Update shared on16 Sep 2025
Fair value Increased 2.32%The upward revision in Calix’s analyst price target to $66.17 reflects accelerating adoption of its AI-enabled platform, positive earnings surprises, and growing leverage to U.S. rural broadband and international markets, reinforcing its dominant industry position.
Analyst Commentary
- Bullish analysts cite accelerating adoption of Calix’s third-generation platform with agentic artificial intelligence, driving operating efficiencies and incremental revenue opportunities for broadband service providers.
- Multiple positive earnings surprises and a strong Q2 beat, particularly among medium, large, and international customers, have led to upward price target revisions.
- Significant leverage to the U.S. rural fiber build-out, with Calix’s critical-mass software franchise well positioned to capture deployment demand reinforced by government Broadband Equity, Access, and Deployment awards.
- Analysts highlight expanding international growth opportunities and improving earnings leverage as key contributors to the revised financial outlook.
- The competitive landscape is described as dwindling, positioning Calix as an increasingly dominant player in its market.
What's in the News
- Calix launched new Broadband Platform capabilities for the ASM5001 system, centralizing subscriber management and OLT control, enabling BSPs to reduce CAPEX and OPEX, streamline upgrades, and design more flexible, efficient networks.
- Calix highlighted strong client momentum as BSPs like ECE Fiber, GVTC, Norvado, and Tombigbee Fiber report ARPU increases up to 10% and up to 200% higher Net Promoter Scores from deploying managed outdoor Wi-Fi using Calix solutions.
- Calix provided Q3 2025 revenue guidance of $243–$249 million, representing a 2% sequential increase at the midpoint.
- The company completed repurchase of 4,719,000 shares (7.14% of shares outstanding) for $170.65 million under its ongoing buyback program.
- Calix, Inc. was removed from multiple Russell value and small cap indices as of late June.
Valuation Changes
Summary of Valuation Changes for Calix
- The Consensus Analyst Price Target has risen slightly from $64.67 to $66.17.
- The Future P/E for Calix has risen slightly from 25.91x to 26.51x.
- The Discount Rate for Calix remained effectively unchanged, at 8.09%.
Disclaimer
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