Extreme Networks, Inc.

Report azionario NasdaqGS:EXTR

Capitalizzazione di mercato: US$3.8b

Extreme Networks Crescita futura

Criteri Future verificati 4/6

Extreme Networks prevede che gli utili e i ricavi cresceranno rispettivamente di 27.1% e 9% all'anno. Si prevede che l'EPS crescerà di 53% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 75.7% in 3 anni.

Informazioni chiave

27.1%

Tasso di crescita degli utili

53.03%

Tasso di crescita dell'EPS

Communications crescita degli utili22.0%
Tasso di crescita dei ricavi9.0%
Rendimento futuro del capitale proprio75.70%
Copertura analitica

Good

Ultimo aggiornamento08 Jun 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione Jun 01

EXTR: AI Platform Adoption And Execution Will Shape Balanced Risk Reward Profile

Narrative Update on Extreme Networks The updated analyst price target for Extreme Networks moves from $24.31 to $26.06, with analysts pointing to refreshed fair value estimates and revised assumptions for discount rate and future P/E as key drivers of the change. Analyst Commentary Recent Street research on Extreme Networks centers on revised price targets, with several firms adjusting their fair value views and underlying assumptions for discount rates and future P/E levels.
Aggiornamento della narrazione May 01

EXTR: Future Execution And Margin Delivery Will Shape Balanced Risk Reward Profile

Analysts have lifted the fair value estimate for Extreme Networks from $23.83 to $24.31, reflecting updated views on revenue growth, profit margins, discount rate, and a lower assumed future P/E that are consistent with recent price target increases from firms such as B. Riley, Lake Street, and Rosenblatt.
Seeking Alpha Apr 30

Extreme Networks Q3 Earnings Review: A Blowout Quarter, Keep Holding

Summary Extreme Networks delivered a double beat in Q3 '26, with revenues up 11.2% to $316.9M and EPS of $0.26. SaaS ARR accelerated to 29% y/y, with Extreme Platform One adoption driving recurring revenues to 36% of total; EMEA revenue surged 43%. Gross margins remained stable at 61.7% GAAP, while operating margins improved; the Wi-Fi 7 refresh cycle and Platform One adoption are key forward growth drivers. Despite strong results and a 28% stock surge, I remain cautious on chasing the rally, preferring to monitor sustainability of momentum before adding. Read the full article on Seeking Alpha
Nuova narrazione Apr 19

Extreme Networks Could Reach $52 Over the Next Five Years

Extreme Networks has a credible path to $52 over the next five years because it is shifting from a hardware‑centric model to a cloud‑driven, subscription‑based networking business with strong medium‑term growth forecasts. Analysts expect revenue to grow roughly 8–11% per year and earnings growth closer to 40% per year , with projected returns on equity rising into the mid‑to‑high 60% range as the company scales its software and SaaS platforms.
Articolo di analisi Feb 05

The Strong Earnings Posted By Extreme Networks (NASDAQ:EXTR) Are A Good Indication Of The Strength Of The Business

The subdued stock price reaction suggests that Extreme Networks, Inc.'s ( NASDAQ:EXTR ) strong earnings didn't offer...
Articolo di analisi Nov 06

Increases to CEO Compensation Might Be Put On Hold For Now at Extreme Networks, Inc. (NASDAQ:EXTR)

Key Insights Extreme Networks' Annual General Meeting to take place on 12th of November Salary of US$840.0k is part of...
Articolo di analisi Oct 08

An Intrinsic Calculation For Extreme Networks, Inc. (NASDAQ:EXTR) Suggests It's 24% Undervalued

Key Insights The projected fair value for Extreme Networks is US$26.25 based on 2 Stage Free Cash Flow to Equity...
Articolo di analisi Sep 05

Revenues Not Telling The Story For Extreme Networks, Inc. (NASDAQ:EXTR) After Shares Rise 27%

Despite an already strong run, Extreme Networks, Inc. ( NASDAQ:EXTR ) shares have been powering on, with a gain of 27...
Aggiornamento della narrazione Aug 07

AI And Cloud Automation Will Unlock Future Markets

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.
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Nuova narrazione Jul 20

Cloud-managed Networking And AI Automation Will Shape Digital Transformation

Strong shift toward cloud-managed, subscription-based solutions and advanced technology is driving sustained revenue growth, higher margins, and improved customer retention.
Articolo di analisi Jul 11

Is Extreme Networks (NASDAQ:EXTR) Using Debt Sensibly?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Articolo di analisi May 28

Extreme Networks, Inc. (NASDAQ:EXTR) Looks Just Right With A 30% Price Jump

Extreme Networks, Inc. ( NASDAQ:EXTR ) shares have had a really impressive month, gaining 30% after a shaky period...
Articolo di analisi May 26

What Is Extreme Networks, Inc.'s (NASDAQ:EXTR) Share Price Doing?

Extreme Networks, Inc. ( NASDAQ:EXTR ), might not be a large cap stock, but it received a lot of attention from a...
Articolo di analisi May 04

Extreme Networks, Inc. (NASDAQ:EXTR) Shares Could Be 43% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Extreme Networks is US$24.62 based on 2 Stage Free Cash Flow to Equity...
Seeking Alpha Apr 17

Extreme Networks: Undervalued, Overlooked And Undercovered

Summary Extreme Networks is undervalued, overlooked and underfollowed but is making significant strides with AI and cloud-based innovations, driving strong financial improvements. The company's integrated platform and AI-driven products like Extreme AI Expert and Platform One offer advanced analytics and secure network management, boosting revenues by 14%. Future growth is expected from advanced AI capabilities and cloud AI integration, expanding the addressable market and attracting new subscribers. Strategic partnerships, like the one with Intel, and continuous AI integration in products are key drivers for long-term profitability and industry leadership. Read the full article on Seeking Alpha
Articolo di analisi Apr 07

Investors Give Extreme Networks, Inc. (NASDAQ:EXTR) Shares A 26% Hiding

To the annoyance of some shareholders, Extreme Networks, Inc. ( NASDAQ:EXTR ) shares are down a considerable 26% in the...
Articolo di analisi Mar 25

Here's Why Extreme Networks (NASDAQ:EXTR) Can Afford Some Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Jan 24

Extreme Networks Inc.: Profitability Isn't Too Far Off Given These Catalysts

Summary Extreme Networks is positioned for sustainable growth with a strong focus on recurring revenue, operational efficiency, and strategic partnerships with tech giants like Microsoft and AWS. Recent financial performance shows recovery, with three consecutive quarters of rising revenue and a strategic shift towards cloud-first, subscription-driven models. Key growth catalysts include the expansion of cloud-driven networking solutions and strategic partnerships. Despite near-term challenges, EXTR's alignment with industry trends and strong strategic initiatives suggest substantial long-term upside potential for investors. Read the full article on Seeking Alpha
Articolo di analisi Jan 19

Extreme Networks, Inc.'s (NASDAQ:EXTR) Price Is Out Of Tune With Revenues

When close to half the companies in the Communications industry in the United States have price-to-sales ratios (or...
Articolo di analisi Dec 16

Would Extreme Networks (NASDAQ:EXTR) Be Better Off With Less Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Articolo di analisi Oct 29

Is Now An Opportune Moment To Examine Extreme Networks, Inc. (NASDAQ:EXTR)?

While Extreme Networks, Inc. ( NASDAQ:EXTR ) might not have the largest market cap around , it saw a decent share price...

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:EXTR - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
6/30/20281,51136197N/A3
6/30/20271,38630165N/A8
6/30/20261,2782699N/A8
3/31/20261,25216105132N/A
12/31/20251,2209122148N/A
9/30/20251,181995119N/A
6/30/20251,140-7127152N/A
3/31/20251,090-546386N/A
12/31/20241,016-122-35-14N/A
9/30/20241,033-125-22-2N/A
6/30/20241,117-863755N/A
3/31/20241,224-6102121N/A
12/31/20231,34680221239N/A
9/30/20231,36894260275N/A
6/30/20231,31278235249N/A
3/31/20231,22758220233N/A
12/31/20221,18049171186N/A
9/30/20221,14244122138N/A
6/30/20221,11244113128N/A
3/31/20221,11249105121N/A
12/31/20211,08040128144N/A
9/30/20211,04123142160N/A
6/30/20211,0092127145N/A
3/31/2021947-308196N/A
12/31/2020903-776377N/A
9/30/2020928-984861N/A
6/30/2020948-1272136N/A
3/31/2020985-1233353N/A
12/31/20191,026-85N/A65N/A
9/30/20191,011-55N/A70N/A
6/30/2019996-26N/A105N/A
3/31/20191,022-14N/A100N/A
12/31/20181,033-21N/A66N/A
9/30/20181,011-60N/A35N/A
6/30/2018983-47N/A19N/A
3/31/2018884-28N/A14N/A
12/31/2017771-19N/A54N/A
9/30/20176968N/A68N/A
6/30/2017607-2N/A59N/A
3/31/2017568-17N/A55N/A
12/31/2016543-23N/A36N/A
9/30/2016526-26N/A33N/A
6/30/2016520-36N/A30N/A
3/31/2016539-45N/A23N/A
12/31/2015533-58N/A10N/A
9/30/2015541-64N/A42N/A
6/30/2015553-72N/A37N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di EXTR ( 27.1% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di EXTR ( 27.1% all'anno) cresceranno più rapidamente del mercato US ( 17.9% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di EXTR cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di EXTR ( 9% all'anno) crescerà più lentamente rispetto al mercato US ( 12.5% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di EXTR ( 9% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di EXTR sarà molto alto tra 3 anni ( 75.7 %).


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/10 09:36
Prezzo dell'azione a fine giornata2026/06/10 00:00
Utili2026/03/31
Utili annuali2025/06/30

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Extreme Networks, Inc. è coperta da 13 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Tomer ZilbermanBofA Global Research
Ku KangB. Riley Securities, Inc.
Erik SuppigerCitizens JMP Securities, LLC