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Stock impact report

Calix: Recent Pullback Drives Bullish Update [Seeking Alpha]

Calix, Inc (CALX) 
Last calix, inc earnings: 4/29 04:01 pm Check Earnings Report
Company Research Source: Seeking Alpha
CALX's transition to a recurring revenue, higher-margin software platform is progressing, with Q1 revenue up 27% YoY and non-GAAP EPS at $0.40. Management expects gross margin headwinds to persist through 2026 but targets 100-200bps annual margin improvement starting in 2027, supporting strong EPS growth. The risk/reward skews positive: downside appears priced in, and execution on margin recovery could drive significant upside over the next two years. NicoElNino/iStock via Getty Images Calix, Inc. ( CALX ) has seen its stock fall under some pressure after the company warned of potential margin pressure given the rising prices across the memory ecosystem. Of course, this is something investors should be cautious Show less Read more
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