Radcom (NASDAQ:RDCM) Announces Earnings Results

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

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 Price Performance

Shares of RDCM traded down $0.23 during midday trading on Thursday, reaching $11.63. 22,617 shares of the stock were exchanged, compared to its average volume of 83,751. Radcom has a twelve month low of $9.88 and a twelve month high of $15.15. The business’s 50-day moving average price is $12.94 and its 200 day moving average price is $13.32. The company has a market capitalization of $190.85 million, a price-to-earnings ratio of 17.89 and a beta of 0.56.

More Radcom News

Here are the key news stories impacting Radcom this week:

• Positive Sentiment: Q4 results beat consensus — Radcom reported $0.31 EPS (above estimates) and revenue of $18.86M, topping expectations; the beat supports near-term upside. Zacks: Radcom Surpasses Q4 Estimates
• Positive Sentiment: Strong FY/operating performance — Radcom announced 17.2% full-year revenue growth and record revenue and operating margins for 2025, signaling continued business momentum. PR Newswire: RADCOM Delivers 17.2% Growth
• Positive Sentiment: Analyst support — Needham & Company reaffirmed a Buy on RDCM and set an $18 price target (~52% above the prior quote), which can attract investor buying and lend credibility to upside expectations. Benzinga: Needham Reaffirms Buy
• Neutral Sentiment: FY2026 guidance mixed — Management provided a revenue range of $77.2M–$80.1M (the consensus cited ~$79.2M), which straddles estimates; the company did not supply a clear EPS target in the release, creating some uncertainty about margin leverage. Radcom Press Release / Slide Deck
• Neutral Sentiment: Investor resources available — Earnings call transcripts and conference materials were posted (useful for deeper diligence but not immediate price drivers). Seeking Alpha: Q4 2025 Transcript Fool: Q4 2025 Transcript
• Neutral Sentiment: Temporary trading halt — RDCM experienced a short LULD pause (intraday volatility control) that briefly halted trading; this indicates elevated intraday movement but is procedural.

Analysts Set New Price Targets

Several research analysts recently commented on the company. Needham & Company LLC reiterated a “buy” rating and issued a $18.00 price target on shares of Radcom in a research report on Wednesday. Weiss Ratings reissued a “hold (c+)” rating on shares of Radcom in a research report on Monday, December 22nd. One analyst has rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $18.00.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the company. Raymond James Financial Inc. purchased a new stake in shares of Radcom during the 2nd quarter worth approximately $34,000. Lazard Asset Management LLC increased its stake in Radcom by 171.1% during the 2nd quarter. Lazard Asset Management LLC now owns 8,136 shares of the technology company’s stock valued at $110,000 after buying an additional 5,135 shares during the period. Bank of America Corp DE lifted its position in Radcom by 93.8% in the third quarter. Bank of America Corp DE now owns 9,014 shares of the technology company’s stock worth $131,000 after purchasing an additional 4,364 shares during the period. Jump Financial LLC acquired a new stake in shares of Radcom in the second quarter valued at $165,000. Finally, Boothbay Fund Management LLC bought a new stake in Radcom during the third quarter worth approximately $211,000. 48.32% of the stock is currently owned by institutional investors and hedge funds.

Radcom Company Profile

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.