Amdocs Limited

Report azionario NasdaqGS:DOX

Capitalizzazione di mercato: US$7.0b

Amdocs Gestione

Criteri Gestione verificati 2/4

Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.

Informazioni chiave

Shimie Hortig

Amministratore delegato

n/a

Compenso totale

Percentuale dello stipendio del CEOn/a
Mandato del CEOless than a year
Proprietà del CEOn/a
Durata media del management11.3yrs
Durata media del Consiglio di amministrazione6.3yrs

Aggiornamenti recenti sulla gestione

Recent updates

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.

Amdocs Shows Strong Cash Flow At A Cheap Price

Apr 16

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.

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?

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.

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?

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.

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.

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.

Is Amdocs Limited (NASDAQ:DOX) Trading At A 36% Discount?

Jan 14
Is Amdocs Limited (NASDAQ:DOX) Trading At A 36% Discount?

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

Jul 30
Amdocs Limited's (NASDAQ:DOX) Intrinsic Value Is Potentially 76% Above Its Share Price

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

Jul 12
Here's Why Amdocs (NASDAQ:DOX) Can Manage Its Debt Responsibly

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

Jun 24
Amdocs (NASDAQ:DOX) Might Have The Makings Of A Multi-Bagger

We Think Amdocs' (NASDAQ:DOX) Solid Earnings Are Understated

May 15
We Think Amdocs' (NASDAQ:DOX) Solid Earnings Are Understated

Amdocs (NASDAQ:DOX) Is Due To Pay A Dividend Of $0.527

May 13
Amdocs (NASDAQ:DOX) Is Due To Pay A Dividend Of $0.527

Amdocs Exits Low-Margin Activities But Growth Remains Uncertain

Apr 25

Amdocs: Focused On Improving Margins

Feb 07
User avatar

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.

Amdocs Growth Remains Anemic On Client Buying Scrutiny

Aug 23

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

Jun 07

Amdocs: Financial Prospects And Capital Return Are Key Investment Considerations

Apr 16

AMMINISTRATORE DELEGATO

Shimie Hortig

less than a year
Mandato

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...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Shimie Hortig
Presidentless than a yearNessun datoNessun dato
Tamar Rapaport-Dagim
CFO & COO19.3yrsNessun dato0.27%
$ 19.0m
Anthony Goonetilleke
Group President of Technology & Head of Strategyno dataNessun datoNessun dato
Matthew Smith
Secretary & Head of Investor Relations12.3yrsNessun dato0.0019%
$ 130.1k
Idit Aronsohn
Head of Corporate Responsibilityno dataNessun datoNessun dato
Avishai Sharlin
GM & Division Presidentno dataNessun datoNessun dato
Mustafa Oyumi
Head of B2B Strategyno dataNessun datoNessun dato
Rajat Raheja
Division President of Amdocs Development Centre India LLP10.3yrsNessun datoNessun dato
11.3yrs
Durata media
55yo
Età media

Gestione esperta: Il team dirigenziale di DOX è esperto e expertise (durata media dell'incarico 11.2 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Shimie Hortig
Presidentless than a yearNessun datoNessun dato
Robert Minicucci
Independent Director28.7yrsNessun dato0.28%
$ 19.8m
Julian Brodsky
Director Emeritus6.3yrsNessun datoNessun dato
John MacDonald
Independent Director6.8yrsNessun datoNessun dato
Adrian David Gardner
Independent Director28.1yrsNessun dato0.050%
$ 3.5m
Véronique Morali
Director1yrNessun dato0.0041%
$ 284.5k
Eli Gelman
Chairman of the Board23.8yrsNessun dato0.32%
$ 22.0m
Amos Genish
Independent Director3.3yrsNessun dato0.011%
$ 733.9k
Sarah Davis
Independent Director4.8yrsNessun dato0.015%
$ 1.1m
Yvette Gordon-Kanouff
Independent Director6.3yrsNessun dato0.022%
$ 1.6m
Rafael de la Vega
Independent Director8.3yrsNessun datoNessun dato
6.3yrs
Durata media
67yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di DOX sono considerati esperti (durata media dell'incarico 6.3 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/01 22:03
Prezzo dell'azione a fine giornata2026/05/01 00:00
Utili2025/12/31
Utili annuali2025/09/30

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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; abbiamo anche guide su come utilizzare i nostri report e 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

Amdocs Limited è coperta da 24 analisti. 5 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.

AnalistaIstituzione
Amir RozwadowskiBarclays
Tavy RosnerBarclays
Tal LianiBofA Global Research