CALX logo

Calix, Inc. Stock Price

NYSE:CALX Community·US$2.5b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 31 Fair Values set on narratives written by author

CALX Share Price Performance

US$38.48
-14.92 (-27.94%)
US$66.00
Fair Value
US$38.48
-14.92 (-27.94%)
41.7% undervalued intrinsic discount
US$66.00
Fair Value
Price US$38.48
AnalystConsensusTarget US$66.00
AnalystLowTarget US$60.00
AnalystHighTarget US$90.00

CALX Community Narratives

·
Fair Value US$66 41.7% undervalued intrinsic discount

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

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·
Fair Value US$60 35.9% undervalued intrinsic discount

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

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·
Fair Value US$90 57.2% undervalued intrinsic discount

Long-Term Broadband Funding And AI Adoption Will Support A Stronger Future For This Business

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1users have followed this narrative
US$66
41.7% undervalued intrinsic discount
Revenue
15.75% p.a.
Profit Margin
8.77%
Future PE
34.6x
Price in 2029
US$83.87
US$90
57.2% undervalued intrinsic discount
Revenue
16.76% p.a.
Profit Margin
9.05%
Future PE
57.81x
Price in 2029
US$113.79
US$60
35.9% undervalued intrinsic discount
Revenue
12.21% p.a.
Profit Margin
9.98%
Future PE
36.09x
Price in 2029
US$69.57

Trending Discussion

Updated Narratives

CALX logo

CALX: Starlink-Driven Demand And Platform Adoption Will Support Future Repricing

Fair Value: US$66 41.7% undervalued intrinsic discount
16 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
CALX logo

Long-Term Broadband Funding And AI Adoption Will Support A Stronger Future For This Business

Fair Value: US$90 57.2% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
CALX logo

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

Fair Value: US$60 35.9% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Flawless balance sheet with high growth potential.

0 Risks
3 Rewards

Calix, Inc. Key Details

US$1.1b

Revenue

US$454.8m

Cost of Revenue

US$604.9m

Gross Profit

US$571.0m

Other Expenses

US$33.9m

Earnings

Last Reported Earnings
Mar 28, 2026
Next Reporting Earnings
Jul 20, 2026
0.53
57.08%
3.20%
0%
View Full Analysis

About CALX

Founded
1999
Employees
1921
CEO
Michael Weening
WebsiteView website
www.calix.com

Calix, Inc., together with its subsidiaries, 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. The company cloud and software platforms, and systems and services enable broadband service providers (BSPs) to provide a range of services. It offers Calix Cloud platform comprising Calix Engagement Cloud, Calix Operations Cloud, and Calix Service Cloud, which are configurable to display role-based insights and enable BEPs to anticipate and target new revenue-generating services and applications through mobile application, such as CommandIQ for residents and CommandWorx for businesses; Calix Intelligent Access, an access network solution for automated and intelligent networks; and Calix Unlimited Subscriber, a solution for subscriber managed services. It also provides SmartLife managed services, including SmartHome managed services and applications to enhance, operate and secure the connected experience of subscribers in their home for Wi-Fi, advanced content control, network security, connected cameras, and social media monitoring; SmartTown managed services that reimagine community Wi-Fi as a ubiquitous, secure, and managed experience across a BEP’s footprint; SmartBiz managed services that address the business networking and productivity needs of business owners with an all-in-one managed service; SMARTMDU managed services provide purpose-built, flexible connectivity solutions for multi-family properties of any type. In addition, the company offers Wi-Fi systems under GigaSpire and GigaPro brands to be ready for deployment as a complete subscriber experience solution for BEP’s residential and business subscribers. It provides its products through its direct sales force and resellers. Calix, Inc. was incorporated in 1999 and is headquartered in San Jose, California.

Recent CALX News & Updates

Seeking Alpha Jul 05

Calix: The Pullback Makes The Recovery Worth Buying

Summary Calix is recovering after a difficult period, with record Q1 revenue, improved guidance, and a completed migration to the AI-native Calix 3.0 platform. Q2 earnings are a near-term catalyst, with investors focused on revenue, gross margin, and RPO momentum as key proof points for the recovery thesis. Gross margin pressure from memory costs remains a risk, but dual-cloud migration costs are behind CALX and software/services margin improvement is expected. At 15.4x FY2027 and 10.6x FY2028 earnings, CALX trades at a recovery multiple, making the risk/reward attractive ahead of Q2 results; I rate it a Buy. Read the full article on Seeking Alpha
Narrative Update Jun 26

CALX: Starlink-Driven Demand And Platform Adoption Will Support Future Repricing

Analysts have trimmed their blended fair value estimate for Calix from about $71.67 to $66.00, reflecting updated assumptions around slightly higher discount rates, a lower future P/E multiple, and modestly softer profit margins, even as they continue to highlight Calix One driven growth and limited competitive risk from Starlink in their research. Analyst Commentary Recent research on Calix highlights a mix of optimism about long term growth potential and caution around near term profitability and valuation assumptions.

Recent updates

No updates