Added to YB: 2026-08-03
Pitch date: 2026-07-30
RDCM [neutral]
RADCOM Ltd.
+1.79%
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
$171.4M
Pitch Price
$10.06
Price Target
25.00 (+150%)
Dividend
N/A
EV/EBITDA
6.03
P/E
13.85
EV/Sales
0.90
Sector
Software
Category
special_situation
RADCOM (RDCM) Cuts Guidance: Analysis
RDCM (update): Pre-announced Q2'26 rev ~$12M (vs $18.6M Q1); FY26 guide cut to $57-63M from $76-82M. Stock -23% to $9.77 despite $6.50/sh cash, recurring rev base. Cause likely AT&T/Ericsson Open RAN component delays (temporary), not demand collapse. $35 bull case delayed but M&A odds rise (NetScout/VIAVI). Activist bloc (38%) could push buyback + $2.50 special div + strategic review to move stock to teens. Fair value $24-25.
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