Key Highlights

  • ADT Inc. (NYSE:ADT) traded at USD 9.87 in a published screener snapshot on November 5, 2026, up 58.17% over 1 month, 28.85% over 3 months and 42.22% over 6 months.
  • The latest session change was negative 0.30% and the 1 week change negative 0.10%, so the stock is pinned near the USD 10.00 per share cash offer from Thrive Holdings, a gap of USD 0.13.
  • Third quarter Revenue rose 4% to USD 1,349 million, Net Income was USD 151 million, diluted EPS from continuing operations was USD 0.20 and adjusted EPS was USD 0.24, up 4%.
  • Adjusted EBITDA was USD 665 million against USD 676 million a year earlier, free Cash Flow was USD 206 million and the company withdrew its 2026 guidance, citing the pending acquisition.

What Moved ADT (58.17% in 1 Month)

The 58.17% gain is a Takeover re-rating. ADT announced results on November 3, 2026 for the quarter ended September 30, 2026 and said Thrive Holdings will acquire the company for USD 10.00 per share in cash. Closing is expected in the first quarter of 2027, subject to stockholder and US antitrust approval, after which the stock stops trading on the NYSE. Revenue was USD 1,349 million, up 4%, and nine month revenue was USD 3,940 million, up 2%. Net income was USD 151 million, and nine month net income was USD 473 million.

Why Stocks Like ADT Re-Rate on a Cash Deal

When a buyer offers cash, the share price anchors to the offer minus a discount for time and deal risk. Here the discount is USD 0.13 per share, or about 1.3% (calculated), for a close expected in 2027. That explains why the 1 week change is only negative 0.10% while the 1 month change is large. Operating data were steady: recurring monthly revenue of USD 360 million versus USD 362 million a year earlier, attrition of 13.1% versus 13.0%, and revenue payback of 2.3 years. ADT bought back 3 million shares for USD 23 million in the quarter and 89 million shares for USD 617 million year to date.

Valuation, Liquidity and Risks After a 58.17% Run

Upside is now capped near USD 10.00 unless a rival bid appears, while downside exists if the deal fails, regulators object or financing changes. Balance Sheet items matter: cash of USD 228 million, current Debt maturities of USD 1,242 million and Long Term Debt of USD 6,539 million. Year to date, dividends paid were USD 130 million and total returned to holders was USD 748 million. Adjusted free cash flow was USD 996 million over nine months. Year to date price change was not visible in the snapshot. A small number of trades can move Mid cap prices and spreads can widen, though a pending cash deal usually narrows them. Do not read the move as a trend that will continue.

Where Things Stand

ADT Inc. (NYSE:ADT) gained 58.17% in a month because investors repriced the stock toward the USD 10.00 cash offer from Thrive Holdings, and it is the fourth-ranked mid cap on the 1 month list in a published screener snapshot of 969 mid caps taken on November 5, 2026. With the stock at USD 9.87 and the 1 week change at negative 0.10%, the move looks complete rather than open ended. Closing is targeted for the first quarter of 2027.