Israel's Radcom Q4 EPS tops estimates on AI strength

Reuters
Feb 11
Israel's Radcom Q4 EPS tops estimates on AI strength

Overview

  • AI-powered assurance solutions provider's Q4 revenue grew 15.9% yr/yr

  • U.S.-listed company's adjusted EPS for Q4 beat analyst expectations

  • Company announced new Chairman of the Board

Outlook

  • Radcom provides full-year 2026 revenue growth guidance of 8% to 12%

Result Drivers

  • AI-POWERED SOLUTIONS - Radcom's AI-driven assurance solutions contributed to revenue growth as telecom operators seek network efficiency and improved customer experience

  • STRONG CASH POSITION - Radcom ended 2025 with record cash levels of $109.9 mln and no debt, supporting financial strength

  • CUSTOMER BASE EXPANSION - Company aims to expand Tier-1 customer footprint and deepen ecosystem partnerships for sustainable growth

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q4 Revenue

Beat

$18.86 mln

$18.46 mln (2 Analysts)

Q4 Adjusted EPS

Beat

$0.31

$0.26 (2 Analysts)

Q4 Net Income

$3.64 mln

Q4 Gross Profit

$14.49 mln

Q4 Operating Expenses

$11.80 mln

Q4 Operating Income

$2.69 mln

Q4 Pretax Profit

$3.89 mln

Analyst Coverage

  • The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the communications & networking peer group is "buy."

  • Wall Street's median 12-month price target for Radcom Ltd is $18.00, about 40.3% above its February 10 closing price of $12.83

  • The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 14 three months ago

Press Release: ID:nPn68crGka

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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