
Calix (CALX) Stock Forecast & Price Target
Calix (CALX) Analyst Ratings
Bulls say
Calix Inc has demonstrated strong growth potential, evidenced by a remarkable 243% year-over-year increase in revenue from large customers, primarily driven by heightened demand for its Access Edge platform and network expansion. The company's total remaining performance obligations (RPO) reached $355 million, reflecting a 20% year-over-year growth, indicating robust adoption of its software platform offerings, supported by multi-year customer contracts. Additionally, the increase in cash, equivalents, and marketable securities to $340 million reinforces Calix's solid financial position and capacity for future growth, bolstered by favorable developments in government funding initiatives expected to positively impact spending beginning in 2026.
Bears say
Calix Inc's cash flow from operations increased significantly year-over-year to $32 million, reflecting a positive trend, but exhibited a quarterly decline of 18%, raising concerns about sustainable operational performance. The company faces potential headwinds in gross margin due to increased cloud costs during the transition period and anticipated slower subscriber growth influenced by macroeconomic conditions, which may restrict future revenue opportunities. Furthermore, the decline in medium-sized customer revenue by 25% quarter-over-quarter, alongside expectations of growth limitations due to field labor supply constraints, poses additional risks to Calix's market position and overall financial health.
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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