Calix, Inc.

Calix, Inc.

CALXยทNYSE

$38.50

-4.1%
TechnologySoftware - Application

Calix, Inc., together with its subsidiaries, provides cloud and software platforms, and systems and services in the United States, rest of Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company's cloud and software platforms, and systems and services enable broadband service providers (BSPs) to provide a range of services. It provides Calix Cloud platform, a role-based analytics platform comprising Calix Marketing Cloud, Calix Support Cloud, and Calix Operations Cloud, which are configurable to display role-based insights and enable BSPs to anticipate and target new revenue-generating services and applications through mobile application. The company also offers EXOS, a carrier class premises operating system and fully integrated with its GigaSpire family of systems to be ready for deployment as a complete subscriber experience solutions for BSP's residential and business subscribers; and AXOS, a software platform to access edge of the network by its architecture and operations. It offers its products through its direct sales force and resellers. Calix, Inc. was incorporated in 1999 and is headquartered in San Jose, California.

At a Glance

Live Snapshot
Market Cap$2.46B
EPS0.2700
P/E Ratio142.59
Earnings Date07/20/2026
calx

Calix, Inc. Street Expectations Map

CALX ยท NYSE

Wall Street analysts project that CALX stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 61.00, with estimates ranging from a low of 60.00 to a high of 62.00.

Lowest Target
60.00
55.84%
Consensus Target
61.00
58.44%
Highest Target
62.00
61.04%

The consensus 1-year price target stands at 61.00, with estimates ranging from a low of 60.00 to a high of 62.00.

Analyst Consensus Analysis

Upside Potential

+58.4%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

3.3% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Calix, Inc. Forward Estimates of Revenue

CALX ยท NYSE
Latest Revenue
1.00B
FY 2025
Avg Estimate
1.18B
FY 2026
Estimate Range
1.16B - 1.19B
Analyst Spread

Forward Growth Analysis

Projected Growth+18.3%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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Calix, Inc. Forward Estimates of Net Income

CALX ยท NYSE
Latest Net Income
17.88M
FY 2025
Avg Estimate
126.19M
FY 2026
Estimate Range
121.72M - 130.66M
Analyst Spread

Forward Growth Analysis

Projected Growth+605.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Calix, Inc. Forward Estimates of EPS

CALX ยท NYSE
Latest EPS
0.27
FY 2025
Avg Estimate
$1.78
FY 2026
Estimate Range
$1.73 - $1.86
Analyst Spread

Forward Growth Analysis

Projected Growth+558.2%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Calix, Inc. Forward Estimates of EBIT

CALX ยท NYSE
Latest EBIT
34.17M
FY 2025
Avg Estimate
41.46M
FY 2026
Estimate Range
40.76M - 41.81M
Analyst Spread

Forward Growth Analysis

Projected Growth+21.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Calix, Inc. Forward Estimates of EBITDA

CALX ยท NYSE
Latest EBITDA
51.88M
FY 2025
Avg Estimate
64.14M
FY 2026
Estimate Range
63.06M - 64.68M
Analyst Spread

Forward Growth Analysis

Projected Growth+23.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Calix, Inc. Forward Estimates of SG&A Expense

CALX ยท NYSE
Latest SG&A Expense
356.97M
FY 2025
Avg Estimate
378.05M
FY 2026
Estimate Range
371.69M - 381.23M
Analyst Spread

Forward Growth Analysis

Projected Growth+5.9%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Calix, Inc. Insider Positioning

CALX ยท NYSE

During the last 12 months, there has been no insider trading activity reported for CALX.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Neutral

No insider trading activity reported. This could indicate blackout periods, lack of conviction, or regulatory restrictions.

Insider Participation

No Activity

No insider trading activity reported from any insiders in the past year.