Radcom (NASDAQ:RDCM) Announces Earnings Results

Radcom (NASDAQ:RDCM) released its earnings results on Wednesday. The technology company reported $0.31 EPS for the quarter, topping the consensus estimate of $0.23 by $0.08, FiscalAI reports. The company had revenue of $18.86 million during the quarter, compared to analysts’ expectations of $18.46 million. Radcom had a net margin of 15.38% and a return on equity of 10.73%.

Here are the key takeaways from Radcom’s conference call:

• RADCOM reported a record $71.5 million in 2025 revenue (up 17.2% YoY), Q4 revenue of $18.9 million, record margins and net income, and ended the year with $109.9 million in cash and no debt.
• The company guided to 8%–12% revenue growth for 2026, noting this depends on timing of tier‑one deal closures and continued expansion within existing customers.
• RADCOM is prioritizing Agentic AI and its new ACE high‑capacity data capture solution—claiming up to a 75% reduction in total cost of ownership—and expects initial contributions from partnerships with NVIDIA and ServiceNow in 2026.
• Customer traction includes a new win with 1GLOBAL (covering 43 million subscribers), expansions via Rakuten Symphony, and continued deployment with large operators like AT&T, supporting the company’s land‑and‑expand strategy.

Radcom Trading Down 7.6%

Shares of NASDAQ RDCM traded down $0.97 during trading on Wednesday, reaching $11.86. The company had a trading volume of 144,163 shares, compared to its average volume of 86,642. Radcom has a twelve month low of $9.88 and a twelve month high of $15.15. The stock has a 50-day moving average price of $12.96 and a two-hundred day moving average price of $13.33. The stock has a market capitalization of $194.58 million, a PE ratio of 18.25 and a beta of 0.56.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on the company. Needham & Company LLC reissued a “buy” rating and set a $18.00 target price on shares of Radcom in a research note on Tuesday, November 25th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Radcom in a research note on Monday, December 22nd. One investment analyst has rated the stock with a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, Radcom has a consensus rating of “Moderate Buy” and a consensus price target of $18.00.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the company. Private Advisor Group LLC acquired a new stake in shares of Radcom during the 3rd quarter worth about $4,058,000. Russell Investments Group Ltd. lifted its stake in shares of Radcom by 1.5% during the third quarter. Russell Investments Group Ltd. now owns 101,990 shares of the technology company’s stock valued at $1,477,000 after buying an additional 1,542 shares during the period. Marshall Wace LLP boosted its position in Radcom by 20.5% during the second quarter. Marshall Wace LLP now owns 110,127 shares of the technology company’s stock worth $1,497,000 after acquiring an additional 18,708 shares during the last quarter. Janney Montgomery Scott LLC grew its stake in Radcom by 1.2% in the 4th quarter. Janney Montgomery Scott LLC now owns 322,099 shares of the technology company’s stock worth $4,213,000 after acquiring an additional 3,750 shares during the period. Finally, Virtus Advisers LLC purchased a new stake in Radcom in the 3rd quarter worth approximately $360,000. Institutional investors and hedge funds own 48.32% of the company’s stock.

About Radcom

Radcom Ltd. (NASDAQ: RDCM) is a provider of cloud-based service assurance and analytics solutions designed to help communications service providers monitor and optimize the performance of their networks. Its flagship product, RADCOM ACE, delivers real-time visibility into service quality, subscriber experience and network resource utilization across traditional and virtualized architectures. By combining packet-level data collection with advanced analytics and machine-learning algorithms, Radcom enables carriers to detect, troubleshoot and resolve network and service issues before they impact end users.

Founded in 1991 and headquartered in Tel Aviv, Israel, Radcom has evolved from an early vendor of network testing equipment into a specialist in end-to-end assurance for voice, data, video and next-generation services.