
Calix (CALX) Stock Forecast & Price Target
Calix (CALX) Analyst Ratings
Bulls say
Calix Inc's revenue is projected to reach approximately $278 million for the quarter, reflecting a robust 26% year-over-year growth and a sequential increase of 2%. The company demonstrated significant operational efficiency, with cash flow from operations soaring by 200% year-over-year to $46 million, alongside a nearly tripling of net free cash flow to $40 million, indicating a strong free cash flow margin of 14.8%. Additionally, total remaining performance obligations (RPO) climbed by 18% year-over-year to $385 million, underscoring the increasing demand for Calix's software platform and the ongoing adoption of its solutions in the broadband market.
Bears say
Calix Inc. reported a decline in operating margin to 11.5%, down 300 basis points quarter-over-quarter (Q/Q), indicating challenges in controlling expenses amid rising operating costs, which were $4 million higher than expected. Despite a solid 1Q26 revenue guidance of approximately 2% growth Q/Q, the projected decline of around 70 basis points in gross margins due to increased memory component costs raises concerns about cost management as macroeconomic conditions may lead to reduced household spending on broadband services. Additionally, competition from large operators investing in alternative broadband technologies, such as satellite and fixed wireless, could diminish market opportunities for Calix, potentially impacting future revenue growth and subscriber acquisition.
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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