CALX

CALIX, INC

NYSE · Communications Services, NEC · CIK 0001406666
$38.39 -0.44% $2.4B
High Impact Filing (7/10)16 New Institutional Positions18 Institutional Exits
Vol
Market Cap$2.4B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (79%)
Inst. Holders50 funds
Inst. Value$2.0B
Inst. Activity16 buys / 18 sells
Reddit Sentiment50° Neutral
SEC Reports3
Exchange NYSE·Sector Communications Services, NEC·CIK 0001406666·Prev Close $38.56

Recent Activity

Jun 9, 2026 short_volume
Short Volume: CALX — 58.0% short (0.3M / 0.6M)
Short: 335,189 | Exempt: 11 | TRF Vol: 578,249 | Short Ratio: 58.0% | Off-exchange volume (dark pool
Apr 21, 2026 SEC
Calix, Inc. announced an additional $100 million authorization for its share repurchase program, increasing the total au
8-K — Impact 5/10
Apr 21, 2026 SEC
Calix reported strong Q1 2026 results with record $280M revenue (3% sequential, 27% YoY growth) and non-GAAP EPS of $0.4
8-K — Impact 7/10
Mar 27, 2026 SEC
Analysis based on filing metadata only — document content was unavailable
DEFA14A — Impact 3/10
Inst.
DIMENSIONAL FUND ADVISORS LP — ADD
1,218,495 shares ($59.7M)
Inst.
BANK OF AMERICA CORP — ADD
750,117 shares ($36.7M)

Price Targets

$66.00 +71.9% upside Strong Buy
Current $38.39 Low $52.00 Median $63.50 High $85.00 6 analysts
$52.00 $85.00

Analyst Ratings

Buy79% buy · 14 analysts
3Strong Buy
8Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 10, 2026 Rosenblatt MAINTAIN Buy → Buy
Apr 23, 2026 Rosenblatt MAINTAIN Buy → Buy
Apr 23, 2026 Needham MAINTAIN Buy → Buy
Apr 22, 2026 JP Morgan MAINTAIN Overweight → Overweight
Apr 22, 2026 Rosenblatt MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.41 $0.40 — $0.43 24% YoY 7
Next Q $0.46 $0.44 — $0.49 5% YoY 7
Current FY $1.78 $1.70 — $1.90 32% YoY 7
Next FY $2.50 $2.30 — $2.95 41% YoY 6

Top Institutional Holders

FundValueMove
BlackRock, Inc.$546.4M
VANGUARD PORTFOLIO MANAGEMENT LLC$271.1M
ALLIANCEBERNSTEIN L.P.$172.1M
VANGUARD CAPITAL MANAGEMENT LLC$131.6M
STATE STREET CORP$127.6M

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish
50 institutional holders with $2.0B total value (41,415,291 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, ALLIANCEBERNSTEIN. Net selling activity: 18 institutions trimmed/exited vs 16 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.11,153,403$546.4M26.8%
2VANGUARD PORTFOLIO MANAGEMENT LLC5,533,754$271.1M13.3%
3ALLIANCEBERNSTEIN L.P.3,251,128$172.1M8.4%
4VANGUARD CAPITAL MANAGEMENT LLC2,686,525$131.6M6.4%
5STATE STREET CORP2,602,333$127.6M6.3%
6CONGRESS ASSET MANAGEMENT CO1,644,289$80.6M3.9%
7DIMENSIONAL FUND ADVISORS LP1,218,495$59.7M2.9%ADD +28.4%
8LOOMIS SAYLES & CO L P840,197$41.2M2.0%ADD +28.0%
9BANK OF AMERICA CORP /DE/750,117$36.7M1.8%ADD +63.3%
10MORGAN STANLEY712,213$34.9M1.7%
11MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.696,855$34.1M1.7%
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC681,954$33.4M1.6%
13NOMURA ASSET MANAGEMENT INTERNATIONAL INC.556,995$27.3M1.3%ADD +43.6%
14ARROWSTREET CAPITAL, LIMITED PARTNERSHIP551,150$27.0M1.3%TRIM -56.9%
15RENAISSANCE TECHNOLOGIES LLC543,418$26.6M1.3%ADD +77.8%
16WELLINGTON MANAGEMENT GROUP LLP534,517$26.2M1.3%
17Artisan Partners Limited Partnership529,875$26.0M1.3%
18Point72 Asset Management, L.P.513,814$25.2M1.2%NEW
19Nuveen, LLC432,944$21.2M1.0%
20Trexquant Investment LP429,367$21.0M1.0%ADD +38.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
DIMENSIONAL FUND ADVISORS LPADD948,6191,218,495+28.4%$59.7M2026-Q1
BANK OF AMERICA CORP /DE/ADD459,456750,117+63.3%$36.7M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.ADD387,821556,995+43.6%$27.3M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPTRIM1,277,505551,150-56.9%$27.0M2026-Q1
Point72 Asset Management, L.P.NEW513,814$25.2M2026-Q1
Trexquant Investment LPADD309,838429,367+38.6%$21.0M2026-Q1
MetLife Investment Management, LLCDOUBLED32,976312,407+847.4%$15.3M2026-Q1
Rockefeller Capital Management L.P.ADD238,035299,587+25.9%$14.7M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPDOUBLED11,337277,852+2350.8%$13.7M2026-Q1
Invesco Ltd.TRIM577,771272,851-52.8%$13.4M2026-Q1
Allianz Asset Management GmbHADD115,409153,660+33.1%$7.5M2026-Q1
ENVESTNET ASSET MANAGEMENT INCADD64,62298,010+51.7%$4.8M2026-Q1
TUDOR INVESTMENT CORP ET ALTRIM124,51664,802-48.0%$3.2M2026-Q1
PRUDENTIAL FINANCIAL INCTRIM176,21964,234-63.5%$3.1M2026-Q1
FIRST TRUST ADVISORS LPTRIM92,24056,717-38.5%$2.8M2026-Q1
ExodusPoint Capital Management, LPTRIM196,86252,321-73.4%$2.6M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHADD28,35537,215+31.2%$1.8M2026-Q1
Gotham Asset Management, LLCTRIM44,07830,176-31.5%$1.5M2026-Q1
State of Tennessee, Department of TreasuryTRIM32,60622,207-31.9%$1.1M2026-Q1
AmundiTRIM63,24917,698-72.0%$867.0K2026-Q1
FIFTH THIRD BANCORPDOUBLED46814,458+2989.3%$708.3K2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASTRIM31,87114,260-55.3%$698.6K2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.ADD10,71013,400+25.1%$656.5K2026-Q1
Atria Investments, IncADD6,9278,945+29.1%$438.2K2026-Q1
CAPSTONE INVESTMENT ADVISORS, LLCTRIM7,3934,623-37.5%$226.5K2026-Q1

No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (79% buy). Based on 14 analysts: 3 strong buy, 8 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$66.00 mean target +71.9% upside Strong Buy (1.86)
$52.00 Low $85.00 High
MetricValue
Current Price$38.39
Target Low$52.00
Target Mean$66.00
Target Median$63.50
Target High$85.00
# Analysts6
RecommendationStrong Buy (1.86)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.41 $0.40 $0.43 23.8% +0.0% 2↑ 4↓ $0.3B 19.9% 7
Next Q
2026-09-30
$0.46 $0.44 $0.49 5.2% +0.0% 3↑ 1↓ $0.3B 13.6% 7
Current FY
2026-12-31
$1.78 $1.70 $1.90 31.6% +0.0% 4↑ 0↓ $1.2B 18.3% 7
Next FY
2027-12-31
$2.50 $2.30 $2.95 40.9% +0.0% 3↑ 3↓ $1.4B 16.3% 6

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.409
7d ago$0.409
30d ago$0.409
60d ago$0.420-0.012
90d ago$0.418-0.010
3 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 10, 2026 Rosenblatt MAINTAIN Buy Buy
Apr 23, 2026 Rosenblatt MAINTAIN Buy Buy
Apr 23, 2026 Needham MAINTAIN Buy Buy
Apr 22, 2026 JP Morgan MAINTAIN Overweight Overweight
Apr 22, 2026 Rosenblatt MAINTAIN Buy Buy
Apr 16, 2026 JP Morgan MAINTAIN Overweight Overweight
Mar 31, 2026 Rosenblatt MAINTAIN Buy Buy
Jan 30, 2026 Rosenblatt MAINTAIN Buy Buy
Jan 30, 2026 Needham MAINTAIN Buy Buy
Jan 27, 2026 Rosenblatt MAINTAIN Buy Buy
Jan 15, 2026 JP Morgan UPGRADE Neutral Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263830079%
May 1, 20263830079%
Apr 1, 20263920086%
Mar 1, 20263920086%
Feb 1, 20263920086%
Jan 1, 20263830079%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Apr 21, 2026156° Neutral001
Apr 21, 2026156° Neutral001
Jun 9, 2026
short_volume
Short Volume: CALX — 58.0% short (0.3M / 0.6M)
Short: 335,189 | Exempt: 11 | TRF Vol: 578,249 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: CALX — 81.8% short (0.5M / 0.6M)
Short: 509,595 | Exempt: 4 | TRF Vol: 623,061 | Short Ratio: 81.8% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_volume
Short Volume: CALX — 67.5% short (0.4M / 0.6M)
Short: 378,856 | Exempt: 0 | TRF Vol: 561,142 | Short Ratio: 67.5% | Off-exchange volume (dark pool + OTC)
Apr 24, 2026
short_volume
Short Volume: CALX — 69.0% short (0.5M / 0.8M)
Short: 536,749 | Exempt: 0 | TRF Vol: 777,550 | Short Ratio: 69.0% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
short_interest
FTD: CALX — 79,760 shares ($4.0M) failed to deliver
Settlement: 20260422, Price: $49.58, FTD Value: $3,954,500.8, CALIX , INC COMMON STOCK
Apr 21, 2026
short_volume
Short Volume: CALX — 60.7% short (0.4M / 0.6M)
Short: 360,297 | Exempt: 0 | TRF Vol: 593,604 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
Apr 21, 2026
earnings_calendar
CALX Q1 2026 Earnings Scheduled — 2026-04-21