Update shared on 27 Oct 2025
Analysts have maintained their fair value estimate for AudioCodes at $12.50 per share. They cited only minor updates to financial assumptions and no material change to their overall outlook.
What's in the News
- Introduction of AI Agents, a new module for Live Hub Voice CPaaS. This enables enterprises to deploy LLM-powered voice bots for improved customer engagement and operational efficiency (Key Developments)
- Announcement of a share repurchase program with authorization to buy back up to $20 million of company shares. The program will continue through December 30, 2025 (Key Developments)
- Declaration of a semi-annual cash dividend of 20 cents per share, totaling approximately $5.7 million and payable on August 28, 2025 (Key Developments)
- Completion of a buyback tranche from April 1 to June 14, 2025, with 715,732 shares repurchased for $6.6 million. This brings the total to 1,886,313 shares repurchased for $18.1 million since February 2025 (Key Developments)
Valuation Changes
- Fair Value Estimate remains unchanged at $12.50 per share.
- Discount Rate has risen slightly to 10.74% from 10.73% previously.
- Revenue Growth projection is unchanged at approximately 0.73% annually.
- Net Profit Margin is stable at about 2.72%.
- Future P/E Ratio has increased marginally to 6,283.7x from 6,281.3x.
Disclaimer
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