Amdocs (NASDAQ:DOX) Issues Q3 2026 Earnings Guidance

Amdocs (NASDAQ:DOX) updated its third quarter 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 1.810-1.870 for the period, compared to the consensus earnings per share estimate of 1.850. The company issued revenue guidance of $1.2 billion-$1.2 billion, compared to the consensus revenue estimate of $1.2 billion. Amdocs also updated its FY 2026 guidance to 7.340-7.480 EPS.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the company. Barclays decreased their price target on Amdocs from $111.00 to $92.00 and set an “overweight” rating for the company in a report on Wednesday, February 4th. Stifel Nicolaus decreased their price target on Amdocs from $97.00 to $88.00 and set a “buy” rating for the company in a report on Wednesday, February 4th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Amdocs in a report on Friday. Finally, Wall Street Zen raised Amdocs from a “hold” rating to a “buy” rating in a report on Saturday, April 18th. Three equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, Amdocs currently has a consensus rating of “Moderate Buy” and a consensus target price of $92.33.

Amdocs Stock Performance

Shares of NASDAQ DOX traded down $2.41 during mid-day trading on Wednesday, hitting $59.93. 1,810,046 shares of the company were exchanged, compared to its average volume of 1,226,916. Amdocs has a 1-year low of $59.40 and a 1-year high of $95.41. The company has a quick ratio of 1.06, a current ratio of 1.06 and a debt-to-equity ratio of 0.23. The stock has a 50 day simple moving average of $65.71 and a 200-day simple moving average of $73.96. The firm has a market cap of $6.47 billion, a price-to-earnings ratio of 11.59, a price-to-earnings-growth ratio of 1.11 and a beta of 0.40.

More Amdocs News

Here are the key news stories impacting Amdocs this week:

• Positive Sentiment: Amdocs posted fiscal second-quarter revenue of $1.17 billion and non-GAAP EPS of $1.78, both at or above guidance expectations, while also reaffirming its full-year revenue and free cash flow outlook. Amdocs Limited Reports Second Quarter Fiscal 2026 Results
• Positive Sentiment: The company announced several new and expanded customer wins, including a multi-year agreement with Telefónica Móviles Argentina and continued cloud migration work with Lumen Technologies, supporting the backlog and long-term revenue visibility. Telefónica Móviles Argentina Signs Strategic Multi-Year Agreement with Amdocs to Advance its Operational Excellence Lumen Technologies Accelerates Cloud-First Strategy with Amdocs, Expands Migration of Enterprise Billing Platform to Microsoft Azure
• Positive Sentiment: Amdocs also highlighted product momentum in AI and cloud, including Telco Agents in Google’s Gemini Enterprise Agent Marketplace and a benchmark-setting entitlement server on Microsoft Azure, which may support its longer-term growth narrative. Amdocs Announces Availability of Telco Agents for Customer Experience in Google’s Gemini Enterprise Agent Marketplace Amdocs Entitlement Server Sets New Industry Performance Benchmark on Microsoft Azure
• Neutral Sentiment: Management also announced that long-time CFO Tamar Rapaport-Dagim will retire, with internal successor Tal Rozenfeld taking over June 1. The planned transition is orderly, but leadership changes can still create some investor caution. Amdocs Limited Reports Second Quarter Fiscal 2026 Results
• Negative Sentiment: Despite the earnings beat, operating margin came in lower on a GAAP basis due to transition-related costs, and a market article noted Amdocs was among several shares under pressure, suggesting investors may be taking profits or rotating out of the name after recent gains. Everforth, Amdocs, Booz Allen Hamilton, Broadridge, and CBIZ shares plummet, what you need to know

Institutional Investors Weigh In On Amdocs

Hedge funds and other institutional investors have recently bought and sold shares of the business. Scotia Capital Inc. raised its stake in shares of Amdocs by 3.5% during the 3rd quarter. Scotia Capital Inc. now owns 4,289 shares of the technology company’s stock worth $352,000 after purchasing an additional 145 shares in the last quarter. WealthCollab LLC raised its stake in shares of Amdocs by 94.5% during the 3rd quarter. WealthCollab LLC now owns 356 shares of the technology company’s stock worth $29,000 after purchasing an additional 173 shares in the last quarter. Blair William & Co. IL raised its stake in shares of Amdocs by 5.5% during the 3rd quarter. Blair William & Co. IL now owns 3,393 shares of the technology company’s stock worth $278,000 after purchasing an additional 177 shares in the last quarter. Mercer Global Advisors Inc. ADV raised its stake in shares of Amdocs by 2.2% during the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 9,634 shares of the technology company’s stock worth $790,000 after purchasing an additional 204 shares in the last quarter. Finally, Johnson Financial Group Inc. raised its stake in shares of Amdocs by 9.3% during the 4th quarter. Johnson Financial Group Inc. now owns 3,185 shares of the technology company’s stock worth $258,000 after purchasing an additional 270 shares in the last quarter. Institutional investors and hedge funds own 92.02% of the company’s stock.

Amdocs Company Profile

Amdocs (NASDAQ: DOX) is a global software and services provider specializing in solutions for communications, media and entertainment companies. The company designs, develops and integrates revenue management, customer experience and digital services platforms that enable service providers to launch and monetize new offerings, streamline operations and enhance subscriber engagement. Amdocs’ product suite encompasses billing and order management, customer relationship management, digital commerce and network function virtualization, supported by professional services for implementation, integration and managed operations.

Founded in 1982 and structured as a separate public company in 1998, Amdocs has its corporate headquarters in Chesterfield, Missouri, and maintains major development centers in Ra’anana, Israel.