Amdocs Limited

NasdaqGS:DOX Rapport sur les actions

Capitalisation boursière : US$5.5b

Amdocs Gestion

Gestion contrôle des critères 2/4

Le PDG Amdocs est Shimie Hortig, nommé en Mar2026, a un mandat de moins d'un an. détient directement 0.17% des actions de la société, d'une valeur de $ 9.35M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 5.3 ans et 6.4 ans.

Informations clés

Shimie Hortig

Directeur général

n/a

Rémunération totale

Pourcentage du salaire du PDGn/a
Durée du mandat du directeur généralless than a year
Propriété du PDG0.2%
Durée moyenne d'occupation des postes de direction5.3yrs
Durée moyenne du mandat des membres du conseil d'administration6.4yrs

Mises à jour récentes de la gestion

Recent updates

Seeking Alpha • Jun 19

Amdocs: A Boring Telecom Software Stock With Hidden AI Upside

Summary Amdoc trades at a mid-single digit P/E, reflecting mature telecom IT status and perceived lack of growth. DOX is actively leveraging its strong resources to position for Agentic AI opportunities, a catalyst not yet reflected in its valuation. The shares have already declined 40% over the past year, limiting further downside risk relative to potential AI-driven upside. If DOX's AI thesis materializes, the risk/reward profile is highly asymmetric in favor of significant upside. Read the full article on Seeking Alpha
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Nouveau récit • 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?
Mise à jour du récit • 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.
Nouveau récit • 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?
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Article d’analyse • Jul 30

Amdocs Limited's (NASDAQ:DOX) Intrinsic Value Is Potentially 76% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Amdocs fair value estimate is US$153 Current share price of...
Article d’analyse • Jul 12

Here's Why Amdocs (NASDAQ:DOX) Can Manage Its Debt Responsibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Article d’analyse • Jun 24

Amdocs (NASDAQ:DOX) Might Have The Makings Of A Multi-Bagger

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
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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Nouveau récit • 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
Seeking Alpha • Jun 07

Amdocs: An Undervalued Dividend Growth Stock With 28% Margin Of Safety

Summary Amdocs Limited is an undervalued dividend-growth company with a low debt-to-capital ratio and expected high single-digit earnings growth. The company is a leading provider of software and services for communications and media industry providers. Amdocs has a strong balance sheet and predictable revenue, and analysts are bullish on its future prospects. It is a dividend growth stock, having raised dividends at an average of 12.59% for the past 12 years. Amdocs Limited stock is well-priced with a 28% margin of safety and an upside potential of 17.55%. Read the full article on Seeking Alpha
Seeking Alpha • Apr 16

Amdocs: Financial Prospects And Capital Return Are Key Investment Considerations

Summary Amdocs' upcoming second quarter results could miss the market's expectations, if a bigger-than-expected reduction in telecommunications companies' spending on legacy systems materializes. DOX boasts an appealing high single digit percentage forward shareholder yield on the assumption that the company will continue to distribute most of its free cash flow to its shareholders. A Hold rating for Amdocs is justified, taking into account both its financial outlook and shareholder capital return approach. Read the full article on Seeking Alpha

PDG

Shimie Hortig

less than a year
Titularisation

Mr. Shimie Hortig serves as President, CEO & Director of Amdocs Limited from March 23, 2026. He served as Group President of the Americas Business Group at Amdocs Limited until March 23, 2026. He has exper...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Shimie Hortig
Presidentless than a yearpas de données0.17%
$ 9.4m
Tal Rozenfeld
Chief Financial Officerno datapas de données0.021%
$ 1.2m
Anthony Goonetilleke
Group President of Technology & Head of Strategyno datapas de donnéespas de données
Matthew Smith
Secretary & Head of Investor Relations12.4yrspas de données0.0015%
$ 79.8k
Idit Aronsohn
Head of Corporate Responsibilityno datapas de donnéespas de données
Avishai Sharlin
GM & Division Presidentno datapas de donnéespas de données
Mustafa Oyumi
Head of B2B Strategyno datapas de donnéespas de données
Rajat Raheja
Division President of Amdocs Development Centre India LLP10.3yrspas de donnéespas de données
5.3yrs
Durée moyenne de l'emploi
57yo
Âge moyen

Gestion expérimentée: L'équipe dirigeante de DOX est chevronnée et expérimentée (5.3 années d'ancienneté moyenne).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Shimie Hortig
Presidentless than a yearpas de données0.17%
$ 9.4m
Robert Minicucci
Independent Director28.8yrspas de données0.29%
$ 15.7m
Julian Brodsky
Director Emeritus6.3yrspas de donnéespas de données
John MacDonald
Independent Director6.8yrspas de donnéespas de données
Adrian David Gardner
Independent Director28.2yrspas de données0.050%
$ 2.8m
Véronique Morali
Director1.1yrspas de donnéespas de données
Eli Gelman
Chairman of the Board23.9yrspas de données0.32%
$ 17.5m
Amos Genish
Independent Director3.4yrspas de donnéespas de données
Sarah Davis
Independent Director4.8yrspas de données0.016%
$ 848.6k
Yvette Gordon-Kanouff
Independent Director6.4yrspas de données0.023%
$ 1.2m
Rafael de la Vega
Independent Director8.4yrspas de donnéespas de données
6.4yrs
Durée moyenne de l'emploi
68yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de DOX sont considérés comme expérimentés (ancienneté moyenne 6.4 ans).

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/21 06:53
Cours de l'action en fin de journée2026/06/18 00:00
Les revenus2026/03/31
Revenus annuels2025/09/30

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Amdocs Limited est couverte par 22 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

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