Calix (CALX) Aktievy
Calix, Inc. och dess dotterbolag tillhandahåller moln- och mjukvaruplattformar, system och tjänster i USA, övriga Nord- och Sydamerika, Europa, Mellanöstern, Afrika och Asien/Stillahavsområdet. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 3/6 |
| Framtida tillväxt | 5/6 |
| Tidigare resultat | 2/6 |
| Finansiell hälsa | 6/6 |
| Utdelningar | 0/6 |
Belöningar
Riskanalys
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CALX Community Fair Values
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Analyst Price Targets
Calix, Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$38.48 |
| 52 veckors högsta | US$71.22 |
| 52 veckors lägsta | US$34.86 |
| Beta | 1.23 |
| 1 månads förändring | 3.25% |
| 3 månaders förändring | -20.27% |
| 1 års förändring | -28.65% |
| 3 års förändring | -21.74% |
| 5 års förändring | -10.70% |
| Förändring sedan börsintroduktionen | 154.83% |
Senaste nyheter och uppdateringar
Seeking Alpha • 18h
Calix: The Pullback Makes The Recovery Worth Buying
Summary Calix is recovering after a difficult period, with record Q1 revenue, improved guidance, and a completed migration to the AI-native Calix 3.0 platform. Q2 earnings are a near-term catalyst, with investors focused on revenue, gross margin, and RPO momentum as key proof points for the recovery thesis. Gross margin pressure from memory costs remains a risk, but dual-cloud migration costs are behind CALX and software/services margin improvement is expected. At 15.4x FY2027 and 10.6x FY2028 earnings, CALX trades at a recovery multiple, making the risk/reward attractive ahead of Q2 results; I rate it a Buy. Read the full article on Seeking Alpha
Uppdatering av berättelse • 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.Analysartikel • 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...Recent updates
Seeking Alpha • 18h
Calix: The Pullback Makes The Recovery Worth Buying
Summary Calix is recovering after a difficult period, with record Q1 revenue, improved guidance, and a completed migration to the AI-native Calix 3.0 platform. Q2 earnings are a near-term catalyst, with investors focused on revenue, gross margin, and RPO momentum as key proof points for the recovery thesis. Gross margin pressure from memory costs remains a risk, but dual-cloud migration costs are behind CALX and software/services margin improvement is expected. At 15.4x FY2027 and 10.6x FY2028 earnings, CALX trades at a recovery multiple, making the risk/reward attractive ahead of Q2 results; I rate it a Buy. Read the full article on Seeking AlphaUppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.
Ny berättelse • 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?Analysartikel • 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...Uppdatering av berättelse • 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.
Ny berättelse • 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?Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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 AlphaAnalysartikel • 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...Analysartikel • Feb 27
Calix, Inc.'s (NYSE:CALX) Share Price Not Quite Adding Up
Calix, Inc.'s ( NYSE:CALX ) price-to-sales (or "P/S") ratio of 3.1x may not look like an appealing investment...Seeking Alpha • Feb 01
Calix: Steady Growth, Slow Momentum - A Hold For Me
Summary I rate Calix as a Hold due to its slightly volatile valuation and slowed revenue growth, despite its strong cloud-based platforms and expanding customer base. Valuation metrics and high stock volatility suggest waiting for stronger revenue momentum or a better entry point before considering a Buy. The broader industry and government funding delays impact near-term sales, requiring patience for long-term benefits to materialize. Read the full article on Seeking AlphaAnalysartikel • Dec 13
Calix, Inc.'s (NYSE:CALX) Intrinsic Value Is Potentially 43% Above Its Share Price
Key Insights Calix's estimated fair value is US$50.51 based on 2 Stage Free Cash Flow to Equity Calix is estimated to...Analysartikel • Nov 16
Risks Still Elevated At These Prices As Calix, Inc. (NYSE:CALX) Shares Dive 25%
The Calix, Inc. ( NYSE:CALX ) share price has fared very poorly over the last month, falling by a substantial 25...Aktieägarnas avkastning
| CALX | US Communications | US Marknad | |
|---|---|---|---|
| 7D | 8.2% | -1.3% | 1.6% |
| 1Y | -28.6% | 68.5% | 18.6% |
Avkastning vs industri: CALX presterade sämre än US Communications branschen som gav 68.5 % under det senaste året.
Avkastning vs Marknaden: CALX presterade sämre än US marknaden som gav 18.6 % under det senaste året.
Prisvolatilitet
| CALX volatility | |
|---|---|
| CALX Average Weekly Movement | 6.2% |
| Communications Industry Average Movement | 10.4% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Stabil aktiekurs: CALX har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: CALX s veckovolatilitet ( 6% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1999 | 1,921 | Michael Weening | www.calix.com |
Calix, Inc. och dess dotterbolag tillhandahåller moln- och mjukvaruplattformar samt system och tjänster i USA, övriga Amerika, Europa, Mellanöstern, Afrika och Asien och Stillahavsområdet. Företagets moln- och mjukvaruplattformar samt system och tjänster gör det möjligt för bredbandsleverantörer (BSP) att tillhandahålla en rad olika tjänster. Företaget erbjuder Calix Cloud-plattformen som består av Calix Engagement Cloud, Calix Operations Cloud och Calix Service Cloud, som kan konfigureras för att visa rollbaserade insikter och göra det möjligt för bredbandsleverantörer att förutse och rikta in sig på nya intäktsgenererande tjänster och applikationer via mobilapplikationer, såsom CommandIQ för boende och CommandWorx för företag; Calix Intelligent Access, en accessnätslösning för automatiserade och intelligenta nät; och Calix Unlimited Subscriber, en lösning för abonnenthanteringstjänster.
Calix, Inc. Sammanfattning av grunderna
| CALX grundläggande statistik | |
|---|---|
| Börsvärde | US$2.45b |
| Vinst(TTM) | US$33.88m |
| Intäkter(TTM) | US$1.06b |
72.4x
P/E-förhållande2.3x
P/S-förhållandeÄr CALX övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| CALX resultaträkning (TTM) | |
|---|---|
| Intäkter | US$1.06b |
| Kostnad för intäkter | US$454.85m |
| Bruttovinst | US$604.90m |
| Övriga kostnader | US$571.02m |
| Intäkter | US$33.88m |
Senast redovisade vinst
Mar 28, 2026
Nästa vinstdatum
Jul 20, 2026
| Vinst per aktie (EPS) | 0.53 |
| Bruttomarginal | 57.08% |
| Nettovinstmarginal | 3.20% |
| Skuld/egenkapitalförhållande | 0% |
Hur har CALX utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/05 22:12 |
| Aktiekurs vid dagens slut | 2026/07/02 00:00 |
| Intäkter | 2026/03/28 |
| Årlig intjäning | 2025/12/31 |
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 används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar 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
Calix, Inc. bevakas av 21 analytiker. 6 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 |
|---|---|
| Amir Rozwadowski | Barclays |
| Christian Schwab | Craig-Hallum Capital Group LLC |
| Parth Talsania | Equisights |