Latest news with #Calix
Yahoo
28-07-2025
- Business
- Yahoo
5 Must-Buy AI-Powered Internet Software Stocks to Power Your Portfolio
The Internet Software and Services space is gathering momentum owing to robust IT spending on solutions that support hybrid operating environments. Outstanding penetration of mobile devices among users makes sense for businesses to invest heavily in web-based infrastructure, applications and security software. Within the Technology sector, the Zacks-defined Internet Software industry is currently within the top 32% of the Zacks Industry Rank. Since the Internet Software industry is ranked in the top half of Zacks Ranked Industries, we expect it to outperform the market over the next three to six months. We recommend five artificial intelligence (AI)-focused stocks from this space that have strong potential for the second half of 2025. These are — UiPath Inc. PATH, Calix Inc. CALX, Arista Networks Inc. ANET, HubSpot Inc. HUBS and NICE Ltd. NICE. Each of our picks currently carries a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks here. The chart below shows the price performance of our five picks year to date. Image Source: Zacks Investment Research UiPath Inc. UiPath provides an end-to-end automation platform that offers a range of robotic process automation solutions primarily in the United States, Romania, the United Kingdom, the Netherlands, and internationally. PATH offers a suite of interrelated software to build, manage, run, engage, measure, and govern automation within the organization. The PATH platform's embedded AI (artificial intelligence), ML (machine language), and NLP (Natural Language Processing) capabilities improve decisioning and information processing. PATH introduced new generative AI features, including specialized LLMs (Large Language Model) such as DocPATH and CommPATH, and Context Grounding, to enhance automated AI models for specific business needs. UiPath has an expected revenue and earnings growth rate of 8.5% and 5.7%, respectively, for the current year (ending January 2026). The Zacks Consensus Estimate for current-year earnings has improved 7.7% over the last 60 days. Calix Inc. Calix provides cloud and software platforms, and systems and services in the United States, the rest of the Americas, Europe, the Middle East, Africa, and the Asia Pacific. CALX's cloud and software platforms, and systems and services enable broadband service providers to provide a range of services. CALX offers the Calix Cloud platform comprising Calix Engagement Cloud, Calix Operations Cloud, and Calix Service Cloud, which are configurable to display role-based insights and enable BEPs to anticipate and target new revenue-generating services and applications through mobile applications, such as CommandIQ for residents and CommandWorx for businesses. CALX has integrated AI into its cloud platform and products to enhance broadband experience providers' operations, subscriber engagement, and service delivery. CALX offers AI-powered marketing solutions for the health and finance industries, AI-powered chat bots, and AI-driven initiatives like Calix AI Agents. Calix has an expected revenue and earnings growth rate of 15.3% and more than 100%, respectively, for 2025. The Zacks Consensus Estimate for 2025 earnings has improved 25.6% over the last seven days. Arista Networks Inc. Arista Networks is well-positioned with the right network architecture for client-to-campus data center cloud and AI networking backed by three guiding principles. These include the best-in-class, highly proactive products with resilience, zero-touch automation and telemetry with predictive client-to-cloud one-click operations with granular visibility and prescriptive insights for deeper AI algorithms. ANET's EOS Smart AI Suite and Arista AVA (Autonomous Virtual Assist) enhance AI job monitoring, deep-dive analytics, and proactive performance issue resolution. Its AI suite also focuses on network security and optimization. ANET's AI-powered cloud networking solutions provide predictable performance and programmability, enabling seamless integration with third-party applications for network management, automation and orchestration. Arista AVA offers augmentation of pervasive visibility, continuous threat detection, and enforcement. The growing demand for 200- and 400-gig high-performance switching products augurs well for ANET's long-term growth. Arista Networks has an expected revenue and earnings growth rate of 19.3% and 13.7%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 0.4% in the last 30 days. HubSpot Inc. HubSpot provides a cloud-based customer relationship management platform for businesses in the Americas, Europe, and the Asia Pacific. HUBS is witnessing steady multi-hub adoption from enterprise customers in the premium market. Pricing optimization in HUBS' starter edition is leading to solid client additions in the lower end of the market. The integration of HubSpot AI, which includes state-of-the-art features, such as AI assistance, AI agents, AI insights and ChatSpot, is driving more value to customers. HUBS' seat pricing model lowers the barrier for customers to get started with its business and mitigates pricing friction for upgrades. The growing adoption of inbound applications is a tailwind. HubSpot has an expected revenue and earnings growth rate of 15.4% and 15.2%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 2.3% in the last 90 days. NICE Ltd. NICE is benefiting from the continued strength of its cloud business, expansion of its customer base and AI-powered solutions. Increased adoption of NICE's CXone platform saw large enterprises integrating AI tools to enhance customer experience. The success of AI products like autopilot and copilot, along with a growing partner ecosystem, is expanding NICE's market reach. Investments in automation, analytics and AI-powered contact centers is strengthening its competitive edge. NICE's focus on operational efficiency and product enhancements is bolstering its cloud leadership. Also, NICE remains well-positioned for steady growth with AI-driven customer engagement solutions. NICE has an expected revenue and earnings growth rate of 7% and 11.2%, respectively, for the current year. The Zacks Consensus Estimate for current-year earnings has improved 1.6% in the last 90 days. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Calix, Inc (CALX) : Free Stock Analysis Report UiPath, Inc. (PATH) : Free Stock Analysis Report Nice (NICE) : Free Stock Analysis Report Arista Networks, Inc. (ANET) : Free Stock Analysis Report HubSpot, Inc. (HUBS) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Globe and Mail
28-07-2025
- Business
- Globe and Mail
Calix Announces Upcoming Investor Events
Calix, Inc. (NYSE: CALX) today announced that Calix management will participate in the upcoming investor events: Event: Rosenblatt Age of AI Conference (virtual) Date: August 18, 2025 Presentation Time: 4:00 p.m. ET Participant: Carl Russo, Chairman & Cory Sindelar, CFO Event: Jefferies Semi, IT Hardware & Communications Technology Conference Date: August 26, 2025 Location: Chicago, IL Participants: Carl Russo, Chairman Event: Deutsche Bank's 2025 Technology Conference Date: August 28, 2025 Location: Dana Point, CA Participants: Nancy Fazioli, VP of Investor Relations Event: JP Morgan Rising Tech Leaders Forum Date: September 4, 2025 Location: New York, NY Participant: Michael Weening, President & CEO Event: Wolfe Research TMT Conference 2025 Date: September 10, 2025 Location: San Francisco, CA Participant: Carl Russo, Chairman & Cory Sindelar, CFO Institutional investors interested in a meeting should contact their representative at the host firms, or email Calix investor relations at InvestorRelations@ A webcast of the presentation sessions, where available, will be accessible in the investor relations section of the Company's website at About Calix Calix, Inc. (NYSE: CALX) – Calix is a platform, cloud and managed services company. Broadband experience providers leverage Calix's broadband platform, cloud and managed services to simplify their operations, subscriber engagement and services; innovate for their consumer, business and municipal subscribers; and grow their value for members, investors and the communities they serve. Our end-to-end platform and managed services democratize the use of data - enabling our customers of any size to operate efficiently, acquire subscribers and deliver exceptional experiences. Calix is dedicated to driving continuous improvement in partnership with our growing ecosystem to support the transformation of our customers and their communities.
AU Financial Review
23-07-2025
- Business
- AU Financial Review
Taxpayers back AustralianSuper's pet green iron project
The Australian Renewable Energy Agency has granted $44.9 million toward a green iron project run by ASX-listed Calix Limited, in addition to the $1 billion the Albanese government plans to spend on cutting the carbon footprint of the nation's most lucrative export industry. The grant will provide Calix, which is 17 per cent owned by AustralianSuper, with half of the $90 million required to build a renewables-powered kiln that would make 'green iron' by removing the oxygen and waste elements in iron ore.
Business Insider
22-07-2025
- Business
- Business Insider
Calix sees 2025 margin improvement at higher end of range
Calix (CALX) said, 'We expect our annual gross margin improvement in 2025 will be at the higher end of our Target Financial Model range of 100 to 200 basis points resulting from the growth of our platform, cloud and managed services.' Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week.
Business Wire
21-07-2025
- Business
- Business Wire
Calix Releases Second Quarter 2025 Financial Results
SAN JOSE, Calif.--(BUSINESS WIRE)--Calix, Inc. (NYSE: CALX) today announced unaudited financial results for its second quarter of 2025, which have been posted as a letter to stockholders to the investor relations section of its website. Please visit the Calix investor relations website at to view the letter to stockholders. A conference call to discuss these results with President and CEO Michael Weening and CFO Cory Sindelar will be held tomorrow, July 22, 2025, at 5:30 a.m. Pacific Time / 8:30 a.m. Eastern Time. Interested parties may listen to a live webcast of the conference call by visiting the Events section of the Calix Investor Relations website. The live conference call will be available by dialing (877) 407-4019, or international (201) 689-8337, with conference ID#13754440. Participants may also click this link for instant telephone access to the event. The link will become active approximately 15 minutes prior to the start of the conference call. The conference call and webcast will include forward-looking information. A webcast replay of the conference call will be available following its completion and will be archived on the Calix Investor Relations website. About Calix Calix, Inc. (NYSE: CALX) – Calix is an appliance-based platform, cloud and managed services company. Broadband experience providers leverage the Calix's broadband platform, cloud and managed services to simplify their operations, subscriber engagement and services; innovate for their consumer, business and municipal subscribers; and grow their value for members, investors and the communities they serve. Our end-to-end platform and managed services democratize the use of data—enabling our customers of any size to operate efficiently, acquire subscribers and deliver exceptional experiences. Calix is dedicated to driving continuous improvement in partnership with our growing ecosystem to support the transformation of our customers and their communities. Category: Financial
