Stock events for Calix, Inc. (CALX)
In the past six months, Calix shares were up 55% over the past year as of March 2026. The company closed 2025 with a record $272 million in quarterly revenue, growing 3% sequentially and 32% year over year, and annual revenue surpassed $1 billion for the first time, representing 20% growth over 2024. Calix also generated record operating cash flow of $46 million in Q4 2025. The company moved from a loss to profit over FY 2025, reporting net income of $17.9 million and basic EPS of $0.27 on a trailing twelve-month basis to Q4 2025. Analysts generally have a "Strong Buy" or "Moderate Buy" consensus rating for CALX, with an average one-year target price of $77.50 as of March 2026. In January 2026, Calix's board authorized a stock repurchase plan of an additional $125 million. Calix launched Calix One as an AI-native platform for service providers in February 2026 and introduced HomeOfficeIQ for secure home networks. While the stock has shown strong annual returns, there have been periods of volatility. Calix postponed its 2026 Investor Day in February due to a weather event.
Demand Seasonality affecting Calix, Inc.’s stock price
Calix's revenue growth can be influenced by seasonal patterns, with slowing sequential revenue growth projected for the first quarter due to seasonal patterns in new fiber deployments during winter months. The company anticipates maintaining sequential revenue growth momentum, driven by strong customer adoption. Historically, June has shown the highest probability of positive returns for CALX at 80%, while March may not be an ideal month for investment, with a 36.36% probability of positive returns.
Overview of Calix, Inc.’s business
Calix, Inc. is a telecommunications company providing cloud and software platforms, systems, and services to broadband service providers globally. The company operates in the Information Technology sector, specifically within the Communications Equipment industry, and has transitioned to a subscription-based model. Calix's major products and platforms include Calix Cloud, Revenue EDGE, Intelligent Access EDGE, GigaSpire BLAST Systems, AXOS systems, optical network terminals, optical line terminals, and SmartLife managed services.
CALX’s Geographic footprint
Calix, Inc. has a global presence, serving customers in the continental United States, the rest of the Americas, Europe, the Middle East, Africa, and the Asia Pacific region. While its revenue is principally derived in the United States, the company also has a significant presence in Europe. Calix maintains facilities in the U.S. (Petaluma, CA; Minneapolis, MN; San Jose, CA; Richardson, TX) and international operations in Nanjing, China, and Bengaluru, India. Its headquarters are located in San Jose, California.
CALX Corporate Image Assessment
Calix has maintained a strong brand reputation, being included in Fast Company's list of the World's Most Innovative Companies in 2025. Other awards in 2025 included Best Company Culture, Best CEOs, and Best Company Compensation, Perks & Benefits, and Happiest Employees. In 2026, Calix won an award for Best Company Outlook. No significant negative events affecting Calix's brand reputation in the past year were found in the search results.
Ownership
Approximately 56.92% to 89.58% of Calix, Inc.'s stock is owned by institutional investors, including BlackRock, Inc., Vanguard Group Inc., and State Street Corp. Individual (insider) ownership stands at approximately 7.57% to 27.69%. Carl Russo, a co-founder and former CEO, is a notable individual shareholder.
