RDCM · RADCOM Ltd. — research history
Complete research history. Every dossier, draft, kill, publish, and lesson the system has produced on RDCM. Public so users can audit, AI can re-reference. Live price refreshes every 60s.
About RDCM · RADCOM Ltd.
RADCOM Ltd. provides cloud-native and 5G-ready network intelligence solutions for communication service providers (CSPs). It offers RADCOM ACE, an automated assurance and analytics platform that provides cloud-native and containerized portfolio of network visibility, service assurance, and network insights; RADCOM AIM that provides AI-driven analytics to drive automated assurance with RADCOM ACE or legacy assurance solutions; RADCOM RAN for telecom operators to provide multiple solutions; and RADCOM NWDAF, an open, standards compliant, and vendor agnostic solution for closed-loop automation. The company also operates RADCOM NetTalk, a Generative AI. The company also provides solutions for mobile and fixed networks, such as 5G, Voice over New Radio, long term evolution (LTE), voice over LTE, voice over Wifi, IP multimedia subsystem, voice over IP, and universal mobile telecommunication service. It sells its products directly to customers through executives and sales representatives, as well as through a network of distributors and resellers in North America, Asia Pacific, Latin America, Europe, and Israel. RADCOM Ltd. was formerly known as Big Blue Catalogue Ltd. and changed its name to RADCOM Ltd. in 1989. The company was incorporated in 1985 and is headquartered in Tel Aviv, Israel.
Live Quote
SELL (score -4) · 12-1 mom 12.0% · RSI 36.4 · below_both · -22.3% from high
Targets blend Wall Street consensus (1 analysts: low $18.00 / mean $18.00 / high $18.00) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
The investigation triggered by a cluster of Form 4 filings in the past 14 days — but all four May 27 filings were RSU vestings at $0 price (not open-market purchases), and one CTO filing showed SELLING, not buying. The trigger signal was therefore false: there is no insider open-market purchase cluster here. However, a genuinely significant catalyst exists: activist investor Lynrock Lake LP (15.7% holder) successfully orchestrated a complete board refresh at an Extraordinary General Meeting on May 20, 2026 — five directors resigned immediately before the vote, and all agenda items were approved including amendment of the Articles of Association. Q1 earnings beat EPS by +3.7%. Valuation is compelling: forward P/E of 11.4x for a cloud-native 5G assurance company growing revenue at 12% YoY with 76.6% gross margins and $108M cash on a ~$245M market cap. However, the stock trades near its 52-week high with no IV premium (options chain unavailable), precluding income strategies. The absence of true open-market insider purchases is a meaningful anti-signal.