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

Universal Beteiligungs und Servicegesellschaft mbH increased its holdings in shares of Calix, Inc (NYSE:CALX) by 153.5% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 26,015 shares of the communications equipment provider’s stock after acquiring an additional 15,753 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Calix were worth $1,597,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently bought and sold shares of CALX. SouthState Corp increased its holdings in shares of Calix by 10,000.0% during the second quarter. SouthState Corp now owns 505 shares of the communications equipment provider’s stock worth $27,000 after purchasing an additional 500 shares during the period. Raymond James Financial Inc. acquired a new stake in Calix during the second quarter worth approximately $30,000. BNP PARIBAS ASSET MANAGEMENT Holding S.A. bought a new position in Calix during the 2nd quarter worth $36,000. Smartleaf Asset Management LLC raised its holdings in Calix by 27.0% in the 2nd quarter. Smartleaf Asset Management LLC now owns 1,245 shares of the communications equipment provider’s stock valued at $64,000 after acquiring an additional 265 shares in the last quarter. Finally, CWM LLC lifted its position in shares of Calix by 112.6% during the 2nd quarter. CWM LLC now owns 1,335 shares of the communications equipment provider’s stock valued at $71,000 after acquiring an additional 707 shares during the period. Institutional investors own 98.14% of the company’s stock.

Key Calix News

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

Insider Transactions at Calix

In related news, CFO Cory Sindelar sold 50,000 shares of the firm’s stock in a transaction on Thursday, November 6th. The stock was sold at an average price of $65.30, for a total transaction of $3,265,000.00. Following the completion of the transaction, the chief financial officer directly owned 76,555 shares of the company’s stock, valued at $4,999,041.50. This trade represents a 39.51% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Shane Todd Marshall Eleniak sold 50,000 shares of Calix stock in a transaction dated Tuesday, November 4th. The stock was sold at an average price of $65.34, for a total value of $3,267,000.00. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 520,000 shares of company stock worth $33,449,800. Company insiders own 16.90% of the company’s stock.

Wall Street Analysts Forecast Growth

CALX has been the topic of several analyst reports. Rosenblatt Securities reissued a “buy” rating and set a $85.00 target price on shares of Calix in a report on Tuesday. Craig Hallum set a $60.00 price objective on shares of Calix in a research note on Friday. UBS Group restated an “outperform” rating and issued a $75.00 target price on shares of Calix in a research report on Friday, October 31st. Zacks Research raised shares of Calix from a “hold” rating to a “strong-buy” rating in a report on Wednesday. Finally, JPMorgan Chase & Co. raised shares of Calix from a “neutral” rating to an “overweight” rating and lifted their price objective for the company from $75.00 to $90.00 in a research note on Thursday, January 15th. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Calix presently has a consensus rating of “Moderate Buy” and an average price target of $77.50.

Calix Price Performance

Calix stock opened at $44.54 on Friday. The business has a 50 day moving average of $54.37 and a 200-day moving average of $57.67. Calix, Inc has a 1 year low of $28.60 and a 1 year high of $71.22. The company has a market capitalization of $2.95 billion, a P/E ratio of 178.16 and a beta of 1.55.

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

Calix declared that its board has approved a share buyback program on Wednesday, January 28th that authorizes the company to repurchase $125.00 million in outstanding shares. This repurchase authorization authorizes the communications equipment provider to purchase up to 3.4% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s board of directors 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.