What Makes Calix (CALX) a Strong Momentum Stock: Buy Now?
Does Calix (CALX) have what it takes to be a top stock pick for momentum investors? Let's find out.
Calix: I Still See More Upside
Calix delivered strong 2Q25 results with 22% revenue growth, record margins, and broad-based customer expansion, validating my bullish thesis. Landmark Tier 1 customer win and accelerating RPO growth highlight increased future visibility and customer stickiness, supporting long-term growth. The rollout of CALX's third-gen AI agentic platform removes scaling bottlenecks, making 'land and expand' more efficient and scalable for larger customers.
Calix, Inc. (CALX) Q2 2025 Earnings Call Transcript
Calix, Inc. (NYSE:CALX ) Q2 2025 Earnings Conference Call July 22, 2025 8:30 AM ET Company Participants Cory J. Sindelar - Chief Financial Officer Michael Weening - CEO, President & Director Nancy Fazioli - Vice President of Investor Relations Conference Call Participants Christian David Schwab - Craig-Hallum Capital Group LLC, Research Division George Charles Notter - Wolfe Research, LLC Michael Edward Genovese - Rosenblatt Securities Inc., Research Division Ryan Boyer Koontz - Needham & Company, LLC, Research Division Samik Chatterjee - JPMorgan Chase & Co, Research Division Scott Wallace Searle - ROTH Capital Partners, LLC, Research Division Timothy Paul Savageaux - Northland Capital Markets, Research Division Operator Greetings.
Calix (CALX) Q2 Earnings and Revenues Top Estimates
Calix (CALX) came out with quarterly earnings of $0.33 per share, beating the Zacks Consensus Estimate of $0.2 per share. This compares to earnings of $0.09 per share a year ago.
Calix: Great Execution, Full Valuation
Calix is executing well, with strong Q1 results, record gross margins, and expanding customer momentum in core broadband and software segments. The platform strategy is driving recurring revenue and customer stickiness, with SmartBiz and SmartMDU expanding the total addressable market. Despite operational excellence, Calix trades at a premium valuation (~58x earnings), outpacing both sector peers and its own revenue growth.
Buy 5 AI-Focused Mid-Cap Internet Software Stocks for a Solid Portfolio
PATH, FIVN, FSLY, CALX and CFLT are five AI-focused mid-cap stocks that show rising earnings potential and momentum for 2025.
Calix (CALX) Just Flashed Golden Cross Signal: Do You Buy?
Calix, Inc (CALX) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, CALX's 50-day simple moving average crossed above its 200-day simple moving average, known as a "golden cross.
Calix: On The Sidelines After Recent Strength
Calix reported a strong quarter with revenue growth of 7% YoY, driven by demand pull-forward and progress in its SaaS and subscription model transition. Despite a bullish stock run, the current valuation at ~53x forward EPS seems extended; a more attractive entry point would be around 22-24x 2026 P/E. Q2 revenue guidance appears soft due to macroeconomic challenges and demand pull-forward, but annualized growth remains promising.
Q1 Reinforced My Bullish View On Calix's Platform Evolution
Calix, Inc. has successfully transitioned from hardware to a cloud-focused platform, helping broadband providers enhance customer experiences and expand digital access in underserved areas. Strong Q1 2025 results, with EPS and revenue beating estimates, highlight solid execution and a shift towards high-margin, recurring-revenue solutions. The company's robust cash position, ongoing share buybacks, and potential growth from BEAD funding and new customer wins bolster long-term potential.
Calix, Inc. (CALX) Q1 2025 Earnings Call Transcript
Calix, Inc. (NYSE:CALX ) Q1 2025 Earnings Conference Call April 22, 2025 8:30 AM ET Company Participants Nancy Fazioli - VP, IR Michael Weening - President and CEO Cory Sindelar - CFO Conference Call Participants Ryan Koontz - Needham and Company Michael Genovese - Rosenblatt Securities Samik Chatterjee - JPMorgan Christian Schwab - Craig-Hallum Tim Savageaux - Northland Capital Markets Scott Searle - ROTH Capital Partners Operator Greetings, and welcome to the Calix First Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen only mode.
Calix (CALX) Tops Q1 Earnings and Revenue Estimates
Calix (CALX) came out with quarterly earnings of $0.19 per share, beating the Zacks Consensus Estimate of $0.13 per share. This compares to earnings of $0.21 per share a year ago.
Calix (CALX) Moves 7.0% Higher: Will This Strength Last?
Calix (CALX) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.
