Amdocs (DOX) Aktievy
Amdocs Limited, genom sina dotterbolag, tillhandahåller programvara och tjänster till kommunikations-, underhållnings-, media- och andra tjänsteleverantörer över hela världen. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 5/6 |
| Framtida tillväxt | 2/6 |
| Tidigare resultat | 4/6 |
| Finansiell hälsa | 4/6 |
| Utdelningar | 5/6 |
Belöningar
Riskanalys
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DOX Community Fair Values
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Analyst Price Targets
Amdocs Limited Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$62.97 |
| 52 veckors högsta | US$95.41 |
| 52 veckors lägsta | US$59.40 |
| Beta | 0.41 |
| 1 månads förändring | -1.47% |
| 3 månaders förändring | -9.79% |
| 1 års förändring | -31.38% |
| 3 års förändring | -34.00% |
| 5 års förändring | -21.88% |
| Förändring sedan börsintroduktionen | 349.79% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • Apr 26
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.Seeking Alpha • Apr 16
Amdocs Shows Strong Cash Flow At A Cheap Price
Summary Amdocs is rated a Buy, offering strong free cash flow, resilient fundamentals, and attractive valuation near 52-week lows. DOX boasts a $4.25B backlog, robust managed services, and recent acquisitions (MATRIXX, Profinit) driving half of projected 2026 revenue growth. Free cash flow yield stands at 10%, with 90% earnings conversion, a rising 3.5% dividend, and $840M in buyback authorization through 2025. Risks include telecom IT spending cuts, GenAI adoption uncertainty, and T-Mobile concentration, but long-term contracts and a solid balance sheet provide downside protection. Read the full article on Seeking AlphaRecent updates
Uppdatering av berättelse • Apr 26
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.Seeking Alpha • Apr 16
Amdocs Shows Strong Cash Flow At A Cheap Price
Summary Amdocs is rated a Buy, offering strong free cash flow, resilient fundamentals, and attractive valuation near 52-week lows. DOX boasts a $4.25B backlog, robust managed services, and recent acquisitions (MATRIXX, Profinit) driving half of projected 2026 revenue growth. Free cash flow yield stands at 10%, with 90% earnings conversion, a rising 3.5% dividend, and $840M in buyback authorization through 2025. Risks include telecom IT spending cuts, GenAI adoption uncertainty, and T-Mobile concentration, but long-term contracts and a solid balance sheet provide downside protection. Read the full article on Seeking AlphaUppdatering av berättelse • Apr 06
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.
Ny berättelse • Mar 31
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?Uppdatering av berättelse • Mar 22
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.
Ny berättelse • Mar 17
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?Uppdatering av berättelse • Mar 07
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.Uppdatering av berättelse • Feb 21
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.Uppdatering av berättelse • Feb 06
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.Analysartikel • Jan 14
Is Amdocs Limited (NASDAQ:DOX) Trading At A 36% Discount?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Amdocs fair value estimate is US$130 Amdocs is estimated to be...Analysartikel • Jul 30
Amdocs Limited's (NASDAQ:DOX) Intrinsic Value Is Potentially 76% Above Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, Amdocs fair value estimate is US$153 Current share price of...Analysartikel • Jul 12
Here's Why Amdocs (NASDAQ:DOX) Can Manage Its Debt Responsibly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Analysartikel • Jun 24
Amdocs (NASDAQ:DOX) Might Have The Makings Of A Multi-Bagger
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...Seeking Alpha • Apr 25
Amdocs Exits Low-Margin Activities But Growth Remains Uncertain
Summary Amdocs has made recent moves to exit low-margin business activities to improve its focus and profitability. However, the company is still working to improve revenue growth despite macroeconomic uncertainties in international markets as a result of recent tariff policy changes. Given the firm’s low growth rate on higher gross margin and an indication the stock may be overvalued on a DCF basis, my outlook on DOX remains a neutral Hold. Read the full article on Seeking AlphaSeeking Alpha • Feb 07
Amdocs: Focused On Improving Margins
Summary Today, we take a look at Amdocs Limited, which posted quarterly earnings this week and boosted its dividend payouts by 10%. The company is focused on phasing out low-margin businesses to continue to boost operating margins. This is resulting in significant free cash flow for the company. An analysis of Amdocs Limited follows in the paragraphs below. Read the full article on Seeking Alpha
Ny berättelse • Aug 25
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.Seeking Alpha • Aug 23
Amdocs Growth Remains Anemic On Client Buying Scrutiny
Summary Amdocs recently reported its FQ3 2024 results, meeting revenue estimates but beating earnings expectations. The market outlook for customer experience management is positive, with Amdocs active in various business software vertical markets. Financial trends show slow revenue growth, declining earnings per share, and reduced operating margin. I remain Neutral (Hold) on DOX until management can convert its strong backlog into revenue growth. Read the full article on Seeking AlphaSeeking Alpha • Jun 07
Amdocs: An Undervalued Dividend Growth Stock With 28% Margin Of Safety
Summary Amdocs Limited is an undervalued dividend-growth company with a low debt-to-capital ratio and expected high single-digit earnings growth. The company is a leading provider of software and services for communications and media industry providers. Amdocs has a strong balance sheet and predictable revenue, and analysts are bullish on its future prospects. It is a dividend growth stock, having raised dividends at an average of 12.59% for the past 12 years. Amdocs Limited stock is well-priced with a 28% margin of safety and an upside potential of 17.55%. Read the full article on Seeking AlphaSeeking Alpha • Apr 16
Amdocs: Financial Prospects And Capital Return Are Key Investment Considerations
Summary Amdocs' upcoming second quarter results could miss the market's expectations, if a bigger-than-expected reduction in telecommunications companies' spending on legacy systems materializes. DOX boasts an appealing high single digit percentage forward shareholder yield on the assumption that the company will continue to distribute most of its free cash flow to its shareholders. A Hold rating for Amdocs is justified, taking into account both its financial outlook and shareholder capital return approach. Read the full article on Seeking AlphaAktieägarnas avkastning
| DOX | US IT | US Marknad | |
|---|---|---|---|
| 7D | 0.5% | 13.1% | 1.5% |
| 1Y | -31.4% | 5.6% | 28.6% |
Avkastning vs industri: DOX presterade sämre än US IT branschen som gav 5.6 % under det senaste året.
Avkastning vs Marknaden: DOX presterade sämre än US marknaden som gav 28.6 % under det senaste året.
Prisvolatilitet
| DOX volatility | |
|---|---|
| DOX Average Weekly Movement | 3.5% |
| IT Industry Average Movement | 11.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
Stabil aktiekurs: DOX har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: DOX s veckovolatilitet ( 4% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1982 | 26,969 | Shimie Hortig | www.amdocs.com |
Amdocs Limited, genom sina dotterbolag, tillhandahåller programvara och tjänster till kommunikations-, underhållnings-, media- och andra tjänsteleverantörer över hela världen. Företaget designar, utvecklar, driver, implementerar, stöder och marknadsför öppna och modulära molnlösningar. Företaget tillhandahåller också CES25, en telekom-anpassad, GenAI-ledd kundupplevelsesvit som omfattar affärs-, drifts- och nätverksdomäner och som är inbäddad med AI och relaterade verktyg.
Amdocs Limited Sammanfattning av grunderna
| DOX grundläggande statistik | |
|---|---|
| Börsvärde | US$6.55b |
| Vinst(TTM) | US$545.76m |
| Intäkter(TTM) | US$4.62b |
12.2x
P/E-förhållande1.4x
P/S-förhållandeÄr DOX övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| DOX resultaträkning (TTM) | |
|---|---|
| Intäkter | US$4.62b |
| Kostnad för intäkter | US$2.88b |
| Bruttovinst | US$1.75b |
| Övriga kostnader | US$1.20b |
| Intäkter | US$545.76m |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 5.14 |
| Bruttomarginal | 37.79% |
| Nettovinstmarginal | 11.81% |
| Skuld/egenkapitalförhållande | 26.2% |
Hur har DOX utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
3.6%
Aktuell utdelningsavkastning43%
UtbetalningskvotGer DOX en tillförlitlig utdelning?
Se DOX utdelningshistorik och jämförelsetal| Amdocs datum för utdelning | |
|---|---|
| Ex utdelningsdag | Jun 30 2026 |
| Utbetalningsdag för utdelning | Jul 31 2026 |
| Dagar till Ex-utdelning | 30 days |
| Dagar till utdelningsdag | 61 days |
Ger DOX en tillförlitlig utdelning?
Se DOX utdelningshistorik och jämförelsetalFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/29 00:32 |
| Aktiekurs vid dagens slut | 2026/05/29 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/09/30 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Amdocs Limited bevakas av 22 analytiker. 5 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Tal Liani | BofA Global Research |
| Daniel Cummins | B. Riley Securities, Inc. |
| Edward Jackson | Cantor Fitzgerald & Co. |