Bullish Case: ADT's continued collaboration with Google and strategic partnerships in an evolving security market promise growth. Its historical recovery indicates resilient performance amidst market fluctuations, suggesting potential for mean reversion on the upside.


Bearish Case: ADT faces heightened competition and market saturation. Declining year-over-year performance and a challenging economic environment cast doubts on its ability to sustain profit margins and growth.


Potential Outcomes:

1. Success in current technological partnerships enhances market share and revenue (65%).

2. Competition erosion of market share without new innovations leads to revenue decline (35%).


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April 23, 2024


ADT Forecast

ADT        ADT
Price Forecast: NEUTRAL    Price Action: MEAN REVERTING (?)











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