Amdocs stock analysis
Amdocs (AOS) Stock Price & Analysis
AOS Stock Chart & Stats
- Day’s Range
- EUR 35.84 - EUR 37.07
- 52-Week Range
- EUR 30.91 - EUR 73.46
- Previous Close
- EUR 37.76
- Volume
- N/A
- Average Volume (3M)
- 14
- Market Cap
- EUR 4.03B
- Enterprise Value
- EUR 6.86B
- Total Cash (Recent Filing)
- EUR 197.05M
- Total Debt (Recent Filing)
- EUR 1.09B
- Price to Earnings (P/E)
- 8.9
- Beta
- 0.42
- Next Earnings
- Feb 02, 2027 (Est.)
- EPS Estimate
- 1.17
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 5.21%
Bulls Say, Bears Say
Bulls Say
Long-duration Customer Commitments
Multi-year agreements with major telecom operators deepen customer relationships and support recurring software, implementation, and managed-services revenue. Their duration can improve revenue visibility, create follow-on expansion opportunities, and reinforce Amdocs’ position in mission-critical transformation programs.
Strong Profitability And Balance Sheet
A conservatively levered balance sheet combined with strong returns indicates that Amdocs generates attractive profitability without depending heavily on debt. This financial flexibility can support investment in agentic platforms, acquisitions, customer delivery, and shareholder returns through changing industry conditions.
Expansion Beyond Telecom
The EIS acquisition adds a new vertical built around complex, regulated, mission-critical workflows that resemble Amdocs’ existing strengths. Insurance broadens the addressable market and provides a potential growth engine that may reduce dependence on communications customers over time.
Bears Say
T-Mobile Disruption And Dispute
The T-Mobile situation creates a material customer-specific headwind through lower discretionary spending, contract uncertainty, and potential revenue loss. Because it affects both sales and profitability guidance, it can weigh on execution, resource planning, and earnings durability over the next several quarters.
Fiscal 2027 Earnings Pressure
Management’s guidance indicates that the business will absorb a significant near-term reset in revenue, margins, and earnings rather than simply slower growth. Lower operating leverage and EPS may constrain internal investment capacity and make the benefits of strategic initiatives slower to realize.
Weaker Cash Flow And Backlog
Lower projected cash generation and a reduced backlog weaken visibility into near-term funding and revenue conversion. Although the remaining business has growth momentum, the decline raises execution risk and leaves less cash available for acquisitions, transformation spending, and shareholder distributions.
Amdocs News
AOS FAQ
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Amdocs Stock Smart Score
Company Description
Amdocs
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.
- Sector
- Technology
- Industry
- Software - Infrastructure
- CEO
- Shimie Hortig
- Employees
- 26,969
- Website
- www.amdocs.com
- Address
- 625 Maryville Centre Drive, Saint Louis, MO, 63141, US
Amdocs (AOS) Earnings & Revenues
AOS Company Deck
AOS Earnings Call
Earnings Call SentimentNeutral
The call presented strong strategic momentum, including major AOS agreements, broad customer wins, entry into insurance through the $340 million EIS acquisition, internal productivity gains and a proposed dividend increase. However, these positives are substantially offset in the near term by the T-Mobile dispute and reduced spending, which drive expected fiscal 2027 declines of 7% to 11% in pro forma constant-currency revenue, approximately 200 to 210 basis points of operating-margin pressure and a 26% to 30% EPS decline. Management remains optimistic about a return to growth in fiscal 2028, but the near-term outlook is financially challenging.
View all DE:AOS earnings summariesAOS Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 5 | 3 | 14 |
| Technical Analysis | 5 | 3 | 2 |
| Moving Averages | 0 | 0 | 12 |
