Amdocs Limited

Informe acción NasdaqGS:DOX

Capitalización de mercado: US$6.4b

Amdocs Crecimiento futuro

Future controles de criterios 4/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Amdocs de 23.2% y 3.5% por año respectivamente. Se prevé que el BPA crezca en un 27.3% al año. Se espera que la rentabilidad financiera sea de 26.1% en 3 años.

Información clave

23.2%

Tasa de crecimiento de los beneficios

27.27%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de IT21.9%
Tasa de crecimiento de los ingresos3.5%
Rentabilidad financiera futura26.10%
Cobertura de analistas

Low

Última actualización25 Aug 2026

Actualizaciones recientes sobre el crecimiento futuro

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...

Recent updates

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 Alpha
Actualización 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 Alpha
Seeking 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
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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 Alpha

Previsiones de crecimiento de beneficios e ingresos

NasdaqGS:DOX - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
9/30/20285,0357938369412
9/30/20274,8496947268345
9/30/20264,6995796077155
6/30/20264,653456639749N/A
3/31/20264,623546679793N/A
12/31/20254,579571755864N/A
9/30/20254,533565645749N/A
6/30/20254,647549639737N/A
3/31/20254,752535602687N/A
12/31/20244,870496558648N/A
9/30/20245,005493619724N/A
6/30/20244,984509673779N/A
3/31/20244,970528641760N/A
12/31/20234,947556787922N/A
9/30/20234,888541698823N/A
6/30/20234,811568588767N/A
3/31/20234,736537570761N/A
12/31/20224,658546432636N/A
9/30/20224,577550530757N/A
6/30/20224,498544533740N/A
3/31/20224,403562546763N/A
12/31/20214,307522495713N/A
9/30/20214,289688715926N/A
6/30/20214,254699721931N/A
3/31/20214,214674727928N/A
12/31/20204,213682714911N/A
9/30/20204,169498452658N/A
6/30/20204,146485487667N/A
3/31/20204,145496N/A645N/A
12/31/20194,117494N/A711N/A
9/30/20194,087479N/A656N/A
6/30/20194,059402N/A558N/A
3/31/20194,036362N/A557N/A
12/31/20184,009339N/A502N/A
9/30/20183,975354N/A557N/A
6/30/20183,952417N/A641N/A
3/31/20183,916445N/A639N/A
12/31/20173,890456N/A633N/A
9/30/20173,867437N/A636N/A
6/30/20173,828425N/A590N/A
3/31/20173,792411N/A579N/A
12/31/20163,751406N/A589N/A
9/30/20163,718409N/A620N/A
6/30/20163,704405N/A674N/A
3/31/20163,682407N/A746N/A
12/31/20153,659416N/A763N/A
9/30/20153,644446N/A773N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (23.2% al año) de DOX es superior a la tasa de ahorro (3.7%).

Beneficios vs. Mercado: Se prevé que los beneficios (23.2% al año) de DOX crezcan más rápidamente que el mercado US (17.1% al año).

Beneficios de alto crecimiento: Se espera que los beneficios de DOX crezcan significativamente en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (3.5% al año) de DOX crezcan más despacio que el mercado de US (13.3% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 3.5% al año) de DOX crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de DOX sea alta dentro de 3 años (26.1%)

Descubre empresas en crecimiento

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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/09/17 11:21
Precio de las acciones al final del día2026/09/16 00:00
Beneficios2026/06/30
Ingresos anuales2025/09/30

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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.

AnalistaInstitución
Tal LianiBofA Global Research
Daniel CumminsB. Riley Securities, Inc.
Edward JacksonCantor Fitzgerald & Co.