Audiocodes Ltd AUDC

$8.50 +0.65 (8.28%)

Valuation

Market cap
182,881,000
Revenue TTM
$245,600,000
Net income TTM
$8,960,000
P/E (trailing)
19.62
P/E (forward)
—
Profit margin
3.65%
Debt to equity
0.00

Trading

Volume
143,400
Avg volume
115,390
Day's range
$7.98 – $8.52
Shares out
23,297,000
Stochastic %K
24%
Beta
0.98
Analysts
Moderate Buy
Price target
$12.50

Price

Company profile

AudioCodes Ltd. provides voice communications solutions for enterprises, contact centers, and service providers in the United States, Europe, Eastern Asia, and Israel. The company offers voice networking infrastructure and devices; cloud-based platforms and management solutions; and Voice AI applications. It also provides AudioCodes Live Platform, a cloud-based service delivery platform that enables the provisioning,...

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AudioCodes Ltd. provides voice communications solutions for enterprises, contact centers, and service providers in the United States, Europe, Eastern Asia, and Israel. The company offers voice networking infrastructure and devices; cloud-based platforms and management solutions; and Voice AI applications. It also provides AudioCodes Live Platform, a cloud-based service delivery platform that enables the provisioning, management, and operation of voice connectivity and AI-based communication services across communications and contact center environments; Meeting Insights, an enterprise solution that enables users to record audio and video meeting generated content and creates meeting minutes for Microsoft Teams, Zoom, and Google Meet meetings; Interaction Insights that offers updates, architecture, and feature deployment per tenant; Voca CIC, an omnichannel contact center solution for Microsoft Teams with built-in conversational AI; and VoiceAI Connect and Live Hub. In addition, the company offers solutions for enterprise and services provider business; networking products, such as hardware and software platforms, media gateways, and multi-service business routers; IP phones and meeting room device solutions; RX suite; and professional services and managed service solutions. Further, it provides management and operational solutions comprising AudioCodes One Voice Operations Center, a management platform for voice network devices and services; AudioCodes Device Manager, a lifecycle management solution; and AudioCodes Routing Manager, a centralized call routing management solution for enterprise voice networks. It markets and sells its products through a direct sales force and sales representatives to original equipment manufacturers, network equipment providers, systems integrators, enterprises, carriers, and distributors in the telecommunications and networking industries. AudioCodes Ltd. was incorporated in 1992 and is headquartered in Or Yehuda, Israel.

Industry
Communication Equipment
Sector
Technology
Phone
972 3 976 4000
Website
https://www.audiocodes.com
Address
Park Naimi Building A, 6 Ofra Haza Street, Or Yehuda, Israel

Latest news

Stocktwits

CEOBuysDisclosures Nov 9, 3:00 PM
$AUDC CEO purchased 15,939 shares at $7.91 for a total of $126,140. ADLERSBERG SHABTAI now owns 4,968,192 shares. https://ceo-buys.com
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openmarketalerts Nov 9, 2:59 PM
$AUDC — President & CEO Adlersberg Shabtai bought $126K of stock from Nov 5 to Nov 6. 15,939 shares.
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MikeyMcDermott Nov 6, 4:25 AM
$AUDC worst week in its history down like ~30% from already undemanding valuation. this market is wrecked. meanwhile they just load shares every quarter. never really seen anything like this.
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MikeyMcDermott Nov 5, 7:05 PM
$AUDC I really can't believe how blown out valuations are. As much as investors might not like AUDC results -- slowing Live ARR -- some spending on VoiceAI (suppressing near term EPS) -- this thing trades for like 0.5x EV/revenues at 65% margins and generating like 30-40 million cash which is plowed right back into share repurchases. So at this rate, AUDC can probably buy back 5 million per year -- there will basically be no free float in a year if ValueBase doesn't sell -- co-founders own about 7.5 million and Valuebase 3 million. They can probaby get share count down to 17 million by year end 2027 at this rate.
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MikeyMcDermott Nov 4, 9:05 PM
$AUDC TOOK A HEBREW HAMMERING TODAY. WOW!
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MikeyMcDermott Nov 4, 7:44 PM
$AUDC honestly not sure what is stopping these guys from doing 25 million dutch tender at 11-12. Pull down 2 million shares quickly. They did a big dutch tender back in 2016 time frame. If they get down to 20 million shares, Shabtai and his co-founder will own 35% and Valuebase will own like 15%. They can't find a buyer or take the rest 10 million shares private? This thing needs to be put out of its misery.
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MikeyMcDermott Nov 4, 6:52 PM
$AUDC these dudes loaded 1.5 million in Sept quarter. They got new 30 million authorization in Sept. They have 26 million authorization remaining thru March 27 (and can apply for more with Israeli courts). They probably loaded $4 million in October already, and will likely spend another $10-12 million in November/December. Share count will probably come down to 22 million by year end. This company dowing 260 million revs at 65% margins ... earnings a bit depressed as spending on Voice AI biz which is growing 50% (probably about 20 million run rate.) I think this might snap back after market digests election results which is putting pretty heavy pressure on Israel stocks.
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MikeyMcDermott Nov 4, 6:38 PM
$AUDC these dudes bought back like 6% of the float last quarter. Probably will buy 6-8% this quarter... slow motion take private here. Really blown out valuation at like 190 million market cap and 150 million EV. profitable and have under cover growth driver in VoiceAI. Still melting ice cube in products biz but services now larger % of revenue so overall revenue growth probably continues in 5-8% range while VoiceAI scales 50%.
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