AudioCodes

AUDC · NASDAQ

$11.37+$0.23 (+2.06%)TodayMarket closed · Oct 20, 4:04 PM ET

Prev close $11.14

AUDC analyst rating

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The case for and against

Updated Oct 23, 2025

Bull case

AudioCodes Ltd reported a modest revenue increase of 0.5% year-over-year, largely attributed to a 3.4% growth in service revenue, which reached $32.6 million. While product revenue experienced a decline of 2.7% to $27.8 million, the company anticipates that its growing portfolio, particularly in the AudioCodes Live Platform, will contribute positively to margins. Additionally, the emerging Operator Connect segment is expected to outpace the current market leader, Direct Routing, thereby enhancing AudioCodes's competitive positioning and potential for continued revenue growth.

Bear case

AudioCodes Ltd is projected to experience ongoing declines in product revenue over the next 24 months, despite some anticipated growth in service revenue. The company's adjusted EBITDA has decreased year-over-year, falling from $6.7 million to $6.2 million, indicating deteriorating profitability margins. Additionally, depressed demand for the product portfolio is expected to lead to further contraction in valuation multiples, contributing to a negative outlook for the stock.

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