2026ADT: The Home Security Cash Machine Now Has To Prove AI Is More Than A Yard SignView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->
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ADT: The Home Security Cash Machine Now Has To Prove AI Is More Than A Yard Sign

ADT has a 6.1 million-subscriber monitoring base, $359 million of recurring monthly revenue, and real cash generation, but the stock story now depends on whether ADT+, Origin AI, and smart-home intelligence can improve growth without stretching payback or leverage.

May 14, 2026Research reportSlides available
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ADT Inc.The Home Security Cash Machine Now Has To Prove AI Is More Than May 14, 2026
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ADT: The Home Security Cash Machine Now Has To Prove AI Is More Than A Yard SignADT has a 6.1 million-subscriber monitoring base, $359 million of recurring monthly revenue, and real cash generation, but the stock story now depends on whether ADT+, Origin AI, and smart-home intelligence can improve growth without stretching payback or leverage.NYSEMay 14, 2026Research reportReadSlides