AudioCodesAUDC
About: AudioCodes Ltd develops and sells onverged voice over IP and data networking solutions, products and applications to service providers and channels, OEMs, network equipment providers and system integrators. Its products include IP phones, session border controllers, voice applications, multi-service business routers, digital and analog media gateways, among others. The company generates revenues from the sale of products through a direct sales force and sales representatives. Its geographic segments are Israel, Americas, Europe, and the Far East. It derives a majority of the revenues from Americas segment.
Employees: 946
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
100% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 2 (+1) [Q4]
9% more capital invested
Capital invested by funds: $114M [Q3] → $124M (+$10.1M) [Q4]
3.29% more ownership
Funds ownership: 38.83% [Q3] → 42.12% (+3.29%) [Q4]
10% less funds holding
Funds holding: 68 [Q3] → 61 (-7) [Q4]
43% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 14
54% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 28
88% less call options, than puts
Call options by funds: $27K | Put options by funds: $226K
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Barclays Ryan Macwilliams 27% 1-year accuracy 6 / 22 met price target | 12%upside $10 | Underweight Maintained | 5 Feb 2025 |
Needham Ryan Koontz 29% 1-year accuracy 30 / 102 met price target | 40%upside $12.50 | Buy Maintained | 5 Feb 2025 |
Financial journalist opinion









