AudioCodes (NASDAQ:AUDC) Issues FY 2026 Earnings Guidance

AudioCodes (NASDAQ:AUDC) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 0.600-0.750 for the period, compared to the consensus earnings per share estimate of 0.550. The company issued revenue guidance of $247.0 million-$255.0 million, compared to the consensus revenue estimate of $252.8 million.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the stock. Weiss Ratings reissued a “hold (c)” rating on shares of AudioCodes in a report on Monday, December 29th. Wall Street Zen raised AudioCodes from a “buy” rating to a “strong-buy” rating in a research note on Saturday, January 17th. One investment analyst has rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, AudioCodes presently has an average rating of “Hold” and an average price target of $11.25.

AudioCodes Trading Down 13.7%

Shares of NASDAQ AUDC traded down $1.17 during mid-day trading on Tuesday, hitting $7.35. The company had a trading volume of 313,667 shares, compared to its average volume of 92,683. AudioCodes has a one year low of $7.32 and a one year high of $12.72. The company has a market capitalization of $210.80 million, a PE ratio of 15.98 and a beta of 1.07. The firm has a 50-day simple moving average of $8.74 and a two-hundred day simple moving average of $9.29.

AudioCodes (NASDAQ:AUDC) last issued its earnings results on Tuesday, February 3rd. The communications equipment provider reported $0.16 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.16. The business had revenue of $62.61 million for the quarter, compared to the consensus estimate of $62.00 million. AudioCodes had a net margin of 5.65% and a return on equity of 9.98%. AudioCodes has set its FY 2026 guidance at 0.600-0.750 EPS. Sell-side analysts expect that AudioCodes will post 0.7 earnings per share for the current fiscal year.

AudioCodes Dividend Announcement

The firm also recently announced a dividend, which will be paid on Friday, March 6th. Stockholders of record on Friday, February 20th will be given a $0.20 dividend. This represents a dividend yield of 544.0%. The ex-dividend date of this dividend is Friday, February 20th. AudioCodes’s payout ratio is presently 86.96%.

Key AudioCodes News

Here are the key news stories impacting AudioCodes this week:

• Positive Sentiment: Management raised FY2026 EPS guidance to $0.600–$0.750, above consensus — this is a clear upside to profit expectations and a key positive for the shares.
• Positive Sentiment: AudioCodes declared a semi‑annual cash dividend of $0.20 per share (record Feb 20, payable Mar 6), which returns capital to shareholders and can support investor sentiment. AudioCodes Reports Fourth Quarter and Full Year 2025 Results and Declares Semi-Annual Dividend of 20 cents per share
• Positive Sentiment: Product traction: AudioCodes expanded its certified voice portfolio for Webex Calling (new IP phones and gateways), which supports future services and hardware revenue growth. AudioCodes Expands Its Voice Solution Portfolio for Webex Calling
• Neutral Sentiment: Q4 results roughly in line: EPS of $0.16 met consensus and revenue of $62.6M slightly topped estimates — confirms stability but not a strong beat. Press Release (Q4 & FY2025 Results)
• Neutral Sentiment: Full‑year revenue grew modestly (FY2025 revenue ~$245.6M, +1.4% y/y), indicating slow but positive topline momentum; investors may view growth as modest.
• Negative Sentiment: Revenue guidance of $247–$255M is a mixed signal — the midpoint is slightly below consensus and the range is wide, which may have prompted disappointment and selling pressure despite the EPS raise.
• Negative Sentiment: Trading activity was elevated today (volume well above average) and the share price weakened — high volume sell pressure suggests the market is focusing on the revenue guidance/mixed outlook rather than the EPS upside.

Institutional Trading of AudioCodes

A number of institutional investors have recently modified their holdings of AUDC. Raymond James Financial Inc. acquired a new position in AudioCodes during the 2nd quarter worth approximately $43,000. Jane Street Group LLC raised its stake in AudioCodes by 14.2% during the first quarter. Jane Street Group LLC now owns 47,624 shares of the communications equipment provider’s stock worth $449,000 after buying an additional 5,938 shares during the last quarter. Cubist Systematic Strategies LLC raised its position in shares of AudioCodes by 56.0% in the 1st quarter. Cubist Systematic Strategies LLC now owns 19,646 shares of the communications equipment provider’s stock worth $185,000 after acquiring an additional 7,052 shares in the last quarter. JPMorgan Chase & Co. increased its holdings in AudioCodes by 38.3% in the second quarter. JPMorgan Chase & Co. now owns 39,306 shares of the communications equipment provider’s stock worth $386,000 after purchasing an additional 10,877 shares in the last quarter. Finally, Dimensional Fund Advisors LP lifted its stake in AudioCodes by 5.2% in the third quarter. Dimensional Fund Advisors LP now owns 252,768 shares of the communications equipment provider’s stock valued at $2,407,000 after buying an additional 12,428 shares during the period. 68.05% of the stock is currently owned by institutional investors.

About AudioCodes

AudioCodes Ltd is a global provider of advanced voice networking and media processing solutions for enterprises and service providers. The company designs and manufactures a comprehensive portfolio of products, including session border controllers (SBCs), media gateways, IP phones, management and monitoring software, and cloud-based communications microservices. Its offerings support a wide range of unified communications (UC) and contact center deployments, enabling secure, high-quality voice connectivity across on-premises, hybrid and cloud environments.

Founded in 1993 and headquartered in Rosh Ha’Ayin, Israel, AudioCodes serves customers in North America, Europe, Asia-Pacific and Latin America.