EXTR logo

Extreme Networks, Inc. Stock Price

NasdaqGS:EXTR Community·US$3.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 33 Fair Values set on narratives written by author

EXTR Share Price Performance

US$23.97
3.89 (19.37%)
US$32.19
Fair Value
US$23.97
3.89 (19.37%)
25.5% undervalued intrinsic discount
US$32.19
Fair Value
Price US$23.97
AnalystConsensusTarget US$32.19
AnalystHighTarget US$39.00
AnalystLowTarget US$22.50

EXTR Community Narratives

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Fair Value US$32.19 25.5% undervalued intrinsic discount

AI And Cloud Automation Will Unlock Future Markets

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·
Fair Value US$39 38.5% undervalued intrinsic discount

AI-Powered Networking Complexity Will Drive Stronger Long-Term Upside Potential

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·
Fair Value US$22.5 6.5% overvalued intrinsic discount

AI Networking Demand And Margin Assumptions Will Likely Pressure Future Earnings Potential

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US$32.19
25.5% undervalued intrinsic discount
Revenue
11.15% p.a.
Profit Margin
1.86%
Future PE
161.44x
Price in 2029
US$41.34
US$22.5
6.5% overvalued intrinsic discount
Revenue
8.01% p.a.
Profit Margin
2.84%
Future PE
81.78x
Price in 2029
US$28.93

Trending Discussion

No trending discussion available.

Updated Narratives

EXTR logo

EXTR: AI Networking Platform Momentum Will Shape Future Risk Reward Profile

Fair Value: US$32.19 25.5% undervalued intrinsic discount
12 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
EXTR logo

AI-Powered Networking Complexity Will Drive Stronger Long-Term Upside Potential

Fair Value: US$39 38.5% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
EXTR logo

AI Networking Demand And Margin Assumptions Will Likely Pressure Future Earnings Potential

Fair Value: US$22.5 6.5% overvalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Excellent balance sheet and fair value.

1 Risk
4 Rewards

Extreme Networks, Inc. Key Details

US$1.3b

Revenue

US$494.5m

Cost of Revenue

US$789.1m

Gross Profit

US$747.0m

Other Expenses

US$42.1m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
0.32
61.48%
3.28%
184.8%
View Full Analysis

About EXTR

Founded
1996
Employees
2811
CEO
Edward Meyercord
WebsiteView website
www.extremenetworks.com

Extreme Networks, Inc., together with its subsidiaries, develops, markets, and sells network infrastructure equipment and related software in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. The company offers ExtremeCloud IQ, an ML/AI powered, wired and wireless cloud network management solution that offers advanced visibility and control over users, devices, and applications; ExtremeCloud IQ-Site Engine, which provides task automation, access control, granular visibility with real-time analytics and multi-vendor device management; and ExtremeCloud IQ Essentials that offers wireless intrusion prevention system, location services, and guest management services. It also provides wireless local area networks access point products; wired for edge, campus, and data center solutions through Extreme Switching that offers access edge products, such as connection speeds for physical presentations along with options to deliver Ethernet or convergence-friendly power-over-ethernet; and ExtremeCloud SD-WAN, a software-defined wide area networks solution offering an all-inclusive subscription, which includes hardware, the cloud-based SD-WAN service, support and maintenance, and customer success support; and ExtremeCloud Universal ZTNA, a network access security solution. In addition, the company offers cloud native platforms and applications; and customer services and support, including post-sale support, consultative, customized training and operational manuals, and education classes. It serves mid-market and enterprise customers, as well as service providers in the sports and entertainment venues, hospitality, retail, transportation and logistics, education, government, healthcare, and manufacturing industries. The company sells its products through original equipment manufacturers and strategic relationships, distributors, resellers, and field sales. Extreme Networks, Inc., was incorporated in 1996 and is headquartered in Morrisville, North Carolina.

Recent EXTR News & Updates

Seeking Alpha Aug 07

Extreme Networks Q4: Fine Print But Still Overvalued After The Pullback

Summary Extreme Networks delivered solid FY26 results, with 12.6% revenue growth and strong product momentum, but shares fell over 25% post-earnings. Despite decelerating growth and investor disappointment, EXTR's guidance for next year was in line with or above consensus, suggesting the sell-off may be overdone. The transition to the Platform ONE subscription is ongoing, with SaaS ARR up 17.7%, and long-term margin expansion is expected as recurring revenues increase. I maintain a 'Hold' rating, targeting entry below $20, as the recent pullback brings EXTR closer to its intrinsic value based on conservative DCF assumptions. Read the full article on Seeking Alpha
Narrative Update Aug 06

EXTR: AI Networking Platform Momentum Will Shape Future Risk Reward Profile

Analysts have lifted their fair value estimate for Extreme Networks to $32.19 from $30.56, citing higher revenue growth assumptions related to interest in the Extreme Platform ONE offering, as well as broader networking sector discussions that have supported higher price targets in the $33 to $39 range. Analyst Commentary Recent research on Extreme Networks points to growing interest in the Extreme Platform ONE offering, with price targets now clustered in the low to high US$30s.

Recent updates

No updates