Calix, Inc.

NYSE:CALX 株式レポート

時価総額：US$2.8b

Calix 将来の成長

Future 基準チェック /56

Calix利益と収益がそれぞれ年間48%と14.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に24.2% 46.7%なると予測されています。

主要情報

48.0%

収益成長率

46.69%

EPS成長率

Communications 収益成長22.5%
収益成長率14.9%
将来の株主資本利益率24.16%
アナリストカバレッジ

Good

最終更新日24 Apr 2026

今後の成長に関する最新情報

Calix, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Apr 25
Calix, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Recent updates

Calix: Recent Pullback Drives Bullish Update

Apr 28

Calix, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Apr 25
Calix, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

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.

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.

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.

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.

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.

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?

Calix's (NYSE:CALX) Earnings May Just Be The Starting Point

Feb 05
Calix's (NYSE:CALX) Earnings May Just Be The Starting Point

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.

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?

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.

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.

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.

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.

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.

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.

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.

Is It Too Late To Consider Buying Calix, Inc. (NYSE:CALX)?

Jun 24
Is It Too Late To Consider Buying Calix, Inc. (NYSE:CALX)?

Optimistic Investors Push Calix, Inc. (NYSE:CALX) Shares Up 33% But Growth Is Lacking

May 04
Optimistic Investors Push Calix, Inc. (NYSE:CALX) Shares Up 33% But Growth Is Lacking

Q1 Reinforced My Bullish View On Calix's Platform Evolution

Apr 23

An Intrinsic Calculation For Calix, Inc. (NYSE:CALX) Suggests It's 44% Undervalued

Apr 03
An Intrinsic Calculation For Calix, Inc. (NYSE:CALX) Suggests It's 44% Undervalued

Calix, Inc.'s (NYSE:CALX) Share Price Not Quite Adding Up

Feb 27
Calix, Inc.'s (NYSE:CALX) Share Price Not Quite Adding Up

Calix: Steady Growth, Slow Momentum - A Hold For Me

Feb 01

Calix, Inc.'s (NYSE:CALX) Intrinsic Value Is Potentially 43% Above Its Share Price

Dec 13
Calix, Inc.'s (NYSE:CALX) Intrinsic Value Is Potentially 43% Above Its Share Price

Risks Still Elevated At These Prices As Calix, Inc. (NYSE:CALX) Shares Dive 25%

Nov 16
Risks Still Elevated At These Prices As Calix, Inc. (NYSE:CALX) Shares Dive 25%
User avatar

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.

業績と収益の成長予測

NYSE:CALX - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,6041372612873
12/31/20271,376852012225
12/31/20261,183531241466
3/28/20261,06034109132N/A
12/31/20251,00018116135N/A
9/27/2025934-785104N/A
6/28/2025869-277288N/A
3/29/2025825-355271N/A
12/31/2024832-305068N/A
9/28/2024890-185168N/A
6/29/202495325068N/A
3/30/20241,016204663N/A
12/31/20231,040293856N/A
9/30/20231,019482947N/A
7/1/2023992442038N/A
4/1/2023933421228N/A
12/31/2022868411327N/A
10/1/2022800492134N/A
7/2/20227362132538N/A
4/2/20227022264354N/A
12/31/20216792384657N/A
10/2/20216732436575N/A
7/3/2021651867481N/A
4/3/2021602615260N/A
12/31/2020541334451N/A
9/26/2020491101522N/A
6/27/2020455-14412N/A
3/28/2020437-15-46N/A
12/31/2019424-18N/A5N/A
9/28/2019420-24N/A2N/A
6/29/2019420-20N/A3N/A
3/30/2019431-17N/A9N/A
12/31/2018441-19N/A4N/A
9/29/2018464-27N/A-29N/A
6/30/2018478-45N/A-44N/A
3/31/2018492-61N/A-45N/A
12/31/2017510-83N/A-63N/A
9/30/2017504-82N/A-9N/A
7/1/2017497-63N/A-2N/A
4/1/2017478-50N/A-4N/A
12/31/2016459-27N/A24N/A
9/24/2016432-25N/A1N/A
6/25/2016423-25N/A7N/A
3/26/2016415-25N/A12N/A
12/31/2015407-26N/A-5N/A
9/26/2015414-20N/A22N/A
6/27/2015408-25N/A32N/A

アナリストによる今後の成長予測

収入対貯蓄率: CALXの予測収益成長率 (年間48% ) は 貯蓄率 ( 3.4% ) を上回っています。

収益対市場: CALXの収益 ( 48% ) はUS市場 ( 16% ) よりも速いペースで成長すると予測されています。

高成長収益: CALXの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: CALXの収益 ( 14.9% ) US市場 ( 11.2% ) よりも速いペースで成長すると予測されています。

高い収益成長: CALXの収益 ( 14.9% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: CALXの 自己資本利益率 は、3年後には高くなると予測されています ( 24.2 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/05 21:35
終値2026/05/05 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 RozwadowskiBarclays
Christian SchwabCraig-Hallum Capital Group LLC
Parth TalsaniaEquisights