Extreme Networks 将来の成長
Future 基準チェック /46
Extreme Networks利益と収益がそれぞれ年間27.1%と9.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に75.7% 54.5%なると予測されています。
主要情報
27.1%
収益成長率
54.47%
EPS成長率
| Communications 収益成長 | 22.1% |
| 収益成長率 | 9.1% |
| 将来の株主資本利益率 | 75.70% |
| アナリストカバレッジ | Good |
| 最終更新日 | 15 Jun 2026 |
今後の成長に関する最新情報
Recent updates
ナラティブの更新 • 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?ナラティブの更新 • 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.ナラティブの更新 • 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.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
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...ナラティブの更新 • 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...分析記事 • 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分析記事 • 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...分析記事 • 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...業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 6/30/2028 | 1,515 | 36 | 197 | N/A | 3 |
| 6/30/2027 | 1,387 | 30 | 165 | N/A | 8 |
| 6/30/2026 | 1,278 | 26 | 99 | N/A | 8 |
| 3/31/2026 | 1,252 | 16 | 105 | 132 | N/A |
| 12/31/2025 | 1,220 | 9 | 122 | 148 | N/A |
| 9/30/2025 | 1,181 | 9 | 95 | 119 | N/A |
| 6/30/2025 | 1,140 | -7 | 127 | 152 | N/A |
| 3/31/2025 | 1,090 | -54 | 63 | 86 | N/A |
| 12/31/2024 | 1,016 | -122 | -35 | -14 | N/A |
| 9/30/2024 | 1,033 | -125 | -22 | -2 | N/A |
| 6/30/2024 | 1,117 | -86 | 37 | 55 | N/A |
| 3/31/2024 | 1,224 | -6 | 102 | 121 | N/A |
| 12/31/2023 | 1,346 | 80 | 221 | 239 | N/A |
| 9/30/2023 | 1,368 | 94 | 260 | 275 | N/A |
| 6/30/2023 | 1,312 | 78 | 235 | 249 | N/A |
| 3/31/2023 | 1,227 | 58 | 220 | 233 | N/A |
| 12/31/2022 | 1,180 | 49 | 171 | 186 | N/A |
| 9/30/2022 | 1,142 | 44 | 122 | 138 | N/A |
| 6/30/2022 | 1,112 | 44 | 113 | 128 | N/A |
| 3/31/2022 | 1,112 | 49 | 105 | 121 | N/A |
| 12/31/2021 | 1,080 | 40 | 128 | 144 | N/A |
| 9/30/2021 | 1,041 | 23 | 142 | 160 | N/A |
| 6/30/2021 | 1,009 | 2 | 127 | 145 | N/A |
| 3/31/2021 | 947 | -30 | 81 | 96 | N/A |
| 12/31/2020 | 903 | -77 | 63 | 77 | N/A |
| 9/30/2020 | 928 | -98 | 48 | 61 | N/A |
| 6/30/2020 | 948 | -127 | 21 | 36 | N/A |
| 3/31/2020 | 985 | -123 | 33 | 53 | N/A |
| 12/31/2019 | 1,026 | -85 | N/A | 65 | N/A |
| 9/30/2019 | 1,011 | -55 | N/A | 70 | N/A |
| 6/30/2019 | 996 | -26 | N/A | 105 | N/A |
| 3/31/2019 | 1,022 | -14 | N/A | 100 | N/A |
| 12/31/2018 | 1,033 | -21 | N/A | 66 | N/A |
| 9/30/2018 | 1,011 | -60 | N/A | 35 | N/A |
| 6/30/2018 | 983 | -47 | N/A | 19 | N/A |
| 3/31/2018 | 884 | -28 | N/A | 14 | N/A |
| 12/31/2017 | 771 | -19 | N/A | 54 | N/A |
| 9/30/2017 | 696 | 8 | N/A | 68 | N/A |
| 6/30/2017 | 607 | -2 | N/A | 59 | N/A |
| 3/31/2017 | 568 | -17 | N/A | 55 | N/A |
| 12/31/2016 | 543 | -23 | N/A | 36 | N/A |
| 9/30/2016 | 526 | -26 | N/A | 33 | N/A |
| 6/30/2016 | 520 | -36 | N/A | 30 | N/A |
| 3/31/2016 | 539 | -45 | N/A | 23 | N/A |
| 12/31/2015 | 533 | -58 | N/A | 10 | N/A |
| 9/30/2015 | 541 | -64 | N/A | 42 | N/A |
| 6/30/2015 | 553 | -72 | N/A | 37 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: EXTRの予測収益成長率 (年間27.1% ) は 貯蓄率 ( 3.5% ) を上回っています。
収益対市場: EXTRの収益 ( 27.1% ) はUS市場 ( 18.9% ) よりも速いペースで成長すると予測されています。
高成長収益: EXTRの収益は今後 3 年間で 大幅に 増加すると予想されています。
収益対市場: EXTRの収益 ( 9.1% ) US市場 ( 13% ) よりも低い成長が予測されています。
高い収益成長: EXTRの収益 ( 9.1% ) 20%よりも低い成長が予測されています。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: EXTRの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 75.7 %)。
成長企業の発掘
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 | 2026/06/21 11:20 |
| 終値 | 2026/06/18 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/06/30 |
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 |
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| 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 |
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* 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
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 |