-
Posted by
Two Blokes Jul 29 -
Filed in
Stock
-
3 views
IDT shares are down 20% from recent highs, despite strong Q3 results and continued solid execution. Emerging headwinds in NRS and BOSS are clouding the outlook for these businesses, making me more cautious. Valuation remains compelling, at just 10 times Adjusted EBITDA and upside potential of nearly 20% to my estimate of intrinsic value.
