Stifel Nicolaus Has Lowered Expectations for Amdocs (NASDAQ:DOX) Stock Price

Amdocs (NASDAQ:DOX) had its target price reduced by equities researchers at Stifel Nicolaus from $97.00 to $88.00 in a report issued on Wednesday, MarketBeat.com reports. The brokerage presently has a “buy” rating on the technology company’s stock. Stifel Nicolaus’ target price suggests a potential upside of 23.72% from the company’s current price.

Several other brokerages have also recently commented on DOX. Wall Street Zen cut Amdocs from a “buy” rating to a “hold” rating in a report on Saturday, January 3rd. Barclays decreased their price objective on shares of Amdocs from $111.00 to $92.00 and set an “overweight” rating on the stock in a report on Wednesday. Wolfe Research restated a “peer perform” rating on shares of Amdocs in a research report on Thursday, November 13th. Weiss Ratings reiterated a “hold (c)” rating on shares of Amdocs in a research report on Tuesday, January 27th. Finally, Bank of America lowered their price target on shares of Amdocs from $100.00 to $97.00 and set a “buy” rating for the company in a report on Wednesday, November 12th. Three analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $92.33.

Amdocs Price Performance

Shares of Amdocs stock opened at $71.13 on Wednesday. The stock has a market capitalization of $7.68 billion, a price-to-earnings ratio of 13.76, a P/E/G ratio of 1.24 and a beta of 0.40. The firm’s 50-day moving average price is $80.21 and its two-hundred day moving average price is $82.49. The company has a current ratio of 1.17, a quick ratio of 1.17 and a debt-to-equity ratio of 0.23. Amdocs has a 1-year low of $70.24 and a 1-year high of $95.41.

Amdocs (NASDAQ:DOX) last posted its earnings results on Tuesday, February 3rd. The technology company reported $1.81 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.75 by $0.06. The company had revenue of $1.16 billion during the quarter, compared to analysts’ expectations of $1.15 billion. Amdocs had a net margin of 12.47% and a return on equity of 20.13%. Amdocs’s quarterly revenue was up 4.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.66 earnings per share. Amdocs has set its Q2 2026 guidance at 1.730-1.790 EPS and its FY 2026 guidance at 7.270-7.550 EPS. On average, equities analysts predict that Amdocs will post 6.21 earnings per share for the current fiscal year.

Institutional Trading of Amdocs

A number of institutional investors have recently bought and sold shares of DOX. Harbor Capital Advisors Inc. acquired a new position in shares of Amdocs in the 3rd quarter valued at $26,000. Root Financial Partners LLC bought a new stake in Amdocs in the third quarter valued at about $26,000. WealthCollab LLC increased its holdings in Amdocs by 94.5% in the third quarter. WealthCollab LLC now owns 356 shares of the technology company’s stock valued at $29,000 after purchasing an additional 173 shares during the last quarter. Rossby Financial LCC acquired a new position in Amdocs in the second quarter valued at about $41,000. Finally, Atlantic Union Bankshares Corp bought a new position in Amdocs during the third quarter worth about $37,000. Institutional investors and hedge funds own 92.02% of the company’s stock.

More Amdocs News

Here are the key news stories impacting Amdocs this week:

• Positive Sentiment: Q1 results beat consensus: Amdocs reported Q1 FY2026 EPS and revenue slightly above estimates with revenue up year‑over‑year, and management highlighted growth initiatives (including telco AI work and a T‑Mobile deal) that support longer‑term revenue expansion. Q1 beat article
• Positive Sentiment: Dividend hike: Amdocs raised its quarterly dividend ~8% to $0.569, lifting the yield to roughly 3.1%, which supports income investors and signals board confidence in cash flow. (Company announcement)
• Neutral Sentiment: Analyst action — Stifel keeps a Buy rating but trims the price target (from $97 to $88). That reflects continued analyst conviction in the business while acknowledging nearer‑term headwinds. Stifel note
• Neutral Sentiment: CEO succession announced: Long‑time CEO Shuky Sheffer will retire March 31; Shimie Hortig is named successor. Leadership transition introduces execution risk but also a clear succession plan. CEO appointment
• Negative Sentiment: Guidance / outlook reaction: Management’s forward commentary and updated 2026 outlook prompted a sharper market reaction than the quarter itself — investors sold into the mixed print because near‑term guidance cadence and margin/booking details were viewed as disappointing. Guidance reaction
• Negative Sentiment: Price action and downside momentum: Coverage noted the stock hitting a new 12‑month low after the post‑earnings move, signaling short‑term bearish momentum and higher volatility risk for holders. 12‑month low report
• Neutral Sentiment: Analyst / media takeaways: Several writeups emphasize “the good and the bad” — beat and strategic initiatives vs. near‑term guidance/leadership transition — leaving the setup as a classic tradeoff between near‑term risk and longer‑term catalysts. Seeking Alpha analysis

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.