• IDT Corporation recently reported past record quarterly results, with a 4% rise in consolidated revenue and a 31% increase in earnings per share, while shareholders approved changes to its equity incentive plan and CFO Marcelo Fischer sold 7,929 Class B shares in mid‑January 2026.
• This combination of stronger profitability, refreshed performance‑linked compensation, and insider selling offers fresh insight into how IDT is aligning executive incentives with recent operating momentum.
• We’ll now examine how IDT’s stronger earnings and updated equity incentive plan shape the existing investment narrative built before this news.

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IDT Investment Narrative Recap

IDT tends to appeal to investors who want exposure to communications and payments platforms with solid profitability and disciplined capital returns, rather than rapid top line growth. The latest quarter’s record earnings and the updated equity incentive plan reinforce that focus on earnings quality and shareholder alignment, while the CFO’s modest share sale does not appear to materially change near term catalysts or the key risk around capital intensive BOSS Money operations.

Among the recent announcements, the shareholder approval of amendments to IDT’s equity incentive plan is especially relevant here, because it directly connects management rewards to performance at a time when NRS, net2phone and BOSS Money are central to earnings. That link between compensation and results sits alongside existing catalysts such as product enhancements at NRS and AI investments at net2phone, but it also heightens the importance of how IDT funds growth without stretching working capital in BOSS Money.

Yet behind these stronger earnings and refreshed incentives, investors should be aware of the working capital demands tied to BOSS Money...

IDT’s narrative projects $1.3 billion revenue and $104.9 million earnings by 2028. This implies a 0.7% yearly revenue decline and an earnings increase of about $8.9 million from $96.0 million today.

Uncover how IDT's forecasts yield a $80.00 fair value, a 60% upside to its current price.

Exploring Other Perspectives

Seven members of the Simply Wall St Community currently place IDT’s fair value anywhere between about US$36 and over US$56,000, underscoring how far opinions can diverge. Against that backdrop, the dependence of BOSS Money on substantial working capital has broader implications for cash flows and earnings resilience that you may want to weigh carefully.

Explore 7 other fair value estimates on IDT - why the stock might be worth 27% less than the current price!

Build Your Own IDT Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your IDT research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free IDT research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate IDT's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.