Calix Inc

Calix Inc

Calix Inc (CALX) supplies cloud, software and systems that help broadband service providers deliver and monetise residential and business connections. Its platform combines network access hardware (optical and switching equipment) with a subscription-led cloud and applications layer for customer experience and operations. Investors often watch Calix for its exposure to accelerated fibre rollouts, rising broadband demand and the shift by telcos to software-defined services and recurring revenue. Key considerations include revenue mix (hardware vs recurring software services), capital intensity for carrier customers, and competitive pressure from larger network equipment vendors. The company’s market capitalisation is around $3.9 billion, classifying it as a mid‑cap technology/communications name. As with any stock, values can rise and fall; past performance is not a guide and this is general educational information, not personalised investment advice. Suitability depends on an investor’s goals, time horizon and risk tolerance.

Stock Performance Snapshot

Buy

Analyst Rating

Analysts recommend buying Calix's stock with a target price of $74.67, indicating significant growth potential.

Average

Financial Health

Calix Inc shows a moderate performance in revenue and cash flow, with some challenges in profitability.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Baskets Featuring CALX

The 5G Spectrum Shake-Up

The 5G Spectrum Shake-Up

AT&T's $23 billion acquisition of EchoStar's spectrum licenses is set to significantly boost its 5G network capabilities. This major industry move creates a ripple effect, potentially benefiting companies involved in telecommunications infrastructure as competitors race to keep up.

Published: August 27, 2025

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High-Speed M&A: The Race For Data Infrastructure

High-Speed M&A: The Race For Data Infrastructure

Amphenol's $10.5 billion acquisition of CommScope's broadband division signals a major consolidation in the telecommunications infrastructure industry. This deal highlights the surging demand for high-speed connectivity, creating opportunities for companies that supply essential fiber-optic components and data center hardware.

Published: August 5, 2025

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Broadband Backbone Builders

Broadband Backbone Builders

Amphenol's $10.5 billion acquisition of CommScope's broadband and cable unit marks a major consolidation in the telecommunications hardware sector. This deal spotlights an investment opportunity in companies providing the essential physical components, like fiber optics and connectors, that form the backbone of 5G and future network infrastructure.

Published: August 4, 2025

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Why You’ll Want to Watch This Stock

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Growing broadband demand

Broadband traffic and fibre rollouts can support Calix’s addressable market, though customer capex cycles may cause uneven revenue.

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Shift to subscriptions

The move from hardware sales to recurring cloud and software services can improve revenue visibility, yet execution and competition matter.

Edge and services focus

Investors may watch Calix’s edge‑platform and smart‑home initiatives for differentiation, while remembering technology markets can be volatile.

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