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AudioCodes Ltd.NasdaqGS:AUDC 株式レポート

時価総額 US$230.2m
株価
US$9.42
US$12.5
24.6% 割安 内在価値ディスカウント
1Y1.0%
7D11.0%
1D
ポートフォリオ価値
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AudioCodes Ltd.

NasdaqGS:AUDC 株式レポート

時価総額:US$230.2m

AudioCodes(AUDC)株式概要

AudioCodes Ltd.は、世界中のデジタルワークプレイス向けに高度なコミュニケーションソフトウェア、製品、生産性ソリューションを提供しています。 詳細

AUDC ファンダメンタル分析
スノーフレーク・スコア
評価0/6
将来の成長3/6
過去の実績1/6
財務の健全性6/6
配当金3/6

AUDC Community Fair Values

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AudioCodes Ltd. 競合他社

価格と性能

株価の高値、安値、推移の概要AudioCodes
過去の株価
現在の株価US$9.42
52週高値US$11.50
52週安値US$6.95
ベータ0.96
1ヶ月の変化6.20%
3ヶ月変化31.20%
1年変化0.96%
3年間の変化9.92%
5年間の変化-70.70%
IPOからの変化10.42%

最新ニュース

分析記事 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...
ナラティブの更新 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.

Recent updates

分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
分析記事 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
User avatar
新しいナラティブ 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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
分析記事 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...
分析記事 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...
分析記事 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
分析記事 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...
分析記事 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...

株主還元

AUDCUS CommunicationsUS 市場
7D11.0%5.8%1.3%
1Y1.0%96.7%27.7%

業界別リターン: AUDC過去 1 年間で96.7 % の収益を上げたUS Communications業界を下回りました。

リターン対市場: AUDCは、過去 1 年間で27.7 % のリターンを上げたUS市場を下回りました。

価格変動

Is AUDC's price volatile compared to industry and market?
AUDC volatility
AUDC Average Weekly Movement7.2%
Communications Industry Average Movement9.5%
Market Average Movement7.2%
10% most volatile stocks in US Market16.6%
10% least volatile stocks in US Market3.0%

安定した株価: AUDC 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: AUDCの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
1992981Shabtai Adlersbergwww.audiocodes.com

AudioCodes Ltd.は、世界中のデジタルワークプレイス向けに高度なコミュニケーションソフトウェア、製品、生産性ソリューションを提供しています。同社はユニファイド・コミュニケーション、コンタクトセンター、ホスト型ビジネスサービス向けのソリューション、製品、サービスを提供している。同社の製品には、セッション・ボーダー・コントローラー、ライフサイクル・マネジメント・ソリューション、VoIPネットワーク・ルーティング・ソリューション、メディア・ゲートウェイおよびサーバー、マルチサービス・ビジネス・ルーター、IP電話ソリューション、付加価値アプリケーション、プロフェッショナル・サービスなどがある。また、音声ネットワーク管理ソリューションであるOne Voice Operations Center、ビジネスホンや会議室ソリューションを管理するDevice Manager、VoIPネットワークのコールルーティングを処理するAudioCodes Routing Manager、Microsoft TeamsやSkype for Businessの導入におけるユーザーライフサイクルとID管理を簡素化するUser Management Pack 365も提供している。さらに、マネージドサービスも提供している。AudioCodes Live PlatformはSaaSソリューションで、サービスプロバイダはMicrosoft TeamsやZoom PhoneなどのuCaaSソリューションへのシームレスな移行を法人顧客に提供できる。同社は主に、通信およびネットワーク業界の相手先商標製品メーカー、ネットワーク機器プロバイダー、システムインテグレーター、企業、通信事業者、ディストリビューターに対して、直販部隊および販売代理店を通じて製品を販売・マーケティングしている。AudioCodes Ltd.は1992年に設立され、イスラエルのOr Yehudaに本社を置いている。

AudioCodes Ltd. 基礎のまとめ

AudioCodes の収益と売上を時価総額と比較するとどうか。
AUDC 基礎統計学
時価総額US$230.17m
収益(TTM)US$6.89m
売上高(TTM)US$247.37m
34.6x
PER(株価収益率
1.0x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
AUDC 損益計算書(TTM)
収益US$247.37m
売上原価US$85.75m
売上総利益US$161.62m
その他の費用US$154.73m
収益US$6.89m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)0.27
グロス・マージン65.34%
純利益率2.79%
有利子負債/自己資本比率0%

AUDC の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

4.2%
現在の配当利回り
161%
配当性向

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/27 17:59
終値2026/05/27 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

AudioCodes Ltd. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10

アナリスト機関
Tal LianiBofA Global Research
Edward JacksonCantor Fitzgerald & Co.
Jaywant SrivatsaChardan Capital Markets, LLC