Amdocs Limited

NasdaqGS:DOX 주식 리포트

시가총액: US$6.9b

Amdocs 경영진

경영진 기준 점검 2/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Shimie Hortig

최고경영자

n/a

총 보수

CEO 급여 비율n/a
CEO 재임 기간less than a year
CEO 지분 보유율n/a
경영진 평균 재임 기간11.2yrs
이사회 평균 재임 기간6.3yrs

최근 경영진 업데이트

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

CEO

Shimie Hortig

less than a year
재임 기간

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...


리더십 팀

이름직위재임 기간보수지분
Shimie Hortig
Presidentless than a year데이터 없음데이터 없음
Tamar Rapaport-Dagim
CFO & COO19.3yrs데이터 없음0.27%
$ 18.8m
Anthony Goonetilleke
Group President of Technology & Head of Strategyno data데이터 없음데이터 없음
Matthew Smith
Secretary & Head of Investor Relations12.3yrs데이터 없음0.0019%
$ 128.6k
Idit Aronsohn
Head of Corporate Responsibilityno data데이터 없음데이터 없음
Avishai Sharlin
GM & Division Presidentno data데이터 없음데이터 없음
Mustafa Oyumi
Head of B2B Strategyno data데이터 없음데이터 없음
Rajat Raheja
Division President of Amdocs Development Centre India LLP10.2yrs데이터 없음데이터 없음
11.2yrs
평균 재임 기간
55yo
평균 나이

경험이 풍부한 관리: DOX의 경영진은 노련하고 경험이 풍부합니다(평균 재임 11.2 년).


이사회 구성원

이름직위재임 기간보수지분
Shimie Hortig
Presidentless than a year데이터 없음데이터 없음
Robert Minicucci
Independent Director28.6yrs데이터 없음0.28%
$ 19.5m
Julian Brodsky
Director Emeritus6.2yrs데이터 없음데이터 없음
John MacDonald
Independent Director6.7yrs데이터 없음데이터 없음
Adrian David Gardner
Independent Director28yrs데이터 없음0.050%
$ 3.4m
Véronique Morali
Directorless than a year데이터 없음0.0041%
$ 281.2k
Eli Gelman
Chairman of the Board23.8yrs데이터 없음0.32%
$ 21.7m
Amos Genish
Independent Director3.3yrs데이터 없음0.011%
$ 725.3k
Sarah Davis
Independent Director4.7yrs데이터 없음0.015%
$ 1.1m
Yvette Gordon-Kanouff
Independent Director6.3yrs데이터 없음0.022%
$ 1.5m
Rafael de la Vega
Independent Director8.3yrs데이터 없음데이터 없음
6.3yrs
평균 재임 기간
67yo
평균 나이

경험이 풍부한 이사회: DOX의 이사회경험이 있음으로 간주됩니다(평균 재임 6.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/04/30 15:29
종가2026/04/30 00:00
수익2025/12/31
연간 수익2025/09/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Amdocs Limited는 24명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Amir RozwadowskiBarclays
Tavy RosnerBarclays
Tal LianiBofA Global Research