IDT Corporation is projected to report fiscal Q4 2026 revenue of $319.0 million and EPS of $0.98, with the stock currently trading at $67.46 against an average analyst price target of $75.00.
Investors are primarily focused on the growth of IDT’s high-margin segments—National Retail Solutions (NRS), BOSS Money, and net2phone—which generated a combined $107 million in revenue last quarter.
The market is looking for these units to maintain their expansion trajectory to offset volume declines in traditional communications and sustain the company's record gross margins. Additionally, management's update on the recently launched BOSS Revolution travel eSIM and progress toward long-term revenue targets will be key catalysts for the stock.