Israel's Radcom issues preliminary Q2 results, cuts 2026 outlook
Israel's Radcom issues preliminary Q2 results, cuts 2026 outlook
Overview
Israel network assurance firm posts preliminary Q2 revenue of ~$12 mln
Company cut full-year 2026 revenue outlook to $57-$63 mln, citing supply constraints
Management expects to remain profitable on a non-GAAP basis for full-year 2026
Outlook
Radcom lowers 2026 revenue outlook to $57-$63 mln due to customer deployment delays
Company expects to remain profitable on a non-GAAP basis for full-year 2026
Radcom expects to return to double-digit growth in 2027 as deployment activity normalizes
Result Drivers
DEPLOYMENT DELAYS - Co said Q2 revenue was hurt by customer deployment delays that affected purchasing decisions
SUPPLY CONSTRAINTS - Higher component costs and supply constraints contributed to customer deployment delays, per co
Company press release: ID:nPn3ClhRha
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Revenue | Miss | $12 mln | $19.12 mln (2 Analysts) |
Analyst Coverage
The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the communications & networking peer group is "buy."
Wall Street's median 12-month price target for Radcom Ltd is $18.00, about 41.5% above its July 29 closing price of $12.72
The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 10 three months ago
Reuters Recommended Reads
July 29 - Israel's Silicom Q2 revenue rises, loss narrows on core business expansion
July 29 - Israel's Radware Q2 adjusted EPS beats estimates on cloud revenue growth
July 28 - Itron Q2 profit beats despite revenue drop from weaker project deployments
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
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