Calix（CALX）株式概要
カリックス・インクは、その子会社とともに、米国、その他の米州、欧州、中東、アフリカ、アジア太平洋地域でクラウドおよびソフトウェア・プラットフォーム、システム、サービスの提供に従事している。 詳細
CALX Community Fair Values
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Analyst Price Targets
Calix, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$38.37 |
| 52週高値 | US$71.22 |
| 52週安値 | US$38.24 |
| ベータ | 1.27 |
| 1ヶ月の変化 | -25.57% |
| 3ヶ月変化 | -30.07% |
| 1年変化 | -18.40% |
| 3年間の変化 | -14.14% |
| 5年間の変化 | -12.64% |
| IPOからの変化 | 154.11% |
最新ニュース
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 Alpha分析記事 • 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...
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.
新しいナラティブ • 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?分析記事 • 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...ナラティブの更新 • 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.
新しいナラティブ • 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?ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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 Alpha分析記事 • 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...分析記事 • 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 Alpha分析記事 • 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...分析記事 • 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...株主還元
| CALX | US Communications | US 市場 | |
|---|---|---|---|
| 7D | -5.0% | 2.7% | -0.3% |
| 1Y | -18.4% | 85.3% | 26.7% |
業界別リターン: CALX過去 1 年間で85.3 % の収益を上げたUS Communications業界を下回りました。
リターン対市場: CALXは、過去 1 年間で26.7 % のリターンを上げたUS市場を下回りました。
価格変動
| CALX volatility | |
|---|---|
| CALX Average Weekly Movement | 6.4% |
| Communications Industry Average Movement | 9.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: CALX 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CALXの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1999 | 1,921 | Michael Weening | www.calix.com |
は、その子会社とともに、米国、その他の米州、欧州、中東、アフリカ、アジア太平洋地域で、クラウドおよびソフトウェア・プラットフォーム、システムおよびサービスの提供に従事している。同社のクラウドおよびソフトウェア・プラットフォーム、システムおよびサービスは、ブロードバンド・サービス・プロバイダー（BSP）が様々なサービスを提供することを可能にする。Calix Engagement Cloud、Calix Operations Cloud、Calix Service Cloudで構成されるCalix Cloudプラットフォームは、ロールベースのインサイトを表示するように設定可能で、BEPがモバイル・アプリケーションを通じて、新たな収益を生み出すサービスやアプリケーションを予測し、ターゲットとすることを可能にするもので、住民向けのCommandIQや企業向けのCommandWorxなどがある。また、Wi-Fi、高度なコンテンツ・コントロール、ネットワーク・セキュリティ、コネクテッド・カメラ、ソーシャル・メディア・モニタリングなど、加入者の自宅でのコネクテッド体験を強化、運用、保護するSmartHomeマネージド・サービスやアプリケーションを含むSmartLifeマネージド・サービスも提供している；SMARTMDUマネージドサービスは、あらゆるタイプの集合住宅向けに、目的に応じた柔軟な接続ソリューションを提供する。さらに、同社はGigaSpireおよびGigaProブランドでWi-Fiシステムを提供し、BEPの住宅およびビジネス加入者向けの完全な加入者体験ソリューションとして展開できるようにしている。同社は直販部隊と再販業者を通じて製品を提供している。カリックス社は1999年に設立され、カリフォルニア州サンノゼに本社を置いている。
Calix, Inc. 基礎のまとめ
| CALX 基礎統計学 | |
|---|---|
| 時価総額 | US$2.54b |
| 収益（TTM） | US$33.88m |
| 売上高(TTM) | US$1.06b |
72.2x
PER（株価収益率2.3x
P/SレシオCALX は割高か？
公正価値と評価分析を参照収益と収入
| CALX 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.06b |
| 売上原価 | US$454.85m |
| 売上総利益 | US$604.90m |
| その他の費用 | US$571.02m |
| 収益 | US$33.88m |
直近の収益報告
Mar 28, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.53 |
| グロス・マージン | 57.08% |
| 純利益率 | 3.20% |
| 有利子負債／自己資本比率 | 0% |
CALX の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/20 10:15 |
| 終値 | 2026/05/20 00:00 |
| 収益 | 2026/03/28 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Calix, Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21
| アナリスト | 機関 |
|---|---|
| Amir Rozwadowski | Barclays |
| Christian Schwab | Craig-Hallum Capital Group LLC |
| Parth Talsania | Equisights |