Extreme Networks（EXTR）株式概要
エクストリーム ネットワークス社は、その子会社とともに、米州、欧州、中東、アフリカ、アジア太平洋地域でネットワークインフラ機器および関連ソフトウェアの開発、マーケティング、販売を行っています。 詳細
EXTR Community Fair Values
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Analyst Price Targets
Extreme Networks, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$21.18 |
| 52週高値 | US$33.73 |
| 52週安値 | US$13.48 |
| ベータ | 1.76 |
| 1ヶ月の変化 | -11.38% |
| 3ヶ月変化 | -31.92% |
| 1年変化 | -7.31% |
| 3年間の変化 | -12.55% |
| 5年間の変化 | 115.03% |
| IPOからの変化 | -23.50% |
最新ニュース
ナラティブ更新 • Sep 03
EXTR: Platform ONE Transition Will Drive Recurring Revenue Story Into 2027
Extreme Networks now carries an updated analyst fair value estimate of $28.00, reflecting higher Street price targets in the $31 to $39 range as analysts point to resilient enterprise demand, a shift toward Platform ONE driven recurring revenue, and expectations for healthier margins supported by product mix and execution. Analyst Commentary Recent research on Extreme Networks centers on how quickly the company can convert interest in its Platform ONE offering into durable recurring revenue while managing short term noise in reported results.
ナラティブ更新 • Aug 20
EXTR: AI Networking Platform Adoption Will Drive Future Risk Reward Profile
Analysts lifted the fair value estimate for Extreme Networks to $33.50 from $32.19, reflecting higher Street price targets in the $31 to $39 range and research that points to steady demand for Platform ONE, recurring revenue growth, and resilient product fundamentals despite recent share price volatility. Analyst Commentary Recent Street research on Extreme Networks centers on how quickly the company can convert interest in Platform ONE into durable recurring revenue and how that trend supports the new fair value estimate.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 AlphaRecent updates
ナラティブ更新 • Sep 03
EXTR: Platform ONE Transition Will Drive Recurring Revenue Story Into 2027
Extreme Networks now carries an updated analyst fair value estimate of $28.00, reflecting higher Street price targets in the $31 to $39 range as analysts point to resilient enterprise demand, a shift toward Platform ONE driven recurring revenue, and expectations for healthier margins supported by product mix and execution. Analyst Commentary Recent research on Extreme Networks centers on how quickly the company can convert interest in its Platform ONE offering into durable recurring revenue while managing short term noise in reported results.ナラティブ更新 • Aug 20
EXTR: AI Networking Platform Adoption Will Drive Future Risk Reward Profile
Analysts lifted the fair value estimate for Extreme Networks to $33.50 from $32.19, reflecting higher Street price targets in the $31 to $39 range and research that points to steady demand for Platform ONE, recurring revenue growth, and resilient product fundamentals despite recent share price volatility. Analyst Commentary Recent Street research on Extreme Networks centers on how quickly the company can convert interest in Platform ONE into durable recurring revenue and how that trend supports the new fair value estimate.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ナラティブ更新 • 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.ナラティブ更新 • Jul 22
EXTR: AI Networking Execution And Data Center Demand Will Shape Measured Risk Reward
Analysts have nudged the fair value estimate for Extreme Networks higher, lifting the price target from $29.06 to $30.56. They cite Street research that points to stronger order momentum for the Extreme Platform ONE offering and expectations for continued market share gains versus larger networking peers.
新しいナラティブ • Jun 26
AI-Powered Networking Complexity Will Drive Stronger Long-Term Upside Potential
Catalysts About Extreme Networks Extreme Networks provides enterprise networking hardware, software and cloud-based management platforms for wired and wireless networks. What are the underlying business or industry changes driving this perspective?ナラティブ更新 • Jun 17
EXTR: AI Networking Adoption And Execution Will Shape Measured Stock Risk Reward Profile
Analysts have raised their fair value estimate for Extreme Networks stock from $26.06 to $29.06, reflecting updated price targets tied to expectations for continued order momentum for the Extreme Platform ONE offering and projected market share gains compared with larger networking peers. Analyst Commentary Recent Street research on Extreme Networks highlights a cluster of higher price targets, with bullish analysts pointing to product traction for Extreme Platform ONE and potential market share shifts against larger networking competitors.新しいナラティブ • Jun 11
AI Networking Demand And Margin Assumptions Will Likely Pressure Future Earnings Potential
Catalysts About Extreme Networks Extreme Networks provides enterprise networking hardware and software, including cloud managed platforms and AI supported automation tools. What are the underlying business or industry changes driving this perspective?ナラティブ更新 • 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.ナラティブ更新 • 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.
新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...ナラティブ更新 • 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.新しいナラティブ • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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分析記事 • 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...株主還元
| EXTR | US Communications | US 市場 | |
|---|---|---|---|
| 7D | -3.2% | 1.1% | -0.2% |
| 1Y | -7.3% | 49.9% | 14.8% |
業界別リターン: EXTR過去 1 年間で49.9 % の収益を上げたUS Communications業界を下回りました。
リターン対市場: EXTRは、過去 1 年間で14.8 % のリターンを上げたUS市場を下回りました。
価格変動
| EXTR volatility | |
|---|---|
| EXTR Average Weekly Movement | 8.4% |
| Communications Industry Average Movement | 7.9% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
安定した株価: EXTR 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: EXTRの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1996 | 2,894 | Ed Meyercord | www.extremenetworks.com |
Extreme Networks, Inc.は、その子会社とともに、南北アメリカ、ヨーロッパ、中東、アフリカ、およびアジア太平洋地域において、ネットワークインフラ機器および関連ソフトウェアの開発、マーケティング、販売を行っています。 同社は、機械学習／AIを活用した有線・無線クラウドネットワーク管理ソリューション「ExtremeCloud IQ」を提供しており、これによりユーザー、デバイス、アプリケーションに対する可視性と制御を実現しています。また、クラウド管理を非クラウドネイティブおよびマルチベンダーのデバイスにまで拡張する「ExtremeCloud IQ-Site Engine」も提供しています。 「ExtremeCloud IQ Essentials」は、ワイヤレス侵入防止システム、位置情報サービス、およびゲスト管理サービスを提供します。また、「ExtremeCloud SD-WAN」は、ハードウェア、クラウドベースのSD-WANサービス、サポートおよびメンテナンス、カスタマーサクセスサポートをすべて含む包括的なサブスクリプション形式で提供されるソフトウェア定義広域ネットワーク（SD-WAN）ソリューションです。 また、同社は屋内・屋外向けのWi-Fi 7およびそれ以前の世代のアクセスポイント、WIPSソリューション、スイッチ製品、サービスプロバイダー向けのクラウドネイティブプラットフォームおよびアプリケーション、ならびにExtremeCloud Universal ZTNAも提供しています。 さらに、同社はエンドユーザー、再販業者、販売代理店向けのサポートサービスをはじめ、プレミアサービス、プロフェッショナルサービス、教育サービスなどの顧客およびサポートサービスも提供しています。製品の販売は、OEM（相手先ブランド製造）、戦略的提携先、販売代理店、再販業者、および現場営業を通じて行われています。同社は、中堅企業、大企業、およびサービスプロバイダーにサービスを提供しています。 Extreme Networks, Inc.は1996年に設立され、ノースカロライナ州モリスビルに本社を置いている。
Extreme Networks, Inc. 基礎のまとめ
| EXTR 基礎統計学 | |
|---|---|
| 時価総額 | US$2.80b |
| 収益（TTM） | US$42.12m |
| 売上高(TTM) | US$1.28b |
65.6x
PER（株価収益率2.2x
P/SレシオEXTR は割高か？
公正価値と評価分析を参照収益と収入
| EXTR 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.28b |
| 売上原価 | US$494.45m |
| 売上総利益 | US$789.14m |
| その他の費用 | US$747.02m |
| 収益 | US$42.12m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.32 |
| グロス・マージン | 61.48% |
| 純利益率 | 3.28% |
| 有利子負債／自己資本比率 | 184.8% |
EXTR の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/10 01:02 |
| 終値 | 2026/09/10 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2026/06/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Extreme Networks, Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13
| アナリスト | 機関 |
|---|---|
| Tomer Zilberman | BofA Global Research |
| Ku Kang | B. Riley Securities, Inc. |
| Erik Suppiger | Citizens JMP Securities, LLC |