Added to YB: 2026-06-23
Pitch date: 2026-06-19
RDCM [bullish]
RADCOM Ltd.
Author Info
I hunt patiently for 100-baggers in the realm from small to mid-cap preferably for underfollowed companies. The goal is to find asymmetric bets, with high upside, limited downside and always exposed to additional outsized optionality. Sign up for the newsletter.
Company Info
RADCOM Ltd. provides cloud-native and 5G-ready network intelligence solutions for communication service providers (CSPs).
Market Cap
$213.6M
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.89
P/E
17.25
EV/Sales
1.47
Sector
Software
Category
value
A cheap AI-resilient software play - RADCOM Ltd.
RDCM: Israeli telecom software co (service assurance/network observability), flagship AI platform RADCOM ACE + new Neura AI agent suite. 2025 record $71.5M rev (+10%), ~17% net margin, $108M cash, no debt. EV only $103M = ~8x earnings, PEG 0.7. Activists pushing to unlock cash. Cheap compounder.
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