Loading...
Back to narrative

AUDC: AI Voice Automation Will Drive Confidence In Long Term Prospects

AI-Powered Voice Developments And Buyback Moves Will Shape Outlook Ahead

AUDC logo
AUDC
AnalystConsensusTarget
Not Invested
Published 11 May 2025

Update shared on 09 Dec 2025

Previous
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
-1.7%
7D
4.6%

Analysts modestly raised their price target on AudioCodes to $12.50 from $12.00, citing a slightly higher long term discount rate, sustained expectations for revenue growth and profit margins, and a premium future P E multiple.

What's in the News

  • AudioCodes Ltd. announced a new share repurchase program of up to $25 million, running through April 28, 2026 (company announcement).
  • The company provided 2025 revenue guidance, expecting between $244 million and $246 million in sales (company guidance).
  • AudioCodes reported completion of a buyback tranche, repurchasing 1,267,436 shares, or 4.39% of shares, for $12.7 million under the July 29, 2025 authorization (company filing).
  • The Board of Directors authorized a new share buyback plan in October 2025, reinforcing the company’s capital return strategy (board resolution).
  • AudioCodes introduced AI Agents for its Live Hub Voice CPaaS, enabling enterprises to deploy LLM powered voice bots to automate routine calls, support multilingual service and assist live agents in real time (product announcement).

Valuation Changes

  • Fair Value: Unchanged at $12.50 per share, reflecting a stable intrinsic value estimate.
  • Discount Rate: Risen slightly to approximately 10.57 percent from about 10.48 percent, implying a modestly higher required return.
  • Revenue Growth: Effectively unchanged at around 2.7 percent, indicating steady long term top line growth assumptions.
  • Net Profit Margin: Essentially flat at roughly 3.7 percent, signaling stable profitability expectations.
  • Future P E: Increased marginally to about 41.0x from 40.9x, suggesting a slightly higher assumed valuation multiple on future earnings.

Have other thoughts on AudioCodes?

Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.

Create Narrative

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.