Calix Beheer
Beheer criteriumcontroles 3/4
De CEO Calix is Michael Weening, benoemd in Jan2021, heeft een ambtstermijn van 5.67 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 10.82M, bestaande uit 5.2% salaris en 94.8% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.026% van de aandelen van het bedrijf, ter waarde $ 578.20K. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 3.4 jaar en 9 jaar.
Belangrijke informatie
Michael Weening
Algemeen directeur
US$10.8m
Totale compensatie
| Percentage CEO-salaris | 5.18% |
| Dienstverband CEO | 5.7yrs |
| Eigendom CEO | 0.03% |
| Management gemiddelde ambtstermijn | 3.4yrs |
| Gemiddelde ambtstermijn bestuur | 9yrs |
Recente managementupdates
Recent updates
Narratiefupdate • Aug 11
CALX: Starlink Concerns And Software Margins Will Drive Future Repricing
For Calix, the analyst price target move reflects a modest reset from about $66 to roughly $62, with analysts citing near term gross margin pressure from higher memory costs, expectations for improving software and services profitability, and a more conservative future P/E assumption of about 24x. Analyst Commentary Analysts covering Calix are reacting to recent results and guidance with a mix of optimism on long term growth drivers and caution around nearer term margin pressure from memory costs.
Narratiefupdate • Jul 24
CALX: Software And Services Margins Will Offset Memory Cost Headwinds
Analysts have trimmed their fair value estimate for Calix to about $83.83 from $90, reflecting lower Street price targets, pressure on near term gross margins from higher memory costs, and a shift to a more moderate future P/E assumption, despite confidence in the company’s software and services margin outlook. Analyst Commentary Recent research on Calix shows a split picture on near term margin pressure, but the tone from several bullish analysts stays constructive on the company’s longer term execution, especially around software and services growth and the Calix One platform.Seeking Alpha • Jul 23
Calix: Contract Growth Is What Matters
Summary Calix, Inc. is reiterated as a buy, with platform adoption driving contracted revenue and a more attractive entry point post-Q2 2026. Q2 2026 revenue grew 21% y/y to $293.3M, with strong Calix One contract growth and current RPO up 21% y/y. Margin weakness is attributed to higher memory costs, but surcharges and software mix should support eventual margin recovery after Q3 2026. Valuation supports upside to ~$50/share, with risk centered on surcharge impacts and duration of margin trough. Read the full article on Seeking Alpha
Narratiefupdate • Jul 10
CALX: Starlink Concerns Will Support Future Broadband Upgrade Demand
The updated Calix fair value estimate of $52.00, down from $60.00, reflects analysts applying a higher discount rate along with stronger revenue growth and margin assumptions, while also aligning the future P/E multiple more closely with recent Street research views on demand, competition from Starlink, and the earnings potential tied to Calix One. Analyst Commentary Recent Street research around Calix highlights a split view, with some firms emphasizing long term opportunities tied to Calix One and broadband demand, while others flag near term execution and margin risks.Narratiefupdate • Jun 26
CALX: Starlink-Driven Demand And Platform Adoption Will Support Future Repricing
Analysts have trimmed their blended fair value estimate for Calix from about $71.67 to $66.00, reflecting updated assumptions around slightly higher discount rates, a lower future P/E multiple, and modestly softer profit margins, even as they continue to highlight Calix One driven growth and limited competitive risk from Starlink in their research. Analyst Commentary Recent research on Calix highlights a mix of optimism about long term growth potential and caution around near term profitability and valuation assumptions.Analyse-artikel • Jun 20
Calix (CALX) Stock Could Be 47% Undervalued After Class Action Margin Claims
Calix (CALX) is in focus after a wave of securities class action filings alleging the company misled investors about margins tied to advanced purchases of low cost memory components and subsequent negative margin pressures. See our latest analysis for Calix. At a share price of $37.95, Calix has seen weaker momentum lately, with the 90 day share price return down 24.57% and the year to date share price return down 29.18%, while the 1 year total shareholder return is down 20.11% as investors...Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Nieuw narratief • 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?Analyse-artikel • 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...Narratiefupdate • 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.Nieuw narratief • 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?Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • 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 AlphaAnalyse-artikel • 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...Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Jun 27 2026 | n/a | n/a | US$51m |
| Mar 28 2026 | n/a | n/a | US$34m |
| Dec 31 2025 | US$11m | US$560k | US$18m |
| Sep 27 2025 | n/a | n/a | -US$7m |
| Jun 28 2025 | n/a | n/a | -US$27m |
| Mar 29 2025 | n/a | n/a | -US$35m |
| Dec 31 2024 | US$8m | US$560k | -US$30m |
| Sep 28 2024 | n/a | n/a | -US$18m |
| Jun 29 2024 | n/a | n/a | US$2m |
| Mar 30 2024 | n/a | n/a | US$20m |
| Dec 31 2023 | US$7m | US$560k | US$29m |
| Sep 30 2023 | n/a | n/a | US$48m |
| Jul 01 2023 | n/a | n/a | US$44m |
| Apr 01 2023 | n/a | n/a | US$42m |
| Dec 31 2022 | US$22m | US$515k | US$41m |
| Oct 01 2022 | n/a | n/a | US$49m |
| Jul 02 2022 | n/a | n/a | US$213m |
| Apr 02 2022 | n/a | n/a | US$226m |
| Dec 31 2021 | US$8m | US$483k | US$238m |
| Oct 02 2021 | n/a | n/a | US$243m |
| Jul 03 2021 | n/a | n/a | US$86m |
| Apr 03 2021 | n/a | n/a | US$61m |
| Dec 31 2020 | US$6m | US$352k | US$33m |
| Sep 26 2020 | n/a | n/a | US$10m |
| Jun 27 2020 | n/a | n/a | -US$14m |
| Mar 28 2020 | n/a | n/a | -US$15m |
| Dec 31 2019 | US$4m | US$352k | -US$18m |
Compensatie versus markt: De totale vergoeding ($USD 10.82M ) Michael } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 5.19M ).
Compensatie versus inkomsten: De vergoeding van Michael is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Michael Weening (57 yo)
5.7yrs
Tenure
US$10,820,080
Compensatie
Mr. Michael Weening is the Chief Executive Officer of Calix, Inc., since October 2022 and has been its Director since May 11, 2023. He served as Chief Operating Officer of Calix, Inc. since August 2020 unt...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO, President & Director | 5.7yrs | US$10.82m | 0.026% $ 578.2k | |
| Chief Financial Officer | 8.9yrs | US$8.22m | 0.17% $ 3.6m | |
| Chief Operations Officer | less than a year | US$9.34m | 0.0038% $ 82.7k | |
| Chief Product Officer | 8.7yrs | US$9.24m | geen gegevens | |
| Vice President of Investor Relations | no data | geen gegevens | geen gegevens | |
| Executive VP | 4.3yrs | geen gegevens | geen gegevens | |
| Chief Marketing Officer | no data | geen gegevens | geen gegevens | |
| Chief Revenue Officer | no data | geen gegevens | geen gegevens | |
| Chief Sustainability Officer | 2.5yrs | geen gegevens | geen gegevens | |
| Chief Talent & Culture Officer | 5.3yrs | geen gegevens | geen gegevens | |
| Chief Customer Officer | less than a year | geen gegevens | geen gegevens | |
| Senior VP & Chief Information Officer | less than a year | geen gegevens | geen gegevens |
3.4yrs
Gemiddelde duur
58yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van CALX wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.4 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO, President & Director | 3.3yrs | US$10.82m | 0.026% $ 578.2k | |
| Independent Director | 2.1yrs | US$270.11k | 0.011% $ 251.2k | |
| Independent Director | 12.2yrs | US$280.11k | 0.11% $ 2.3m | |
| Chairman of the Board | 26.8yrs | US$1.63m | 8.77% $ 192.9m | |
| Independent Director | 9.2yrs | US$269.99k | 0.062% $ 1.4m | |
| Independent Director | 9yrs | US$294.99k | 0.094% $ 2.1m | |
| Independent Director | 1.3yrs | US$230.22k | 0.0075% $ 163.9k | |
| Lead Independent Director | 11.9yrs | US$315.49k | 0.21% $ 4.6m | |
| Independent Director | 4.1yrs | US$269.99k | 0.0075% $ 163.9k |
9.0yrs
Gemiddelde duur
63yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van CALX wordt beschouwd als ervaren (gemiddelde ambtstermijn 9 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/11 20:25 |
| Aandelenkoers aan het einde van de dag | 2026/09/11 00:00 |
| Inkomsten | 2026/06/27 |
| Jaarlijkse inkomsten | 2025/12/31 |
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.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* 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 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
Calix, Inc. wordt gevolgd door 22 analisten. 6 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.
| Analist | Instelling |
|---|---|
| Amir Rozwadowski | Barclays |
| Christian Schwab | Craig-Hallum Capital Group LLC |
| Parth Talsania | Equisights |