Extreme Networks 향후 성장
Future 기준 점검 2/6
Extreme Networks (는) 각각 연간 12.3% 및 8.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 16.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 50% 로 예상됩니다.
핵심 정보
12.3%
이익 성장률
16.51%
EPS 성장률
| Communications 이익 성장 | 23.6% |
| 매출 성장률 | 8.8% |
| 향후 자기자본이익률 | 50.03% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 06 Aug 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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.
내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • 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?내러티브 업데이트 • 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.새로운 내러티브 • 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?내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 6/30/2029 | 1,698 | 60 | 227 | N/A | 2 |
| 6/30/2028 | 1,523 | 54 | 198 | N/A | 7 |
| 6/30/2027 | 1,395 | 46 | 163 | N/A | 8 |
| 6/30/2026 | 1,284 | 42 | 95 | 123 | N/A |
| 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 | N/A | 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 |
애널리스트 향후 성장 전망
수입 대 저축률: EXTR 의 연간 예상 수익 증가율(12.3%)이 saving rate(3.7%)보다 높습니다.
수익 vs 시장: EXTR 의 연간 수익(12.3%)이 US 시장(17.4%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: EXTR 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: EXTR 의 수익(연간 8.8%)이 US 시장(연간 13.6%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: EXTR 의 수익(연간 8.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: EXTR의 자본 수익률은 3년 후 50%로 매우 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/20 18:17 |
| 종가 | 2026/09/18 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2026/06/30 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Extreme Networks, Inc.는 13명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Tomer Zilberman | BofA Global Research |
| Ku Kang | B. Riley Securities, Inc. |
| Erik Suppiger | Citizens JMP Securities, LLC |