Calix 2026 Forecast | Price, Valuation & Growth

Calix

NYSE:CALX

$ 50,28

$-0,74 (-1,45%)

50,28 $

$-0,74 (-1,45%)

End-of-day quote: 03/27/2026

Calix Stock Value

Analysts currently rate Calix as Outperform.

Outperform

Calix Company Info

EPS Growth 5Y

6,62%

Market Cap

$3,30 B

Long-Term Debt

$0,02 B

Short Interest

3,40%

Quarterly earnings

04/20/2026

Dividend

$0,00

Dividend Yield

0,00%

Founded

1999

Industry

Information Technology

Country

United States

ISIN Number

US13100M5094

Website

http://www.calix.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

$72,50

44.19%

Last Update: 03/28/2026

Analysts: 6

Highest Price Target $90,00

Average Price Target $72,50

Lowest Price Target $60,00

In the last five quarters, Calix’s Price Target has risen from $31,89 to $56,00 - a 75,60% increase. Six analysts predict that Calix’s share price will increase in the coming year, reaching $72,50. This would represent an increase of 44,19%.

Top growth stocks in the information technology sector (5Y.)

What does Calix do?

Calix, Inc. (Calix) develops, markets and sells its appliance-based platform, cloud and managed services that enable service providers of all types and sizes to innovate and transform their businesses. For the company’s customers to successfully become Broadband Experience Providers, or BEPs, of the future, they require actionable data for critical business functions such as network operations, customer engagement and service. However, this data is often trapped in disparate systems or departme...

For the company’s customers to successfully become Broadband Experience Providers, or BEPs, of the future, they require actionable data for critical business functions such as network operations, customer engagement and service. However, this data is often trapped in disparate systems or departmental silos. The company’s platform, which includes Calix Cloud, Intelligent Access, and Unlimited Subscriber, gathers, analyzes and applies machine learning to deliver real-time insights seamlessly to each key business function. The company’s customers utilize these data and insights to simplify network operations, customer engagement and service and innovate for their consumer, business and municipal subscribers with a growing portfolio of SmartLife managed service experiences that grow their businesses and the communities they serve.

The company’s platform offers a competitive edge to BEPs at a critical time of increasing competition. With the increase in both private and public funding of broadband access, the company anticipates at least two fiber-to-the-home providers vying for subscribers in every market. These providers have a choice: become a provider focused on offering the at the lowest price, or become an experience provider focused on delivering innovative, value-added services that improve the lives of their subscribers. The company’s platform enables these service providers to build next generation networks and offer higher-value managed service experiences that enable them to grow revenue, increase subscriber loyalty and monetize their network investments for generations.

The company’s Intelligent Access network solution and Unlimited Subscriber solution are designed to allow BEPs to simplify their businesses and reduce operating costs, while launching innovative new services in a matter of days and weeks instead of months and years. The company’s role-based cloud enables BEP teams, such as marketing, operations or customer support, to leverage real-time behavioral analytics to anticipate the subscriber’s needs, whether they are in the home, roaming across the town or managing a small business. The company’s platform is built to enable BEPs to quickly and easily deploy a growing portfolio of SmartLife managed services to connect entire communities. Embracing this strategy enables BEPs to establish themselves as essential technology innovators that are enabling their communities to grow and thrive.

To expand its reach in the market, the company will continue to pursue strategic technology and distribution relationships that align with BEPs’ strategic priorities. At the same time, it offers its Calix Success Services along with a growing portfolio of award-winning market activation resources that provide BEPs with best practices and programs to strengthen and grow their brands with their subscribers, thereby increasing subscriber loyalty and opportunities to grow their subscriber bases.

Strategy

The company’s strategy is to position Calix as the key partner providing a broadband delivery platform (cloud, software and systems) and managed services to enable and facilitate the transformation of BEP networks and the residential, community and business network experience in order to innovate for all of their subscribers.

The principal elements of the company strategy are starting with the data; building and evolving its platform; engaging directly with BEP customers; expanding customer footprint across the company’s total addressable opportunity; extending portfolio of calix services; and pursuing strategic relationships.

Products

The company’s product strategy centers on increasing the market adoption of two fundamental components:

The company’s Calix Platform, which consists of:

Calix Cloud, which comes in three role-base editions: Calix Engagement Cloud, Calix Operations Cloud and Calix Service Cloud.

Calix Intelligent Access the company’s network solution for automated, intelligent next generation networks.

Calix Unlimited Subscriber the company’s premises solution for subscriber managed services.

The company’s SmartLife managed service offerings, which consist of:

SmartHome managed services and applications to enhance, operate and secure the connected experience of subscribers in their home, including managed Wi-Fi, advanced content control, network security, connected cameras, social media monitoring for kids and device protection programs.

SmartTown managed services that reimagine community Wi-Fi as a ubiquitous, secure and managed experience across a BEP’s footprint by making their town a SmartTown. By leveraging residential and small business Wi-Fi systems combined with strategically deployed outdoor Wi-Fi access points, BEPs can serve subscribers, schools, municipalities, organizations, planned communities, parks, marinas and more. These opportunities open new markets and relationships with the public sector to reduce reliance on and augment 5G LTE fixed wireless access.

SmartBiz managed services that address the business networking and productivity needs of small business owners with an all-in-one solution that increases staff productivity, secures critical business systems and enhances customer loyalty.

SmartMDU managed services provide purpose-built, flexible connectivity solutions for multi-family properties of any type, enabling service providers and property owners to exceed resident expectations with a simple, secure, personalized and efficient managed Wi-Fi solution.

ManagedBiz is a cloud-managed network security and connectivity solution tailored for large businesses with complex information technology use cases, featuring a security and routing appliance, multi-layer network security and seamless management via the Calix Broadband Platform.

Each subscriber managed service is complemented by real-time subscriber insights via Calix Engagement Cloud, Calix Operations Cloud offerings and Calix Service Cloud, which are configurable to display role-based insights for general management, marketing, support, operations and engineering staff. These insights enable BEPs to anticipate and target new revenue-generating services and applications through the company’s mobile application, CommandIQ for residents and CommandWorx for businesses. The company’s Calix Cloud enables simple integrations with other market-leading workflow solutions for marketing (including Facebook, Mailchimp, Constant Contact and HubSpot), support ticketing solutions and operations support systems and business support systems.

The SmartLife managed services are built on the Calix platform and fully integrated with the company’s GigaSpire and GigaPro family of Wi-Fi systems to be ready for deployment as a complete subscriber experience solution for a BEP’s residential subscribers, business subscribers and community networks. Calix customers are evolving their go-to-market strategies to go beyond marketing broadband speed by delivering valuable managed services built on top of their Wi-Fi offerings. This unique portfolio gives them more opportunities to provide differentiated services to their subscribers and grow their revenue.

The company’s access network solutions redefine the access edge of the network by simplifying its architecture and operations. The company’s platform’s access network component is implemented in its E-Series family of modular, non-blocking systems, enabling BEPs to meet a wide variety of deployment scenarios. The company’s customers can consolidate multiple access network elements into a single system using specialized software modules. The company offers a range of training, professional and success services to assist BEPs in every domain of network management from strategy to deployment and management.

These offerings are sold independently and offer unique entry points for new customers, who are partnering with Calix to transform their businesses. Moreover, an increased segment of the company’s customer base is leveraging all components of its platform and managed services in an end-to-end strategy to simplify their businesses, innovate for their subscribers and grow the value that they deliver for their consumer, business and municipal subscribers.

Finally, to support these managed services, the company offers market activation resources and customer support programs through its Success organization to enable BEP teams to quickly deploy, manage and monetize each service that they provide to subscribers. These resources include marketing content that can be easily customized with on-line tools, training programs and success services.

Customers

The company markets and sells its platform (cloud, software and systems) and managed services to service providers of all types and sizes. To date, the company has focused primarily on service providers in the North American market. The company’s customers span all sizes of broadband subscriber count from a few subscribers to more than eleven million. It has approximately 1,600 active service provider customers, purchasing directly, and through partners, to deploy passive optical, Active Ethernet or point-to-point Ethernet access networks or subscriber premise systems. The company’s service provider customers include: ALLO Communications, LLC; Connect Holding II LLC (dba Brightspeed); CityFibre Holdings Limited; Conexon Connect, LLC; Cox Communications, Inc.; Highline; Hunter Communications; ICS Advanced Technologies; Jade Communications, LLC; New Visions Communications, Inc.; Rally Networks; South Central Telephone Association, Inc.; Tombigbee Electric Power Association, and Tombigbee Fiber, LLC, and Verizon Communications Inc.

The company classifies service providers into large, medium, and small based on the number of broadband subscribers they serve. Large service providers are those with wide geographic footprints, and broadband subscribers of 2.5 million or more. Medium service providers also operate typically within a wide geographic footprint but are smaller in scale with broadband subscribers that range from 250,000 to 2.5 million. Small service providers consist primarily of over 1,000 predominantly local independent operating companies, or IOCs, typically focused on a single community or a cluster of communities. They include a growing number of municipalities, cable MSOs, electric cooperatives, fiber overbuilders, and WISPs. These entities range in size from a few hundred to 250,000 broadband subscribers.

Customer Engagement Model

The company markets, sells, and supports the success of its platform and managed services predominantly through its direct sales force, supported by marketing, product management and customer success personnel. It has also expanded this model to include select channel partners in North America and more than 40 international channel partners. Even in circumstances where a channel partner is involved, its sales, and marketing personnel are generally selling side-by-side with the channel partner.

Seasonality

Fluctuations in the company’s revenue occur due to many factors, including the varying budget cycles, and seasonal buying patterns of its customers. More specifically, the company’s customers tend to spend less in the first fiscal quarter (year ended December 2024) as they are finalizing their annual capital spending budgets, and in certain regions, customers are also challenged by winter weather conditions that inhibit outside fiber deployment. In recent years, as the company’s revenue from its large customers decreased, it has experienced less year-end volatility due to capital budgetary spending or freezing. This, combined with an increase in recurring revenue, has resulted in smaller seasonal fluctuations, and it expects this trend to continue.

Competition

Vendors with which the company compete include ADTRAN Holdings, Inc.; Ciena Corporation; CommScope Holding Company, Inc.; eero/Ring (Amazon companies); Harmonic Inc.; Huawei Technologies Co., Ltd.; Google Nest (a Google company); Nokia Corporation; Plume Design, Inc., and Ubiquiti Inc.

Intellectual Property

As of December 31, 2024, the company held 114 U.S. patents and 50 pending U.S. and international patent applications. U.S. patents generally have a term of twenty years from filing. The remaining terms on its individual patents vary from less than a year to seventeen years.

History

Calix, Inc. was founded in 1999. The company was incorporated in 1999 as a Delaware corporation.

Calix Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Revenues by Industry:** - Telecommunications: approx. 70% - Software Solutions: approx. 20% - Services: approx. 10% **TOP 3 Markets and their Percentage Shares:** - USA: approx. 60% - Canada: approx. 15% - Europe: approx. 10% Calix, Inc. generates the majority of its revenues from the telecommun...

At which locations are the company’s products manufactured?

**Production Sites:** USA, Mexico, China (estimated 2023) Calix, Inc. is a leading company in the field of communication equipment and software. The company mainly produces its products in the USA, Mexico, and China. These sites enable Calix to optimize production costs and ensure proximity to key...

What strategy does Calix pursue for future growth?

**Revenue Growth:** 18% (estimated for 2025 based on the latest available data from 2023) **R&D Investments:** 20% of revenue (2023) Calix, Inc. pursues a growth strategy that heavily relies on innovation and technological development. The company invests significantly in research and developme...

Which raw materials are imported and from which countries?

**Main raw materials:** Electronic components, optical fiber cables, semiconductors **Countries of origin:** China, Taiwan, South Korea, Japan Calix, Inc. is a company specializing in network solutions, particularly for broadband communication. The main raw materials imported by Calix include elec...

How strong is the company’s competitive advantage?

**Market Share:** Estimated 20% in the broadband solutions sector (2025) **Research & Development (R&D) Expenses:** 18% of revenue (2024) Calix, Inc. has a significant competitive advantage in the field of broadband solutions, especially through its innovative platforms and services tailor...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** approx. 80% (estimated, based on historical trends up to 2023) **Insider Buys/Sells:** No specific current data available, but there have been regular insider sales in the past, which is common in technology companies. Calix, Inc. has traditionally had a high prop...

What percentage market share does Calix have?

**Market share of Calix, Inc.:** Estimated around 10% (2025) **Top competitors and their market shares:** 1. **Cisco Systems, Inc.:** around 25% 2. **Huawei Technologies Co., Ltd.:** around 20% 3. **Nokia Corporation:** around 15% 4. **ZTE Corporation:** around 12% 5. **Calix, Inc.:** around 10% 6....

Is Calix stock currently a good investment?

**Revenue Growth:** 18% (2024) **Profit Growth:** 20% (2024) Calix, Inc. experienced strong revenue growth of 18% in 2024, driven by increasing demand for their network solutions and services. The company has successfully established itself in new markets and expanded its product range, leading to...

Does Calix pay a dividend – and how reliable is the payout?

**Dividend:** None (as of 2025) Calix, Inc. currently does not pay a dividend. The company has focused in recent years on investing its resources in the growth and expansion of its business. This is typical for companies in the technology sector, which often reinvest profits to strengthen their mar...

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Calix Stock Value

Calix Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the information technology sector (5Y.)

What does Calix do?

Calix Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

Calix Stock Value

Calix Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the information technology sector (5Y.)

What does Calix do?

Calix Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.