Handelsavisen
prelaunch
RD
RDCM.O NASDAQ Communications & Networking

Radcom Ltd

$14,16
Open in Charts → Attach watcher ⌖
USD
Set alert
Last 30 days
1D5D1M3M6MYTD1Y5YMax
Live price chart loads from the market-data widget.
Mcap
237,0M USD
P/E
EV / Rev
Div yield
Op margin
11,6 %
ROE
10,5 %
Net margin
16,8 %
Debt / equity
0,00
Beta
52w range
Volume
Day range
Prev close
$14,83
Open
Next earnings
2026-07-28
Ex-dividend
TR 1Y
About

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.

Classification92 %
SectorTechnology
Business sectorTechnology Equipment
IndustryCommunications & Networking
Generated · model-assisted
Sell-side consensus
BUY2 analysts
2 buy0 hold0 sell
Avg 12m price target18,00

Analyst recommendations

2 analysts · consensus Buy
Buy2
Hold0
Sell0
12-month price target
18,00
Consensus of sell-side coverage.
Upcoming events
  • EarningsQ2 2026 earnings (expected)2026-07-28 · estimated
See all catalysts →

At a glance

Score
87
composite score
Valuation
valuation pending
Analysts
Buy
2 analysts · indicative
Ownership
UBS Financial Services, Inc.
largest disclosed fund holder
Profitability
10,5 %
return on equity
Quality
57
quality score (0-100)

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.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning RDCM.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,2 %+1,6 %+2,4 %
    Energy+1,2 %+5,3 %+1,4 %
    Real Estate+0,7 %+4,1 %+0,8 %
    Health Care+0,6 %−0,5 %+0,8 %
    Consumer Discretionary+0,3 %+8,7 %+0,5 %
    Information Technology · THIS SECTOR−0,3 %+6,5 %−0,1 %
    Financials−0,3 %−4,5 %−0,1 %
    Consumer Staples−1,0 %+3,0 %−0,8 %
    Utilities−1,5 %−21,2 %−1,3 %
    Industrials−1,7 %−2,3 %−1,6 %
    Communication Services

    Developing storylines

    No tracked sagas currently linked to RDCM.O. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-07-07 ↑ At a glance

    Opportunity

    — missing data

    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

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Composite score87 / 100
    Composite score 0-100 · Data quality 0,57
    Data quality0,57 / 1.00

    Synthesis

    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.

    Classification92 %
    SectorTechnology
    Business sectorTechnology Equipment
    IndustryCommunications & Networking
    AI synthesis
    GENERATED

    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.

    Key takeaways
    • 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-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $14,16
    Market cap
    $252.7M
    Enterprise value
    $222.3M
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    15.2x
    P / B
    2.2x
    P / Tangible book
    2.2x
    Tangible book
    $114.1M
    Net cash
    $30.5M
    Current ratio
    5.8
    Debt / equity
    0.0
    ROA
    8.3%
    ROE
    10.5%
    Cash conversion
    122.0%
    CapEx / revenue
    -0.5%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    INDUSTRYSEGMENTCOMPANYTechnologyIndustryCommunications & Networking154,4B node revenueCSCO 36,7%ERIC 16,2%NOK 14,7%MSI 7,6%ANET 5,8%GRMN 4,7%CIEN 3,1%VSAT 3,0%Other 8,2%
    Source: company disclosures · own-taxonomy revenue-covered setRDCM 0,1% · rank #20 of 27

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    Peer comparison8 peers · vs RDCM · multiples and returns
    CS
    CSCO
    CISCO SYSTEMS, INC.
    $113,80
    453,7B USD
    P/E
    50,5x
    +29,4 vs self
    Div yield
    1,4 %
    vs self
    ROE
    19,2 %
    +8,7 vs self
    ER
    ERIC
    Telefonaktiebolaget LM Ericsson
    $10,94
    33,6B USD
    P/E
    vs self
    Div yield
    2,6 %
    vs self
    ROE
    -13,3 %
    -23,8 vs self
    NO
    NOK
    Nokia Corp-spon Adr
    P/E
    vs self
    Div yield
    vs self
    ROE
    vs self
    MS
    MSI
    Motorola Solutions Inc
    $422,83
    71,0B USD
    P/E
    179,8x
    +158,8 vs self
    Div yield
    1,1 %
    vs self
    ROE
    14,4 %
    +3,9 vs self
    AN
    ANET
    Arista Networks, Inc
    $168,00
    211,5B USD
    P/E
    291,9x
    +270,8 vs self
    Div yield
    vs self
    ROE
    8,1 %
    -2,4 vs self
    GR
    GRMN
    Garmin Ltd.
    $225,75
    43,5B USD
    P/E
    150,4x
    +129,3 vs self
    Div yield
    1,7 %
    vs self
    ROE
    4,3 %
    -6,2 vs self
    CI
    CIEN
    CIENA CORPORATION
    $423,00
    61,8B USD
    P/E
    231,1x
    +210,0 vs self
    Div yield
    vs self
    ROE
    12,7 %
    +2,2 vs self
    VS
    VSAT
    Viasat Inc
    $83,31
    11,3B USD
    P/E
    vs self
    Div yield
    vs self
    ROE
    -12,6 %
    -23,1 vs self

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    1,17
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    2
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-23 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate1,17
    Revenueno estimateno estimate78,2M USD
    Operating incomeno estimateno estimate16,6M USD
    Full-year consensus mean (period as reported by source) · consensus in USD. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-07-07

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution2 analysts
    Strong buy1
    Buy1
    Hold0
    Sell0
    Strong sell0
    12-month price target$18,00 · Median $18,00
    Low $18,00High $18,00
    Operating income · consensus16,6M USD
    EPS surprise
    −6,4 %
    reported vs consensus · miss
    Revenue surprise
    −8,5 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$18,00
    Mean$18,00
    Median$18,00
    High$18,00
    Spot$14,16
    +27.1 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin11,6 %Above P75
    Net Margin16,8 %Best in class
    ROE10,5 %Above P75
    Capex / Rev-0,5 %Above P75
    D/E0,00Above P75
    Cash Conv1,22Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    Derivative transactions

    Net acquired 79 356 sh5 grants5 insiders
    • Totah SamiDirector · Share Options (right to buy) → Ordinary SharesAcquired 7 900 @ $14,81grant · 2026-05-24
    • Levit GuyDirector · Share Options (right to buy) → Ordinary SharesAcquired 20 903 @ $14,60grant · 2026-05-24
    • Jacob TomerDirector · Share Options (right to buy) → Ordinary SharesAcquired 20 903 @ $14,60grant · 2026-05-24
    • Aaronson LiatDirector · Share Options (right to buy) → Ordinary SharesAcquired 20 903 @ $14,60grant · 2026-05-24
    • SCHWARTZ RAMIDirector · Share Options (right to buy) → Ordinary SharesAcquired 8 747 @ $12,82grant · 2026-03-19

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • Radcom Ltd Market data — financials · 2026-05-29
    • Radcom Ltd Market data — analyst estimates · 2026-05-29

    Ownership & reference

    Top holders

    • UBS Financial Services, Inc.Investment Managers · as of 2026-03-310,00 %$0M
    • Northern Trust Investments, Inc.Investment Managers · as of 2026-03-310,00 %$0M
    • Morgan Stanley Smith Barney LLCInvestment Managers · as of 2026-03-310,00 %$0M
    • JONES FINANCIAL COMPANIES LLLPInstitutional Investor · as of 2026-03-310,00 %$0M
    • Geode Capital Management, L.L.C.Investment Managers · as of 2026-03-310,00 %$0M
    • BlackRock Institutional Trust Company, N.A.Investment Managers · as of 2024-06-300,00 %$0M
    • Wells Fargo AdvisorsBrokerage Firms · as of 2026-03-310,00 %$0M

    Insider activity

    Net selling0 buys · 2 sellsnet -$89K6 insiders · last 365d
    • AMIT RAMChief Technology Officer · Ordinary SharesSold 3 000 @ $15,65$47K · 2026-06-01
    • Totah SamiDirector · Ordinary SharesOther 5 925 · 2026-05-24
    • Levit GuyDirector · Ordinary SharesOther 15 667 · 2026-05-24
    • Jacob TomerDirector · Ordinary SharesOther 15 667 · 2026-05-24
    • Aaronson LiatDirector · Ordinary SharesOther 15 667 · 2026-05-24
    • AMIT RAMChief Technology Officer · Ordinary SharesSold 3 000 @ $13,95$42K · 2026-05-20
    • SCHWARTZ RAMIDirector · Ordinary SharesOther 6 560 · 2026-03-19

    Short positioning

    150.5Kshares short-1.8% vs prior
    1days to cover
    50.3%short of daily vol
    1.4Kfails-to-deliver
    as of 2026-06-15 · short-interest report (free)

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    RDCM.OCanonical
    NASDAQ · USD

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    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
    Showing 24 of 60 surfaced claims.
    Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.

    The Thread

    Everything we know, in order
    2026-07-28EVENTUpcomingQ2 2026 earnings (expected) estimated date
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-20 12:34 UTCANALYSTAnalyst coverage initiated
    2026-06-01 00:00 UTCINSIDER1 insider transaction — 2026-06
    2026-06-01INSIDERAMIT RAM sold 3.0k sh Ordinary Shares — Chief Technology Officer ~$47k
    2026-05-24 00:00 UTCINSIDER9 insider transactions — 2026-05 4 derivative
    2026-05-24INSIDERTotah Sami transacted 5.9k sh Ordinary Shares — Director
    2026-05-24INSIDERLevit Guy transacted 15.7k sh Ordinary Shares — Director
    2026-05-24INSIDERJacob Tomer transacted 15.7k sh Ordinary Shares — Director
    2026-05-24INSIDERAaronson Liat transacted 15.7k sh Ordinary Shares — Director
    2026-05-24INSIDERTotah Sami acquired 7.9k sh Share Options (right to buy) — Director
    2026-05-24INSIDERLevit Guy acquired 20.9k sh Share Options (right to buy) — Director
    2026-05-24INSIDERJacob Tomer acquired 20.9k sh Share Options (right to buy) — Director
    2026-05-24INSIDERAaronson Liat acquired 20.9k sh Share Options (right to buy) — Director
    2026-05-20INSIDERAMIT RAM sold 3.0k sh Ordinary Shares — Chief Technology Officer ~$42k
    2026-04-15FILINGCURRENT REPORT →
    2026-03-31FILINGANNUAL REPORT →
    2026-03-19 00:00 UTCINSIDER2 insider transactions — 2026-03 1 derivative
    2026-03-19INSIDERSCHWARTZ RAMI transacted 6.6k sh Ordinary Shares — Director
    2026-03-19INSIDERSCHWARTZ RAMI acquired 8.7k sh Share Options (right to buy) — Director
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-07-07 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage