** Home security firm ADT ADT.N shares tumble 11% to $7.14 and on track for steepest daily decline in nearly two years after annual forecast below Wall Street's expectations

** ADT falls as low as $6.65 on the session, lowest since Aug 2024

** Boca Raton, Florida-based firm early Mon said sees 2026 rev and adj profit to be flat after posting 2025 rev of $5.1 bln, up 5%, and adj EPS of 89 cents/sh

** Analysts had modeled 2026 rev of $5.3 bln and adj EPS of 95 cents, per LSEG data

** Co said 2026 outlook reflects cash flow prioritization, share repurchases, subscriber acquisition spending, along with planned growth investments, as well as headwinds from tariffs

** For Q4, rev of $1.28 bln was just shy of $1.3 bln estimate while adj EPS of 23 cents beat by a penny

** It also announced new $1.5 bln stock buyback

** Avg rating of 5 analysts is "buy"; median PT $9

** With move on Mon, stock down ~11.5% YTD and 20% below its 52-week intraday high of $8.94 hit last Sept

** State Farm Insurance is top ADT holder with ~133.3 mln shares, or ~17.4% stake, followed by Apollo Global Management APO.N (102 mln, 13.3%) and index giant Vanguard (63.5 mln, 8.3%) - LSEG

(Lance Tupper is a Reuters market analyst. The views expressed are his own)

((lance.tupper@tr.com 1-646-279-6380))