Calix, Inc.

NYSE:CALX Aktierapport

Börsvärde: US$2.8b

Calix Förvaltning

Förvaltning kriterier kontrolleras 3/4

Calix VD är Michael Weening, utsedd i Jan 2021, har en mandatperiod på 5.33 år. totala årliga ersättningen är $ 10.82M, bestående av 5.2% lön 94.8% bonusar, inklusive företagsaktier och optioner. äger direkt 0.026% av företagets aktier, värda $ 719.27K. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 4 år respektive 8.7 år.

Viktig information

Michael Weening

Verkställande direktör

US$10.8m

Total ersättning

VD-lön i procent5.18%
Anställning som VD5.3yrs
Ägande av VD0.03%
Ledningens genomsnittliga anställningstid4yrs
Styrelsens genomsnittliga mandatperiod8.7yrs

Senaste uppdateringar av ledningen

Recent updates

Calix: Recent Pullback Drives Bullish Update

Apr 28

Calix, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Apr 25
Calix, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

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.

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.

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.

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.

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.

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?

Calix's (NYSE:CALX) Earnings May Just Be The Starting Point

Feb 05
Calix's (NYSE:CALX) Earnings May Just Be The Starting Point

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.

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?

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.

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.

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.

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.

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.

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.

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.

Is It Too Late To Consider Buying Calix, Inc. (NYSE:CALX)?

Jun 24
Is It Too Late To Consider Buying Calix, Inc. (NYSE:CALX)?

Optimistic Investors Push Calix, Inc. (NYSE:CALX) Shares Up 33% But Growth Is Lacking

May 04
Optimistic Investors Push Calix, Inc. (NYSE:CALX) Shares Up 33% But Growth Is Lacking

Q1 Reinforced My Bullish View On Calix's Platform Evolution

Apr 23

An Intrinsic Calculation For Calix, Inc. (NYSE:CALX) Suggests It's 44% Undervalued

Apr 03
An Intrinsic Calculation For Calix, Inc. (NYSE:CALX) Suggests It's 44% Undervalued

Calix, Inc.'s (NYSE:CALX) Share Price Not Quite Adding Up

Feb 27
Calix, Inc.'s (NYSE:CALX) Share Price Not Quite Adding Up

Calix: Steady Growth, Slow Momentum - A Hold For Me

Feb 01

Calix, Inc.'s (NYSE:CALX) Intrinsic Value Is Potentially 43% Above Its Share Price

Dec 13
Calix, Inc.'s (NYSE:CALX) Intrinsic Value Is Potentially 43% Above Its Share Price

Risks Still Elevated At These Prices As Calix, Inc. (NYSE:CALX) Shares Dive 25%

Nov 16
Risks Still Elevated At These Prices As Calix, Inc. (NYSE:CALX) Shares Dive 25%
User avatar

Expanding Broadband Services And Cloud Management Fuel Optimism For Future Profits

Expanding market share via new Broadband Service Provider customers and largest platform cloud deal, suggesting increased revenue potential and demand for offerings.

Analys av ersättningar till VD

Hur har Michael Weening:s ersättning förändrats jämfört med Calix:s resultat?
DatumTotal ersättningLönFöretagets resultat
Mar 28 2026n/an/a

US$34m

Dec 31 2025US$11mUS$560k

US$18m

Sep 27 2025n/an/a

-US$7m

Jun 28 2025n/an/a

-US$27m

Mar 29 2025n/an/a

-US$35m

Dec 31 2024US$8mUS$560k

-US$30m

Sep 28 2024n/an/a

-US$18m

Jun 29 2024n/an/a

US$2m

Mar 30 2024n/an/a

US$20m

Dec 31 2023US$7mUS$560k

US$29m

Sep 30 2023n/an/a

US$48m

Jul 01 2023n/an/a

US$44m

Apr 01 2023n/an/a

US$42m

Dec 31 2022US$22mUS$515k

US$41m

Oct 01 2022n/an/a

US$49m

Jul 02 2022n/an/a

US$213m

Apr 02 2022n/an/a

US$226m

Dec 31 2021US$8mUS$483k

US$238m

Oct 02 2021n/an/a

US$243m

Jul 03 2021n/an/a

US$86m

Apr 03 2021n/an/a

US$61m

Dec 31 2020US$6mUS$352k

US$33m

Sep 26 2020n/an/a

US$10m

Jun 27 2020n/an/a

-US$14m

Mar 28 2020n/an/a

-US$15m

Dec 31 2019US$4mUS$352k

-US$18m

Ersättning vs marknad: Michael s total kompensation ($USD 10.82M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 7.20M ).

Ersättning vs inkomst: Ersättningen från Michael har varit i linje med företagets resultat under det senaste året.


VD OCH KONCERNCHEF

Michael Weening (56 yo)

5.3yrs
Anställning
US$10,820,080
Kompensation

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...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Michael Weening
CEO, President & Director5.3yrsUS$10.82m0.026%
$ 719.3k
Cory Sindelar
Chief Financial Officer8.6yrsUS$8.22m0.16%
$ 4.5m
John Durocher
Chief Operations Officerless than a yearUS$9.34m0.0037%
$ 102.8k
Shane Eleniak
Chief Product Officer8.3yrsUS$9.24m0%
$ 0
Nancy Fazioli
Vice President of Investor Relationsno datainga uppgifteringa uppgifter
Douglas McNitt
Executive VP4yrsinga uppgifteringa uppgifter
Mark Dressler
Chief Revenue Officerno datainga uppgifteringa uppgifter
Martha Galley
Chief Sustainability Officer2.2yrsinga uppgifteringa uppgifter
Parul Kapoor
Chief Talent & Culture Officer4.9yrsinga uppgifteringa uppgifter
Jonathan Lindsell
Chief Customer Officerless than a yearinga uppgifteringa uppgifter
Ed Koloditzky
Senior VP & Chief Information Officerless than a yearinga uppgifteringa uppgifter
4.0yrs
Genomsnittlig anställningstid
57yo
Genomsnittlig ålder

Erfaren ledning: CALX s ledningsgrupp anses vara erfaren ( 4 års genomsnittlig anställningstid).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Michael Weening
CEO, President & Director3yrsUS$10.82m0.026%
$ 719.3k
Wade Oosterman
Independent Director1.8yrsUS$270.11k0.011%
$ 312.3k
Christopher Bowick
Independent Director11.8yrsUS$280.11k0.10%
$ 2.9m
Carl Russo
Chairman of the Board26.4yrsUS$1.63m8.81%
$ 244.2m
Kira Makagon
Independent Director8.8yrsUS$269.99k0.061%
$ 1.7m
Kathleen Crusco
Independent Director8.7yrsUS$294.99k0.093%
$ 2.6m
Michael Berry
Independent Director1yrUS$230.22k0.0073%
$ 203.6k
Kevin Peters
Lead Independent Director11.6yrsUS$315.49k0.20%
$ 5.7m
Rajatish Mukherjee
Independent Director3.8yrsUS$269.99k0.0073%
$ 203.6k
8.7yrs
Genomsnittlig anställningstid
62yo
Genomsnittlig ålder

Erfaren styrelse: CALX s styrelse anses vara erfaren ( 8.7 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/05 02:05
Aktiekurs vid dagens slut2026/05/05 00:00
Intäkter2026/03/28
Årlig intjäning2025/12/31

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.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* 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

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.

AnalytikerInstitution
Amir RozwadowskiBarclays
Christian SchwabCraig-Hallum Capital Group LLC
Parth TalsaniaEquisights