Added to YB: 2026-06-30
Pitch date: 2026-06-26
RDCM [bullish]
RADCOM Ltd.
+1.84%
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
$224.8M
Pitch Price
$13.62
Price Target
28.00 (+102%)
Dividend
N/A
EV/EBITDA
10.92
P/E
18.16
EV/Sales
1.62
Sector
Software
Category
special_situation
Is RADCOM (RDCM) The Next Big AI Winner?
RDCM: Telecom assurance software, activist special situation. $109.9M net cash (51% of mkt cap), zero debt, EV ~1.45x sales/6.8x FCF on 17% growth, 73% GM. 38% activist bloc seated M&A-focused board May 2026. 5G SA inflection (+83% YoY core spend) favors cloud-native ACE/Neura vs legacy probes (NTCT/VIAV). Cost takeout ~50% OpEx → 40%+ margins. Catalysts: $60-80M special div, strategic review, NTCT/VIAV/KEYS sale. Bear $15 floor, base $22, bull $33-36 (45%); PW FV ~$28 vs $12.80.
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