CALX

CALIX, INC

NYSE · Communications Services, NEC · CIK 0001406666
$37.28 +0.03% $2.4B
High Impact Filing (7/10)4 New Institutional Positions
Vol
Market Cap$2.4B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (79%)
Inst. Holders8 funds
Inst. Value$568.3M
Inst. Activity4 buys / 0 sells
Reddit Sentiment50° Neutral
SEC Reports3
Exchange NYSE·Sector Communications Services, NEC·CIK 0001406666·Prev Close $37.27

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.
RENAISSANCE TECHNOLOGIES LLC — ADD
463,618 shares ($24.5M)
Inst.
BANK OF AMERICA CORP — ADD
459,456 shares ($24.3M)

Price Targets

$66.00 +70.6% upside Strong Buy
Current $38.69 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
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

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.41 ▼ -2.4% $0.40 — $0.43 24% YoY 7
Next Q $0.46 ▲ +2.0% $0.44 — $0.49 5% YoY 7
Current FY $1.78 ▲ +3.9% $1.70 — $1.90 32% YoY 7
Next FY $2.50 ▲ +2.3% $2.30 — $2.95 41% YoY 6

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$439.4M
CHARLES SCHWAB INVESTMENT MANAGEMENT$35.6MNEW
MORGAN STANLEY$33.0MTRIM
RENAISSANCE TECHNOLOGIES LLC$24.5MADD
BANK OF AMERICA CORP$24.3MADD

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish
8 institutional holders with $568.3M total value (10,736,454 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, MORGAN. Net buying activity: 4 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC8,302,450$439.4M77.3%
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC673,045$35.6M6.3%NEW
3MORGAN STANLEY622,875$33.0M5.8%TRIM -33.7%
4RENAISSANCE TECHNOLOGIES LLC463,618$24.5M4.3%ADD +77.8%
5BANK OF AMERICA CORP /DE/459,456$24.3M4.3%ADD +38.4%
6FMR LLC123,540$6.5M1.2%ADD +74.6%
7WELLS FARGO & COMPANY/MN71,905$3.8M0.7%ADD +71.9%
8TWO SIGMA INVESTMENTS, LP19,565$1.0M0.2%TRIM -26.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
RENAISSANCE TECHNOLOGIES LLCADD260,818463,618+77.8%$24.5M2025-Q4
BANK OF AMERICA CORP /DE/ADD331,857459,456+38.4%$24.3M2025-Q4
FMR LLCADD70,737123,540+74.6%$6.5M2025-Q4
WELLS FARGO & COMPANY/MNADD41,82471,905+71.9%$3.8M2025-Q4
MORGAN STANLEYTRIM847,616561,882-33.7%$34.5M2025-Q3
FMR LLCADD43,25070,737+63.6%$4.3M2025-Q3
TWO SIGMA INVESTMENTS, LPTRIM24,78918,265-26.3%$1.1M2025-Q3
RENAISSANCE TECHNOLOGIES LLCDOUBLED105,318237,618+125.6%$12.6M2025-Q2
FMR LLCADD29,12443,250+48.5%$2.3M2025-Q2
TWO SIGMA INVESTMENTS, LPADD18,08924,789+37.0%$1.3M2025-Q2
UBS Group AGDOUBLED195,498851,085+335.3%$30.2M2025-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM160,419105,318-34.3%$3.7M2025-Q1
FMR LLCDOUBLED2,20229,124+1222.6%$1.0M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM29,99418,089-39.7%$641.1K2025-Q1
NORGES BANKEXIT330,3000-100.0%$0.002025-Q1
NORGES BANKNEW330,300$11.5M2024-Q4
UBS Group AGDOUBLED62,581195,498+212.4%$6.8M2024-Q4
CITADEL ADVISORS LLCTRIM321,590175,211-45.5%$6.1M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW601,146$23.3M2024-Q3

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 +70.6% upside Strong Buy (3.00)
$52.00 Low $85.00 High
MetricValue
Current Price$38.69
Target Low$52.00
Target Mean$66.00
Target Median$63.50
Target High$85.00
# Analysts6
RecommendationStrong Buy (3.00)

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% -2.4% 2↑ 4↓ $0.3B 19.9% 7
Next Q
2026-09-30
$0.46 $0.44 $0.49 5.2% +2.0% 3↑ 1↓ $0.3B 13.6% 7
Current FY
2026-12-31
$1.78 $1.70 $1.90 31.6% +3.9% 4↑ 0↓ $1.2B 18.3% 7
Next FY
2027-12-31
$2.50 $2.30 $2.95 40.9% +2.3% 3↑ 3↓ $1.4B 16.3% 6

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.409
7d ago$0.422-0.014
30d ago$0.418-0.010
60d ago$0.418-0.010
90d ago$0.426-0.017
3 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
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