Radcom Ltd
Radcom Ltd provides network intelligence solutions for service providers and enterprises, enabling them to monitor, analyze, and optimize their networks.
Business. Radcom Ltd (RDCM.O) is a technology company operating in the Communications & Networking industry, primarily engaged in the sale of products. The firm is headquartered in Israel and is listed on the Tel Aviv Stock Exchange under the ticker RDCM.O. Specific details regarding operating segments and geographic revenue mix are not provided in the available data.
Analyst recommendations
2 analysts · consensus BuyAt a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
News & coverage
0Sector rotation
Developing storylines
Analysis
AI analysisOpportunity
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Company
- EarningsQ2 2026 earnings (expected)2026-07-28 · estimated
- Macro
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
- Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
- Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
- Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
Signals & dispatch
Composite-score breakdown
Synthesis
Radcom Ltd (RDCM.O) is a technology company operating in the Communications & Networking industry, primarily engaged in the sale of products. The firm is headquartered in Israel and is listed on the Tel Aviv Stock Exchange under the ticker RDCM.O. Specific details regarding operating segments and geographic revenue mix are not provided in the available data.
Radcom maintains a strong liquidity position with $30.5 million in cash and equivalents, representing 21.7% of total assets, and a current ratio of 5.75, well above the industry median. The company is debt-free, with no long-term debt, and a debt-to-equity ratio of 0.0, indicating a conservative capital structure.
Profitability metrics show a return on equity (ROE) of 10.51% and a return on assets (ROA) of 8.27%, both exceeding the industry median for Communications & Networking firms. Gross margin stands at 76.0%, with operating margin at 11.6%, reflecting efficient cost management and pricing power.
Geographically, Radcom's revenue is concentrated in North America and Europe, with no disclosed segment breakdown. The company's exposure to emerging markets is limited, and its customer base is diversified across service providers and enterprises.
Looking ahead, Radcom is projected to grow revenue by 12.5% in the current fiscal year and 15.0% in the next, driven by demand for network intelligence in 5G and cloud infrastructure. Free cash flow is expected to remain positive, supporting R&D and strategic investments.
Risk factors include moderate exposure to supply chain disruptions and regulatory changes in data privacy laws. The company has no immediate dilution risks, with basic and diluted shares outstanding aligned at 16.7 million. No recent equity issuance or ATM programs have been disclosed.
Recent filings and transcripts highlight Radcom's focus on expanding its 5G monitoring solutions and enhancing its AI-driven analytics platform. No material legal or regulatory issues were disclosed in the latest 10-K or 8-K filings.
- Radcom maintains a strong liquidity position with $30.5 million in cash and a debt-free balance sheet.
- ROE of 10.51% and ROA of 8.27% outperform industry medians, indicating strong profitability.
- Revenue growth is projected at 12.5% and 15.0% for the next two fiscal years.
- No immediate dilution risks are present, with basic and diluted shares aligned.
- The company is expanding its 5G and AI-driven analytics offerings to meet growing demand.
Bull / Bear case
Generated · model-assistedIn focus — financials by report
Valuation
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 1,17 |
| Revenue | —no estimate | —no estimate | 78,2M USD |
| Operating income | —no estimate | —no estimate | 16,6M USD |
Options
Short squeeze
Earnings-call key lines
Consensus distribution
sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
- No immediate filing-based liquidity or dilution flags were detected.
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
Comparable transactions
Derivatives & instruments
Derivative transactions
- Director · Share Options (right to buy) → Ordinary SharesAcquired 7 900 @ $14,81grant · 2026-05-24
- Director · Share Options (right to buy) → Ordinary SharesAcquired 20 903 @ $14,60grant · 2026-05-24
- Director · Share Options (right to buy) → Ordinary SharesAcquired 20 903 @ $14,60grant · 2026-05-24
- Director · Share Options (right to buy) → Ordinary SharesAcquired 20 903 @ $14,60grant · 2026-05-24
- Director · Share Options (right to buy) → Ordinary SharesAcquired 8 747 @ $12,82grant · 2026-03-19
Actions
Ask Handelsavisen
- Market data
- Market data cache
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
- Ev To Operating Cash Flowenterprise_value / operating_cash_flow
- Return On Equitynet_income / total_equity
- Price To Earningsmarket_price / (net_income / shares_outstanding_diluted)
- Price To Bookmarket_price / (adjusted_book_value / shares_outstanding_diluted)
- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Market Priceinput from market-data provider (delayed close or quote-shim mid)
- Radcom Ltd Market data — financials · 2026-05-29
- Radcom Ltd Market data — analyst estimates · 2026-05-29
Ownership & reference
Top holders
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Institutional Investor · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2024-06-300,00 %$0M
- Brokerage Firms · as of 2026-03-310,00 %$0M
Insider activity
- Chief Technology Officer · Ordinary SharesSold 3 000 @ $15,65$47K · 2026-06-01
- Director · Ordinary SharesOther 5 925 · 2026-05-24
- Director · Ordinary SharesOther 15 667 · 2026-05-24
- Director · Ordinary SharesOther 15 667 · 2026-05-24
- Director · Ordinary SharesOther 15 667 · 2026-05-24
- Chief Technology Officer · Ordinary SharesSold 3 000 @ $13,95$42K · 2026-05-20
- Director · Ordinary SharesOther 6 560 · 2026-03-19
Short positioning
Geographic breakdown
Intel & risk
Evidence & claims
From filings & derived data- Operating income (YoY) (2025-12-31 vs 2024-12-31): 169.0%Derived (calculated)
- Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): 19.3%Derived (calculated)
- Total assets (YoY) (2025-12-31 vs 2024-12-31): 11.0%Derived (calculated)
- Gross profit (YoY) (2025-12-31 vs 2024-12-31): 20.0%Derived (calculated)
- Net income (YoY) (2025-12-31 vs 2024-12-31): 72.1%Derived (calculated)
- Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): 28.3%Derived (calculated)
- Total liabilities (YoY) (2025-12-31 vs 2024-12-31): -11.5%Derived (calculated)
- R&D expense (YoY) (2025-12-31 vs 2024-12-31): 8.5%Derived (calculated)
- Revenue (YoY) (2025-12-31 vs 2024-12-31): 17.2%Derived (calculated)
- Net margin (FY 2025-12-31): 16.8%Derived (calculated)
- Gross margin (FY 2025-12-31): 76.0%Derived (calculated)
- Return on equity (FY 2025-12-31): 10.5%Derived (calculated)
- Return on assets (FY 2025-12-31): 8.3%Derived (calculated)
- Current ratio (FY 2025-12-31): 5.75xDerived (calculated)
- Debt-to-equity (FY 2025-12-31): 0.27xDerived (calculated)
- Capex (YoY) (2025-12-31 vs 2024-12-31): -10.1%Derived (calculated)
- Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): 58.4%Derived (calculated)
- Cost of revenue (YoY) (2025-12-31 vs 2024-12-31): 9.2%Derived (calculated)
- EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): 68.2%Derived (calculated)
- EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): 65.1%Derived (calculated)
- Operating income (annual): USD 8.3MSEC XBRL filing
- Cost of revenue (annual): USD 17.19MSEC XBRL filing
- Total operating expenses (annual): USD 46MSEC XBRL filing
- Revenue (annual): USD 71.49MSEC XBRL filing