Stifel Nicolaus Cuts Amdocs (NASDAQ:DOX) Price Target to $88.00

Amdocs (NASDAQ:DOX) had its target price lowered by Stifel Nicolaus from $97.00 to $88.00 in a report issued on Wednesday,Benzinga reports. The brokerage presently has a “buy” rating on the technology company’s stock. Stifel Nicolaus’ target price would suggest a potential upside of 18.89% from the stock’s previous close.

Other research analysts have also recently issued research reports about the stock. Barclays set a $92.00 price target on shares of Amdocs in a report on Wednesday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Amdocs in a report on Tuesday, January 27th. Bank of America cut their price target on shares of Amdocs from $100.00 to $97.00 and set a “buy” rating on the stock in a report on Wednesday, November 12th. Wall Street Zen cut shares of Amdocs from a “buy” rating to a “hold” rating in a research note on Saturday, January 3rd. Finally, Wolfe Research reiterated a “peer perform” rating on shares of Amdocs in a research note on Thursday, November 13th. Two research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $92.33.

Amdocs Price Performance

Shares of NASDAQ DOX opened at $74.02 on Wednesday. Amdocs has a fifty-two week low of $73.18 and a fifty-two week high of $95.41. The company has a market cap of $7.99 billion, a PE ratio of 14.66, a P/E/G ratio of 1.37 and a beta of 0.40. The company has a debt-to-equity ratio of 0.23, a quick ratio of 1.17 and a current ratio of 1.17. The business has a 50-day simple moving average of $80.37 and a two-hundred day simple moving average of $82.64.

Amdocs (NASDAQ:DOX) last announced its quarterly earnings data on Tuesday, February 3rd. The technology company reported $1.81 EPS for the quarter, beating the consensus estimate of $1.75 by $0.06. The firm had revenue of $1.16 billion during the quarter, compared to analyst estimates of $1.15 billion. Amdocs had a net margin of 12.46% and a return on equity of 19.78%. Amdocs’s revenue was up 4.1% on a year-over-year basis. During the same period last year, the firm posted $1.66 EPS. Amdocs has set its Q2 2026 guidance at 1.730-1.790 EPS and its FY 2026 guidance at 7.270-7.550 EPS. As a group, equities analysts expect that Amdocs will post 6.21 EPS for the current fiscal year.

Institutional Investors Weigh In On Amdocs

A number of institutional investors have recently modified their holdings of DOX. Alliancebernstein L.P. increased its stake in shares of Amdocs by 32.1% in the 3rd quarter. Alliancebernstein L.P. now owns 2,359,779 shares of the technology company’s stock valued at $193,620,000 after purchasing an additional 573,349 shares in the last quarter. Clal Insurance Enterprises Holdings Ltd grew its stake in Amdocs by 500.0% in the 3rd quarter. Clal Insurance Enterprises Holdings Ltd now owns 420,000 shares of the technology company’s stock valued at $34,461,000 after acquiring an additional 350,000 shares during the period. Nordea Investment Management AB increased its holdings in Amdocs by 18.0% in the 2nd quarter. Nordea Investment Management AB now owns 1,879,023 shares of the technology company’s stock worth $170,803,000 after acquiring an additional 287,235 shares in the last quarter. AQR Capital Management LLC raised its position in Amdocs by 25.9% during the third quarter. AQR Capital Management LLC now owns 1,368,944 shares of the technology company’s stock worth $111,309,000 after acquiring an additional 281,476 shares during the period. Finally, Millennium Management LLC raised its position in Amdocs by 1,500.6% during the third quarter. Millennium Management LLC now owns 295,800 shares of the technology company’s stock worth $24,270,000 after acquiring an additional 277,320 shares during the period. 92.02% of the stock is currently owned by institutional investors and hedge funds.

Key Amdocs News

Here are the key news stories impacting Amdocs this week:

• Positive Sentiment: Amdocs beat Q1 FY2026 estimates and raised FY guidance — reported $1.81 EPS vs. $1.75 expected and $1.16B revenue vs. $1.15B; FY26 EPS guide raised to $7.270–7.550 (vs. consensus ~7.11) and annual revenue guided to $4.6–4.8B. This supports stronger near‑term earnings visibility. Amdocs (DOX) Beats Q1 Earnings and Revenue Estimates
• Positive Sentiment: Large commercial wins and product launches expand growth runway — multi‑year strategic agreement with T‑Mobile (includes managed services, software development, AI work and UScellular integration) and launch of aOS, an “agentic” OS for telco AI, which positions Amdocs to monetize telco AI deployments. T-Mobile USA, Inc. Enters into a Strategic Multi-Year Agreement with Amdocs
• Positive Sentiment: Product momentum with MarketONE win — VIDAA selected Amdocs MarketONE to power OTT subscription/bundle experiences on smart TVs, a commercial proof point for Amdocs’ media/commerce stack. VIDAA Selects Amdocs MarketONE
• Positive Sentiment: Dividend raised — quarterly payout increased ~8% to $0.569 (annualized yield ~3.1%), signaling confidence in cash flow and appealing to income investors (ex‑dividend/record dates noted in filings).
• Neutral Sentiment: Full earnings call transcript and analyst commentary are available for details on margin drivers, AI investments and backlog; these details will matter for determining the sustainability of margins and the cadence of AI‑driven revenue. Amdocs Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Additional coverage pieces review key metrics (growth, margins, ROI on AI initiatives); these help investors model the longer‑term thesis but are not immediate catalysts. Amdocs (DOX) Reports Q1 Earnings: What Key Metrics Have to Say
• Negative Sentiment: Leadership change announced — long‑serving CEO Shuky Sheffer will retire March 31; Shimie Hortig named CEO. Management transitions can create short‑term uncertainty about strategy execution and investor confidence. Amdocs Names Shimie Hortig CEO as Shuky Sheffer Plans March 31 Retirement
• Neutral Sentiment: Short interest notices in the feed are inconsistent/zero and provide no clear signal; ignore until validated by official reporting.

Amdocs Company Profile

Amdocs (NASDAQ: DOX) is a global software and services provider specializing in solutions for communications, media and entertainment companies. The company designs, develops and integrates revenue management, customer experience and digital services platforms that enable service providers to launch and monetize new offerings, streamline operations and enhance subscriber engagement. Amdocs’ product suite encompasses billing and order management, customer relationship management, digital commerce and network function virtualization, supported by professional services for implementation, integration and managed operations.

Founded in 1982 and structured as a separate public company in 1998, Amdocs has its corporate headquarters in Chesterfield, Missouri, and maintains major development centers in Ra’anana, Israel.