Key Highlights

  • ADT (NYSE:ADT) traded at USD 9.87 in a published market data snapshot on November 5, 2026, up 58.17% over one month, 28.85% over three months and 42.22% over six months.
  • The latest session slipped 0.30% and the one week change was down 0.10%, leaving the stock USD 0.13 under the USD 10.00 per share cash offer from Thrive Holdings.
  • Third quarter Revenue rose 4% to USD 1,349 million, with Net Income of USD 151 million, diluted EPS from continuing operations of USD 0.20 and adjusted EPS of USD 0.24.
  • Adjusted EBITDA came in at USD 665 million against USD 676 million a year earlier, free Cash Flow reached USD 206 million, and the company withdrew its 2026 guidance because of the pending deal.

Thrive Holdings Cash Deal Disclosed Alongside Quarterly Results

ADT (NYSE:ADT) reported 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 shares stop trading on the NYSE. Revenue rose 4% to USD 1,349 million, while nine month revenue reached USD 3,940 million, up 2%. Net income was USD 151 million in the quarter and USD 473 million over nine months. The material did not state the date of the deal announcement, so that date is not used here.

Why the Stock Anchors to the Offer and What the Operating Data Show

When a buyer offers cash, the share price tends to hug the offer less a discount for time and deal risk. Here that discount is USD 0.13 per share, or about 1.3% (calculated), for a close expected in 2027, which explains why the one week change is small while the one month change is large. Operating figures were steady: recurring monthly revenue was USD 360 million against USD 362 million a year earlier, attrition was 13.1% against 13.0%, and revenue payback stood at 2.3 years. ADT repurchased 3 million shares for USD 23 million in the quarter and 89 million shares for USD 617 million year to date.

Balance Sheet Debt, Shareholder Payouts and Deal Failure Risk

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. The Balance Sheet shows 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 totaled USD 130 million and total cash returned to holders reached USD 748 million, while adjusted free cash flow was USD 996 million over nine months. The year to date price change was not visible in the snapshot. Mid cap prices can swing on a few trades, and spreads can widen even though a pending cash deal usually narrows them.

Where Things Stand

ADT (NYSE:ADT) gained 58.17% in a month as the shares were repriced toward the USD 10.00 cash offer from Thrive Holdings. It ranks fourth among mid caps on the one month list in a snapshot of 969 mid caps taken November 5, 2026. At USD 9.87, with a one week change of down 0.10%, the move looks largely complete rather than open ended. Closing is targeted for the first quarter of 2027. This is context, not advice, and the rise should not be read as a trend.