Shared on 18 Aug 26

Fair value Decreased 6.49%

DOX: Early AI Contracts And Buybacks Will Support Future Multiple Rerating

Amdocs' updated analyst fair value estimate has shifted from $81.21 to about $75.94 as analysts factor in a higher discount rate, slightly softer revenue growth assumptions, and a lower future P/E multiple, despite a higher projected profit margin and ongoing confidence in the company's telecom leadership and early stage AI opportunity. What’s in the News for Amdocs Liberty Latin America entered a 10 year engagement with Amdocs to manage its end to end IT ecosystem across Latin America and the Caribbean, using the Amdocs Agentic Operating System to support AI driven operations, cost savings, and continuity of service during the transition.

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Shared on 05 Jun 26

Fair value Decreased 9.98%

DOX: Future Share Repurchases And EPS Recovery Will Support Multiple Rerating

Amdocs keeps buying back shares, and a recent quarter comes in better than expected even as guidance looks softer because of a one‑off cost. Analysts are split: some think the pullback is mainly the sector falling out of favor, while others worry there’s still more downside if sentiment stays weak.

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Shared on 26 Apr 26

Fair value Decreased 0.40%

DOX: Future EPS Guidance And Buybacks Will Support Multiple Rerating

Analysts have trimmed their Amdocs fair value estimate by about $0.36 to $90.21, reflecting updated assumptions around discount rates, long term revenue growth, profit margins, and future P/E expectations following recent price target reductions from major firms. Analyst Commentary Recent research updates have focused less on headline ratings and more on recalibrating what investors might reasonably pay for Amdocs, with both price targets moving lower and feeding into the modest trim to the fair value estimate.

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Shared on 06 Apr 26

DOX: Reset Guidance And Shareholder Returns Will Support Multiple Rerating

Analysts have trimmed their average price target on Amdocs by $19 to $90.57, citing updated assumptions around discount rates, long term growth, margins and future P/E multiples reflected in recent research from major firms. Analyst Commentary Recent research updates suggest that analysts are recalibrating their views on Amdocs, with price targets being reset to reflect revised assumptions around growth, profitability and valuation multiples.

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Shared on 22 Mar 26

Fair value Decreased 3.46%

DOX: Reset Guidance And Capital Returns Will Support Multiple Rerating

Analysts have trimmed their Amdocs fair value estimate by about $3.25 to $90.57, citing slightly softer revenue growth and profit margin assumptions, partly offset by a higher forward P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts point to the maintained use of a higher forward P/E multiple in fair value work, which suggests ongoing confidence in Amdocs' earnings quality and pricing power, even with more conservative revenue and margin inputs.

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Shared on 07 Mar 26

DOX: Reset Guidance And Capital Returns Will Support Future Repricing

Analysts have reduced their Amdocs price targets by roughly $10 to $20, citing updated assumptions around discount rates and future P/E, while maintaining a broadly unchanged view of the stock’s fair value. Analyst Commentary Recent research updates keep the core investment view on Amdocs largely intact, even as price targets are reset to reflect revised discount rates and updated P/E assumptions.

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Shared on 21 Feb 26

Fair value Decreased 1.76%

DOX: Reset Guidance And Shareholder Returns Will Support Future Earnings Rebound

Analysts have reduced their price targets for Amdocs by $19 and $9, citing updated views on fair value, discount rate, revenue growth, profit margin and future P/E as the main reasons for the adjustment. Analyst Commentary Recent target cuts suggest analysts are reassessing how they value Amdocs, focusing on what they see as more conservative assumptions for fair value, discount rates, revenue growth, profit margins and future P/E levels.

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Shared on 06 Feb 26

Fair value Decreased 8.17%

DOX: Reset FY26 Guidance And Buybacks Will Support Earnings Rebound

Narrative Update Analysts have trimmed their price target on Amdocs to about $95.50 from roughly $104, citing constraints on growth, lower FY26 revenue and EPS guidance versus prior Street expectations, and a revised view on margins and future P/E multiples. Analyst Commentary Recent research updates on Amdocs point to a more cautious stance, with multiple firms trimming price targets and highlighting a gap between company guidance and prior Street expectations.

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Shared on 07 May 25

Fair value Increased 4.64%

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Shared on 30 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 17 Apr 25

Fair value Decreased 1.27%

AnalystConsensusTarget has decreased revenue growth from 1.4% to 0.3%.

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Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 02 Apr 25

Fair value Decreased 1.59%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 19 Mar 25

Fair value Increased 0.13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 10 Mar 25

Fair value Decreased 10%

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Cloud, AI And 5G Adoption Will Modernize Telecom And Media

DOX: Early AI Contracts And Buybacks Will Support Future Multiple Rerating

DOX: Future Share Repurchases And EPS Recovery Will Support Multiple Rerating

DOX: Future EPS Guidance And Buybacks Will Support Multiple Rerating

DOX: Reset Guidance And Shareholder Returns Will Support Multiple Rerating

DOX: Reset Guidance And Capital Returns Will Support Multiple Rerating

DOX: Reset Guidance And Capital Returns Will Support Future Repricing

DOX: Reset Guidance And Shareholder Returns Will Support Future Earnings Rebound

DOX: Reset FY26 Guidance And Buybacks Will Support Earnings Rebound

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