Added to YB: 2026-08-20
Pitch date: 2026-08-17
RDCM [bullish]
RADCOM Ltd.
-1.55%
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
$173.1M
Pitch Price
$10.35
Price Target
30.00 (+194%)
Dividend
N/A
EV/EBITDA
12.16
P/E
24.65
EV/Sales
0.98
Sector
Software
Category
growth
RADCOM (RDCM) Q2 2026: Guide Reaffirmed, Buyback Confirmed, and the Best-of-Breed Case Just Got Stronger
RDCM (added to position): Cloud-native 5G SA assurance leader, 100% greenfield win rate. Q2 rev $11.8M, FY26 guide $57-63M reaffirmed. $22.5M buyback (~19-21% float) starts Oct. Two new displacement wins; NetScout Tier-1 win possibly by Q3. $109.7M cash ($6.50/sh), no debt. Author sees $30 buyout value vs $10 stock, ~$3-4 downside. 70% recurring, double-digit 2027 growth expected.
Read full article (12 min)