AudioCodes (NASDAQ:AUDC) Updates FY 2026 Earnings Guidance

AudioCodes (NASDAQ:AUDC) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 0.600-0.750 for the period, compared to the consensus EPS estimate of 0.560. The company issued revenue guidance of $251.0 million-$256.0 million, compared to the consensus revenue estimate of $251.6 million.

Analyst Upgrades and Downgrades

Separately, Wall Street Zen raised shares of AudioCodes from a “buy” rating to a “strong-buy” rating in a research note on Saturday, June 27th. Two analysts have rated the stock with a Hold rating, Based on data from MarketBeat, the company currently has a consensus rating of “Hold”.

AudioCodes Stock Performance

Shares of AUDC stock traded down $0.35 on Wednesday, hitting $9.69. 104,735 shares of the company’s stock traded hands, compared to its average volume of 124,771. The stock has a market capitalization of $246.51 million, a price-to-earnings ratio of 38.75 and a beta of 0.96. The company’s fifty day simple moving average is $9.63 and its 200 day simple moving average is $8.78. AudioCodes has a one year low of $6.95 and a one year high of $10.86.

AudioCodes (NASDAQ:AUDC) last posted its quarterly earnings results on Tuesday, August 4th. The communications equipment provider reported $0.15 earnings per share for the quarter, topping the consensus estimate of $0.14 by $0.01. AudioCodes had a net margin of 2.79% and a return on equity of 6.33%. The business had revenue of $62.96 million during the quarter, compared to the consensus estimate of $62.40 million. AudioCodes has set its FY 2026 guidance at 0.600-0.750 EPS.

AudioCodes Dividend Announcement

The business also recently declared a dividend, which will be paid on Thursday, September 3rd. Shareholders of record on Wednesday, August 19th will be paid a $0.20 dividend. This represents a yield of 398.0%. The ex-dividend date of this dividend is Wednesday, August 19th. AudioCodes’s payout ratio is 160.00%.

Key Stories Impacting AudioCodes

Here are the key news stories impacting AudioCodes this week:

• Positive Sentiment: AudioCodes reported second-quarter revenue of $62.96 million, up 3.1% year over year and slightly above the $62.40 million analyst consensus. Non-GAAP earnings were $0.15 per share, topping estimates by $0.01, while services revenue increased 6.2% to $34.6 million. AudioCodes Reports Second Quarter 2026 Results
• Positive Sentiment: Management raised or reaffirmed a favorable fiscal 2026 EPS outlook of $0.60 to $0.75, above the $0.56 consensus estimate. The guidance implies continued profitability and is a supportive factor for the stock, although the revenue forecast of $251 million to $256 million is roughly consistent with expectations. AudioCodes Earnings Report
• Positive Sentiment: AudioCodes declared a semiannual dividend of $0.20 per share, payable September 3 to shareholders of record on August 19. The distribution reinforces shareholder returns, though the reported 398% yield appears to be a data error; based on the current share price, the annualized yield would be materially lower. AudioCodes Dividend Announcement
• Neutral Sentiment: The company scheduled a September 9 shareholder meeting to confirm its directors and auditor. The meeting is primarily an administrative corporate-governance matter and is unlikely to materially affect near-term valuation. AudioCodes Shareholder Meeting Announcement
• Negative Sentiment: GAAP net income was only $0.5 million, or $0.02 per diluted share, with a 2.79% net margin. The relatively small earnings beat and limited revenue growth may be insufficient to support the stock’s valuation, particularly after its recent advance.

Institutional Investors Weigh In On AudioCodes

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Raymond James Financial Inc. bought a new stake in AudioCodes in the 2nd quarter worth $43,000. Barclays PLC boosted its holdings in shares of AudioCodes by 3,621.4% during the fourth quarter. Barclays PLC now owns 7,294 shares of the communications equipment provider’s stock worth $64,000 after purchasing an additional 7,098 shares during the period. Jump Financial LLC bought a new stake in shares of AudioCodes in the second quarter worth about $127,000. NewEdge Advisors LLC purchased a new position in AudioCodes during the 4th quarter valued at about $150,000. Finally, SIH Partners LLLP bought a new position in AudioCodes during the 3rd quarter valued at approximately $170,000. 68.05% of the stock is currently owned by institutional investors.

AudioCodes Company Profile

AudioCodes Ltd is a global provider of advanced voice networking and media processing solutions for enterprises and service providers. The company designs and manufactures a comprehensive portfolio of products, including session border controllers (SBCs), media gateways, IP phones, management and monitoring software, and cloud-based communications microservices. Its offerings support a wide range of unified communications (UC) and contact center deployments, enabling secure, high-quality voice connectivity across on-premises, hybrid and cloud environments.

Founded in 1993 and headquartered in Rosh Ha’Ayin, Israel, AudioCodes serves customers in North America, Europe, Asia-Pacific and Latin America.