- Investing.com
Strategic Crossroads | New CEO accelerates AI focus while navigating near-term challenges including major customer spending cuts and software sector valuation compression |
Revenue Resilience | Despite customer spending headwinds and T-Mobile reductions, Amdocs maintains 3% growth guidance supported by 70% recurring revenue base and margin expansion |
Analyst Perspectives | Price targets range from $71 to $111, with an average around $87, reflecting mixed views on AI monetization timing and telecom sector pressures |
AI-Driven Evolution | Amdocs unveils its Agentic Operating System, securing early adopters and positioning for automation leadership in telecommunications operations |
Metrics to compare | DOX | Sector Sector - Average of metrics from a broad group of related Technology sector companies | Relationship RelationshipDOXPeersSector | |
|---|---|---|---|---|
P/E Ratio | 11.2x | 20.6x | 12.6x | |
PEG Ratio | 2.09 | −0.58 | 0.01 | |
Price / Book | 1.8x | 3.2x | 2.4x | |
Price / LTM Sales | 1.3x | 2.3x | 2.4x | |
Upside (Analyst Target) | 28.5% | 27.3% | 24.0% | |
Fair Value Upside | Unlock | 56.5% | 4.2% | Unlock |
Amdocs Limited, through its subsidiaries, provides software and services to communications, entertainment, media, and other service providers worldwide. It designs, develops, operates, implements, supports, and markets open and modular cloud offering. The company also provides CES25, a telco-native, GenAI-led customer experience suite, spanning business, and operations and network domains that is embedded with AI and related tools. In addition, it offers GenAI agents, and which include Customer Engagement Platform, a telecom-specific customer relationship management (CRM) solution; Amdocs Monetization Suite which enables customers to monetize their broad set of services and offerings; Amdocs Intelligent Networking Suite, a set of solutions that provide end-to-end service orchestration; Amdocs Charging; Amdocs eSIM Cloud that enables service providers to offer digital SIM (eSIM); Amdocs MarketONE, a based Software-as-a-Service (SaaS)-based platform that includes pre-integrated digital services, ranging from media, gaming, eLearning, sports and retail to security, and business services; and Amdocs connectX, a cloud-native telco-in-a-box software-as-a-service platform for digital telecom brands, as well as Amdocs CatalogONE that spans the entire CES25 suite and combines embedded business intelligence with telecom-specific GenAI agents. Further, the company provides consulting, experience design, data, cloud, network services, delivery, quality engineering, operations, systems integration, and content services to various platforms and technologies; maintenance, enhancement design and development, and operational support services; network deployment and optimization services; and managed services, including AI and related tools, predictive analytics, and robotic process automation, as well as quality engineering, mobile network, cloud, and professional services. Amdocs Limited was founded in 1982 and is headquartered in Saint Louis, Missouri.