Extreme Networks, Inc.

NasdaqGS:EXTR 株式レポート

時価総額：US$4.1b

Extreme Networks 過去の業績

過去 基準チェック /26

Extreme Networksの収益は年間平均-27.5%の割合で減少していますが、 Communications業界の収益は年間 減少しています。収益は年間0.9% 2.4%割合で 増加しています。 Extreme Networksの自己資本利益率は20.6%であり、純利益率は1.3%です。

主要情報

-27.47%

収益成長率

-27.35%

EPS成長率

Communications 業界の成長31.77%
収益成長率2.38%
株主資本利益率20.61%
ネット・マージン1.30%
前回の決算情報31 Mar 2026

最近の業績更新

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...

Recent updates

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.
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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...

収支内訳

Extreme Networks の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NasdaqGS:EXTR 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 261,25216460231
31 Dec 251,2209457227
30 Sep 251,1819441225
30 Jun 251,140-7432221
31 Mar 251,090-54429212
31 Dec 241,016-122412210
30 Sep 241,033-125427208
30 Jun 241,117-86435212
31 Mar 241,224-6459221
31 Dec 231,34680452222
30 Sep 231,36894446221
30 Jun 231,31278419214
31 Mar 231,22758404204
31 Dec 221,18049389198
30 Sep 221,14244374194
30 Jun 221,11244363191
31 Mar 221,11249359195
31 Dec 211,08040355194
30 Sep 211,04123349195
30 Jun 211,0092343197
31 Mar 21947-30333192
31 Dec 20903-77332194
30 Sep 20928-98339200
30 Jun 20948-127345210
31 Mar 20985-123353220
31 Dec 191,026-85355221
30 Sep 191,011-55347218
30 Jun 19996-26341210
31 Mar 191,022-14337208
31 Dec 181,033-21334207
30 Sep 181,011-60329201
30 Jun 18983-47318184
31 Mar 18884-28287158
31 Dec 17771-19250132
30 Sep 176968223110
30 Jun 17607-220094
31 Mar 17568-1719386
31 Dec 16543-2319280
30 Sep 16526-2618877
30 Jun 16520-3618879
31 Mar 16539-4519182
31 Dec 15533-5819387
30 Sep 15541-6420090
30 Jun 15553-7221193

質の高い収益: EXTRには$35.0M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。

利益率の向上: EXTR過去に利益を上げました。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: EXTR過去 5 年間で収益を上げており、収益は年間-27.5%増加しています。

成長の加速: EXTRは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。

収益対業界: EXTR昨年収益を上げたため、昨年の収益成長をCommunications業界 ( 11.5% ) と比較することは困難です。

株主資本利益率

高いROE: EXTRの 自己資本利益率 ( 20.61% ) は 高い ですが、この指標は負債レベルが高いために歪んでいます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/06/15 05:28
終値2026/06/15 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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