Calix Crecimiento futuro
Future controles de criterios 5/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Calix de 48% y 14.9% por año respectivamente. Se prevé que el BPA crezca en un 46.9% al año. Se espera que la rentabilidad financiera sea de 24.2% en 3 años.
Información clave
48.0%
Tasa de crecimiento de los beneficios
46.88%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Communications | 23.1% |
| Tasa de crecimiento de los ingresos | 14.9% |
| Rentabilidad financiera futura | 24.16% |
| Cobertura de analistas | Good |
| Última actualización | 24 Apr 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Seeking Alpha • Apr 28
Calix: Recent Pullback Drives Bullish Update
Summary Calix, Inc. has experienced a notable stock pullback due to gross margin pressures from rising memory costs, but the reaction appears overdone. CALX's transition to a recurring revenue, higher-margin software platform is progressing, with Q1 revenue up 27% YoY and non-GAAP EPS at $0.40. Management expects gross margin headwinds to persist through 2026 but targets 100-200bps annual margin improvement starting in 2027, supporting strong EPS growth. The risk/reward skews positive: downside appears priced in, and execution on margin recovery could drive significant upside over the next two years. Read the full article on Seeking AlphaArtículo 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 del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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.
Nuevo análisis • 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 del análisis • 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.
Nuevo análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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...Seeking Alpha • Feb 01
Calix: Steady Growth, Slow Momentum - A Hold For Me
Summary I rate Calix as a Hold due to its slightly volatile valuation and slowed revenue growth, despite its strong cloud-based platforms and expanding customer base. Valuation metrics and high stock volatility suggest waiting for stronger revenue momentum or a better entry point before considering a Buy. The broader industry and government funding delays impact near-term sales, requiring patience for long-term benefits to materialize. Read the full article on Seeking AlphaArtículo de análisis • Dec 13
Calix, Inc.'s (NYSE:CALX) Intrinsic Value Is Potentially 43% Above Its Share Price
Key Insights Calix's estimated fair value is US$50.51 based on 2 Stage Free Cash Flow to Equity Calix is estimated to...Artículo de análisis • Nov 16
Risks Still Elevated At These Prices As Calix, Inc. (NYSE:CALX) Shares Dive 25%
The Calix, Inc. ( NYSE:CALX ) share price has fared very poorly over the last month, falling by a substantial 25...
Nuevo análisis • Sep 24
Expanding Broadband Services And Cloud Management Fuel Optimism For Future Profits
Expanding market share via new Broadband Service Provider customers and largest platform cloud deal, suggesting increased revenue potential and demand for offerings.Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 1,604 | 137 | 261 | 287 | 3 |
| 12/31/2027 | 1,376 | 85 | 201 | 222 | 5 |
| 12/31/2026 | 1,183 | 53 | 124 | 146 | 6 |
| 3/28/2026 | 1,060 | 34 | 109 | 132 | N/A |
| 12/31/2025 | 1,000 | 18 | 116 | 135 | N/A |
| 9/27/2025 | 934 | -7 | 85 | 104 | N/A |
| 6/28/2025 | 869 | -27 | 72 | 88 | N/A |
| 3/29/2025 | 825 | -35 | 52 | 71 | N/A |
| 12/31/2024 | 832 | -30 | 50 | 68 | N/A |
| 9/28/2024 | 890 | -18 | 51 | 68 | N/A |
| 6/29/2024 | 953 | 2 | 50 | 68 | N/A |
| 3/30/2024 | 1,016 | 20 | 46 | 63 | N/A |
| 12/31/2023 | 1,040 | 29 | 38 | 56 | N/A |
| 9/30/2023 | 1,019 | 48 | 29 | 47 | N/A |
| 7/1/2023 | 992 | 44 | 20 | 38 | N/A |
| 4/1/2023 | 933 | 42 | 12 | 28 | N/A |
| 12/31/2022 | 868 | 41 | 13 | 27 | N/A |
| 10/1/2022 | 800 | 49 | 21 | 34 | N/A |
| 7/2/2022 | 736 | 213 | 25 | 38 | N/A |
| 4/2/2022 | 702 | 226 | 43 | 54 | N/A |
| 12/31/2021 | 679 | 238 | 46 | 57 | N/A |
| 10/2/2021 | 673 | 243 | 65 | 75 | N/A |
| 7/3/2021 | 651 | 86 | 74 | 81 | N/A |
| 4/3/2021 | 602 | 61 | 52 | 60 | N/A |
| 12/31/2020 | 541 | 33 | 44 | 51 | N/A |
| 9/26/2020 | 491 | 10 | 15 | 22 | N/A |
| 6/27/2020 | 455 | -14 | 4 | 12 | N/A |
| 3/28/2020 | 437 | -15 | -4 | 6 | N/A |
| 12/31/2019 | 424 | -18 | N/A | 5 | N/A |
| 9/28/2019 | 420 | -24 | N/A | 2 | N/A |
| 6/29/2019 | 420 | -20 | N/A | 3 | N/A |
| 3/30/2019 | 431 | -17 | N/A | 9 | N/A |
| 12/31/2018 | 441 | -19 | N/A | 4 | N/A |
| 9/29/2018 | 464 | -27 | N/A | -29 | N/A |
| 6/30/2018 | 478 | -45 | N/A | -44 | N/A |
| 3/31/2018 | 492 | -61 | N/A | -45 | N/A |
| 12/31/2017 | 510 | -83 | N/A | -63 | N/A |
| 9/30/2017 | 504 | -82 | N/A | -9 | N/A |
| 7/1/2017 | 497 | -63 | N/A | -2 | N/A |
| 4/1/2017 | 478 | -50 | N/A | -4 | N/A |
| 12/31/2016 | 459 | -27 | N/A | 24 | N/A |
| 9/24/2016 | 432 | -25 | N/A | 1 | N/A |
| 6/25/2016 | 423 | -25 | N/A | 7 | N/A |
| 3/26/2016 | 415 | -25 | N/A | 12 | N/A |
| 12/31/2015 | 407 | -26 | N/A | -5 | N/A |
| 9/26/2015 | 414 | -20 | N/A | 22 | N/A |
| 6/27/2015 | 408 | -25 | N/A | 32 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (48% al año) de CALX es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (48% al año) de CALX crezcan más rápidamente que el mercado US (16.4% al año).
Beneficios de alto crecimiento: Se espera que los beneficios de CALX crezcan significativamente en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (14.9% al año) de CALX crezcan más rápidamente que los del mercado US (11.4% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 14.9% al año) de CALX 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 CALX sea alta dentro de 3 años (24.2%)
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/07 13:41 |
| Precio de las acciones al final del día | 2026/05/07 00:00 |
| Beneficios | 2026/03/28 |
| 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 |
|
|
| 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 21 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 |