Universal Beteiligungs und Servicegesellschaft mbH Has $1.60 Million Stock Holdings in Calix, Inc $CALX

Universal Beteiligungs und Servicegesellschaft mbH boosted its position in shares of Calix, Inc (NYSE:CALX) by 153.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 26,015 shares of the communications equipment provider’s stock after acquiring an additional 15,753 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Calix were worth $1,597,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Royal Bank of Canada boosted its holdings in Calix by 11.0% during the first quarter. Royal Bank of Canada now owns 28,022 shares of the communications equipment provider’s stock valued at $993,000 after purchasing an additional 2,773 shares in the last quarter. AQR Capital Management LLC lifted its position in Calix by 304.1% in the 1st quarter. AQR Capital Management LLC now owns 44,874 shares of the communications equipment provider’s stock valued at $1,538,000 after acquiring an additional 33,769 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in Calix by 10.6% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 176,328 shares of the communications equipment provider’s stock worth $6,249,000 after purchasing an additional 16,905 shares during the period. Intech Investment Management LLC increased its holdings in Calix by 26.8% during the 1st quarter. Intech Investment Management LLC now owns 32,923 shares of the communications equipment provider’s stock worth $1,167,000 after purchasing an additional 6,962 shares in the last quarter. Finally, GAMMA Investing LLC raised its stake in shares of Calix by 119.7% in the 2nd quarter. GAMMA Investing LLC now owns 1,472 shares of the communications equipment provider’s stock valued at $78,000 after purchasing an additional 802 shares during the period. Institutional investors own 98.14% of the company’s stock.

Trending Headlines about Calix

Here are the key news stories impacting Calix this week:

• Positive Sentiment: Q4 beat and strong revenue growth — Calix reported $0.39 EPS vs. $0.38 consensus and revenue of $272.4M (up ~32% YoY), showing healthy demand and execution. Calix Tops Q4 Earnings and Revenue Estimates
• Positive Sentiment: Board ups buyback by $125M — Board authorized an additional $125M repurchase (about 3.4% of shares), which reduces share count risk and signals management’s view that shares are undervalued. Calix Increases Stock Repurchase Authorization
• Positive Sentiment: Analyst support and upside potential — Zacks upgraded Calix to strong-buy and Rosenblatt reiterated buy; consensus price-target commentary points to sizable upside potential from current levels. Zacks Upgrade Wall Street Analysts See Upside
• Positive Sentiment: Large BEAD opportunity and 2026 growth outlook — Management highlighted a $1B–$1.5B BEAD opportunity and projected sustained revenue growth, supporting longer-term secular thesis. Calix Outlines BEAD Opportunity
• Neutral Sentiment: Technicals look oversold — Some analysts note the stock is in oversold territory and could be ripe for a technical bounce, which may attract short-term traders. Technical Turnaround Note
• Negative Sentiment: Market focused on Q1 margin pressure — Despite headline guidance ranges that roughly cover/beat consensus, management warned of margin pressure driven by customer mix and overlapping cloud costs in Q1; that commentary triggered the sell-off as investors worried about near-term profitability. Calix Share Price Decreases Despite Q4 Growth
• Negative Sentiment: Investors punished guidance tone despite inline beats — Multiple outlets reported shares tumbling after the earnings call as investors parsed the company’s messaging on margins and near-term costs. Calix Shares Tumble on Guidance

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on CALX shares. Needham & Company LLC reduced their price objective on shares of Calix from $82.00 to $70.00 and set a “buy” rating for the company in a research note on Thursday. Roth Mkm set a $85.00 price target on shares of Calix and gave the stock a “buy” rating in a research report on Thursday, October 30th. Rosenblatt Securities reiterated a “buy” rating and issued a $85.00 price target on shares of Calix in a research note on Tuesday. Weiss Ratings restated a “sell (d-)” rating on shares of Calix in a research note on Monday, December 29th. Finally, Zacks Research raised shares of Calix from a “hold” rating to a “strong-buy” rating in a report on Wednesday. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, one has issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Calix currently has a consensus rating of “Moderate Buy” and a consensus target price of $77.50.

Insider Buying and Selling at Calix

In other news, Director Carl Russo sold 420,000 shares of the company’s stock in a transaction that occurred on Tuesday, November 4th. The stock was sold at an average price of $64.09, for a total value of $26,917,800.00. Following the transaction, the director owned 1,694,188 shares of the company’s stock, valued at approximately $108,580,508.92. This represents a 19.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Cory Sindelar sold 50,000 shares of Calix stock in a transaction that occurred on Thursday, November 6th. The stock was sold at an average price of $65.30, for a total value of $3,265,000.00. Following the sale, the chief financial officer directly owned 76,555 shares of the company’s stock, valued at approximately $4,999,041.50. The trade was a 39.51% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 520,000 shares of company stock valued at $33,449,800 in the last three months. 16.90% of the stock is currently owned by company insiders.

Calix Price Performance

CALX stock opened at $44.54 on Friday. Calix, Inc has a one year low of $28.60 and a one year high of $71.22. The stock has a market cap of $2.95 billion, a price-to-earnings ratio of 178.16 and a beta of 1.55. The company has a fifty day moving average price of $54.37 and a two-hundred day moving average price of $57.67.

Calix (NYSE:CALX) last issued its quarterly earnings data on Wednesday, January 28th. The communications equipment provider reported $0.39 earnings per share for the quarter, beating the consensus estimate of $0.38 by $0.01. The company had revenue of $272.40 million for the quarter, compared to analyst estimates of $267.36 million. Calix had a net margin of 1.79% and a return on equity of 2.31%. The company’s revenue was up 32.2% on a year-over-year basis. During the same period in the prior year, the firm earned $0.08 earnings per share. Calix has set its Q1 2026 guidance at 0.340-0.400 EPS. Research analysts anticipate that Calix, Inc will post -0.43 EPS for the current fiscal year.

Calix announced that its board has authorized a share buyback program on Wednesday, January 28th that permits the company to buyback $125.00 million in shares. This buyback authorization permits the communications equipment provider to reacquire up to 3.4% of its shares through open market purchases. Shares buyback programs are typically a sign that the company’s board believes its shares are undervalued.

Calix Company Profile

Calix, Inc is a provider of cloud and software platforms, systems, and services that enable broadband service providers to transform their networks and subscriber experiences. The company’s flagship Calix Cloud platform delivers real-time analytics, automation and intelligence designed to simplify network operations, improve service agility and drive revenue growth. Calix also offers a comprehensive suite of premises and access systems, including broadband access nodes, fiber-to-the-home optics and residential gateways under the GigaSpire brand.

Through its software-defined network architecture, Calix helps service providers virtualize key network functions and introduce new services with minimal capital expenditure.