Concentrix Gestione
Criteri Gestione verificati 2/4
Concentrix Il CEO è Chris Caldwell, nominato in Jun2012, e ha un mandato di 14.08 anni. la retribuzione annua totale è $ 13.35M, composta da 6.4% di stipendio e 93.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.33% delle azioni della società, per un valore di $ 4.35M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 6.2 anni e 5.6 anni.
Informazioni chiave
Chris Caldwell
Amministratore delegato
US$13.3m
Compenso totale
| Percentuale dello stipendio del CEO | 6.39% |
| Mandato del CEO | 14.1yrs |
| Proprietà del CEO | 0.3% |
| Durata media del management | 6.2yrs |
| Durata media del Consiglio di amministrazione | 5.6yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento della narrazione • Jul 07
CNXC: Reset Expectations And Index Shift Will Support Future Upside Potential
Analysts have lowered the Concentrix fair value estimate from $41.25 to $35.25, reflecting reduced long term revenue growth assumptions. Profit margin expectations and the future P/E input also shift in response to updated models following recent Q2 results and guidance.Seeking Alpha • Jun 30
Concentrix: I'm Not Buying The Dip Following Weak Q2 Earnings
Summary The market fears that Concentrix Corporation faces existential AI disruption, though the company's operating results have been resilient. That said, the earnings trajectory has started to weaken a bit, and Q2 was another underwhelming report. Shares would be a value here if the company had a clean balance sheet. But, due to its massive leverage, this is a highly speculative situation. I remain on the sidelines, seeing CNXC as a melting ice cube business with a long, uncertain path to shareholder value recovery amid ongoing AI and cost pressures. Read the full article on Seeking AlphaAggiornamento della narrazione • Jun 23
CNXC: Margin Resilience And Index Shift Will Support Repriced Upside Potential
Analysts have trimmed their price targets on Concentrix by $12 to $25, citing updated assessments of the company’s outlook while keeping key assumptions such as fair value at $41.25 and long term revenue growth and profit margin broadly unchanged. Analyst Commentary Recent research on Concentrix points to a more cautious stance on valuation, with several firms trimming price targets while keeping long term growth and margin assumptions broadly intact.Aggiornamento della narrazione • Jun 07
CNXC: Margin Expansion And Buybacks Will Support Repriced Upside Potential
Analysts have reduced their price targets on Concentrix by $12 to $25, citing updated views on the company’s outlook. They maintained their fair value estimates and kept key model inputs such as discount rate, revenue growth, profit margin, and future P/E broadly unchanged.Aggiornamento della narrazione • May 13
CNXC: Margin Resilience And Buybacks Will Support Repriced Upside Potential
Concentrix's analyst price target has been revised lower by a combined $24 to $25 across several firms, with analysts citing updated views on valuation and business outlook to support the adjustment. Analyst Commentary Across the latest research updates, analysts reduced their price targets for Concentrix by amounts ranging from $12 to $25, pointing to reassessments of valuation and the business outlook.Aggiornamento della narrazione • Apr 25
CNXC: Margin Resilience And Buybacks Will Support Future Upside Potential
Analysts have trimmed their Concentrix price targets by $12 to $25, citing more conservative assumptions around future P/E multiples, while keeping fair value, discount rate, and margin expectations broadly unchanged. Analyst Commentary Bullish Takeaways Bullish analysts appear to see the P/E reset as a way to align expectations more closely with current sentiment, which can reduce the risk of overpaying for near term execution.Aggiornamento della narrazione • Apr 10
CNXC: Higher Margin Outlook And Buybacks Will Support Future Upside Potential
Narrative Update The updated analyst price target for Concentrix moves from approximately $48.60 to about $41.25. This reflects recent cuts from several firms as analysts point to more measured revenue growth assumptions, offset by slightly higher projected profit margins and a lower future P/E multiple.Aggiornamento della narrazione • Mar 27
CNXC: Higher Margin Outlook And Buybacks Will Support Future Undervalued Entry
The analyst price target for Concentrix has shifted from $62.20 to $48.60. Analysts attribute this change to updated assumptions around slower revenue growth, a higher profit margin profile, and a lower future P/E multiple following recent target cuts from Barrington, Baird, and Canaccord.Aggiornamento della narrazione • Mar 12
CNXC: AI Rollout And Buybacks Will Support Future Undervalued Entry
Analysts have trimmed their price target on Concentrix by $4, reflecting updated views captured in recent research while keeping key fair value and growth assumptions essentially unchanged. Analyst Commentary Recent research around the $4 reduction in the price target highlights a mix of confidence in Concentrix’s core thesis and a more cautious stance on execution and risk.Aggiornamento della narrazione • Feb 26
CNXC: Higher Discount Rate Assumptions Will Support Future Undervalued Entry
Analysts have trimmed their price target on Concentrix by $4, reflecting updated assumptions around discount rates and valuation multiples, while keeping fair value estimates for the business broadly unchanged. Analyst Commentary Analysts describe the $4 price target cut as a fine tuning of their models rather than a reset of their overall view on Concentrix, with fair value estimates broadly intact.Articolo di analisi • Feb 16
Benign Growth For Concentrix Corporation (NASDAQ:CNXC) Underpins Stock's 30% Plummet
Concentrix Corporation ( NASDAQ:CNXC ) shareholders won't be pleased to see that the share price has had a very rough...Aggiornamento della narrazione • Feb 12
CNXC: Updated Discount Rate Assumptions Will Support Future Undervalued Entry
Analysts have lowered their price target on Concentrix by $4, citing updated assumptions around discount rates and profitability, while keeping fair value estimates broadly stable. Analyst Commentary Analysts describe the recent US$4 reduction in the price target as a fine tuning of their view, reflecting updated discount rate assumptions and a more cautious stance on profitability, rather than a fundamental reset of Concentrix's underlying worth.Aggiornamento della narrazione • Jan 29
CNXC: Updated Discount Rate And P/E Assumptions Will Support Future Undervalued Entry
Narrative Update on Concentrix Analysts have trimmed their price target on Concentrix by $4, citing updated assumptions around discount rates and future P/E expectations, while keeping their fair value estimate unchanged at $62.20. Analyst Commentary Recent research around Concentrix reflects a mixed tone, with the $4 trim to the price target tied mainly to updated discount rate inputs and revised P/E assumptions rather than a reset of the underlying fair value, which remains at $62.20.Aggiornamento della narrazione • Jan 15
CNXC: Higher Discount Rate Reset Will Support Future Undervalued Entry Thesis
Analysts have trimmed their price target on Concentrix by about $2.63, citing updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E following recent research that included a $4 reduction highlighted at Baird. Analyst Commentary Analysts framing the new price target are trying to line up their fair value work with updated assumptions on discount rates, revenue growth, margins and the future P/E they think the market is willing to pay for Concentrix.Articolo di analisi • Nov 08
Concentrix Corporation (NASDAQ:CNXC) Not Doing Enough For Some Investors As Its Shares Slump 28%
The Concentrix Corporation ( NASDAQ:CNXC ) share price has fared very poorly over the last month, falling by a...Articolo di analisi • Sep 29
Concentrix's (NASDAQ:CNXC) Upcoming Dividend Will Be Larger Than Last Year's
The board of Concentrix Corporation ( NASDAQ:CNXC ) has announced that it will be paying its dividend of $0.36 on the...Aggiornamento della narrazione • Sep 27
AI Integration And Webhelp Synergies Will Transform Business
Concentrix's consensus price target was modestly reduced to $64.83 as analysts factor in compressed valuation multiples from AI-related investor uncertainty and secular headwinds—rather than fundamental weakness—while maintaining confidence in growth reacceleration and strong business fundamentals. Analyst Commentary Compressed valuation multiples attributed to investor uncertainty over the impact of artificial intelligence on labor-intensive business models and broader secular headwinds, not due to fundamental company weakness.Articolo di analisi • Apr 03
Concentrix Corporation's (NASDAQ:CNXC) Shares Leap 26% Yet They're Still Not Telling The Full Story
The Concentrix Corporation ( NASDAQ:CNXC ) share price has done very well over the last month, posting an excellent...Articolo di analisi • Jan 29
The Market Lifts Concentrix Corporation (NASDAQ:CNXC) Shares 25% But It Can Do More
Concentrix Corporation ( NASDAQ:CNXC ) shareholders have had their patience rewarded with a 25% share price jump in the...Seeking Alpha • Jan 17
Concentrix: Better Than Expected Results, GenAI, And Cheap
Summary Concentrix Corporation delivered better-than-expected EPS and revenue, driven by significant investments in its GenAI product suite and a booming AI customer experience market. The AI in customer experience market is projected to grow at a 22% CAGR, potentially boosting CNXC's future revenue and free cash flow growth. Despite risks from high debt levels and potential global tariffs, CNXC's substantial headcount growth and consistent net income make it appear undervalued. My financial model suggests CNXC is significantly undervalued, with an equity valuation of $6.5 billion and a target price of $102 per share. Read the full article on Seeking AlphaSeeking Alpha • Dec 21
AI: Will Freshworks Leave Room For Concentrix?
Summary A.I. is revolutionising Customer Relationship Management (CRM), with Salesforce leading the market, leveraging Big Data to enhance customer interactions and sales conversions. Generative A.I. significantly boosts Customer Experience (CX) performance, with early adopters seeing a 25% increase in CX satisfaction, and the global CX market projected to grow to $33bn by 2030. Concentrix, with a $2.86bn market cap, offers comprehensive CX services including call centres. Freshworks is a SAAS only CX provider. Both companies have seen 70% plus share price declines, but one is still priced for growth, the other for business declines. Is this justified? Read the full article on Seeking AlphaSeeking Alpha • Nov 01
Concentrix: Significant Business Growth Driven By AI, And Cheap Valuation
Summary Concentrix's diversified client base, strong cash flow, and expanding AI-driven services make it a compelling buy at the current stock price. The company’s global presence and technological innovations in data analytics and AI are expected to drive future revenue and profitability growth. Concentrix's efficient debt management and significant undervaluation compared to peers suggest substantial upside potential. Despite potential risks from technological failures and client concentration, the company looks like a buy. Read the full article on Seeking AlphaArticolo di analisi • Oct 22
Positive Sentiment Still Eludes Concentrix Corporation (NASDAQ:CNXC) Following 26% Share Price Slump
The Concentrix Corporation ( NASDAQ:CNXC ) share price has fared very poorly over the last month, falling by a...Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| May 31 2026 | n/a | n/a | -US$1b |
| Feb 28 2026 | n/a | n/a | -US$1b |
| Nov 30 2025 | US$13m | US$853k | -US$1b |
| Aug 31 2025 | n/a | n/a | US$302m |
| May 31 2025 | n/a | n/a | US$234m |
| Feb 28 2025 | n/a | n/a | US$258m |
| Nov 30 2024 | US$12m | US$827k | US$242m |
| Aug 31 2024 | n/a | n/a | US$198m |
| May 31 2024 | n/a | n/a | US$258m |
| Feb 29 2024 | n/a | n/a | US$272m |
| Nov 30 2023 | US$10m | US$800k | US$308m |
| Aug 31 2023 | n/a | n/a | US$343m |
| May 31 2023 | n/a | n/a | US$372m |
| Feb 28 2023 | n/a | n/a | US$406m |
| Nov 30 2022 | US$9m | US$797k | US$428m |
| Aug 31 2022 | n/a | n/a | US$448m |
| May 31 2022 | n/a | n/a | US$451m |
| Feb 28 2022 | n/a | n/a | US$421m |
| Nov 30 2021 | US$15m | US$775k | US$400m |
| Aug 31 2021 | n/a | n/a | US$342m |
| May 31 2021 | n/a | n/a | US$279m |
| Feb 28 2021 | n/a | n/a | US$200m |
| Nov 30 2020 | US$2m | US$575k | US$165m |
| Aug 31 2020 | n/a | n/a | US$132m |
| May 31 2020 | n/a | n/a | US$117m |
| Feb 29 2020 | n/a | n/a | US$136m |
| Nov 30 2019 | US$7m | US$608k | US$117m |
Compensazione vs Mercato: La retribuzione totale di Chris ($USD 13.35M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 5.20M ).
Compensazione vs guadagni: La retribuzione di Chris è aumentata nonostante l'azienda non sia redditizia.
AMMINISTRATORE DELEGATO
Chris Caldwell (53 yo)
14.1yrs
Mandato
US$13,347,449
Compensazione
Mr. Christopher A. Caldwell, also known as Chris, serves as the President & Chief Executive Officer of Concentrix Corporation since December 01, 2020 and also serves as its Director since December 2020. He...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 14.1yrs | US$13.35m | 0.33% $ 4.4m | |
| Executive VP & CFO | 7.8yrs | US$4.17m | 0.079% $ 1.0m | |
| Executive Vice President of Legal | 4.8yrs | US$2.23m | 0.015% $ 195.4k | |
| Executive Vice President of Global Sales & Account Management | 2.5yrs | US$2.91m | 0.049% $ 640.8k | |
| Executive Vice President of Customer Success | 7.5yrs | US$4.04m | 0.024% $ 318.6k | |
| Senior Vice President of Operations & Delivery | no data | Nessun dato | Nessun dato | |
| Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Vice President of Corporate Communications | no data | Nessun dato | Nessun dato | |
| Senior Vice President of Corporate Development | no data | Nessun dato | Nessun dato | |
| Senior Vice President of People Solutions | 4.5yrs | Nessun dato | Nessun dato | |
| Executive Vice President of Information Systems & Security | no data | Nessun dato | Nessun dato | |
| Executive Vice President of Strategic Projects & Corporate Strategy | no data | Nessun dato | Nessun dato |
6.2yrs
Durata media
56yo
Età media
Gestione esperta: Il team dirigenziale di CNXC è esperto e expertise (durata media dell'incarico 6.2 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 5.6yrs | US$13.35m | 0.33% $ 4.4m | |
| Independent Director | less than a year | Nessun dato | Nessun dato | |
| Independent Director | 5.6yrs | US$264.88k | 0.035% $ 453.7k | |
| Independent Director | 5.6yrs | US$297.38k | 0.020% $ 255.4k | |
| Independent Director | 5.6yrs | US$299.88k | 0.021% $ 278.9k | |
| Independent Chairwoman of the Board | 5.6yrs | US$414.88k | 0.016% $ 213.8k | |
| Independent Director | 5.6yrs | US$292.38k | 0.016% $ 213.8k | |
| Independent Director | 5.6yrs | US$289.88k | 0.016% $ 213.8k |
5.6yrs
Durata media
63.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di CNXC sono considerati esperti (durata media dell'incarico 5.6 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/09 16:24 |
| Prezzo dell'azione a fine giornata | 2026/07/09 00:00 |
| Utili | 2026/05/31 |
| Utili annuali | 2025/11/30 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Concentrix Corporation è coperta da 5 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| David Koning | Baird |
| Vincent Colicchio | Barrington Research Associates, Inc. |
| Ruplu Bhattacharya | BofA Global Research |