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Amdocs (DOX) is a Top-Ranked Growth Stock: Should You Buy?
ZACKS· 2026-02-26 15:46
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? The Zacks Styl ...
Amdocs to Speak at Morgan Stanley TMT Conference
Accessnewswire· 2026-02-23 21:01
JERSEY CITY, NJ / ACCESS Newswire / February 23, 2026 / Amdocs (NASDAQ:DOX), a leading provider of software and services to communications and media companies, today announced that CFO & COO Tamar Rapaport-Dagim will speak at the Morgan Stanley Technology, Media & Telecom Investor Conference on March 4 at 1:05 pm PT. The live webcast will be available at https://investors.amdocs.com/ and a replay will be available at the same address. ...
Downward Price Target Revisions Follow Amdocs Limited (DOX) Earnings
Yahoo Finance· 2026-02-22 19:02
Core Viewpoint - Amdocs Limited (NASDAQ:DOX) is recognized as one of the best technology stocks at a 52-week low, with analysts from Barclays and Stifel providing updated ratings and price targets following the company's earnings report [1][2]. Group 1: Analyst Ratings and Price Targets - Barclays analyst Tavy Rosner reiterated an Overweight rating on Amdocs but lowered the price target from $111 to $92, citing resilient first-quarter results and strategic successes despite economic pressures [1]. - Stifel maintained a Buy rating while reducing its price target from $97 to $88, indicating a potential upside of 25.9% from current levels, highlighting a significant five-year contract renewal with T-Mobile as a key development [2]. Group 2: Company Overview - Amdocs Limited provides services and software to various sectors including entertainment, communications, and media, and operates an open and modular cloud offering, along with products like CES25 and Amdocs Monetization Suite [3].
Analysts Highlight Amdocs Limited (DOX) Resilient Results Amid Macro Pressures
Yahoo Finance· 2026-02-12 14:00
We recently compiled a list of the 15 Best Strong Buy Tech Stocks to Invest In. Amdocs Limited is next on our list of best tech stocks. TheFly reported on February 5 that Barclays lowered its price target on DOX to $92 from $111 while maintaining an Overweight rating. The firm described the company’s results as resilient and noted several wins in strategic areas. Given how DOX’s end markets are impacted by macroeconomic conditions, investors are anticipating paying close attention to the company’s double- ...
AI Telecom Stocks in the News - AI Strategies for Innovation (NOK) (IQST) (DOX) (SFTBY)
Investorideas.com· 2026-02-12 14:00
Core Insights - The telecommunications sector is increasingly integrating artificial intelligence (AI) into its infrastructure and services, with notable companies like Nokia and IQSTEL leading the conversation in recent news and social media [1][2]. Group 1: Nokia's AI Initiatives - Nokia is highlighted as a prominent player in AI telecom stocks, particularly due to its partnership with Nvidia to develop AI-powered radio access network (AI-RAN) technologies, which positions it for growth as AI adoption accelerates [1]. - The collaboration with Nvidia has garnered renewed interest from Wall Street, with analysts suggesting Nokia could be a "long-term winner" in the telecom infrastructure space amid rising AI demand [1]. Group 2: IQSTEL's AI Roadmap - IQSTEL Inc. is gaining traction in social media and niche investor outlets, particularly for its 2026 Artificial Intelligence Roadmap, which includes the launch of AI services like AIRWEB and IQ2Call [2][3]. - The company emphasizes transparency and long-term value creation through its AI initiatives, which are integrated with its telecom infrastructure and cybersecurity capabilities [3]. Group 3: AI Product Development - IQSTEL's AI journey began in 2023, focusing on developing practical, revenue-generating AI products that operate across web and voice channels, responding to market feedback and enterprise demand [4][5]. - The company has built a proprietary AI platform that supports all current and future AI products, ensuring that advancements benefit every solution simultaneously [6][7]. Group 4: AI Products Overview - IQSTEL's AIRWEB is a 24/7 AI assistant designed for customer engagement across web and phone, offering multilingual support and scalable subscription plans [8]. - IQ2Call is an AI-first call center solution aimed at eliminating wait times through auto-scaling AI agents, with seamless escalation to human operators when necessary [9]. Group 5: Amdocs' AI Solutions - Amdocs has introduced aOS, an agentic operating system designed to help communication service providers (CSPs) accelerate their generative AI strategies, embedding intelligence into telecom operations [10][11]. - The aOS architecture enables CSPs to execute complex workflows across any BSS and OSS environment, enhancing operational efficiency and customer experiences [11][12]. Group 6: SoftBank's Performance - SoftBank Corp. reported an 8% year-on-year revenue growth to 5.2 trillion yen for the first nine months of fiscal 2025, prompting the company to raise its full-year revenue forecast from 6.7 trillion yen to 6.95 trillion yen [15][16]. - The optimism surrounding SoftBank's telecom unit and its AI business strategy has positively impacted investor confidence, reflected in a 10% surge in its shares [15].
15 Best Strong Buy Tech Stocks to Invest In
Insider Monkey· 2026-02-11 20:00
Industry Overview - The American tech industry entered 2026 with significant size and momentum, having received approximately $178 billion in venture capital in 2024, which accounted for 57% of global venture capital [2] - In 2024, around $314 billion was raised for startups, marking a 3% increase from 2023, indicating a robust recovery in late-stage investments, particularly in infrastructure and AI [2] - AI-focused startups represented 37% of all venture funding and 17% of deals in 2024, highlighting a capital shift towards compute, model training, and applied AI layers [3] Software-as-a-Service Market - The U.S. software-as-a-service market generated about $140.7 billion in revenue in 2024 and is projected to nearly double to $271.7 billion by 2030, reflecting a compound annual growth rate of approximately 11% from 2025 to 2030 [4] Company Highlights - D-Wave Quantum Inc. (NYSE:QBTS) has a market capitalization of $6.36 billion and is noted for its leadership in quantum annealing, with a price target upside of 93.05% [9][10] - D-Wave announced a $10 million, two-year enterprise quantum computing service agreement with a Fortune 100 company, focusing on developing quantum-powered applications [11][12] - Amdocs Limited (NASDAQ:DOX) has a market capitalization of $7.68 billion and a price target upside of 28.85% [13] - Amdocs reported Q1 revenue of $1.156 billion, slightly above the forecast of $1.15 billion, and emphasized its focus on long-term growth and generative AI leadership [16][17] - Amdocs introduced aOS, an operating system designed for telecommunications, which integrates generative AI into business and operational processes [15]
Here's Why Amdocs (DOX) is a Strong Growth Stock
ZACKS· 2026-02-10 15:45
Core Insights - Zacks Premium offers various tools to help investors maximize stock market opportunities and invest confidently [1][2] Zacks Style Scores - Zacks Style Scores are indicators that rate stocks based on value, growth, and momentum methodologies, aiding investors in selecting stocks likely to outperform the market in the next 30 days [3][4] - Each stock receives a rating from A to F, with A indicating the highest potential for outperformance [4] Value Score - The Value Style Score focuses on identifying undervalued stocks using ratios like P/E, PEG, and Price/Sales to highlight attractive investment opportunities [4] Growth Score - The Growth Style Score emphasizes a company's financial health and future outlook, analyzing projected and historical earnings, sales, and cash flow to find stocks with sustainable growth potential [5] Momentum Score - The Momentum Style Score helps investors capitalize on price trends by evaluating short-term price changes and earnings estimate revisions [6] VGM Score - The VGM Score combines all three Style Scores, providing a comprehensive indicator for investors who utilize multiple investing strategies [7] Zacks Rank - The Zacks Rank is a proprietary model that leverages earnings estimate revisions to assist investors in building successful portfolios [8] - Stocks rated 1 (Strong Buy) have historically achieved an average annual return of +23.83% since 1988, significantly outperforming the S&P 500 [9] Stock Selection Strategy - To optimize returns, investors should target stocks with a Zacks Rank of 1 or 2 that also possess Style Scores of A or B [10] - Stocks with lower ranks but high Style Scores may still present risks if their earnings forecasts are declining [11] Company Spotlight: Amdocs (DOX) - Amdocs Limited is a leading provider of customer care, billing, and order management systems for communications and Internet services [12] - Currently rated 3 (Hold) with a VGM Score of A, Amdocs shows potential for growth with a projected year-over-year earnings growth of 6.3% for the current fiscal year [12] - Recent analyst revisions have increased the earnings estimate for fiscal 2026 to $7.43 per share, with an average earnings surprise of +2.2%, making it a candidate for investors' consideration [13]
Amdocs: The Good And The Bad
Seeking Alpha· 2026-02-05 16:24
Core Viewpoint - The article emphasizes the importance of identifying value stocks in the Asian market, particularly those listed in Hong Kong, that exhibit significant discrepancies between their market price and intrinsic value, focusing on deep value balance sheet bargains and wide moat stocks [1] Group 1: Investment Strategy - The research service Asia Value & Moat Stocks targets value investors looking for stocks with a substantial gap between price and intrinsic value [1] - The service specializes in deep value balance sheet bargains, such as net cash stocks, net-nets, low price-to-book (P/B) stocks, and sum-of-the-parts discounts [1] - It also focuses on wide moat stocks, which are characterized by strong earnings power at a discount, including high-quality businesses and hidden champions [1] Group 2: Market Focus - The primary focus of the investment group is on the Hong Kong market, leveraging over a decade of experience in Asian equity markets [1] - The group provides a range of watch lists with monthly updates to assist investors in identifying potential investment opportunities [1]
Amdocs Stock Rises 4% as Q1 Earnings and Revenues Surpass Estimates
ZACKS· 2026-02-04 15:36
Core Insights - Amdocs Limited (DOX) shares increased by 4% after reporting better-than-expected first-quarter fiscal 2026 results, with non-GAAP earnings of $1.81 per share, exceeding management's guidance and the Zacks Consensus Estimate [1][10] Financial Performance - Amdocs reported first-quarter revenues of $1.156 billion, surpassing the consensus estimate of $1.15 billion and the management's guidance range of $1.135-$1.175 billion, reflecting a 4.1% increase year over year [2][10] - Revenue breakdown showed North America generated $765 million (66% of total revenues), a 3.7% year-over-year increase, while Europe revenues rose 17% year over year to $182 million (16% of total revenues). However, revenues from the Rest of the World (RoW) declined by 3.6% year over year to $209.5 million (18% of total revenues) [3][4] Managed Services and Backlog - Managed services revenues increased by 2.3% year over year to $746 million, with a 12-month backlog of $4.25 billion, up $60 million sequentially [5] Operating Income and Cash Flow - Non-GAAP operating income rose by 6.2% year over year to $249.9 million, with an operating margin expansion of 40 basis points to 21.6% [5] - Amdocs generated an operating cash flow of $220 million and free cash flow of $188 million during the first quarter, repurchasing shares worth $146.2 million and paying $57.2 million in dividends [6] Fiscal Year 2026 Guidance - For fiscal 2026, Amdocs expects revenue growth in the range of 1.5-5.5%, down from the previous guidance of 1.7-5.7%. The Zacks Consensus Estimate for revenues is $4.7 billion, indicating a year-over-year increase of 3.7% [7][10] - Non-GAAP operating margin is anticipated to be between 21.3-21.9%, with non-GAAP earnings per share expected to grow by 4-8%. The Zacks Consensus Estimate for earnings is $7.42 per share, suggesting a year-over-year rise of 6.2% [8] Second Quarter Guidance - Amdocs has initiated guidance for the second quarter of fiscal 2026, expecting revenues between $1.15-$1.19 billion, with a midpoint of $1.17 billion, aligning with the Zacks Consensus Estimate and indicating a year-over-year increase of 3.4% [9]
Amdocs appoints Shimie Hortig as CEO
En.Globes.Co.Il· 2026-02-04 11:06
Core Insights - Amdocs CEO Shuky Sheffer is stepping down after eight years, with Shimie Hortig set to replace him [1][2] - Amdocs has reported a 4.1% increase in annual revenue and a non-GAAP earnings per share of $1.81, exceeding guidance [2][3] - The company has secured a multi-year agreement with T-Mobile and expanded its engagement with Vodafone Germany, indicating strong customer relationships [3] Leadership Transition - Shuky Sheffer's leadership is credited with navigating Amdocs through significant changes during the pandemic and technology disruptions [2] - Shimie Hortig, with 20 years of experience at Amdocs, is viewed as a natural successor and is expected to lead the company into the generative AI era [2] Financial Performance - Amdocs' GAAP net profit increased to $158 million from $151 million year-over-year, while non-GAAP net income rose to $196 million from $188 million [2] - The company generated free cash flow of $188 million in the quarter and anticipates annual free cash flow of $710-730 million for fiscal 2026 [2] Strategic Developments - Amdocs has extended its long-term relationship with T-Mobile and signed new agreements with other major telecom companies, enhancing its market position [3] - The company is advancing its generative AI initiatives, including the announcement of aOS, an operating system designed for telecommunications [3]