RADCOM Ltd.

NasdaqCM:RDCM Stok Raporu

Piyasa değeri: US$270.2m

RADCOM Gelecekteki Büyüme

Future kriter kontrolleri 0/6

RADCOM'in gelirinin artacağı tahmin edilmektedir.

Anahtar bilgiler

n/a

Kazanç büyüme oranı

n/a

EPS büyüme oranı

Software kazanç büyümesi19.7%
Gelir büyüme oranı9.1%
Gelecekteki özkaynak getirisin/a
Analist kapsamı

Low

Son güncelleme11 Feb 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Seeking Alpha • May 04

Radcom Q1 Preview: Slowing Down Growth, But Risk-To-Reward Is Enticing (Rating Upgrade)

Summary Radcom Ltd. is upgraded to a buy ahead of Q1 earnings, with fair value estimated at $21 per share. RDCM consistently beats revenue and EPS expectations, though growth is slowing; management maintains conservative guidance but expects strategic wins. The launch of Neura, an agentic AI suite leveraging RADCOM ACE and Nvidia BlueField-3, is positioned as a key growth catalyst. I see enticing risk-reward at current levels, but note volatility and the need for Tier-1 operator wins to sustain momentum. Read the full article on Seeking Alpha
Analiz Makalesi • Jul 19

RADCOM's (NASDAQ:RDCM) Returns On Capital Are Heading Higher

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
Analiz Makalesi • May 15

RADCOM Ltd. (NASDAQ:RDCM) Shares Could Be 26% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for RADCOM is US$18.17 based on 2 Stage Free Cash Flow to Equity RADCOM's...
Analiz Makalesi • May 01

Here's Why RADCOM (NASDAQ:RDCM) Has Caught The Eye Of Investors

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analiz Makalesi • Feb 08

RADCOM Ltd. (NASDAQ:RDCM) Stock Catapults 27% Though Its Price And Business Still Lag The Industry

RADCOM Ltd. ( NASDAQ:RDCM ) shares have continued their recent momentum with a 27% gain in the last month alone...
Analiz Makalesi • Nov 14

Should You Be Adding RADCOM (NASDAQ:RDCM) To Your Watchlist Today?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Analiz Makalesi • Sep 22

Is Now The Time To Look At Buying RADCOM Ltd. (NASDAQ:RDCM)?

RADCOM Ltd. ( NASDAQ:RDCM ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in...
Seeking Alpha • Aug 09

Radcom's Steady And Profitable Revenue Growth Is Being Overlooked

Summary RADCOM Ltd. reported impressive Q2 results, with revenue up 20% and EPS up 120% year-over-year, beating expectations. The company's revenue and gross margin have shown consistent growth, with a strong balance sheet and minimal financial risks in the near term. I am not in a rush to purchase shares at the moment, but may on speculation of strong Q3 results or an opportunistic dip buy before then. Read the full article on Seeking Alpha
Analiz Makalesi • May 22

RADCOM Ltd.'s (NASDAQ:RDCM) Revenues Are Not Doing Enough For Some Investors

RADCOM Ltd.'s ( NASDAQ:RDCM ) price-to-sales (or "P/S") ratio of 2.7x might make it look like a buy right now compared...
Analiz Makalesi • Jan 26

Improved Revenues Required Before RADCOM Ltd. (NASDAQ:RDCM) Shares Find Their Feet

You may think that with a price-to-sales (or "P/S") ratio of 2.8x RADCOM Ltd. ( NASDAQ:RDCM ) is a stock worth checking...
Seeking Alpha • Sep 13

RADCOM renews cloud-native assurance solutions contract with Rakuten Mobile

RADCOM (NASDAQ:RDCM) renews its initial contract signed in 2019 with Rakuten Mobile to continue its successful partnership in providing advanced cloud-native assurance solutions for Rakuten Mobile's network in Japan. "Following our successful partnership with Rakuten Mobile, we continue to work closely together as the Japanese operator launches new innovative services and expands their network. Our advanced cloud-native solutions ensure unparalleled focus on network service quality, efficient impact analysis, and fast detection of potential issues." said Rami Amit, chief technology officer of RADCOM.
Seeking Alpha • Aug 25

RADCOM Ramps Up Guidance On 5G Rollouts

Summary RADCOM Ltd. recently reported its Q2 2022 financial results. The firm provides network intelligence and service assurance software and services to communications service providers. RDCM recently announced a prominent customer win with DISH and expects growth well into 2023. I'm cautiously optimistic about RDCM at around $11.60 per share. A Quick Take On RADCOM RADCOM Ltd. (RDCM) recently reported its Q2 2022 financial results on August 11, 2022, beating expected revenue and EPS estimates. The company provides network intelligence and service assurance software and services to communications service providers. It recently announced a high visibility customer win in DISH’ 5G network launch and raised 2022 revenue guidance for a second time this year. My outlook is a Buy for RDCM at around $11.60 per share on the strength of its prospects in the 5G space. RADCOM Overview Tel Aviv, Israel-based RADCOM Ltd. was founded in 1985 and provides a range of cloud-based, 5G standard-ready network intelligence and service assurance software solutions for communications service providers worldwide. The firm is headed by Chief Executive Officer Eyal Harari, who was previously Software Group Manager at Tvuna. The company’s primary offerings include: Network Visibility Service Assurance Network Insights The firm acquires customers via its direct sales and marketing efforts focused on a wide range of telecom service providers across all market tiers. RADCOM’s Market & Competition According to a 2022 market research report by MarketsAndMarkets, the market for telecom service assurance was an estimated $6.5 billion in 2021 and is forecast to reach $10.4 billion by 2026. This represents a forecast CAGR of 9.9% from 2022 to 2026. The main drivers for this expected growth are demand from communications service providers for products that detect and remediate network performance issues to reduce customer churn. Also, large enterprise providers are expected to hold the largest market share within the vendor universe. Major competitive or other industry participants include: NEC Ericsson Amdocs NETSCOUT Broadcom HPE Accenture Huawei Spirent TEOCO EXFO Infovista SysMech Anodot Matellio Stixis Others RADCOM’s Recent Financial Performance Total revenue by quarter has grown unevenly in the past 5 quarters: 5 Quarter Total Revenue (Seeking Alpha) Gross profit by quarter has plateaued, as the chart shows here: 5 Quarter Gross Profit (Seeking Alpha) Selling, G&A expenses as a percentage of total revenue by quarter have fluctuated as follows: 5 Quarter SG&A % Of Revenue (Seeking Alpha) Operating income by quarter has remained negative in the past five quarters: 5 Quarter Operating Income (Seeking Alpha) Earnings per share (Diluted) have remained negative recently as well: 5 Quarter Earnings Per Share (Seeking Alpha) (All data in above charts is GAAP) In the past 12 months, RDCM’s stock price has risen 9.2% vs. the U.S. S&P 500 index’ fall of around 7.3%, as the chart below indicates: 52 Week Stock Price (Seeking Alpha) Valuation And Other Metrics For RADCOM Below is a table of relevant capitalization and valuation figures for the company: Measure [TTM] Amount Enterprise Value / Sales 2.31 Revenue Growth Rate 10.7% Net Income Margin -9.9% GAAP EBITDA % -10.0% Market Capitalization $171,260,000 Enterprise Value $99,580,000 Operating Cash Flow $2,000,000 Earnings Per Share (Fully Diluted) -$0.31 (Source - Seeking Alpha) The Rule of 40 is a software industry rule of thumb that says that as long as the combined revenue growth rate and EBITDA percentage rate equal or exceed 40%, the firm is on an acceptable growth/EBITDA trajectory. RDCM’s most recent GAAP Rule of 40 calculation was only 0.7% as of Q2 2022, so the firm needs significant improvement in this regard, per the table below: Rule of 40 - GAAP Calculation Recent Rev. Growth % 10.7% GAAP EBITDA % -10.0% Total 0.7% (Source - Seeking Alpha) Commentary On RADCOM In its last earnings call (Source - Seeking Alpha), covering Q2 2022’s results, management highlighted recent customer wins in the 5G space as well as an extension of a multiyear deal with AT&T. Management believes the ‘5G market is ramping up’, with DISH recently selecting the firm to monitor its 5G smart network launched for the Las Vegas market and expanding to more than 120 U.S. cities, or about 20% of the population. The firm’s previous integration with AWS has enabled the DISH relationship to scale more automatically. Management is seeing increased collaboration between telecom firms and public cloud providers such as AWS. As to its financial results, revenue rose by 14% year-over-year while non-GAAP gross margin was reported as 72%. SG&A increased while gross R&D decreased. GAAP operating income remained negative as did earnings per share. For the balance sheet, the company finished the quarter with cash, equivalents and short-term bank deposits of $73.1 million. The firm has used working capital of $9.1 million in the past 4 quarters. Looking ahead, management doesn’t currently see any negative impact from current global economic changes as network operators seek to migrate their networks to 5G capabilities.
Seeking Alpha • Aug 10

Radcom Q2 2022 Earnings Preview

Radcom (NASDAQ:RDCM) is scheduled to announce Q2 earnings results on Thursday, August 11th, before market open. The consensus EPS Estimate is -$0.01 (+50.0% Y/Y) and the consensus Revenue Estimate is $10.79M (+10.6% Y/Y). Over the last 2 years, RDCM has beaten EPS estimates 100% of the time and has beaten revenue estimates 88% of the time. Over the last 3 months, EPS estimates have seen 1 upward revision and 0 downward. Revenue estimates have seen 1 upward revision and 0 downward.
Seeking Alpha • Jul 06

RADCOM to deploy its 5G automated network assurance solution in Symworld

RADCOM (NASDAQ:RDCM) innovative service assurance solution RADCOM ACE, deployed on Rakuten Mobile's fully virtualized cloud-native network in Japan, will be globally available in the Rakuten Symphony Symworld marketplace. Through Symworld marketplace, operators will be able to install RADCOM ACE into their live network. "We are thrilled to bring our cloud-native assurance solution to Rakuten Symphony's SymworldTM marketplace. Following our successful partnership with Rakuten Mobile in Japan, we are excited to offer operators worldwide our innovative solutions through Rakuten Symphony. This partnership is an important acknowledgment of our strong relationship with Rakuten and our 5G assurance capabilities." said Eyal Harari, RADCOM's Chief Executive Officer.  Press Release
Seeking Alpha • Dec 14

Radcom: Undetected TAM Expansion For An Underfollowed Nasdaq Company

Radcom is the technology leader in a new market (virtualized 5G service assurance) that is expected to grow significantly in the coming years. They have a well-filled internal sales opportunity pipeline. By partnering with Rakuten, they also have a massive external sales channel with great optionality. Despite these huge sales opportunities, 93% of revenues were generated by just three customers in 2020. I believe previous investors misinterpreted the dynamics of the 5G rollout and the scenario in which Radcom will shine. As a result, the story seemed broken where, but in my opinion, it is just beginning.

Kazanç ve Gelir Büyüme Tahminleri

NasdaqCM:RDCM - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/202786N/AN/AN/A2
12/31/202678N/AN/AN/A2
12/31/202571121415N/A
9/30/20256911N/AN/AN/A
6/30/2025669N/AN/AN/A
3/31/2025639N/AN/AN/A
12/31/20246171111N/A
9/30/2024597N/AN/AN/A
6/30/2024565N/AN/AN/A
3/31/2024544N/AN/AN/A
12/31/202352445N/A
9/30/2023501N/AN/AN/A
6/30/2023491N/AN/AN/A
3/31/202347-1N/AN/AN/A
12/31/202246-266N/A
9/30/202245-4N/AN/AN/A
6/30/202243-4N/AN/AN/A
3/31/202242-4N/AN/AN/A
12/31/202140-522N/A
9/30/202139-4N/AN/AN/A
6/30/202139-4N/AN/AN/A
3/31/202138-3N/AN/AN/A
12/31/202038-400N/A
9/30/202036-5N/AN/AN/A
6/30/202036-6N/AN/AN/A
3/31/202035-7N/AN/AN/A
12/31/201933-767N/A
9/30/201928-10N/AN/AN/A
6/30/201927-8N/A-13N/A
3/31/201929-6N/AN/AN/A
12/31/201834-2N/A-2N/A
9/30/2018414N/AN/AN/A
6/30/2018425N/A4N/A
3/31/2018404N/AN/AN/A
12/31/2017373N/A-11N/A
9/30/2017350N/AN/AN/A
6/30/201733-1N/A-11N/A
3/31/2017311N/AN/AN/A
12/31/2016302N/A9N/A
9/30/2016241N/AN/AN/A
6/30/2016211N/A12N/A
3/31/2016190N/A20N/A
12/31/201519-1N/A2N/A
9/30/2015231N/AN/AN/A
6/30/2015241N/A5N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: RDCM 'un tahmini kazanç büyümesinin tasarruf oranının ( 3.5% ) üzerinde olup olmadığını belirlemek için yeterli veri yok.

Kazançlar ve Piyasa: RDCM 'un kazançlarının US pazarından daha hızlı büyümesinin öngörülüp öngörülmediğini belirlemek için yeterli veri yok

Yüksek Büyüme Kazançları: RDCM şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artıp artmayacağını belirlemek için yeterli veri bulunmuyor.

Gelir ve Pazar: RDCM şirketinin gelirinin (yıllık 9.1% ) US pazarından (yıllık 11.6% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: RDCM şirketinin gelirinin (yıllık 9.1% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: RDCM 'un Özsermaye Getirisi'nin 3 yıl içinde yüksek olmasının öngörülüp öngörülmediğini belirlemek için yeterli veri yok

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/12 05:07
Gün Sonu Hisse Fiyatı2026/05/12 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

RADCOM Ltd. 2 Bu analistlerden 2, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Ryan KoontzNeedham & Company
Arjun BhatiaWilliam Blair & Company L.L.C.