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AI And Cloud Automation Will Unlock Future Markets

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EXTR
AnalystConsensusTarget
Not Invested
Published 20 Jul 2025

Update shared on07 Aug 2025

Fair value Increased 23%
AnalystConsensusTarget's Fair Value
US$23.83
17.3% undervalued intrinsic discount
15 Aug
US$19.72
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1Y
35.8%
7D
-1.2%

Despite a decline in consensus revenue growth forecasts, Extreme Networks’ higher future P/E multiple has driven a notable increase in the consensus analyst price target from $19.33 to $21.42.


What's in the News


  • Extreme Networks provided guidance for Q1 ending September 30, 2025, expecting revenue of $292.0-$300.0 million and EPS of ($0.03)-$0.02; FY2026 revenue outlook is $1,228.0-$1,238.0 million.
  • The company launched Extreme Platform ONE™, the first networking platform with fully integrated conversational, multimodal, and agentic AI, now generally available with over 265 early adopters.
  • Extreme Platform ONE delivers AI-driven automation, significant manual work reduction, end-to-end network visibility, and a unified operations dashboard with simplified licensing.
  • Extreme Networks was dropped from multiple Russell value and small/mid cap indices.
  • The company’s prior buyback plan expired.

Valuation Changes


Summary of Valuation Changes for Extreme Networks

  • The Consensus Analyst Price Target has significantly risen from $19.33 to $21.42.
  • The Future P/E for Extreme Networks has risen from 86.15x to 94.10x.
  • The Consensus Revenue Growth forecasts for Extreme Networks has fallen from 9.8% per annum to 9.2% per annum.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.