AudioCodes Performance degli utili passati
Criteri Il passato verificati 1/6
Gli utili di AudioCodes sono diminuiti a un tasso medio annuo di -27.9%, mentre il settore Communications ha visto gli utili crescere a un tasso medio annuo di 4.4%. I ricavi sono cresciuti diminuire a un tasso medio annuo di 0.3%. Il ritorno sul capitale proprio di AudioCodes è 4.5% e ha margini netti di 2.8%.
Informazioni chiave
-27.91%
Tasso di crescita degli utili
-25.46%
Tasso di crescita dell'EPS
| Communications Crescita del settore | 31.77% |
| Tasso di crescita dei ricavi | -0.35% |
| Rendimento del capitale proprio | 4.47% |
| Margine netto | 2.79% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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).Aggiornamento dell'analisi • 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).Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Aggiornamento dell'analisi • 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).Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Articolo di analisi • 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 AlphaNuova analisi • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaArticolo di analisi • 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...Articolo di analisi • Feb 07
Be Wary Of AudioCodes (NASDAQ:AUDC) And Its Returns On Capital
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come AudioCodes guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 247 | 7 | 94 | 54 |
| 31 Dec 25 | 246 | 9 | 93 | 53 |
| 30 Sep 25 | 245 | 14 | 93 | 52 |
| 30 Jun 25 | 243 | 14 | 92 | 51 |
| 31 Mar 25 | 242 | 17 | 90 | 52 |
| 31 Dec 24 | 242 | 15 | 89 | 52 |
| 30 Sep 24 | 244 | 12 | 86 | 54 |
| 30 Jun 24 | 246 | 14 | 86 | 55 |
| 31 Mar 24 | 245 | 11 | 86 | 56 |
| 31 Dec 23 | 244 | 9 | 87 | 57 |
| 30 Sep 23 | 251 | 13 | 89 | 58 |
| 30 Jun 23 | 260 | 14 | 89 | 59 |
| 31 Mar 23 | 268 | 20 | 89 | 60 |
| 31 Dec 22 | 275 | 28 | 88 | 60 |
| 30 Sep 22 | 271 | 28 | 86 | 59 |
| 30 Jun 22 | 264 | 31 | 84 | 59 |
| 31 Mar 22 | 256 | 32 | 81 | 56 |
| 31 Dec 21 | 249 | 34 | 78 | 53 |
| 30 Sep 21 | 241 | 35 | 74 | 51 |
| 30 Jun 21 | 235 | 34 | 71 | 48 |
| 31 Mar 21 | 228 | 32 | 67 | 47 |
| 31 Dec 20 | 221 | 27 | 65 | 46 |
| 30 Sep 20 | 215 | 11 | 65 | 44 |
| 30 Jun 20 | 210 | 8 | 65 | 44 |
| 31 Mar 20 | 206 | 6 | 65 | 43 |
| 31 Dec 19 | 200 | 4 | 63 | 41 |
| 30 Sep 19 | 193 | 17 | 61 | 39 |
| 30 Jun 19 | 186 | 17 | 59 | 37 |
| 31 Mar 19 | 180 | 14 | 59 | 36 |
| 31 Dec 18 | 176 | 13 | 60 | 35 |
| 30 Sep 18 | 172 | 10 | 60 | 34 |
| 30 Jun 18 | 167 | 7 | 60 | 33 |
| 31 Mar 18 | 162 | 5 | 59 | 32 |
| 31 Dec 17 | 157 | 4 | 58 | 30 |
| 30 Sep 17 | 153 | 18 | 56 | 30 |
| 30 Jun 17 | 151 | 18 | 56 | 30 |
| 31 Mar 17 | 148 | 18 | 54 | 29 |
| 31 Dec 16 | 146 | 16 | 51 | 29 |
| 30 Sep 16 | 143 | 4 | 52 | 28 |
| 30 Jun 16 | 140 | 3 | 51 | 27 |
| 31 Mar 16 | 137 | 1 | 52 | 27 |
| 31 Dec 15 | 140 | 0 | 52 | 28 |
| 30 Sep 15 | 143 | -1 | 53 | 29 |
| 30 Jun 15 | 148 | -2 | 54 | 31 |
Guadagni di qualità: AUDC ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di AUDC (2.8%) sono inferiori rispetto allo scorso anno (7.1%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di AUDC sono diminuiti del 27.9% all'anno negli ultimi 5 anni.
Accelerare la crescita: AUDC ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.
Guadagni vs Settore: AUDC ha avuto una crescita negativa degli utili ( -60% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Communications ( 11% ).
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 4.5% ) di AUDC è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/11 01:49 |
| Prezzo dell'azione a fine giornata | 2026/05/11 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
AudioCodes Ltd. è coperta da 10 analisti. 1 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Tal Liani | BofA Global Research |
| Edward Jackson | Cantor Fitzgerald & Co. |
| Jaywant Srivatsa | Chardan Capital Markets, LLC |