Added to YB: 2026-07-06
Pitch date: 2026-07-02
RDCM [neutral]
RADCOM Ltd.
-2.48%
current return
Author Info
No bio for this author
Company Info
RADCOM Ltd. provides cloud-native and 5G-ready network intelligence solutions for communication service providers (CSPs).
Market Cap
$243.7M
Pitch Price
$14.52
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.65
P/E
19.69
EV/Sales
1.88
Sector
Software
Category
growth
RADCOM (RDCM) Part II: Starlink Is Forcing Terrestrial Carriers Into Action
RDCM (update): Starlink assembling 4th US MNO (2029-30) forces terrestrial carriers to accelerate 5G SA capex—defensively vs satellite best-effort, offensively for agentic AI. 5G core spend +83% YoY. RDCM is scarce cloud-native NWDAF assurance asset; only one buyable. $224M cap, $108M net cash, 70% recurring, ~20% op margin. M&A targets: NTCT, VIAV, KEYS, CSCO, hyperscalers, PE. Scarcity premium unpriced.
Read full article (8 min)