AudioCodes Ltd.

NasdaqGS:AUDC Rapport sur les actions

Capitalisation boursière : US$248.7m

AudioCodes Gestion

Gestion contrôle des critères 3/4

Le PDG AudioCodes est Shabtai Adlersberg, nommé en Jan1993, a un mandat de 33.42 ans. La rémunération annuelle totale est $ 2.34M, composée du salaire de 15.3% et des bonus 84.7%, y compris les actions et options de la société. détient directement 18.59% des actions de la société, d'une valeur de $ 46.23M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 9.9 ans et 13.5 ans.

Informations clés

Shabtai Adlersberg

Directeur général

US$2.3m

Rémunération totale

Pourcentage du salaire du PDG15.28%
Durée du mandat du directeur général33.4yrs
Propriété du PDG18.6%
Durée moyenne d'occupation des postes de direction9.9yrs
Durée moyenne du mandat des membres du conseil d'administration13.5yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit Jun 03

AUDC: Share Buybacks And Stable Outlook Will Support Future Upside

Analysts have maintained AudioCodes' fair value estimate at $12.50 while making only minor adjustments to inputs such as discount rate, revenue growth, profit margin and future P/E. These changes reflect updated assumptions without a material change in their overall price target view.
Article d’analyse May 13

There May Be Some Bright Spots In AudioCodes' (NASDAQ:AUDC) Earnings

The most recent earnings report from AudioCodes Ltd. ( NASDAQ:AUDC ) was disappointing for shareholders. While the...
Mise à jour du récit May 10

AUDC: Higher Margin Outlook And AI Contact Center Wins Will Drive Upside

Analysts have maintained their $12.50 price target on AudioCodes, citing revised assumptions for the discount rate, revenue growth, profit margin, and future P/E, which together reshape their view of the stock’s risk and earnings outlook. Valuation Changes Fair Value: The $12.50 fair value estimate is unchanged.
Mise à jour du récit Jan 24

AUDC: AI Contact Center Wins And Buybacks Will Drive Future Upside

Analysts have kept their price target on AudioCodes steady at US$12.50, with only small adjustments to discount rate, growth, margin, and future P/E assumptions. This indicates that their core view on the stock remains broadly unchanged.
Mise à jour du récit Jan 10

AUDC: AI Voice Modernization And Buybacks Will Support Future Upside Potential

Analysts have kept their fair value estimate for AudioCodes steady at $12.50, with only minimal tweaks to inputs such as the discount rate, revenue growth, profit margin, and future P/E that reflect fine tuning rather than a shift in their overall view. What's in the News AudioCodes reported that its Voca Conversational Interaction Center, together with partners Go2Uno and Atento, supported a large-scale modernization of voice agents and Conversational IVR for a major healthcare organization, including more than 500 concurrent voice agents and multiple carrier integrations, with deployment completed in a few weeks (company announcement).
Mise à jour du récit Dec 24

AUDC: Large Scale AI Voice Deployment Will Support Long Term Upside Potential

Analysts have maintained their fair value estimate for AudioCodes at approximately $12.50 per share, citing largely unchanged assumptions around revenue growth, profit margins, and future valuation multiples. What's in the News AudioCodes launched a large scale deployment of its Voca Conversational Interaction Center with partners Go2Uno and Atento for a major healthcare organization, modernizing legacy IVR and supporting over 500 concurrent AI powered voice agents in just a few weeks (Key Developments).
Mise à jour du récit Dec 09

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

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.
Mise à jour du récit Nov 25

AUDC: Repurchase Program And AI Expansion Will Support Profitable Growth Ahead

Analysts have maintained their fair value estimate for AudioCodes at $12.50. They cite stable profit margins and only slight adjustments to discount rate and growth assumptions as rationale for the unchanged price target.
Article d’analyse Nov 11

AudioCodes (NASDAQ:AUDC) Is Posting Promising Earnings But The Good News Doesn’t Stop There

Investors signalled that they were pleased with AudioCodes Ltd.'s ( NASDAQ:AUDC ) most recent earnings report. Looking...
Mise à jour du récit Nov 10

AUDC: Share Buybacks And AI Launch Will Drive Future Performance

Analysts have maintained their price target for AudioCodes at $12.50, citing improved revenue growth and profit margin projections that compensate for a significantly reduced future price-to-earnings ratio. What's in the News AudioCodes has completed the repurchase of 1,267,436 shares, representing 4.39% of the company, for $12.7 million under its recent buyback program (Key Developments).
Mise à jour du récit Oct 27

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

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.
Mise à jour du récit Oct 13

AI Voice And Cisco Webex Calling Will Forge Mixed Outlook

Analysts have raised their price target for AudioCodes from $10.75 to $12.50, citing adjustments to financial model assumptions as well as updated expectations for revenue growth and profitability. What's in the News AudioCodes launched AI Agents, a new module for its Live Hub Voice CPaaS.
Article d’analyse Aug 03

AudioCodes (NASDAQ:AUDC) Is Increasing Its Dividend To $0.20

The board of AudioCodes Ltd. ( NASDAQ:AUDC ) has announced that it will be paying its dividend of $0.20 on the 28th of...
Article d’analyse Jul 18

Is There An Opportunity With AudioCodes Ltd.'s (NASDAQ:AUDC) 47% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, AudioCodes fair value estimate is US$20.52 AudioCodes is...
Seeking Alpha Jun 18

AudioCodes: Margins Improve, But Growth Still Missing

Summary AudioCodes is transitioning successfully to a service-led model, with services now contributing over 53% of revenue, driving higher margins and recurring cash flows. Revenue growth remains flat, with 2024 revenue slightly down and only modest 2025 guidance, suggesting the turnaround is still in progress. Deep integrations with Microsoft Teams and Genesys Cloud position AudioCodes well in the unified communications and contact center markets, but competition from larger players like Cisco and Oracle limits upside. Valuation is modest at ~10x forward P/E and ~0.85x EV/sales, reflecting market caution amid low growth and execution risks. Technical setup remains weak, and a re-rating likely requires clear momentum in AI-driven software sales and sustained ARR growth. Read the full article on Seeking Alpha
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Nouveau récit May 11

AI Voice And Cisco Webex Calling Will Forge Mixed Outlook

AudioCodes is focusing on AI technology and expanding partnerships to drive revenue growth and enhance profitability through new market opportunities.
Article d’analyse May 07

Should You Think About Buying AudioCodes Ltd. (NASDAQ:AUDC) Now?

While AudioCodes Ltd. ( NASDAQ:AUDC ) might not have the largest market cap around , it saw significant share price...
Article d’analyse Apr 07

Why AudioCodes' (NASDAQ:AUDC) Earnings Are Better Than They Seem

The market seemed underwhelmed by the solid earnings posted by AudioCodes Ltd. ( NASDAQ:AUDC ) recently. Our analysis...
Article d’analyse Feb 14

AudioCodes' (NASDAQ:AUDC) Dividend Will Be $0.18

The board of AudioCodes Ltd. ( NASDAQ:AUDC ) has announced that it will pay a dividend on the 6th of March, with...
Article d’analyse Jan 19

Should You Think About Buying AudioCodes Ltd. (NASDAQ:AUDC) Now?

AudioCodes Ltd. ( NASDAQ:AUDC ), might not be a large cap stock, but it received a lot of attention from a substantial...
Article d’analyse Nov 07

AudioCodes Ltd.'s (NASDAQ:AUDC) Price Is Out Of Tune With Earnings

With a median price-to-earnings (or "P/E") ratio of close to 19x in the United States, you could be forgiven for...
Seeking Alpha Oct 01

AudioCodes Moves To SaaS, Gen AI, And Conversational AI

Summary AudioCodes is transitioning from declining legacy products to a recurring revenue model, focusing on managed services and AI integration with Microsoft Teams. Despite impressive growth in new services, intense competition and geopolitical risks pose significant challenges to AUDC's future success. The current valuation suggests AUDC shares are overvalued, but the solid balance sheet and dividend yield might make it attractive for income-focused investors. Read the full article on Seeking Alpha
Article d’analyse Sep 10

It Looks Like AudioCodes Ltd.'s (NASDAQ:AUDC) CEO May Expect Their Salary To Be Put Under The Microscope

Key Insights AudioCodes' Annual General Meeting to take place on 17th of September Total pay for CEO Shabtai Adlersberg...
Article d’analyse Sep 08

AudioCodes (NASDAQ:AUDC) Will Be Hoping To Turn Its Returns On Capital Around

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
Article d’analyse Aug 14

AudioCodes (NASDAQ:AUDC) Has Affirmed Its Dividend Of $0.18

AudioCodes Ltd.'s ( NASDAQ:AUDC ) investors are due to receive a payment of $0.18 per share on 29th of August. This...
Seeking Alpha Apr 24

AudioCodes: Transition Is Going Well, But Can It Continue? I Say Yes

Summary AudioCodes is transitioning to a software-service-based company, which has the potential to revitalize its profitability and efficiency in the long run. The company has a strong balance sheet with no debt and $38 million in cash and equivalents, making it an attractive investment for debt-averse investors. AudioCodes is focusing on AI-first voice-related software and applications, which could lead to higher margins and licensing revenues in the future. Read the full article on Seeking Alpha
Article d’analyse Feb 13

AudioCodes (NASDAQ:AUDC) Has Announced A Dividend Of $0.18

The board of AudioCodes Ltd. ( NASDAQ:AUDC ) has announced that it will pay a dividend on the 6th of March, with...

Analyse de la rémunération des PDG

Comment la rémunération de Shabtai Adlersberg a-t-elle évolué par rapport aux bénéfices de AudioCodes?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

US$7m

Dec 31 2025n/an/a

US$9m

Sep 30 2025n/an/a

US$14m

Jun 30 2025n/an/a

US$14m

Mar 31 2025n/an/a

US$17m

Dec 31 2024US$2mUS$358k

US$15m

Sep 30 2024n/an/a

US$12m

Jun 30 2024n/an/a

US$14m

Mar 31 2024n/an/a

US$11m

Dec 31 2023US$3mUS$358k

US$9m

Sep 30 2023n/an/a

US$13m

Jun 30 2023n/an/a

US$14m

Mar 31 2023n/an/a

US$20m

Dec 31 2022US$4mUS$393k

US$28m

Sep 30 2022n/an/a

US$28m

Jun 30 2022n/an/a

US$31m

Mar 31 2022n/an/a

US$32m

Dec 31 2021US$4mUS$408k

US$34m

Sep 30 2021n/an/a

US$35m

Jun 30 2021n/an/a

US$34m

Mar 31 2021n/an/a

US$32m

Dec 31 2020US$3mUS$385k

US$27m

Sep 30 2020n/an/a

US$11m

Jun 30 2020n/an/a

US$8m

Mar 31 2020n/an/a

US$6m

Dec 31 2019US$2mUS$371k

US$4m

Rémunération vs marché: La rémunération totale de Shabtai ($USD 2.34M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 1.64M ).

Rémunération et revenus: La rémunération de Shabtai a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Shabtai Adlersberg (73 yo)

33.4yrs
Titularisation
US$2,341,686
Compensation

Mr. Shabtai Adlersberg serves as the Chief Executive Officer of AudioCodes, Inc. Mr. Adlersberg co-founded Audiocodes Ltd. in 1993 and has been its Chief Executive Officer and President since 1993. Until D...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Shabtai Adlersberg
Co-Founder33.4yrsUS$2.34m18.59%
$ 46.2m
Niran Baruch
CFO & VP of Finance9.9yrsUS$866.75k0.41%
$ 1.0m
Ofer Nimtsovich
Chief Operating Officer8.4yrsUS$870.88kpas de données
Lior Aldema
Executive VP & Chief Business Officerno dataUS$1.15m0.44%
$ 1.1m
Roger Chuchen
Vice President of Investor Relationsno datapas de donnéespas de données
Itamar Rosen
Chief Legal Officer & Company Secretaryno datapas de donnéespas de données
Hilit Fishman
Vice President of Marketing1.4yrspas de donnéespas de données
Tal Dor
Vice President of Human Resources26.3yrspas de donnéespas de données
9.9yrs
Durée moyenne de l'emploi
57yo
Âge moyen

Gestion expérimentée: L'équipe dirigeante de AUDC est chevronnée et expérimentée (9.9 années d'ancienneté moyenne).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Shabtai Adlersberg
Co-Founder33.4yrsUS$2.34m18.59%
$ 46.2m
Stanley Stern
Independent Director13.5yrspas de données0.020%
$ 49.0k
Doron Nevo
Independent Outside Chairman26.4yrspas de données0.020%
$ 49.0k
Zehava Simon
Independent Director12.3yrspas de données0.28%
$ 686.7k
Joseph Tenne
Independent Director23yrspas de données0.020%
$ 49.0k
Shira Birenbaum
Independent Director4.3yrspas de données0.039%
$ 98.1k
Itay Makov
Independent Directorless than a yearpas de donnéespas de données
13.5yrs
Durée moyenne de l'emploi
69yo
Âge moyen

Conseil d'administration expérimenté: Le conseil d'administration de la AUDC est chevronné et expérimenté ( 13.5 années d'ancienneté moyenne).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/14 12:19
Cours de l'action en fin de journée2026/06/12 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

AudioCodes Ltd. est couverte par 10 analystes. 1 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Tal LianiBofA Global Research
Edward JacksonCantor Fitzgerald & Co.
Jaywant SrivatsaChardan Capital Markets, LLC