Added to YB: 2026-04-03
Pitch date: 2026-04-01
RDCM [bullish]
RADCOM Ltd.
-1.19%
current return
Author Info
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Company Info
RADCOM Ltd. provides cloud-native and 5G-ready network intelligence solutions for communication service providers (CSPs).
Market Cap
$199.5M
Pitch Price
$12.65
Price Target
25.00 (+100%)
Dividend
N/A
EV/EBITDA
9.15
P/E
17.13
EV/Sales
1.30
Sector
Software
Category
special_situation
Radcom Ltd.
RDCM (new position): Telecom service assurance software co, cloud-native 5G solutions. Lynrock (19.3% owner) + activist group (38.6% votes) pushing strategic alternatives/sale at EGM. Trading 7x 2026E EBIT-to-EV ($13.5M op income, $130M cash YE26). High customer concentration (86% rev from 3 customers) but sticky, business-critical product. 80% incremental margins, 7 consecutive quarters profit growth. AI innovation (Neura, HCUA) strengthens moat. Strategic buyer likely pays 20x EBIT = 100% upside. Downside protected by low valuation + improving fundamentals.
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