Calix Gelecekteki Büyüme
Future kriter kontrolleri 5/6
Calix kazanç ve gelirin sırasıyla yıllık 48% ve 14.9% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 46.9% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 24.2% olacağı tahmin edilmektedir.
Anahtar bilgiler
48.0%
Kazanç büyüme oranı
46.88%
EPS büyüme oranı
| Communications kazanç büyümesi | 23.1% |
| Gelir büyüme oranı | 14.9% |
| Gelecekteki özkaynak getirisi | 24.16% |
| Analist kapsamı | Good |
| Son güncelleme | 24 Apr 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Seeking Alpha • Apr 28
Calix: Recent Pullback Drives Bullish Update
Summary Calix, Inc. has experienced a notable stock pullback due to gross margin pressures from rising memory costs, but the reaction appears overdone. CALX's transition to a recurring revenue, higher-margin software platform is progressing, with Q1 revenue up 27% YoY and non-GAAP EPS at $0.40. Management expects gross margin headwinds to persist through 2026 but targets 100-200bps annual margin improvement starting in 2027, supporting strong EPS growth. The risk/reward skews positive: downside appears priced in, and execution on margin recovery could drive significant upside over the next two years. Read the full article on Seeking AlphaAnaliz Makalesi • 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...
Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.
Yeni Analiz • 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?Analiz Makalesi • 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...Analiz Güncellemesi • 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.
Yeni Analiz • 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?Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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...
Yeni Analiz • Sep 24
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.Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 1,604 | 137 | 261 | 287 | 3 |
| 12/31/2027 | 1,376 | 85 | 201 | 222 | 5 |
| 12/31/2026 | 1,183 | 53 | 124 | 146 | 6 |
| 3/28/2026 | 1,060 | 34 | 109 | 132 | N/A |
| 12/31/2025 | 1,000 | 18 | 116 | 135 | N/A |
| 9/27/2025 | 934 | -7 | 85 | 104 | N/A |
| 6/28/2025 | 869 | -27 | 72 | 88 | N/A |
| 3/29/2025 | 825 | -35 | 52 | 71 | N/A |
| 12/31/2024 | 832 | -30 | 50 | 68 | N/A |
| 9/28/2024 | 890 | -18 | 51 | 68 | N/A |
| 6/29/2024 | 953 | 2 | 50 | 68 | N/A |
| 3/30/2024 | 1,016 | 20 | 46 | 63 | N/A |
| 12/31/2023 | 1,040 | 29 | 38 | 56 | N/A |
| 9/30/2023 | 1,019 | 48 | 29 | 47 | N/A |
| 7/1/2023 | 992 | 44 | 20 | 38 | N/A |
| 4/1/2023 | 933 | 42 | 12 | 28 | N/A |
| 12/31/2022 | 868 | 41 | 13 | 27 | N/A |
| 10/1/2022 | 800 | 49 | 21 | 34 | N/A |
| 7/2/2022 | 736 | 213 | 25 | 38 | N/A |
| 4/2/2022 | 702 | 226 | 43 | 54 | N/A |
| 12/31/2021 | 679 | 238 | 46 | 57 | N/A |
| 10/2/2021 | 673 | 243 | 65 | 75 | N/A |
| 7/3/2021 | 651 | 86 | 74 | 81 | N/A |
| 4/3/2021 | 602 | 61 | 52 | 60 | N/A |
| 12/31/2020 | 541 | 33 | 44 | 51 | N/A |
| 9/26/2020 | 491 | 10 | 15 | 22 | N/A |
| 6/27/2020 | 455 | -14 | 4 | 12 | N/A |
| 3/28/2020 | 437 | -15 | -4 | 6 | N/A |
| 12/31/2019 | 424 | -18 | N/A | 5 | N/A |
| 9/28/2019 | 420 | -24 | N/A | 2 | N/A |
| 6/29/2019 | 420 | -20 | N/A | 3 | N/A |
| 3/30/2019 | 431 | -17 | N/A | 9 | N/A |
| 12/31/2018 | 441 | -19 | N/A | 4 | N/A |
| 9/29/2018 | 464 | -27 | N/A | -29 | N/A |
| 6/30/2018 | 478 | -45 | N/A | -44 | N/A |
| 3/31/2018 | 492 | -61 | N/A | -45 | N/A |
| 12/31/2017 | 510 | -83 | N/A | -63 | N/A |
| 9/30/2017 | 504 | -82 | N/A | -9 | N/A |
| 7/1/2017 | 497 | -63 | N/A | -2 | N/A |
| 4/1/2017 | 478 | -50 | N/A | -4 | N/A |
| 12/31/2016 | 459 | -27 | N/A | 24 | N/A |
| 9/24/2016 | 432 | -25 | N/A | 1 | N/A |
| 6/25/2016 | 423 | -25 | N/A | 7 | N/A |
| 3/26/2016 | 415 | -25 | N/A | 12 | N/A |
| 12/31/2015 | 407 | -26 | N/A | -5 | N/A |
| 9/26/2015 | 414 | -20 | N/A | 22 | N/A |
| 6/27/2015 | 408 | -25 | N/A | 32 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: CALX 'nin tahmini kazanç büyümesi (yıllık 48% ) tasarruf oranının ( 3.5% ) üzerindedir.
Kazançlar ve Piyasa: CALX şirketinin kazançlarının (yıllık 48% ) US pazarından (yıllık 16.4% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: CALX şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.
Gelir ve Pazar: CALX şirketinin gelirinin (yıllık 14.9% ) US pazarından (yıllık 11.4% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Geliri: CALX şirketinin gelirinin (yıllık 14.9% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: CALX 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 24.2 %)
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/07 09:59 |
| Gün Sonu Hisse Fiyatı | 2026/05/07 00:00 |
| Kazançlar | 2026/03/28 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Calix, Inc. 21 Bu analistlerden 6, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Amir Rozwadowski | Barclays |
| Christian Schwab | Craig-Hallum Capital Group LLC |
| Parth Talsania | Equisights |