Calix (NYSE:CALX) Issues Q4 2026 Earnings Guidance

by · The Markets Daily

Calix (NYSE:CALX – Get Free Report) issued an update on its fourth quarter 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 0.410-0.490 for the period, compared to the consensus earnings per share estimate of 0.400. The company issued revenue guidance of $311.0 million-$317.0 million, compared to the consensus revenue estimate of $314.5 million. Calix also updated its FY 2026 guidance to EPS.

Calix Trading Up 1.3%

NYSE CALX opened at $33.68 on Thursday. The company has a market capitalization of $2.12 billion, a PE ratio of 49.52 and a beta of 1.21. Calix has a 12 month low of $32.35 and a 12 month high of $68.18. The stock has a 50-day simple moving average of $35.87 and a 200 day simple moving average of $42.33.

Calix (NYSE:CALX – Get Free Report) last announced its quarterly earnings results on Monday, November 2nd. The communications equipment provider reported $0.44 EPS for the quarter, beating analysts’ consensus estimates of $0.42 by $0.02. The company had revenue of $301.71 million during the quarter, compared to analysts’ expectations of $304.23 million. Calix had a return on equity of 5.67% and a net margin of 3.99%. Calix’s revenue was up 13.7% on a year-over-year basis. During the same period in the prior year, the business posted $0.44 EPS. As a group, sell-side analysts predict that Calix will post 0.89 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several brokerages have commented on CALX. Weiss Ratings downgraded shares of Calix from a “hold (c)” rating to a “hold (c-)” rating in a research note on Monday, October 26th. Zacks Research raised Calix from a “strong sell” rating to a “hold” rating in a research report on Tuesday, August 18th. Wall Street Zen upgraded Calix from a “buy” rating to a “strong-buy” rating in a report on Saturday, October 31st. JPMorgan Chase & Co. decreased their price objective on Calix from $58.00 to $50.00 and set an “overweight” rating for the company in a research report on Wednesday. Finally, Rosenblatt Securities reissued a “buy” rating and set a $55.00 target price on shares of Calix in a research note on Wednesday. Five research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $55.80.

Read Our Latest Research Report on CALX

Key Stories Impacting Calix

Here are the key news stories impacting Calix this week:

  • Positive Sentiment: Rosenblatt Securities reaffirmed its “buy” rating and set a $55 price target, indicating continued confidence in the shares. Rosenblatt Securities recommendations
  • Positive Sentiment: Calix reported Q3 adjusted EPS of $0.44, above the $0.42 consensus, while revenue grew 13.7% year over year. Q4 EPS guidance of $0.41–$0.49 also brackets and exceeds the $0.40 consensus at its midpoint. Calix Q3 earnings beat estimates
  • Neutral Sentiment: Q4 revenue guidance of $311 million–$317 million is broadly in line with the $314.5 million consensus, while full-year revenue guidance also matched expectations. Calix Q3 revenue and guidance
  • Negative Sentiment: JPMorgan lowered its price target from $58 to $50, although it maintained an “overweight” rating. The cut may temper enthusiasm despite the continued bullish stance. JPMorgan recommendations
  • Negative Sentiment: Q3 revenue of $301.7 million missed analysts’ $304.2 million estimate. Coverage also pointed to profit and margin pressure, while another article argued the shares remained overvalued after their substantial decline—risks that could weigh on sentiment. Calix stock and Q3 profit pressure Calix valuation commentary

About Calix

(Get Free Report)

Calix, Inc provides cloud, software and broadband access solutions to communications service providers. Its technology helps broadband operators deploy, manage and monetize high-speed internet and related services for residential and business customers.

The company’s offerings include broadband access systems, subscriber premise equipment, cloud-based software and analytics, and managed services. Its portfolio supports fiber, fixed wireless and other broadband networks, while enabling providers to deliver services such as Wi-Fi management, network security, connected home applications and business connectivity.

Founded in 1999 and headquartered in San Jose, California, Calix serves broadband service providers primarily in North America, with customers and operations in other international markets.

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