Amdocs (DOX) Resumen de Acciones
Amdocs Limited, a través de sus filiales, proporciona software y servicios a proveedores de comunicaciones, entretenimiento, medios de comunicación y otros servicios en todo el mundo. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 5/6 |
| Crecimiento futuro | 4/6 |
| Rendimiento pasado | 0/6 |
| Salud financiera | 4/6 |
| Dividendos | 5/6 |
Recompensas
Análisis de riesgos
DOX Community Fair Values
Create NarrativeSee what 154 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
Amdocs
27.7% infravalorado descuento intrínseco
Why Amdocs is a high conviction Buy for me?
View narrativeHA
Published 23 Jun
Competidores de Amdocs Limited
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$59.30 |
| Máximo en las últimas 52 semanas | US$85.63 |
| Mínimo de 52 semanas | US$49.74 |
| Beta | 0.43 |
| Cambio en 1 mes | -3.42% |
| Variación en 3 meses | 13.28% |
| Cambio de 1 año | -29.92% |
| Variación en 3 años | -31.32% |
| Variación en 5 años | -23.13% |
| Variación desde la OPV | 323.57% |
Noticias y actualizaciones recientes
Actualización de narrativa • Sep 17
DOX: Telecom Leadership And Buybacks Will Shape Balanced AI-Driven Outlook
Analysts have trimmed their fair value estimate for Amdocs from $70.84 to $63.00, pointing to a more balanced view on revenue growth relative to peers, even as they remain constructive on the company's telecom leadership and early stage AI opportunities. What’s in the News for Amdocs From April 1, 2026 to June 30, 2026, Amdocs repurchased 2,333,153 shares for US$143 million, equal to 2.2% of its shares.
Actualización de narrativa • Sep 03
DOX: Early AI Opportunities And Ongoing Buybacks Will Support Future Rerating
Analysts have raised their fair value estimate for Amdocs from $75.94 to $79.25, citing updated expectations for revenue growth, profit margins and P/E multiples in light of recent research. The research highlights the company’s telecom leadership and early AI opportunities, along with a balanced growth outlook.Seeking Alpha • Aug 27
Amdocs Offers A Clear Value Case
Summary Amdocs offers steady cash flow, resilient margins, and a robust backlog yet trades at deep discounts to sector averages. DOX maintains strong free cash flow guidance ($710–$730 million for FY26), with 90% conversion from non-GAAP net income and a $4.26 billion backlog. Capital returns remain attractive: a 3.57% dividend yield, consistent buybacks, and ample liquidity with $206 million cash and $520 million in unused revolver. I reiterate a Buy rating; risk/reward is compelling, as the market prices in an unwarranted long-term decline despite stable performance and upside from AI and cloud. Read the full article on Seeking AlphaActualización de narrativa • Aug 18
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.Recent updates
Actualización de narrativa • Sep 17
DOX: Telecom Leadership And Buybacks Will Shape Balanced AI-Driven Outlook
Analysts have trimmed their fair value estimate for Amdocs from $70.84 to $63.00, pointing to a more balanced view on revenue growth relative to peers, even as they remain constructive on the company's telecom leadership and early stage AI opportunities. What’s in the News for Amdocs From April 1, 2026 to June 30, 2026, Amdocs repurchased 2,333,153 shares for US$143 million, equal to 2.2% of its shares.Actualización de narrativa • Sep 03
DOX: Early AI Opportunities And Ongoing Buybacks Will Support Future Rerating
Analysts have raised their fair value estimate for Amdocs from $75.94 to $79.25, citing updated expectations for revenue growth, profit margins and P/E multiples in light of recent research. The research highlights the company’s telecom leadership and early AI opportunities, along with a balanced growth outlook.Seeking Alpha • Aug 27
Amdocs Offers A Clear Value Case
Summary Amdocs offers steady cash flow, resilient margins, and a robust backlog yet trades at deep discounts to sector averages. DOX maintains strong free cash flow guidance ($710–$730 million for FY26), with 90% conversion from non-GAAP net income and a $4.26 billion backlog. Capital returns remain attractive: a 3.57% dividend yield, consistent buybacks, and ample liquidity with $206 million cash and $520 million in unused revolver. I reiterate a Buy rating; risk/reward is compelling, as the market prices in an unwarranted long-term decline despite stable performance and upside from AI and cloud. Read the full article on Seeking AlphaActualización de narrativa • Aug 18
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.Artículo de análisis • Aug 09
Amdocs Limited Just Missed Earnings - But Analysts Have Updated Their Models
Investors in Amdocs Limited ( NASDAQ:DOX ) had a good week, as its shares rose 5.1% to close at US$58.55 following the...
Nueva narrativa • Jun 23
Why Amdocs is a high conviction Buy for me?
As a quantitative fundamental value investor, I seek out for deep value stocks, estimate their fair value, compute their intrinsic price and run them through my check list to see if I can invest in them. I take the three filter approach for this - is my thesis Possible?Actualización de narrativa • Jun 05
DOX: Future Share Repurchases And EPS Recovery Will Support Multiple Rerating
Analysts have trimmed their price target for Amdocs to about $81 from about $90, citing lower sector P/E multiples, even as projections for profit margin and discount rate assumptions have been adjusted. Analyst Commentary Bullish and bearish analysts are looking at the same set of inputs for Amdocs and reaching very different conclusions, which is why you see both Buy ratings and a Sell rating alongside lower price targets clustered in the low to high US$70s.Actualización de narrativa • Apr 26
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.Actualización de narrativa • Apr 06
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.Nueva narrativa • Mar 31
Cloud Migration And AI Adoption Will Shape Telecom Software Returns By 2029
Catalysts About Amdocs Amdocs provides software, services and managed solutions that support telecom operators in areas such as billing, customer experience, network operations and data driven applications. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Mar 22
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.
Nueva narrativa • Mar 17
Cloud And AI Transformation Will Reshape Telecom Operations Over The Next Decade
Catalysts About Amdocs Amdocs provides software, services and managed solutions that support mission critical business and operations systems for telecom and media companies worldwide. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Mar 07
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.Actualización de narrativa • Feb 21
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.Actualización de narrativa • Feb 06
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.Artículo de análisis • Jan 14
Is Amdocs Limited (NASDAQ:DOX) Trading At A 36% Discount?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Amdocs fair value estimate is US$130 Amdocs is estimated to be...Seeking Alpha • Apr 25
Amdocs Exits Low-Margin Activities But Growth Remains Uncertain
Summary Amdocs has made recent moves to exit low-margin business activities to improve its focus and profitability. However, the company is still working to improve revenue growth despite macroeconomic uncertainties in international markets as a result of recent tariff policy changes. Given the firm’s low growth rate on higher gross margin and an indication the stock may be overvalued on a DCF basis, my outlook on DOX remains a neutral Hold. Read the full article on Seeking AlphaSeeking Alpha • Feb 07
Amdocs: Focused On Improving Margins
Summary Today, we take a look at Amdocs Limited, which posted quarterly earnings this week and boosted its dividend payouts by 10%. The company is focused on phasing out low-margin businesses to continue to boost operating margins. This is resulting in significant free cash flow for the company. An analysis of Amdocs Limited follows in the paragraphs below. Read the full article on Seeking Alpha
Nueva narrativa • Aug 25
Cloud Innovation And AI Partnerships Propel Revenue And Margins Skyward
Strategic focus on cloud migration, AI investments, and partnerships for innovation promises efficiency gains and new revenue streams, enhancing net margins.Seeking Alpha • Aug 23
Amdocs Growth Remains Anemic On Client Buying Scrutiny
Summary Amdocs recently reported its FQ3 2024 results, meeting revenue estimates but beating earnings expectations. The market outlook for customer experience management is positive, with Amdocs active in various business software vertical markets. Financial trends show slow revenue growth, declining earnings per share, and reduced operating margin. I remain Neutral (Hold) on DOX until management can convert its strong backlog into revenue growth. Read the full article on Seeking AlphaRentabilidad de los accionistas
| DOX | US IT | Mercado US | |
|---|---|---|---|
| 7D | -6.1% | -2.0% | -0.1% |
| 1Y | -29.9% | -2.1% | 11.9% |
Rentabilidad vs. Industria: Los resultados de DOX fueron inferiores a los de la industria US IT, que obtuvo un rendimiento del -2.1% el año pasado.
Rentabilidad vs. Mercado: DOX obtuvo unos resultados inferiores a los del mercado US, que fueron del 11.9% el año pasado.
Volatilidad de los precios
| DOX volatility | |
|---|---|
| DOX Average Weekly Movement | 4.5% |
| IT Industry Average Movement | 10.6% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.1% |
| 10% least volatile stocks in US Market | 2.9% |
Precio estable de las acciones: DOX no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de DOX (4%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1982 | 26,969 | Shimie Hortig | www.amdocs.com |
Amdocs Limited, a través de sus filiales, proporciona software y servicios a proveedores de comunicaciones, entretenimiento, medios de comunicación y otros servicios en todo el mundo. Diseña, desarrolla, opera, implementa, da soporte y comercializa una oferta de nube abierta y modular. La empresa también proporciona CES25, una suite de experiencia del cliente nativa de las telecomunicaciones y dirigida por GenAI, que abarca dominios empresariales, de operaciones y de red y está integrada con IA y herramientas relacionadas.
Resumen de fundamentos de Amdocs Limited
| Estadísticas fundamentales de DOX | |
|---|---|
| Capitalización bursátil | US$6.19b |
| Beneficios(TTM) | US$455.71m |
| Ingresos (TTM) | US$4.65b |
13.6x
Ratio precio-beneficio (PE)1.3x
Ratio precio-ventas (PS)¿Está DOX sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de DOX | |
|---|---|
| Ingresos | US$4.65b |
| Coste de los ingresos | US$2.87b |
| Beneficio bruto | US$1.78b |
| Otros gastos | US$1.33b |
| Beneficios | US$455.71m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 4.36 |
| Margen bruto | 38.28% |
| Margen de beneficio neto | 9.79% |
| Ratio deuda/patrimonio | 27.9% |
¿Cómo se ha desempeñado DOX a largo plazo?
Ver rendimiento histórico y comparativaDividendos
3.8%
Rentabilidad actual por dividendo52%
Ratio de pagos¿Paga DOX dividendos fiables?
Ver historial de dividendos e índices de referencia de DOX| fechas de dividendos de Amdocs | |
|---|---|
| Fecha ex dividendo | Sep 30 2026 |
| Fecha de pago de dividendos | Oct 30 2026 |
| Días hasta ex dividendo | 9 days |
| Días hasta la fecha de pago de dividendos | 39 days |
¿Paga DOX dividendos fiables?
Ver historial de dividendos e índices de referencia de DOXAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/21 09:14 |
| Precio de las acciones al final del día | 2026/09/18 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/09/30 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Amdocs Limited está cubierta por 23 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Tal Liani | BofA Global Research |
| Daniel Cummins | B. Riley Securities, Inc. |
| Edward Jackson | Cantor Fitzgerald & Co. |