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CALX: Demand Momentum And AI Platform Expansion Will Shape Long-Term Performance

Published
24 Sep 24
Updated
31 Oct 25
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AnalystConsensusTarget's Fair Value
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1Y
92.5%
7D
-4.8%

Author's Valuation

US$72.1711.3% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 31 Oct 25

Fair value Increased 9.07%

Calix's analyst price target increased from $66.17 to $72.17 per share, as analysts point to broad demand, strong order pipelines, and optimism about the company's third-generation platform and industry position as key factors in their updated outlook. Analyst Commentary Recent analyst commentary on Calix highlights strengthened confidence in the company’s future performance, particularly following a robust third-quarter report.

Shared on 16 Sep 25

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.

Shared on 30 Apr 25

Fair value Increased 24%

Shared on 23 Apr 25

Fair value Decreased 4.78%

AnalystConsensusTarget has increased revenue growth from 8.0% to 9.7%, decreased profit margin from 7.7% to 3.8% and increased future PE multiple from 52.5x to 94.9x.

Shared on 17 Apr 25

Fair value Increased 8.89%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 2.14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Decreased 0.77%

AnalystConsensusTarget has increased revenue growth from 3.4% to 8.0%.