Radcom (RDCM)

• Market cap: $176M
• 1 day: 5.69%
• 5 days: -1.35%
• 1 month: -6.33%
• 3 months: -18.16%
• 6 months: -0.18%
• Year to date: -6.09%
• 1 year: 12.08%
• 5 years: 64.66%
• 10 years: 9.72%
• Sector: Communication Services
• Industry: Telecom Services

About: Radcom Ltd Ltd is engaged in providing network intelligence, 5G ready cloud-native, network intelligence solutions for telecom operators transitioning to 5G. The company has a network intelligence solution for 5G namely Radcom ACE. Its products consist of Radcom Network Visibility, Radcom Service Assurance, and Radcom Network Insights. It has offices in Israel, the United States, Brazil, and India. Key revenue is derived from sales in North America.

Employees: 307

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

180% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 5

44% more capital invested

Capital invested by funds: $65.5M [Q3] → $94.4M (+$29M) [Q4]

33% more funds holding in top 10

Funds holding in top 10: 3 [Q3] → 4 (+1) [Q4]

32% more funds holding

Funds holding: 28 [Q3] → 37 (+9) [Q4]

8.45% more ownership

Funds ownership: 40.39% [Q3] → 48.84% (+8.45%) [Q4]

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $16 46% upside
• Avg. target: $16 46% upside
• High target: $16 46% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Needham Ryan Koontz 24% 1-year accuracy 26 / 107 met price target

46% upside $16

Buy Reiterated

17 Jan 2025