ADT Inc. — Form 8-K
Filed October 29, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 92/100
What the filing says
Thrive Holdings agreed to acquire ADT in an all-cash transaction at $10.00 per share, representing a 45.6% premium to ADT's October 27, 2026 closing price of $6.87 and 52.1% to its 30-day VWAP. The deal values ADT at approximately $7.6 billion in equity value and $15.3 billion in enterprise value. Financing is committed by Apollo Global Management affiliates; closing is expected Q1 2027, subject to ADT stockholder approval and U.S. antitrust clearance. ADT will become privately held and delist from NYSE.
Why this rating
All-cash acquisition at 46% premium fundamentally eliminates ADT as independent public company, representing 177% of current $4.3B market cap in enterprise value—transformational exit for shareholders.
Tradability signal
NO TRADE
No trade: positive news with only -0.7% moved so far — good news prices in within seconds and long-side continuation has shown no measured edge (this cell: -2.80% over 4 hrs, n=16). (Filing arrived outside market hours — evaluated at the next open with a live quote.)
Derived from this site's own measured outcomes + live price/liquidity at analysis time. An experiment, not investment advice.
Price action (we called it positive)
before filing · preread $7.46 ▲ 0.67% | at our read · unknown $7.41 | +10 min · unknown $7.41 ▲ 0.00% | +30 min · unknown $9.93 ▲ 34.02% | +1 hr · unknown $9.94 ▲ 34.12% | +4 hrs pending |
The stock had already moved -0.67% between hitting EDGAR and our read finishing — deltas above are measured from our read.
Quotes via Yahoo Finance at capture time; for filings arriving outside market hours the clock starts at the next open. Not investment advice. How accurate are our calls? →
See more from October 29, 2026.
EDGAR·FLOW summarizes public SEC EDGAR filings with automated analysis. Materiality scores and stock-impact predictions are algorithmically generated and are not investment advice. Always verify against the source filing on SEC.gov.