Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

AMDOCS LTD
Next earnings Aug 4, 2026 · consensus $1.86 EPS, $1.19B rev
Sticky telecom-software vendor with steady cash flow and heavy buybacks at just 12x earnings — cheap, if slow-growing.
Sources: SEC EDGAR (CIK 0001062579, latest 144 filed 2026-06-23) · EODHD · analysis by claude-code · as of 6/21/2026, 8:58:26 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
The fundamentals carry the rating, but the price is rich (~31% above our fair-value estimate) — a quality-at-a-price call. The case rests on the business, not the entry; patient buyers may wait for a pullback.
Amdocs is the dominant provider of business- and operations-support software and managed services to the world's telecom carriers — deeply embedded, multi-year contracts that produce highly recurring, predictable revenue. The model shows in the consistency: revenue has compounded steadily from $4.17B (FY2020) to $5.00B (FY2024), with operating margin of 12.6%, net margin of 9.9% and a solid 14.3% ROE. The balance sheet is sound, with liabilities/equity of 0.84x and modest $646M long-term debt against $724M of operating cash flow.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY20 | FY21 | FY22 | FY23 | FY24 |
|---|---|---|---|---|---|
| Revenue | $4.17B | $4.29B | $4.58B | $4.89B | $5.00B |
| Gross profit | — | — | — | — | — |
| Operating income | $595M | $599M | $665M | $654M | $629M |
| Net income | $498M | $688M | $550M | $541M | $493M |
| Diluted EPS | $3.71 | $5.32 | $4.44 | $4.49 | $4.25 |
| Net margin | 11.9% | 16.1% | 12.0% | 11.1% | 9.9% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1482 tracked peers · median
Last 90 days: 0 open-market buys · 1 sale
| 2026-05-29 | Smith Matthew E. See Remarks | Sell | 464.00 @ $62.51 | $29.0K |
| 2026-05-13 | Hortig Shimie See Remarks | Award | 84.5K |
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.