
Calix (CALX) Stock Forecast & Price Target
Calix (CALX) Analyst Ratings
Bulls say
Calix Inc. is demonstrating strong financial performance, with projected revenues for 4Q25 expected to exceed 30% year-over-year growth, reaching $270 million, alongside significant increases in cash flow from operations, which rose by 200% year-over-year to $46 million. The company's appliance revenue grew to $226 million, reflecting a year-over-year increase of 36%, driven by robust customer adoption, including the addition of 25 new clients during the quarter. Additionally, both software and services revenue increased by 17% year-over-year and total remaining performance obligations (RPO) grew by 18% year-over-year to $385 million, underscoring ongoing demand for Calix's offerings and indicating a healthy adoption of its software platform.
Bears say
Calix Inc is experiencing a decline in sequential sales growth, projected at 3% to 5% for the upcoming quarter compared to the 7% to 10% growth observed in the previous three quarters, signaling a potential slowdown in business momentum. The company's operating margin has dropped by 300 basis points quarter-over-quarter to 11.5%, missing estimates, and there are concerns regarding future gross margins, with expectations of a decline in the coming quarters due to rising component costs. Furthermore, in a macroeconomic downturn, consumer reluctance to invest in broadband services and increasing competition from alternative broadband solutions could further exacerbate Calix's market challenges.
This aggregate rating is based on analysts' research of Calix and is not a guaranteed prediction by Public.com or investment advice.
Calix (CALX) Analyst Forecast & Price Prediction
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