Calix (CALX) Resumen de Acciones
Calix, Inc. junto con sus filiales, se dedica al suministro de plataformas en la nube y de software, así como de sistemas y servicios en Estados Unidos, el resto de América, Europa, Oriente Medio, África y Asia-Pacífico. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 5/6 |
| Rendimiento pasado | 2/6 |
| Salud financiera | 6/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
No se han detectado riesgos en CALX a partir de nuestros controles de riesgos.
CALX Community Fair Values
Create NarrativeSee what 30 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de Calix, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$39.62 |
| Máximo en las últimas 52 semanas | US$71.22 |
| Mínimo de 52 semanas | US$34.26 |
| Beta | 1.24 |
| Cambio en 1 mes | -1.91% |
| Variación en 3 meses | -1.93% |
| Cambio de 1 año | -32.18% |
| Variación en 3 años | -3.37% |
| Variación en 5 años | -8.92% |
| Variación desde la OPV | 162.38% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jul 24
CALX: Software And Services Margins Will Offset Memory Cost Headwinds
Analysts have trimmed their fair value estimate for Calix to about $83.83 from $90, reflecting lower Street price targets, pressure on near term gross margins from higher memory costs, and a shift to a more moderate future P/E assumption, despite confidence in the company’s software and services margin outlook. Analyst Commentary Recent research on Calix shows a split picture on near term margin pressure, but the tone from several bullish analysts stays constructive on the company’s longer term execution, especially around software and services growth and the Calix One platform.Seeking Alpha • Jul 23
Calix: Contract Growth Is What Matters
Summary Calix, Inc. is reiterated as a buy, with platform adoption driving contracted revenue and a more attractive entry point post-Q2 2026. Q2 2026 revenue grew 21% y/y to $293.3M, with strong Calix One contract growth and current RPO up 21% y/y. Margin weakness is attributed to higher memory costs, but surcharges and software mix should support eventual margin recovery after Q3 2026. Valuation supports upside to ~$50/share, with risk centered on surcharge impacts and duration of margin trough. Read the full article on Seeking AlphaRecent updates
Actualización de narrativa • Jul 24
CALX: Software And Services Margins Will Offset Memory Cost Headwinds
Analysts have trimmed their fair value estimate for Calix to about $83.83 from $90, reflecting lower Street price targets, pressure on near term gross margins from higher memory costs, and a shift to a more moderate future P/E assumption, despite confidence in the company’s software and services margin outlook. Analyst Commentary Recent research on Calix shows a split picture on near term margin pressure, but the tone from several bullish analysts stays constructive on the company’s longer term execution, especially around software and services growth and the Calix One platform.Seeking Alpha • Jul 23
Calix: Contract Growth Is What Matters
Summary Calix, Inc. is reiterated as a buy, with platform adoption driving contracted revenue and a more attractive entry point post-Q2 2026. Q2 2026 revenue grew 21% y/y to $293.3M, with strong Calix One contract growth and current RPO up 21% y/y. Margin weakness is attributed to higher memory costs, but surcharges and software mix should support eventual margin recovery after Q3 2026. Valuation supports upside to ~$50/share, with risk centered on surcharge impacts and duration of margin trough. Read the full article on Seeking Alpha
Actualización de narrativa • Jul 10
CALX: Starlink Concerns Will Support Future Broadband Upgrade Demand
The updated Calix fair value estimate of $52.00, down from $60.00, reflects analysts applying a higher discount rate along with stronger revenue growth and margin assumptions, while also aligning the future P/E multiple more closely with recent Street research views on demand, competition from Starlink, and the earnings potential tied to Calix One. Analyst Commentary Recent Street research around Calix highlights a split view, with some firms emphasizing long term opportunities tied to Calix One and broadband demand, while others flag near term execution and margin risks.
Actualización de narrativa • 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.Artículo de análisis • Jun 20
Calix (CALX) Stock Could Be 47% Undervalued After Class Action Margin Claims
Calix (CALX) is in focus after a wave of securities class action filings alleging the company misled investors about margins tied to advanced purchases of low cost memory components and subsequent negative margin pressures. See our latest analysis for Calix. At a share price of $37.95, Calix has seen weaker momentum lately, with the 90 day share price return down 24.57% and the year to date share price return down 29.18%, while the 1 year total shareholder return is down 20.11% as investors...Artículo de análisis • Apr 25
Calix, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
There's been a notable change in appetite for Calix, Inc. ( NYSE:CALX ) shares in the week since its quarterly report...Actualización de narrativa • Apr 17
CALX: Buyback Progress And Investor Day Execution Will Support Future Repricing
The updated analyst price target for Calix nudged lower by about $3 to roughly $72 per share, as analysts incorporate slightly higher discount rates and modest tweaks to profit margin and P/E assumptions, while still referencing generally constructive recent research commentary. Analyst Commentary Recent Street research on Calix reflects a mix of optimism on the long term business setup and caution around nearer term execution and valuation, with several firms adjusting price targets and framing the current share price as either an opportunity or a source of risk.Actualización de narrativa • Apr 01
CALX: Buyback Momentum And Investor Day Outlook Will Support Future Repricing
Analysts have trimmed their average price targets on Calix by about $10 to $15. However, they generally point to an upbeat investor day and the potential for continued positive momentum, and they view the recent share price weakness as an entry opportunity.Actualización de narrativa • Mar 18
CALX: Buyback Expansion And Platform Adoption Will Support Future Repricing
Analysts have trimmed their average price targets for Calix by around $10 to $15 per share, reflecting reset expectations on timing and pace of growth. They still describe this as a strong buying opportunity on recent weakness.Actualización de narrativa • Mar 03
CALX: Expanded Buybacks And Platform Adoption Will Support Future Share Repricing
The updated analyst price target for Calix now stands at $75, with the modest adjustment tied to slightly higher discount rate assumptions and a lower future P/E multiple, as analysts weigh recent target cuts against ongoing views that weakness in the shares may present a buying opportunity. Analyst Commentary Analysts are split between trimming valuation expectations and leaning into what they view as a constructive long term setup for Calix.Actualización de narrativa • Feb 17
CALX: Expanded Buybacks And Platform Adoption Will Support Future Upside Potential
Calix's updated analyst price target moves to $75.00 as analysts factor in a slightly higher discount rate and richer future P/E assumptions, while still citing recent target cuts and buy-on-weakness commentary as key context. Analyst Commentary Recent research on Calix presents a mix of optimism about the company’s longer term positioning and caution around near term execution and valuation, which helps explain why price targets have been adjusted while still framing weakness as a potential entry point for some investors.Nueva narrativa • Feb 15
Long-Term Broadband Funding And AI Adoption Will Support A Stronger Future For This Business
Catalysts About Calix Calix provides a cloud and software platform, appliances and managed services that help broadband service providers run their networks and grow subscriber relationships. What are the underlying business or industry changes driving this perspective?Artículo de análisis • Feb 05
Calix's (NYSE:CALX) Earnings May Just Be The Starting Point
Calix, Inc.'s ( NYSE:CALX ) earnings announcement last week was disappointing for investors, despite the decent profit...Actualización de narrativa • Feb 02
CALX: Buyback Expansion And Platform Adoption Will Support Future Upside Potential
Our fair value estimate for Calix has shifted from US$82 to US$75, as analysts refine their price targets and assumptions around revenue growth, profit margins, and future P/E, while still highlighting potential opportunity if the share price weakens. Analyst Commentary Recent research updates on Calix point to a mixed but engaged analyst view, with several firms trimming price targets while still seeing room for upside if execution aligns with their expectations.Nueva narrativa • Jan 31
Fiber Build Constraints And AI Transition Will Challenge Execution Yet Ultimately Support A Stronger Business
Catalysts About Calix Calix provides a platform, appliances, cloud software and managed services that help broadband providers run their networks and grow subscriber relationships. What are the underlying business or industry changes driving this perspective?Actualización de narrativa • Jan 19
CALX: Third-Gen Platform And Q3 Beat Will Drive Further Upside
Narrative Update Analysts have lifted their price target on Calix by $2.50 to $82.00, citing refreshed expectations for revenue growth, updated profit margin assumptions, and a slightly higher future P/E multiple, following recent bullish research and target hikes from major firms. Analyst Commentary Recent research on Calix is broadly constructive, with several price target hikes clustered around the low to mid US$80s.Actualización de narrativa • Jan 05
CALX: Third-Gen AI Platform And Q3 Execution Will Support Further Upside
Analysts have raised their Calix price target to US$85 from US$65, citing strong Q3 performance, competitive wins, broad-based demand and expectations that the company's third generation platform could support further execution and valuation upside. Analyst Commentary Bullish analysts are highlighting Calix as a Q3 execution story, with price targets moving to US$85 as they reassess the company’s ability to win share and support higher valuation multiples over time.Actualización de narrativa • Dec 14
CALX: Third-Gen AI Platform Will Sustain Beating And Raising Performance
Analysts have lifted their price target on Calix to $85 from $65, citing the company's consistent beat and raise execution, broad based demand, and a strengthening competitive position supported by its next generation platform and agentic artificial intelligence capabilities. Analyst Commentary Bullish analysts highlight that consecutive beat and raise quarters have increased confidence in Calix's execution, supporting the higher price target and a premium multiple versus peers.Actualización de narrativa • Nov 28
CALX: Imminent Third-Gen Platform Launch Will Sustain Outperformance Versus Peers
Analysts have raised their price target for Calix to $85 per share, up from previous levels. This change is attributed to strong quarterly results, competitive advantages, and expectations of continued outperformance.Actualización de narrativa • Nov 14
CALX: Market Momentum Will Accelerate From Upcoming AI Platform Launch
The analyst consensus price target for Calix has been raised from $72.17 to $79.50 per share. This increase reflects analysts' confidence in the company's strong execution, product innovation, and continued market outperformance against competitors.Actualización de narrativa • Oct 31
CALX: Demand Momentum And AI Platform Expansion Will Shape Long-Term Performance
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.Actualización de narrativa • Sep 16
Agentic AI Integration Will Expand Broadband And Cloud Services
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.Artículo de análisis • Jun 24
Is It Too Late To Consider Buying Calix, Inc. (NYSE:CALX)?
Calix, Inc. ( NYSE:CALX ), might not be a large cap stock, but it led the NYSE gainers with a relatively large price...Artículo de análisis • May 04
Optimistic Investors Push Calix, Inc. (NYSE:CALX) Shares Up 33% But Growth Is Lacking
Calix, Inc. ( NYSE:CALX ) shareholders would be excited to see that the share price has had a great month, posting a...Seeking Alpha • Apr 23
Q1 Reinforced My Bullish View On Calix's Platform Evolution
Summary Calix, Inc. has successfully transitioned from hardware to a cloud-focused platform, helping broadband providers enhance customer experiences and expand digital access in underserved areas. Strong Q1 2025 results, with EPS and revenue beating estimates, highlight solid execution and a shift towards high-margin, recurring-revenue solutions. The company's robust cash position, ongoing share buybacks, and potential growth from BEAD funding and new customer wins bolster long-term potential. Read the full article on Seeking AlphaArtículo de análisis • Apr 03
An Intrinsic Calculation For Calix, Inc. (NYSE:CALX) Suggests It's 44% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, Calix fair value estimate is US$63.50 Current share price of...Artículo de análisis • Feb 27
Calix, Inc.'s (NYSE:CALX) Share Price Not Quite Adding Up
Calix, Inc.'s ( NYSE:CALX ) price-to-sales (or "P/S") ratio of 3.1x may not look like an appealing investment...Rentabilidad de los accionistas
| CALX | US Communications | Mercado US | |
|---|---|---|---|
| 7D | 0.4% | 4.5% | 2.2% |
| 1Y | -32.2% | 66.6% | 20.9% |
Rentabilidad vs. Industria: Los resultados de CALX fueron inferiores a los de la industria US Communications, que obtuvo un rendimiento del 66.6% el año pasado.
Rentabilidad vs. Mercado: CALX obtuvo unos resultados inferiores a los del mercado US, que fueron del 20.9% el año pasado.
Volatilidad de los precios
| CALX volatility | |
|---|---|
| CALX Average Weekly Movement | 5.1% |
| Communications Industry Average Movement | 8.8% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: CALX 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 CALX (5%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1999 | 1,921 | Michael Weening | www.calix.com |
Calix, Inc. junto con sus filiales, se dedica al suministro de plataformas en la nube y de software, así como de sistemas y servicios en Estados Unidos, el resto de América, Europa, Oriente Medio, África y Asia-Pacífico. Las plataformas en la nube y de software, y los sistemas y servicios de la empresa permiten a los proveedores de servicios de banda ancha (BSP) proporcionar una gama de servicios. Ofrece la plataforma Calix Cloud, que incluye Calix Engagement Cloud, Calix Operations Cloud y Calix Service Cloud, que se pueden configurar para mostrar información basada en funciones y permitir a los BEP anticipar y orientar nuevos servicios y aplicaciones generadores de ingresos a través de aplicaciones móviles, como CommandIQ para residentes y CommandWorx para empresas; Calix Intelligent Access, una solución de red de acceso para redes automatizadas e inteligentes; y Calix Unlimited Subscriber, una solución para servicios gestionados de abonado.
Resumen de fundamentos de Calix, Inc.
| Estadísticas fundamentales de CALX | |
|---|---|
| Capitalización bursátil | US$2.40b |
| Beneficios(TTM) | US$51.19m |
| Ingresos (TTM) | US$1.11b |
48.7x
Ratio precio-beneficio (PE)2.2x
Ratio precio-ventas (PS)¿Está CALX sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de CALX | |
|---|---|
| Ingresos | US$1.11b |
| Coste de los ingresos | US$482.47m |
| Beneficio bruto | US$628.73m |
| Otros gastos | US$577.54m |
| Beneficios | US$51.19m |
Últimos beneficios comunicados
Jun 27, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 0.81 |
| Margen bruto | 56.58% |
| Margen de beneficio neto | 4.61% |
| Ratio deuda/patrimonio | 0% |
¿Cómo se ha desempeñado CALX a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/11 22:55 |
| Precio de las acciones al final del día | 2026/08/11 00:00 |
| Beneficios | 2026/06/27 |
| Ingresos anuales | 2025/12/31 |
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 |
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| 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 equipo de talla mundial 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
Calix, Inc. está cubierta por 22 analistas. 6 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 |
|---|---|
| Amir Rozwadowski | Barclays |
| Christian Schwab | Craig-Hallum Capital Group LLC |
| Parth Talsania | Equisights |