AudioCodes 향후 성장
Future 기준 점검 3/6
AudioCodes은 연간 수입과 매출이 각각 25.8%와 3.2% 증가할 것으로 예상되고 EPS는 연간 25%만큼 증가할 것으로 예상됩니다.
핵심 정보
25.8%
이익 성장률
24.98%
EPS 성장률
| Communications 이익 성장 | 23.2% |
| 매출 성장률 | 3.2% |
| 향후 자기자본이익률 | n/a |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 05 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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 Alpha새 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2027 | 261 | 11 | N/A | N/A | 1 |
| 12/31/2026 | 252 | 10 | N/A | N/A | 1 |
| 3/31/2026 | 247 | 7 | 22 | 29 | N/A |
| 12/31/2025 | 246 | 9 | 23 | 29 | N/A |
| 9/30/2025 | 245 | 14 | 32 | 41 | N/A |
| 6/30/2025 | 243 | 14 | 32 | 44 | N/A |
| 3/31/2025 | 242 | 17 | 15 | 34 | N/A |
| 12/31/2024 | 242 | 15 | 11 | 35 | N/A |
| 9/30/2024 | 244 | 12 | 8 | 29 | N/A |
| 6/30/2024 | 246 | 14 | 4 | 22 | N/A |
| 3/31/2024 | 245 | 11 | 15 | 27 | N/A |
| 12/31/2023 | 244 | 9 | 9 | 15 | N/A |
| 9/30/2023 | 251 | 13 | 0 | 6 | N/A |
| 6/30/2023 | 260 | 14 | 4 | 8 | N/A |
| 3/31/2023 | 268 | 20 | 8 | 11 | N/A |
| 12/31/2022 | 275 | 28 | 7 | 8 | N/A |
| 9/30/2022 | 271 | 28 | 11 | 12 | N/A |
| 6/30/2022 | 264 | 31 | 22 | 23 | N/A |
| 3/31/2022 | 256 | 32 | 34 | 35 | N/A |
| 12/31/2021 | 249 | 34 | 46 | 47 | N/A |
| 9/30/2021 | 241 | 35 | 52 | 53 | N/A |
| 6/30/2021 | 235 | 34 | 50 | 51 | N/A |
| 3/31/2021 | 228 | 32 | 43 | 45 | N/A |
| 12/31/2020 | 221 | 27 | 37 | 38 | N/A |
| 9/30/2020 | 215 | 11 | 29 | 31 | N/A |
| 6/30/2020 | 210 | 8 | 23 | 24 | N/A |
| 3/31/2020 | 206 | 6 | 20 | 22 | N/A |
| 12/31/2019 | 200 | 4 | N/A | 23 | N/A |
| 9/30/2019 | 193 | 17 | N/A | 32 | N/A |
| 6/30/2019 | 186 | 17 | N/A | 32 | N/A |
| 3/31/2019 | 180 | 14 | N/A | 26 | N/A |
| 12/31/2018 | 176 | 13 | N/A | 26 | N/A |
| 9/30/2018 | 172 | 10 | N/A | 22 | N/A |
| 6/30/2018 | 167 | 7 | N/A | 25 | N/A |
| 3/31/2018 | 162 | 5 | N/A | 25 | N/A |
| 12/31/2017 | 157 | 4 | N/A | 18 | N/A |
| 9/30/2017 | 153 | 18 | N/A | 16 | N/A |
| 6/30/2017 | 151 | 18 | N/A | 13 | N/A |
| 3/31/2017 | 148 | 18 | N/A | 16 | N/A |
| 12/31/2016 | 146 | 16 | N/A | 18 | N/A |
| 9/30/2016 | 143 | 4 | N/A | 19 | N/A |
| 6/30/2016 | 140 | 3 | N/A | 18 | N/A |
| 3/31/2016 | 137 | 1 | N/A | 16 | N/A |
| 12/31/2015 | 140 | 0 | N/A | 18 | N/A |
| 9/30/2015 | 143 | -1 | N/A | 12 | N/A |
| 6/30/2015 | 148 | -2 | N/A | 12 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: AUDC 의 연간 예상 수익 증가율(25.8%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: AUDC 의 연간 수익(25.8%)이 US 시장(16.6%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: AUDC 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: AUDC 의 수익(연간 3.2%)이 US 시장(연간 11.5%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: AUDC 의 수익(연간 3.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: AUDC의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/07 11:58 |
| 종가 | 2026/05/07 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
AudioCodes Ltd.는 10명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Tal Liani | BofA Global Research |
| Edward Jackson | Cantor Fitzgerald & Co. |
| Jaywant Srivatsa | Chardan Capital Markets, LLC |