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Amdocs Limited Stock Price

NasdaqGS:DOX Community·US$6.2b Market Cap
  • 4 Narratives written by author
  • 3 Comments on narratives written by author
  • 160 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

DOX Share Price Performance

US$60.26
-25.07 (-29.38%)
​
US$82.03
Fair Value
US$60.26
-25.07 (-29.38%)
26.5% undervalued intrinsic discount
US$82.03
Fair Value
Price US$60.26
HarishPK US$82.03
AnalystConsensusTarget US$79.25
AnalystHighTarget US$105.00
Tue, 23 Jun 26
Fair ValueUS$82.03
Share Pricen/a

DOX Community Narratives

HA
HarishPK
HarishPK's
Fair Value
·
Fair Value US$82.03 26.5% undervalued intrinsic discount

Why Amdocs is a high conviction Buy for me?

12users have liked this narrative
3users have commented on this narrative
40users have followed this narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$79.25 24.0% undervalued intrinsic discount

Cloud, AI And 5G Adoption Will Modernize Telecom And Media

0users have liked this narrative
0users have commented on this narrative
62users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$105 42.6% undervalued intrinsic discount

Cloud And AI Transformation Will Reshape Telecom Operations Over The Next Decade

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
DOX logo
Amdocs
26.5% undervalued intrinsic discount

Why Amdocs is a high conviction Buy for me?

View narrative
HA
HarishPK
Emerging Author
HarishPK
Published 23 Jun
Read Narrative
DOX logo
Amdocs
24.0% undervalued intrinsic discount

Cloud, AI And 5G Adoption Will Modernize Telecom And Media

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 3 Sep
Read Narrative
DOX logo
Amdocs
14.9% undervalued intrinsic discount

Cloud Migration And AI Adoption Will Shape Telecom Software Returns By 2029

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Published 31 Mar
Read Narrative
DOX logo
Amdocs
42.6% undervalued intrinsic discount

Cloud And AI Transformation Will Reshape Telecom Operations Over The Next Decade

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Published 17 Mar
Read Narrative

Trending Discussion

DA
DOX logo

Thanks for the tip, this looks like a great conservative investment.

2
|
0
HA
HarishPK
Emerging Author
DOX logo

Feedback welcome!!

0
|
0

Recently Updated Narratives

HA
HarishPK
DOX logo

Why Amdocs is a high conviction Buy for me?

Fair Value: US$82.03 26.5% undervalued intrinsic discount
40 fair values setusers have set this as their fair value
3 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
DOX logo

DOX: Early AI Opportunities And Ongoing Buybacks Will Support Future Rerating

Fair Value: US$79.25 24.0% undervalued intrinsic discount
62 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
DOX logo

Cloud Migration And AI Adoption Will Shape Telecom Software Returns By 2029

Fair Value: US$70.84 14.9% undervalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Undervalued established dividend payer.

1 Risk
4 Rewards
View Full Analysis

Amdocs Limited Key Details

US$4.7b

Revenue

US$2.9b

Cost of Revenue

US$1.8b

Gross Profit

US$1.3b

Other Expenses

US$455.7m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
4.36
38.28%
9.79%
27.9%
View Full Analysis

About DOX

Founded
1982
Employees
26969
CEO
Shimie Hortig
WebsiteView website
www.amdocs.com

Amdocs Limited, through its subsidiaries, provides software and services to communications, entertainment, media, and other service providers worldwide. It designs, develops, operates, implements, supports, and markets open and modular cloud offering. The company also provides CES25, a telco-native, GenAI-led customer experience suite, spanning business, and operations and network domains that is embedded with AI and related tools. In addition, it offers GenAI agents, and which include Customer Engagement Platform, a telecom-specific customer relationship management (CRM) solution; Amdocs Monetization Suite which enables customers to monetize their broad set of services and offerings; Amdocs Intelligent Networking Suite, a set of solutions that provide end-to-end service orchestration; Amdocs Charging; Amdocs eSIM Cloud that enables service providers to offer digital SIM (eSIM); Amdocs MarketONE, a based Software-as-a-Service (SaaS)-based platform that includes pre-integrated digital services, ranging from media, gaming, eLearning, sports and retail to security, and business services; and Amdocs connectX, a cloud-native telco-in-a-box software-as-a-service platform for digital telecom brands, as well as Amdocs CatalogONE that spans the entire CES25 suite and combines embedded business intelligence with telecom-specific GenAI agents. Further, the company provides consulting, experience design, data, cloud, network services, delivery, quality engineering, operations, systems integration, and content services to various platforms and technologies; maintenance, enhancement design and development, and operational support services; network deployment and optimization services; and managed services, including AI and related tools, predictive analytics, and robotic process automation, as well as quality engineering, mobile network, cloud, and professional services. Amdocs Limited was founded in 1982 and is headquartered in Saint Louis, Missouri.

Recent DOX News & Updates

User avatar
Narrative Update • Sep 03

DOX: Early AI Opportunities And Ongoing Buybacks Will Support Future Rerating

Analysts have raised their fair value estimate for Amdocs from $75.94 to $79.25, citing updated expectations for revenue growth, profit margins and P/E multiples in light of recent research. The research highlights the company’s telecom leadership and early AI opportunities, along with a balanced growth outlook.
Seeking Alpha • Aug 27

Amdocs Offers A Clear Value Case

Summary Amdocs offers steady cash flow, resilient margins, and a robust backlog yet trades at deep discounts to sector averages. DOX maintains strong free cash flow guidance ($710–$730 million for FY26), with 90% conversion from non-GAAP net income and a $4.26 billion backlog. Capital returns remain attractive: a 3.57% dividend yield, consistent buybacks, and ample liquidity with $206 million cash and $520 million in unused revolver. I reiterate a Buy rating; risk/reward is compelling, as the market prices in an unwarranted long-term decline despite stable performance and upside from AI and cloud. Read the full article on Seeking Alpha

Recent updates

No updates

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