Concentrix Corporation

NasdaqGS:CNXC Voorraadrapport

Marktkapitalisatie: US$1.6b

Concentrix Beheer

Beheer criteriumcontroles 2/4

De CEO Concentrix is Chris Caldwell, benoemd in Jun2012, heeft een ambtstermijn van 14.17 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 13.35M, bestaande uit 6.4% salaris en 93.6% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.34% van de aandelen van het bedrijf, ter waarde $ 5.26M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 6.3 jaar en 5.7 jaar.

Belangrijke informatie

Chris Caldwell

Algemeen directeur

US$13.3m

Totale compensatie

Percentage CEO-salaris6.39%
Dienstverband CEO14.2yrs
Eigendom CEO0.3%
Management gemiddelde ambtstermijn6.3yrs
Gemiddelde ambtstermijn bestuur5.7yrs

Recente managementupdates

Recent updates

Narratiefupdate Jul 21

CNXC: Guidance Reset And Investigation Will Shape Earnings Trajectory

For Concentrix, the analyst fair value estimate has been reduced from $54.00 to $26.00. Analysts cited softer revenue assumptions, higher discount rates, and updated earnings forecasts following fiscal Q2 results and revised guidance.
Narratiefupdate 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 Alpha
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyse-artikel 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...
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyse-artikel 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...
Analyse-artikel 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...
Narratiefupdate 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.
Analyse-artikel 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...
Analyse-artikel 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Analyse-artikel 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...

Analyse CEO-vergoeding

Hoe is Chris Caldwell's beloning veranderd ten opzichte van Concentrix's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
May 31 2026n/an/a

-US$1b

Feb 28 2026n/an/a

-US$1b

Nov 30 2025US$13mUS$853k

-US$1b

Aug 31 2025n/an/a

US$302m

May 31 2025n/an/a

US$234m

Feb 28 2025n/an/a

US$258m

Nov 30 2024US$12mUS$827k

US$242m

Aug 31 2024n/an/a

US$198m

May 31 2024n/an/a

US$258m

Feb 29 2024n/an/a

US$272m

Nov 30 2023US$10mUS$800k

US$308m

Aug 31 2023n/an/a

US$343m

May 31 2023n/an/a

US$372m

Feb 28 2023n/an/a

US$406m

Nov 30 2022US$9mUS$797k

US$428m

Aug 31 2022n/an/a

US$448m

May 31 2022n/an/a

US$451m

Feb 28 2022n/an/a

US$421m

Nov 30 2021US$15mUS$775k

US$400m

Aug 31 2021n/an/a

US$342m

May 31 2021n/an/a

US$279m

Feb 28 2021n/an/a

US$200m

Nov 30 2020US$2mUS$575k

US$165m

Aug 31 2020n/an/a

US$132m

May 31 2020n/an/a

US$117m

Feb 29 2020n/an/a

US$136m

Nov 30 2019US$7mUS$608k

US$117m

Compensatie versus markt: De totale vergoeding ($USD 13.35M ) Chris } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 5.12M ).

Compensatie versus inkomsten: De vergoeding van Chris is gestegen terwijl het bedrijf verliesgevend is.


CEO

Chris Caldwell (53 yo)

14.2yrs
Tenure
US$13,347,449
Compensatie

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...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Christopher Caldwell
President14.2yrsUS$13.35m0.34%
$ 5.3m
Andre Valentine
Executive VP & CFO7.8yrsUS$4.17m0.079%
$ 1.2m
Jane Fogarty
Executive Vice President of Legal4.9yrsUS$2.23m0.015%
$ 235.1k
Craig Gibson
Executive Vice President of Global Sales & Account Management2.6yrsUS$2.91m0.049%
$ 770.9k
Cormac Twomey
Executive Vice President of Customer Success7.6yrsUS$4.04m0.024%
$ 383.2k
Winnie Sun
Senior Vice President of Operations & Deliveryno datageen gegevensgeen gegevens
Sara Buda
Vice President of Investor Relationsno datageen gegevensgeen gegevens
Elise Brassell
Vice President of Corporate Communicationsno datageen gegevensgeen gegevens
Jason Marasigan
Senior Vice President of Corporate Developmentno datageen gegevensgeen gegevens
Diane Hanson
Senior Vice President of People Solutions4.6yrsgeen gegevensgeen gegevens
Guy Brosseau
Executive Vice President of Information Systems & Securityno datageen gegevensgeen gegevens
Philip Cassidy
Executive Vice President of Strategic Projects & Corporate Strategyno datageen gegevensgeen gegevens
6.3yrs
Gemiddelde duur
56yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van CNXC is doorgewinterd en ervaren (gemiddelde ambtstermijn van 6.3 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Christopher Caldwell
President5.7yrsUS$13.35m0.34%
$ 5.3m
Chih-Kai Cheng
Independent Directorless than a yeargeen gegevensgeen gegevens
Dennis Polk
Independent Director5.7yrsUS$264.88k0.035%
$ 545.8k
Ann Vezina
Independent Director5.7yrsUS$297.38k0.020%
$ 307.3k
Kathryn Hayley
Independent Director5.7yrsUS$299.88k0.021%
$ 335.5k
Kathryn Marinello
Independent Chairwoman of the Board5.7yrsUS$414.88k0.016%
$ 257.2k
Laverne Council
Independent Director5.7yrsUS$292.38k0.016%
$ 257.2k
Jennifer Deason
Independent Director5.7yrsUS$289.88k0.016%
$ 257.2k
5.7yrs
Gemiddelde duur
63.5yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van CNXC wordt beschouwd als ervaren (gemiddelde ambtstermijn 5.7 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/08/10 06:29
Aandelenkoers aan het einde van de dag2026/08/07 00:00
Inkomsten2026/05/31
Jaarlijkse inkomsten2025/11/30

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Concentrix Corporation wordt gevolgd door 5 analisten. 3 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
David KoningBaird
Vincent ColicchioBarrington Research Associates, Inc.
Ruplu BhattacharyaBofA Global Research