Amdocs (DOX) Is Down 5.6% After CEO Transition, AI Push and Capital Return Moves - What's Changed
Amdocs (DOX) recently reported its Q1 fiscal 2026 results, showing revenue of US$1.16 billion and GAAP diluted EPS of US$1.45, alongside updated full-year guidance and a new quarterly dividend. The company is also undergoing a CEO transition and intensifying its focus on AI-powered telecom software. These developments, coupled with a lowered 2026 earnings guidance, are influencing investor perception of Amdocs' growth, leadership, and long-term earnings resilience.
Illinois Municipal Retirement Fund Increases Stock Position in Amdocs Limited $DOX
The Illinois Municipal Retirement Fund significantly increased its stake in Amdocs Limited (NASDAQ:DOX) by 46.6% in the third quarter, now owning 149,539 shares worth $12.27 million. Amdocs recently exceeded earnings expectations, reporting $1.81 EPS on $1.16 billion revenue, and raised its quarterly dividend to $0.569. Despite some analyst price target cuts, the company holds a "Moderate Buy" rating with an average target price of $92.33 from analysts.
Amdocs says aOS can help telcos take control of their AI roadmap
Amdocs has introduced aOS, an "open by design" agentic AI operating system, to help telcos integrate AI capabilities without overhauling their existing BSS/OSS infrastructure. The platform, powered by Cognitive Core, allows operators to customize AI agents and utilize various vendors and open-source standards. Amdocs aims to provide a flexible framework for telcos to build their AI roadmap and is expanding its offerings beyond traditional telecom BSS/OSS roots.
Amdocs says aOS can help telcos take control of their AI roadmap
Amdocs' new agentic AI operating system (aOS), built on its "open by design" Cognitive Core, aims to empower telcos to customize AI agents and integrate artificial intelligence without rebuilding their existing BSS/OSS infrastructure. The company emphasizes that aOS is not a new product but represents a "new Amdocs" where all company activities become part of this operating system, fostering partnerships with hyperscalers and data platforms. Analysts view this agentic strategy as crucial for embedding AI within the operational fabric of telecom, moving beyond simple chatbots to achieve genuine operational transformation for CSPs.
Analysts Highlight Amdocs Limited (DOX) Resilient Results Amid Macro Pressures
Amdocs Limited (DOX) has shown resilient results despite macroeconomic pressures, with Barclays maintaining an Overweight rating and noting strategic wins. The company also introduced aOS, an agentic operating system designed to embed generative AI into telecommunications operations. Amdocs reported Q1 revenue of $1.156 billion, exceeding forecasts, and secured new clients and renewed contracts, reinforcing its market position.
Amdocs Limited $DOX Shares Acquired by LSV Asset Management
LSV Asset Management increased its stake in Amdocs Limited (NASDAQ:DOX) by 7.6% during the third quarter, acquiring an additional 257,193 shares and now owning 3.23% of the company worth $299.38 million. Amdocs stock recently experienced a 4.2% drop, trading at $70.05, and analysts are forecasting a full-year EPS of 6.21. The company also declared an increased quarterly dividend of $0.569 per share.
Analysts Highlight Amdocs Limited (DOX) Resilient Results Amid Macro Pressures
Amdocs Limited (DOX) reported resilient Q1 results, exceeding revenue forecasts and aligning with guidance. The company launched aOS, an agentic operating system designed to integrate generative AI into telecommunications operations, and strengthened its position with key client wins and renewals in Western Europe. Despite a lowered price target from Barclays, analysts note Amdocs' strategic wins and focus on long-term growth amid macroeconomic pressures.
FMR LLC Reduces Stake in Amdocs Ltd: A Strategic Portfolio Adjus
FMR LLC significantly reduced its stake in Amdocs Ltd by decreasing its position by over 3.8 million shares, representing a 23.94% reduction. This strategic adjustment, occurring on December 31, 2025, now leaves Amdocs Ltd as a smaller portion of FMR LLC's diversified portfolio, which includes major tech companies like Apple and Amazon. Despite the reduction, Amdocs Ltd, a leader in digital transformation solutions, maintains strong financial metrics with a market capitalization of $7.56 billion and an undervalued stock price relative to its GF Value.
Amdocs stock hits 52-week low at $70.22 By Investing.com
Amdocs Ltd. (DOX) stock reached a 52-week low of $70.22, reflecting an 18% decrease over the past year. Despite this, InvestingPro data indicates the stock is undervalued with an attractive P/E ratio of 13.7, a 10% free cash flow yield, and a 2.88% dividend yield maintained for 14 years. The company recently surpassed Q1 fiscal year 2026 earnings and revenue expectations and secured a significant five-year contract renewal with T-Mobile.
Amdocs (NASDAQ:DOX) Reaches New 52-Week Low - Here's What Happened
Amdocs (NASDAQ:DOX) hit a new 52-week low of $69.47, despite beating Q1 earnings estimates with $1.81 EPS on $1.16 billion revenue and increasing its quarterly dividend to $0.569. Analysts maintain a "Moderate Buy" rating with an average price target of $92.33, though some have recently cut their targets. The company confirmed its Q2 and FY 2026 EPS guidance, and institutional investors hold a significant portion of its stock.
Amdocs stock hits 52-week low at $70.22
Amdocs Ltd. (NASDAQ: DOX) has hit a 52-week low at $70.22, marking an 18% decline over the past year, despite strong financial metrics like an attractive P/E ratio of 13.7, a 10% free cash flow yield, and a consistent 2.88% dividend yield. The company recently surpassed Q1 fiscal year 2026 earnings and revenue expectations and secured a significant five-year contract renewal with T-Mobile, yet Stifel lowered its price target to $88, while maintaining a Buy rating. Management's aggressive share buybacks suggest confidence in future performance, with analysts noting the stock appears undervalued.
T-Mobile US (TMUS) Valuation Check After Extended Amdocs Deal And Earnings Expectations
T-Mobile US (TMUS) is drawing investor attention following an extended partnership with Amdocs and ahead of its earnings release. The company's valuation is being closely examined, with a widely followed narrative suggesting it is 1.1% undervalued, while a Discounted Cash Flow (DCF) model indicates it may be deeply undervalued at $502.54 per share compared to its current price of $199.43. Investors are considering T-Mobile's 5G network rollout as a growth driver against its recent stock performance and upcoming financial guidance.
5 Revealing Analyst Questions From Amdocs's Q4 Earnings Call
Amdocs's Q4 earnings call revealed positive market reactions due to new multi-year agreements and generative AI initiatives. The article focuses on five key analyst questions and management's responses regarding a T-Mobile renewal, the Matrix Software acquisition, the new AOS platform, AI adoption, and unchanged full-year guidance. StockStory highlights catalysts for upcoming quarters, including AOS adoption, customer spending patterns, and Matrix Software integration.
Amdocs Plans 2026 CEO Handover As Shares Trade Below Estimates
Amdocs (NasdaqGS:DOX) has announced a planned CEO succession, with Shuky Sheffer set to retire and Shimie Hortig named as his successor, effective March 31, 2026. This transition provides a long lead time for investors to assess potential changes in product focus, capital allocation, or M&A activity. Analysts currently see Amdocs' shares trading about 30% below a consensus target, and Simply Wall St estimates it's trading approximately 47% below its fair value.
Versor Investments LP Purchases New Holdings in Amdocs Limited $DOX
Versor Investments LP has acquired a new stake in Amdocs Limited (NASDAQ:DOX), purchasing 14,400 shares valued at approximately $1.182 million. This move contributes to institutional investors holding about 92.02% of Amdocs stock, as the company continues to outperform quarterly estimates and raise its dividend. Despite some analyst price target cuts, Amdocs maintains a "Moderate Buy" consensus rating with a target price of $92.33.
T-Mobile US Extends Amdocs AI Partnership As Shares Screen Undervalued
T-Mobile US and Amdocs have announced a multi-year extension of their partnership, focusing on AI-driven projects, including generative AI, to enhance operational efficiency and integrate new consumer and business offerings. While T-Mobile US shares currently appear undervalued according to Simply Wall St's assessment, trading 26% below analyst targets and 60.7% below its estimated fair value, investors are urged to monitor how effectively these AI initiatives translate into improved services, reduced costs, and impact the company's valuation metrics given its high debt level.
Amdocs Recognized as the Current Company to Beat in the 2025 Gartner AI Vendor Race: Amdocs Is the Company to Beat for AI in CSP Business Support Systems
Amdocs has been recognized by Gartner as the "Company to Beat for AI in CSP Business Support Systems" in a December 2025 report. Gartner highlighted Amdocs' AI-native solution architecture and unified data platform as key reasons for its frontrunner position in transforming traditional business support systems into AI-powered platforms. Amdocs expressed delight in the recognition, viewing it as validation of their vision to build AI, GenAI, and agentic platforms for communications service providers.
The new worker must be “AI-fit,” says Amdocs executive
Amdocs CMO Gil Rosen states that the modern employee must be "AI-fit," capable of utilizing AI tools for productivity and requiring organizations to provide an "AI gym" for continuous skill development. Meta's CISO, Guy Rosen, elaborated on the complexities of implementing AI at scale, noting that 70% of Meta's code updates involve AI agents and emphasizing the need for robust cybersecurity measures and brand-specific AI agent personalities. The article highlights how AI is transforming software, engineering productivity, and cybersecurity, presenting both opportunities and challenges for the industry.
Alps Advisors Inc. Raises Stock Holdings in Amdocs Limited $DOX
Alps Advisors Inc. has increased its stake in Amdocs Limited by 11.6%, now owning 237,883 shares valued at approximately $19.52 million. This comes as Amdocs outperformed quarterly earnings expectations and raised its quarterly dividend to $0.569, indicating a 3.1% yield. Analysts forecast continued growth with an average target price of $92.33 for Amdocs stock.
Amdocs Ltd. (NASDAQ:DOX): A Quality Dividend Stock with Strong Fundamentals
Amdocs Ltd. (NASDAQ:DOX) is presented as a strong candidate for income-focused investors due to its quality dividend, solid earnings, and robust balance sheet. The company offers an attractive dividend yield with a history of consistent growth, coupled with a fair valuation and steady projected earnings growth. This analysis, based on systematic screening, positions Amdocs as a compelling investment opportunity, though further individual research is recommended.
Ironwood Investment Counsel LLC Takes $2.64 Million Position in Amdocs Limited $DOX
Ironwood Investment Counsel LLC has acquired a new stake of 32,186 shares in Amdocs Limited (NASDAQ:DOX) valued at approximately $2.64 million during the third quarter. Amdocs recently exceeded earnings expectations, reporting an EPS of $1.81 and revenue of $1.16 billion, and has raised its quarterly dividend to $0.569 per share. The company currently holds a "Moderate Buy" consensus rating from analysts with a target price of $92.33.
Barclays Lowers Price Target for Amdocs (DOX) Amid Maintained Overweight Rating | DOX Stock News
Barclays has maintained an "Overweight" rating for Amdocs (DOX) but lowered its price target from $111 to $92, representing a 17.12% decrease. This adjustment follows several other analyst revisions, including price target reductions from Stifel and B of A Securities, and a downgrade from Wolfe Research. Despite these adjustments, the consensus among analysts remains "Outperform" for Amdocs, with an average target price of $95.79 suggesting a potential upside of 33.74% from its current price.
Amdocs pivots to agentic AI OS, names new president and CEO
Amdocs is undergoing a significant strategic pivot, launching an agentic AI operating system (aOS) designed to enhance existing telco OSS/BSS stacks, alongside a major leadership change with Shimie Hortig set to become the new President and CEO. This transformation aims to modernize its core telecom business and expand into enterprise technology platforms, with financial services as a key vertical. The company also extended its partnership with T-Mobile to include managed services, software development, AI innovation, and UScellular integration, signaling confidence in its new direction.
Ashton Thomas Private Wealth LLC Increases Stock Holdings in Amdocs Limited $DOX
Ashton Thomas Private Wealth LLC significantly increased its stake in Amdocs Limited, boosting its holdings by 226.9% in Q3 to 76,084 shares, valued at approximately $6.28 million. Amdocs recently reported strong Q1 earnings, beating analyst estimates, and increased its quarterly dividend by about 8%. Despite a positive earnings report and strategic wins, the company experienced a roughly 10% share pullback following mixed market reactions to its FY26 guidance and an announced CEO succession.
Amdocs agentic aOS system boosts Gen AI support for telecom operators
Amdocs has launched aOS, an agentic operating system designed for telecommunications to accelerate Generative AI strategies. This system aims to embed intelligence into telecom operations, improving customer and employee experiences and unlocking new growth opportunities and operational efficiencies for Communication Services Providers (CSPs). Amdocs highlights that aOS will help CSPs move from AI experimentation to real impact by creating a cognitive ecosystem for AI agents, built on modular architecture and strategic partnerships with tech leaders like Nvidia, Microsoft, Google, and AWS.
Is Amdocs (DOX) Now An Opportunity After Recent Share Price Weakness?
Amdocs (DOX) has experienced recent share price weakness, with declines over the past week, month, year-to-date, and one-year periods, though it's up over five years. Simply Wall St's analysis suggests the stock is undervalued, scoring 6 out of 6 on key metrics. Both a Discounted Cash Flow (DCF) analysis and a Price vs. Earnings (P/E) comparison indicate that Amdocs is trading at a significant discount to its estimated intrinsic value and industry peers.
Is Amdocs (DOX) Now An Opportunity After Recent Share Price Weakness?
Amdocs (DOX) stock has experienced recent weakness, declining across various timeframes. Despite this, a Discounted Cash Flow (DCF) analysis suggests the company is significantly undervalued by 45%, with an estimated intrinsic value of $132.92 per share compared to its current price of $73.06. Additionally, Amdocs's P/E ratio of 13.8x is below the industry average and Simply Wall St's "Fair Ratio" of 24.5x, further indicating a potential undervaluation based on current market pricing.
Amdocs Limited (NASDAQ:DOX) Announces Quarterly Dividend of $0.57
Amdocs Limited (NASDAQ:DOX) has announced a quarterly dividend of $0.569 per share, marking an 8.0% increase from its previous dividend, resulting in approximately a 3.1% annualized yield. Shareholders of record on March 31st will receive the dividend on April 24th. The company also surpassed Q1 earnings expectations and provided optimistic guidance for Q2 and the full fiscal year 2026.
Amdocs FY26 Earnings Call: Solid Start, Cautious Outlook
Amdocs Limited reported a solid start to fiscal 2026 with Q1 revenue slightly above guidance, expanding margins, and strong free cash flow. Despite this, the company maintains a cautious full-year growth outlook due to customer-specific revenue pressures, restructuring costs, and limited near-term visibility from a new acquisition. Managed services and advancements in cloud and generative AI continue to be key drivers, alongside ongoing capital returns to shareholders.
Amdocs (DOX) Is Down 10.1% After Lowering 2026 Guidance And Announcing CEO Transition
Amdocs (DOX) saw its stock drop by 10.1% after reporting Q1 fiscal 2026 results which included year-on-year growth alongside lowered full-year 2026 revenue and GAAP EPS guidance. The company also announced that long-serving CEO Shuky Sheffer will retire in 2026, with Shimie Hortig named as his successor, adding execution risk to the investment narrative. Despite this, Amdocs increased its quarterly dividend and completed a share repurchase program, though its shares might still be trading above fair value.
What’s up with… Amdocs, AT&T & AWS, MásOrange & Starlink
Amdocs has announced Shimie Hortig as its new CEO, effective March 31, 2026. AT&T is expanding its strategic agreements with Amazon Web Services and satellite operator Amazon Leo to migrate workloads and extend broadband services. Meanwhile, MásOrange in Spain is partnering with Starlink to conduct the country's first direct-to-cell service pilot in Valladolid.
Amdocs (NASDAQ:DOX) Price Target Cut to $88.00 by Analysts at Stifel Nicolaus
Stifel Nicolaus has lowered its price target for Amdocs (NASDAQ:DOX) from $97.00 to $88.00 while maintaining a "buy" rating, indicating a potential upside of 18.89%. This adjustment comes despite Amdocs beating Q1 FY2026 estimates, raising its full-year guidance, and increasing its quarterly dividend. The change in leadership, with CEO Shuky Sheffer retiring, is noted as a potential source of short-term uncertainty for the company.
Amdocs Limited (NASDAQ:DOX) Q1 2026 Earnings Call Transcript
Amdocs Limited reported a strong start to fiscal year 2026 with Q1 revenue of $1.16 billion, exceeding expectations, and non-GAAP diluted EPS of $1.81. The company announced a new multiyear agreement with T-Mobile, expanded its global footprint with deals like Vodafone Germany, and acquired Matrix Software for $197 million, strengthening its billing and monetization solutions. Amdocs also highlighted its advancements in generative AI with the introduction of AOS, an agentic operating system designed for telecommunications, positioned as a key long-term growth driver.
Amdocs stock price target lowered to $88 at Stifel on valuation multiples
Stifel has lowered its price target for Amdocs Ltd. (NASDAQ:DOX) to $88 from $97, while maintaining a Buy rating. The adjustment reflects a pullback in valuation multiples despite Amdocs securing a significant five-year contract renewal with T-Mobile and reporting strong free cash flow and positive Q1 fiscal year 2026 results. The stock is currently trading near its 52-week low and appears undervalued according to InvestingPro analysis, with its RSI indicating oversold territory.
Amdocs Limited (NASDAQ: DOX) shares slide on CEO transition and tempered growth outlook
Amdocs Limited (NASDAQ: DOX) shares fell by 8.6% following its fiscal first-quarter earnings release and the announcement of a CEO transition. The company reported Q1 fiscal 2026 revenues of $1.16 billion and diluted EPS of $1.81, but updated its full-year 2026 guidance with a tempered revenue growth outlook. The stock slide is attributed to macro pressures, geopolitical risks due to its Israeli operations, and the upcoming leadership change.
Can a new CEO reignite Amdocs’ growth engine?
Amdocs is appointing Shimie Hortig as its new CEO, succeeding Shuky Sheffer, during a transitional period for the telecom industry where legacy systems meet upcoming AI transformations. The company, which reported steady but cautious Q1 growth, is focusing on long-term contracts, managed services, and its new GenAI & Data division to drive future growth. Hortig's challenge will be to accelerate momentum and leverage Amdocs' technological advancements, including its new aOS platform, into sustained shareholder value amidst a conservative spending environment from telecom operators.
Amdocs (NASDAQ:DOX) Releases FY 2026 Earnings Guidance
Amdocs (NASDAQ:DOX) has released its FY 2026 earnings guidance, projecting EPS between $7.27 and $7.55, surpassing the consensus of $7.11, and revenue between $4.6 billion-$4.8 billion, aligning with the $4.7 billion consensus. Despite positive strategic developments like a renewed T-Mobile deal and a new generative AI initiative, the stock plunged 8.6% due to conflicting EPS reports, causing investor confusion and amplifying sell-offs.
Amdocs (DOX) Reports Q1 Earnings: What Key Metrics Have to Say
This article analyzes Amdocs' Q1 earnings report, focusing on key financial metrics and their implications for investors. It delves into the company's performance indicators, revenue streams, and profitability to provide a comprehensive overview of its financial health. The report aims to help investors understand the nuances of Amdocs' latest quarterly results beyond just headline numbers.
Amdocs (NASDAQ: DOX) taps Shimie Hortig to succeed CEO Shuky Sheffer
Amdocs (NASDAQ: DOX) has announced a planned leadership transition, with Shimie Hortig set to succeed Shuky Sheffer as President and CEO of Amdocs Management Limited, effective March 31, 2026. Sheffer, who led the company for seven years, is retiring, and the board highlighted his role in transforming Amdocs into a cloud-native, AI-enabled business. Hortig, currently Group President of the Americas Business Group, brings over two decades of experience at Amdocs and is seen as the natural choice to continue the company's strategic growth, particularly in cloud and generative AI.
Amdocs (NASDAQ:DOX) Q1 2026 Earnings: EPS Beat Overshadowed by Revenue Miss and Cautious Q2 Outlook
Amdocs (NASDAQ:DOX) reported mixed Q1 2026 results, beating EPS expectations due to a lower tax rate but missing revenue targets. The company reaffirmed full-year guidance but provided a cautious Q2 revenue outlook below analyst consensus, leading to an after-hours stock decline. Investors are weighing steady execution and strategic wins against concerns about the pace of growth acceleration.
Amdocs (NASDAQ:DOX) Reports Q4 CY2025 In Line With Expectations
Amdocs (NASDAQ:DOX) reported Q4 CY2025 results, meeting Wall Street's revenue expectations with sales up 4.1% year-on-year to $1.16 billion, and exceeding non-GAAP profit estimates by 3%. The company's CEO highlighted new agreements with T-Mobile and Vodafone Germany, expansion into new European markets, and the acquisition of Matrixx Software, alongside the introduction of aOS, an agentic operating system for telecommunications, to drive future growth. Despite a history of modest revenue growth, Amdocs demonstrated strong EPS growth and improved operating margins, with an increased backlog indicating potential for future revenue recognition.
Earnings call transcript: Amdocs Q1 2026 beats EPS forecasts, stock dips
Amdocs (NASDAQ:DOX) reported Q1 fiscal year 2026 earnings per share of $1.81, exceeding the forecast of $1.75, and revenue of $1.16 billion, above the anticipated $1.15 billion. Despite these strong results, the company's stock declined by 8.64% in aftermarket trading. Amdocs highlighted strategic initiatives in AI and cloud services, including the launch of its new agentic operating system (AOS) for telecommunications, and secured new multi-year agreements with major telecom operators like T-Mobile and Vodafone Germany.
Streaming bundles from your TV remote: VIDAA picks Amdocs
Amdocs (NASDAQ:DOX) has announced a strategic collaboration with VIDAA to integrate its MarketONE platform onto VIDAA smart TVs worldwide. This partnership, revealed on February 3, 2026, will enable consumers to discover, purchase, and manage OTT streaming subscriptions and bundles directly from their smart TV screens. The initiative is set to simplify access to digital entertainment, allowing VIDAA to efficiently onboard partners and scale its digital subscription offerings globally.
Amdocs Q1 Earnings Call Highlights
Amdocs reported a strong Q1 fiscal 2026, exceeding revenue guidance with $1.16 billion, and reiterated its full-year financial outlook. The company is actively investing in generative AI through its Amaze platform and NVIDIA partnerships, and announced a planned CEO succession with Jimmy Hortick taking over from Shuky Sheffer in March 2026. Key strategic moves include the acquisition of MATRIXX Software to enhance billing capabilities and continued customer expansion in Europe.
Strs Ohio Trims Stock Position in Amdocs Limited $DOX
Strs Ohio significantly reduced its stake in Amdocs Limited (NASDAQ:DOX) during Q3, selling 91.7% of its shares and retaining 2,640 shares valued at $217,000. Amdocs pays a quarterly dividend of $0.527, yielding 2.6%, and analysts currently maintain a "Moderate Buy" rating with a consensus price target of $97.00 against its current trading price near $81. The company's financials include a market cap of $8.74 billion and a P/E ratio of 16.04.
Amdocs Financial Results: Key Points to Watch for DOX
Amdocs (NASDAQ:DOX) is set to release its earnings report this Tuesday after market close. Analysts are forecasting a 3.9% year-over-year increase in revenue to $1.15 billion and adjusted earnings per share of $1.76. The article highlights Amdocs' past performance, peer results in the IT services sector, and current market sentiment, noting that Amdocs shares have edged up 1.1% over the past month.
Amdocs Earnings: What To Look For From DOX
Amdocs (NASDAQ:DOX) is set to announce its earnings results, with analysts expecting a 3.9% year-on-year revenue growth to $1.15 billion and adjusted earnings of $1.76 per share. The company previously beat revenue expectations but missed EPS guidance, and its peers in the IT services sector show mixed results, with Applied Digital and IBM reporting strong revenue growth. Investors will be watching Amdocs closely, as its share price is up 1.1% over the last month and analysts have an average price target of $102.50.
Amdocs Earnings: What To Look For From DOX
Amdocs (NASDAQ:DOX) is set to announce its earnings results this Tuesday after the bell. Analysts expect the telecom software provider's revenue to grow 3.9% year-on-year to $1.15 billion, with adjusted earnings projected at $1.76 per share. The company has a mixed past performance, and investors will be watching closely as it heads into this earnings report.
Amdocs Financial Results: Key Points to Watch for DOX
Amdocs (NASDAQ: DOX) is preparing to release its latest earnings report this Tuesday. Analysts anticipate a 3.9% year-over-year revenue increase to $1.15 billion and adjusted earnings per share of $1.76, signaling a potential turnaround from previous declines. Despite missing Wall Street's revenue targets three times in the last two years, investor sentiment in the IT services sector remains steady, with Amdocs shares up 1.1% over the past month.
A Look At Amdocs (DOX) Valuation After Its Recent Dividend Increase
Amdocs (DOX) recently increased its quarterly dividend from $0.527 to $0.569 per share, drawing attention to its income profile. Despite the dividend boost, the stock at US$81.94 shows a 38.40% intrinsic discount and a significant gap to the US$102.50 analyst target, suggesting it is undervalued. The company's expansion into cloud, AI/ML, and data services, driven by IT modernization in telecom and media, is expected to fuel sustained revenue growth.
