Fiber Build Constraints And AI Transition Will Challenge Execution Yet Ultimately Support A Stronger Business

AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

31 Jan 26

Updated

10 Jul 26

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Not Invested

Shared on 10 Jul 26

Fair value Decreased 13%

CALX: Starlink Concerns Will Support Future Broadband Upgrade Demand

Talk around Starlink is pushing more rural and suburban broadband providers to rethink their networks, which could drive a fresh wave of upgrades that plays into Calix’s newer platform. But Wall Street is also getting more cautious as targets come down and a shareholder lawsuit adds another near-term cloud to watch.

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Fair Value vs Share Price

US$52

vs US$35.2432.2% undervalued

15.5%

Revenue growth

10.1%

Profit margin

Recent News & Updates

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Recent updates

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Company analysis

Flawless balance sheet with high growth potential.

Market capUS$2.2b

PB3.1x

Estimated Growth14.5%

Dividend YieldN/A

Full analysis

CEO & management

Michael Weening

CEO

3.4yrs

CEO Tenure

Engages in the provision of cloud and software platforms, and systems and services in the United States, rest of Americas, Europe, the Middle East, Africa, and the Asia Pacific.