AOS Stock Chart & Stats
Currently, no data available
Please return soon. This page is being updated.
Bulls Say, Bears Say
Bulls Say
Strong Cash GenerationSustained free cash flow (~$679M TTM, ~86% of net income) underpins durable capital allocation: funds R&D, cloud migrations, dividends and share buybacks while supporting balance sheet flexibility. Even with softer FCF growth, absolute cash generation remains a long-term strength.
Conservative Balance SheetRelatively low leverage (D/E ~0.24 FY2025, ~0.32 TTM) and sizeable equity (~$3.38B) provide financial resiliency. This conservative capital structure supports multi-year outsourcing contracts, incremental M&A or product investment and helps absorb cyclical telecom spending variability.
Backlog And Recurring Revenue MixA $4.28B twelve‑month backlog plus a high share of managed services (~65% recurring) yields durable revenue visibility and sticky customer relationships. Multi-year contracts and managed operations reduce volatility and support steady cash flows and upsell opportunities over coming quarters.
Bears Say
Modest Organic GrowthOrganic growth remains modest (2.2% constant‑currency), with management stating ~half of FY26 growth expected to be inorganic. Sustained low organic momentum can limit long-term revenue expansion and increase reliance on M&A to meet growth targets and justify continued margin improvements.
Rising Borrowings And Interest HeadwindsAggregate borrowings (~$900M) and lower cash balances raise net interest and financing expense. Higher recurring interest costs can compress operating cash flow and non‑GAAP margins over the medium term, reducing flexibility for investments or shareholder returns if borrowings persist.
Early-stage Product Monetization RiskThe agentic operating system (aOS) is strategically important but early commercial wins have yet to produce material revenue. Execution and scaling risk remain; if aOS commercialization lags, anticipated long-term revenue and margin uplift from AI-enabled services could be delayed or reduced.
Amdocs News
AOS FAQ
What was Amdocs Limited’s price range in the past 12 months?
Currently, no data Available
What is Amdocs Limited’s market cap?
Amdocs Limited’s market cap is CHF4.51B.
When is Amdocs Limited’s upcoming earnings report date?
Amdocs Limited’s upcoming earnings report date is Aug 12, 2026 which is in 30 days.
How were Amdocs Limited’s earnings last quarter?
Amdocs Limited released its earnings results on May 13, 2026. The company reported $1.439 earnings per share for the quarter, beating the consensus estimate of $1.429 by $0.01.
Is Amdocs Limited overvalued?
According to Wall Street analysts Amdocs Limited’s price is currently Undervalued.
Does Amdocs Limited pay dividends?
Amdocs Limited does not currently pay dividends.
What is Amdocs Limited’s EPS estimate?
Amdocs Limited’s EPS estimate is 1.49.
How many shares outstanding does Amdocs Limited have?
Currently, no data Available
What happened to Amdocs Limited’s price movement after its last earnings report?
Amdocs Limited reported an EPS of $1.439 in its last earnings report, beating expectations of $1.429. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of Amdocs Limited?
Currently, no hedge funds are holding shares in CH:AOS
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Amdocs Stock Smart Score
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
CHF60.22 (― Downside)
CHF60.22 (― Downside)
Insider Transactions
Sold Shares
Worth CHF23.2K over
the Last 3 Months
the Last 3 Months
Technicals
SMA
Negative
20 days / 200 days
Momentum
-39.88%
12-Months-Change
Fundamentals
Return on Equity
15.91%
Trailing 12-Months
Asset Growth
2.57%
Trailing 12-Months
Company Description
Amdocs Limited
Amdocs Limited is a global provider of software solutions and associated services, operating through its various subsidiaries worldwide. The company is actively involved in the full lifecycle of its cloud-based portfolio, from designing and developing to operating, implementing, supporting, and marketing these open and modular offerings. Its diverse product lineup includes CES21, a leading customer experience suite built on 5G and cloud-native microservices architecture, which empowers service providers to develop, deliver, and monetize advanced services. Amdocs also offers a Commerce and Care suite for streamlining order processing and customer engagement, and a Monetization suite that handles charging, billing, policy enforcement, and overall revenue management. Further offerings include an Intelligent Networking suite, providing modular, flexible, and open service lifecycle management capabilities for network automation; MarketONE, a cloud-native business ecosystem; the Digital Brands Suite, a pre-integrated digital business platform tailored for emerging digital telecom brands and smaller service providers; and the eSIM Cloud for service providers. Beyond these core products, Amdocs furnishes AI-powered, cloud-native home operating systems, various data intelligence solutions, and applications. The company also extends its expertise to media services for publishers, TV networks, and video streaming providers, along with end-to-end application development and maintenance services and continuous operational support. Amdocs provides an extensive array of services that cater to every stage of a service provider's lifecycle. These encompass design, delivery, quality engineering, operations, systems integration, mobile network services, expert consulting, and content services. Additionally, its managed services segment covers application development, modernization, and maintenance, IT and infrastructure support, testing, and professional services, all designed to assist clients in the selection, implementation, operation, management, and upkeep of their IT systems. The company's clientele primarily consists of service providers across the communications, cable and satellite, entertainment, and broader media industries, alongside mobile virtual network operators (MVNOs) and directory publishers. Amdocs Limited was established in 1988 and maintains its corporate headquarters in Saint Louis, Missouri.
AOS Company Deck
AOS Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call conveyed a constructive, growth-oriented tone: Amdocs reported revenues and EPS above guidance midpoints, delivered regional strengths (record Europe quarter, RoW growth), improved YoY operating margin, generated strong free cash flow and announced strategic product (aOS) launches and initial customer wins. Challenges include modest organic growth, early-stage aOS monetization, incremental financing costs due to lower cash and borrowings, and quarter-to-quarter project timing volatility. Management reiterated guidance, increased investment in GenAI/aOS, and emphasized liquidity and capital return plans. On balance the positive operational results, strong cash generation, backlog growth and clear strategic direction around agentic/GenAI initiatives outweigh the listed near-term headwinds.View all CH:AOS earnings summariesAOS Stock 12 Month Forecast
Average Price Target
$60.22
Options Prices
Currently, No data available
---