Extreme Networks 향후 성장
Future 기준 점검 4/6
Extreme Networks (는) 각각 연간 27.1% 및 9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 53% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 75.7% 로 예상됩니다.
핵심 정보
27.1%
이익 성장률
53.03%
EPS 성장률
| Communications 이익 성장 | 23.1% |
| 매출 성장률 | 9.0% |
| 향후 자기자본이익률 | 75.70% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 06 May 2026 |
최근 향후 성장 업데이트
Recent updates
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.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
새 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.새 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...Seeking Alpha • Oct 01
Extreme Networks: Revenues And Margins Likely To Recover Only With Further Economic Easing
Summary Extreme Networks' revenue and profitability have significantly declined, leading to a downgrade to hold until meaningful improvements are observed. EXTR's Q3 revenue dropped by 36.5%, and the company turned unprofitable on a GAAP basis due to restructuring charges and softer demand. Management anticipates slight revenue and margin improvements but expects further deterioration in operating margins, posing a financial risk. I hold a small position, expecting a slow recovery, and will monitor for signs of improvement over the next few quarters. Read the full article on Seeking Alpha분석 기사 • Sep 23
Extreme Networks, Inc.'s (NASDAQ:EXTR) Popularity With Investors Is Under Threat From Overpricing
Extreme Networks, Inc.'s ( NASDAQ:EXTR ) price-to-sales (or "P/S") ratio of 1.8x may not look like an appealing...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 6/30/2028 | 1,511 | 36 | 197 | N/A | 3 |
| 6/30/2027 | 1,386 | 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 |
애널리스트 향후 성장 전망
수입 대 저축률: EXTR 의 연간 예상 수익 증가율(27.1%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: EXTR 의 연간 수익(27.1%)이 US 시장(16.4%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: EXTR 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: EXTR 의 수익(연간 9%)이 US 시장(연간 11.4%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: EXTR 의 수익(연간 9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: EXTR의 자본 수익률은 3년 후 75.7%로 매우 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/07 11:33 |
| 종가 | 2026/05/07 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/06/30 |
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 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 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 |