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Technology - Communication Equipment - NASDAQ - IL
$ 8.21
-1.68 %
$ 246 M
Market Cap
20.53
P/E
1. INTRINSIC VALUE

AudioCodes Ltd. provides advanced communications software, products, and productivity solutions for the digital workplace. The company offers solutions, products, and services for unified communications, contact centers, VoiceAI business line, and service provider business. Its products include session border controllers, life cycle management solutions, VoIP network routing solutions, media gateways and servers, multi-service business routers, IP phones solutions, and value-added applications, as well as professional services. The company also offers One Voice Operations Center, a voice network management solution; Device Manager for administering business phones and meeting room solutions; AudioCodes Routing Manager for handling call routing in VoIP networks; and User Management Pack 365 simplifies user lifecycle and identity management across Microsoft Teams and Skype for Business deployments.[ Read More ]

The intrinsic value of one AUDC stock under the base case scenario is HIDDEN Compared to the current market price of 8.21 USD, AudioCodes Ltd. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart AUDC

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FINANCIALS
244 M REVENUE
-11.16%
14.4 M OPERATING INCOME
-53.94%
8.78 M NET INCOME
-69.16%
14.9 M OPERATING CASH FLOW
79.82%
20 M INVESTING CASH FLOW
201.54%
-28.9 M FINANCING CASH FLOW
40.62%
60.2 M REVENUE
-0.10%
4.87 M OPERATING INCOME
-1.30%
2.68 M NET INCOME
-29.01%
7.87 M OPERATING CASH FLOW
363.33%
3.78 M INVESTING CASH FLOW
169.92%
-9.03 M FINANCING CASH FLOW
-730.21%
Balance Sheet Decomposition AudioCodes Ltd.
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Current Assets 143 M
Cash & Short-Term Investments 38.2 M
Receivables 51.1 M
Other Current Assets 53.3 M
Non-Current Assets 195 M
Long-Term Investments 85.3 M
PP&E 47.6 M
Other Non-Current Assets 62 M
Current Liabilities 84.2 M
Accounts Payable 7.56 M
Short-Term Debt 7.88 M
Other Current Liabilities 68.8 M
Non-Current Liabilities 65.2 M
Long-Term Debt 31.4 M
Other Non-Current Liabilities 33.8 M
EFFICIENCY
Earnings Waterfall AudioCodes Ltd.
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Revenue 244 M
Cost Of Revenue 86 M
Gross Profit 158 M
Operating Expenses 144 M
Operating Income 14.4 M
Other Expenses 5.64 M
Net Income 8.78 M
RATIOS
64.80% GROSS MARGIN
64.80%
5.90% OPERATING MARGIN
5.90%
3.59% NET MARGIN
3.59%
4.67% ROE
4.67%
2.60% ROA
2.60%
4.68% ROIC
4.68%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis AudioCodes Ltd.
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Net Income 8.78 M
Depreciation & Amortization 2.6 M
Capital Expenditures -5.96 M
Stock-Based Compensation 11.4 M
Change in Working Capital -9.79 M
Others 46 K
Free Cash Flow 8.93 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets AudioCodes Ltd.
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Wall Street analysts predict an average 1-year price target for AUDC of $19.8 , with forecasts ranging from a low of $14 to a high of $27 .
AUDC Lowest Price Target Wall Street Target
14 USD 70.52%
AUDC Average Price Target Wall Street Target
19.8 USD 140.56%
AUDC Highest Price Target Wall Street Target
27 USD 228.87%
4. DIVIDEND ANALYSIS
1.85% DIVIDEND YIELD
0.18 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership AudioCodes Ltd.
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
16 years ago
Aug 01, 2008
Bought 0 USD
SOROS FUND MANAGEMENT LLC
10 percent owner
+ 0
18.71 USD
16 years ago
Jul 28, 2008
Bought 0 USD
SOROS FUND MANAGEMENT LLC
10 percent owner
+ 0
18.71 USD
16 years ago
Jul 09, 2008
Bought 0 USD
SOROS FUND MANAGEMENT LLC
10 percent owner
+ 0
18.71 USD
16 years ago
Jun 23, 2008
Bought 0 USD
SOROS FUND MANAGEMENT LLC
10 percent owner
+ 0
18.71 USD
16 years ago
May 14, 2008
Bought 0 USD
SOROS FUND MANAGEMENT LLC
10 percent owner
+ 0
18.71 USD
16 years ago
Mar 12, 2008
Bought 0 USD
SOROS FUND MANAGEMENT LLC
10 percent owner
+ 0
18.71 USD
16 years ago
Feb 14, 2008
Bought 0 USD
SOROS FUND MANAGEMENT LLC
10 percent owner
+ 0
18.71 USD
7. News
AudioCodes Ltd. (AUDC) Q3 2024 Earnings Call Transcript AudioCodes Ltd. (NASDAQ:AUDC ) Q3 2024 Earnings Conference Call November 6, 2024 8:30 AM ET Company Participants Roger Chuchen - Vice President, Investor Relations Shabtai Adlersberg - President and Chief Executive Officer Niran Baruch - Vice President of Finance and Chief Financial Officer Conference Call Participants Ryan Koontz - Needham & Company Billy Fitzsimmons - Jefferies Operator Greetings. seekingalpha.com - 1 week ago
AudioCodes (AUDC) Q3 Earnings and Revenues Lag Estimates AudioCodes (AUDC) came out with quarterly earnings of $0.16 per share, missing the Zacks Consensus Estimate of $0.25 per share. This compares to earnings of $0.25 per share a year ago. zacks.com - 1 week ago
AudioCodes Reports Third Quarter 2024 Results OR YEHUDA, Israel , Nov. 6, 2024 /PRNewswire/ --  Third Quarter Highlights Quarterly revenues decreased by 2.2% year-over-year to $60.2 million; Quarterly service revenues increased by 6.4% year-over-year to $32.5 million; GAAP results:- Quarterly GAAP gross margin was 65.2%;- Quarterly GAAP operating margin was 8.1%;- Quarterly GAAP EBITDA was $5.9 million;- Quarterly GAAP net income was $2.7 million, or $0.09 per diluted share.  Non-GAAP results:- Quarterly Non-GAAP gross margin was 65.6%;- Quarterly Non-GAAP operating margin was 11.7%;- Quarterly Non-GAAP EBITDA was $7.9 million;- Quarterly Non-GAAP net income was $4.9 million, or $0.16 per diluted share. prnewswire.com - 1 week ago
AudioCodes Meeting Insights Now Supports Zoom Meetings Meeting Insights' support for Microsoft Teams and Zoom unifies recap across UCaaS platforms and empowers enterprise-wide centralized collaboration OR YEHUDA, Israel , Oct. 28, 2024 /PRNewswire/ -- Highlights: Meeting Insights expands support to Zoom meetings, in addition to Microsoft Teams, providing a unified meeting intelligence solution across unified communications as a service (UCaaS) platforms. By supporting both Microsoft Teams and Zoom, Meeting Insights enables organizations to centralize insights from all meeting data, providing a comprehensive view of organizational knowledge and fostering informed decision-making. prnewswire.com - 2 weeks ago
AudioCodes Announces Third Quarter 2024 Reporting Date OR YEHUDA, Israel , Oct. 7, 2024 /PRNewswire/ -- AudioCodes (NASDAQ: AUDC), a leading vendor of advanced communications software, products and productivity solutions for the digital workplace, today announced that it will release financial results for its Third quarter 2024 on Wednesday, November 6, 2024, before the market open on NASDAQ, reflecting the quarterly period ended September 30, 2024. AudioCodes' financial results will be released over the news wires and will also be posted on its corporate website. prnewswire.com - 1 month ago
Strength Seen in AudioCodes (AUDC): Can Its 6.7% Jump Turn into More Strength? AudioCodes (AUDC) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term. zacks.com - 1 month ago
Is AudioCodes (AUDC) Stock Undervalued Right Now? Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. zacks.com - 1 month ago
3 Communication Stocks to Gain From Integrated Cloud & Fiber Network Increased fiber densification, cloud focus and accelerated pace of 5G deployment should help the Zacks Communication - Components industry thrive despite short-term headwinds. ANET, HLIT and AUDC are well-positioned to make the most of the demand for seamless connectivity solutions. zacks.com - 2 months ago
Is AudioCodes (AUDC) a Great Value Stock Right Now? Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. zacks.com - 2 months ago
Should Value Investors Buy AudioCodes (AUDC) Stock? Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. zacks.com - 3 months ago
AudioCodes Meeting Insights Selected as Winner of 'Best Use of AI' Category in UC Awards 2024 Meeting Insights employs conversational AI to transform how organizations manage and leverage crucial information from Microsoft Teams meetings OR YEHUDA, Israel , July 31, 2024 /PRNewswire/ -- Highlights Meeting Insights is part of AudioCodes' growing offering of SaaS applications designed to meet evolving market demands for more flexible, scalable and integrated solutions for the modern workplace. The award's judges recognized Meeting Insights' ability to leverage conversational AI to enhance users' productivity and overall communications experience. prnewswire.com - 3 months ago
AudioCodes Ltd. (AUDC) Q2 2024 Earnings Call Transcript AudioCodes Ltd. (NASDAQ:AUDC ) Q2 2024 Earnings Conference Call July 30, 2024 8:30 AM ET Company Participants Roger Chuchen - Vice President, Investor Relations Shabtai Adlersberg - President and Chief Executive Officer Niran Baruch - Vice President of Finance and Chief Financial Officer Conference Call Participants Eamon Coughlin - Barclays Ryan Koontz - Needham & Company. seekingalpha.com - 3 months ago
8. Profile Summary

AudioCodes Ltd. AUDC

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COUNTRY IL
INDUSTRY Communication Equipment
MARKET CAP $ 246 M
Dividend Yield 1.85%
Description AudioCodes Ltd. provides advanced communications software, products, and productivity solutions for the digital workplace. The company offers solutions, products, and services for unified communications, contact centers, VoiceAI business line, and service provider business. Its products include session border controllers, life cycle management solutions, VoIP network routing solutions, media gateways and servers, multi-service business routers, IP phones solutions, and value-added applications, as well as professional services. The company also offers One Voice Operations Center, a voice network management solution; Device Manager for administering business phones and meeting room solutions; AudioCodes Routing Manager for handling call routing in VoIP networks; and User Management Pack 365 simplifies user lifecycle and identity management across Microsoft Teams and Skype for Business deployments. In addition, it provides AudioCodes Live for Microsoft Teams, a portfolio of managed services for simplifying Teams adoption; appliances for Microsoft Skype/Teams for Business such as survivable branch appliances, CCE, and CloudBond 365; and a range of value-added voice applications comprising SmartTAP, Voca, VoiceAI Connect, and Meeting Insights. Further, the company offers managed services; and AudioCodes Live Cloud, a Microsoft Teams software as a service solution that enables service providers to offer their business customers a seamless migration to Microsoft Teams. It primarily markets and sells its products through a direct sales force and sales representatives to original equipment manufacturers, network equipment providers, and systems integrators and distributors in the telecommunications and networking industries. The company primarily operates in the Americas, Europe, the Far East, and Israel. AudioCodes Ltd. was incorporated in 1992 and is headquartered in Lod, Israel.
Contact 1 Hayarden Street, Lod, 7019900 https://www.audiocodes.com
IPO Date May 28, 1999
Employees 950
Officers Ms. Tal Dor Vice President of Human Resources Mr. Ofer Nimtsovich Chief Operating Officer Mr. Lior Aldema Executive Vice President & Chief Business Officer Mr. Shabtai Adlersberg Co-Founder, President, Chief Executive Officer & Director Roger L. Chuchen Vice President of Investor Relations