A Look At Extreme Networks (EXTR) Valuation After New AI Platform ONE Launch For K 12 Networking
Extreme Networks (EXTR) is being evaluated after launching its AI-powered Extreme Platform ONE for K-12 education, positioning it as undervalued by 39.3% with a narrative fair value near $23.83 compared to its current price of US$14.46. The company's future growth hinges on the successful adoption of its AI networking solutions and ability to secure public sector contracts, presenting both opportunity and risk for investors.
Extreme Networks bets on agentic AI networking as supply chain uncertainty weighs on margins
Extreme Networks is focusing on an 'AI-first' networking platform to automate network management tasks and mitigate supply chain challenges. Despite recent revenue growth, the company's stock has declined due to supply chain uncertainty exacerbated by AI investment. Extreme Networks aims to offer its AI agents to ecosystem partners and capitalize on market shifts from HPE's acquisition of Juniper Networks.
Reasons Why Hedge Funds are Betting on Extreme Networks (EXTR)
Hedge funds are showing interest in Extreme Networks (EXTR), despite recent price target reductions from analysts like UBS and Needham. While UBS maintained a Neutral rating, Needham reaffirmed a Buy rating, citing the company's strong Q2 results and revised revenue guidance. Extreme Networks specializes in AI-driven cloud solutions and network infrastructure, demonstrating growth in recurring revenue and the EMEA region.
The Bull Case For Extreme Networks (EXTR) Could Change Following Its New AI-Enabled E-Rate K-12 Push
Extreme Networks has introduced E-Rate-eligible, AI-powered networking solutions for K-12 schools and libraries, which could influence its long-term investment narrative by deepening software and services adoption in education. While the immediate financial impact might be limited, investors are weighing the potential for future growth against execution risks, current low returns on equity, and past financial inconsistencies. Fair value estimates for EXTR shares vary widely, indicating diverse investor perspectives on the company's AI and K-12 initiatives.
The Bull Case For Extreme Networks (EXTR) Could Change Following Its New AI-Enabled E-Rate K-12 Push
Extreme Networks recently introduced E-Rate-eligible networking solutions, including AI-powered platforms and Wi-Fi 7 access points, for K-12 schools and libraries. This initiative aims to address budget constraints in education and could shift the company's investment narrative towards software and services. While near-term results are still influenced by Q2 performance and existing guidance, the long-term impact on revenue mix and profitability remains a key consideration for investors.
The Bull Case For Extreme Networks (EXTR) Could Change Following Its New AI-Enabled E-Rate K-12 Push
Extreme Networks recently announced AI-enabled, E-Rate eligible networking solutions for K-12 schools and libraries, which could influence its long-term investment narrative by driving growth in software and services through its Platform ONE, Wi-Fi 7, and fabric adoption. While these offerings target critical needs within the education sector, the immediate impact on Extreme Networks' near-term financial performance is expected to be limited. Investors are considering how these strategic initiatives balance against execution risks with AI, current low returns on equity, and past profitability fluctuations.
AlphaQuest LLC Has $256,000 Stock Holdings in Extreme Networks, Inc. $EXTR
AlphaQuest LLC significantly reduced its stake in Extreme Networks (NASDAQ: EXTR) by 88.6% in Q3, selling 96,305 shares and retaining 12,413 shares valued at approximately $256,000. Despite this, other institutional investors have modified their holdings, with some increasing their positions. The company reported strong Q3 earnings, beating EPS and revenue estimates, and analysts maintain a "Moderate Buy" rating with a target price of $22.67.
Assessing Extreme Networks (EXTR) Valuation After New AI Education Networking Suite Launch
Extreme Networks (EXTR) is gaining attention after launching AI-powered networking solutions for K-12 schools, leading to discussions about its current valuation. Despite recent share price declines over 90 days and a year, the company boasts strong five-year returns and is considered undervalued by some analyses, suggesting a potential for future growth driven by its AI offerings. The article emphasizes the importance of recurring software income and successful contract execution for Extreme Networks to meet its projected fair value.
Assessing Extreme Networks (EXTR) Valuation After New AI Education Networking Suite Launch
Extreme Networks (EXTR) recently launched an AI-powered networking suite for K-12 schools and libraries, leading to questions about its current valuation. Despite a recent share price decline over the past year, the company's five-year return is positive, and its fair value is estimated at $23.83, suggesting it might be undervalued. This valuation is based on expected growth in SaaS revenue and recurring income, though it faces risks from government contract variability and competitive pricing pressures.
Extreme Networks, Inc. (NASDAQ:EXTR) Given Average Recommendation of "Moderate Buy" by Brokerages
Eight analysts have given Extreme Networks, Inc. (NASDAQ:EXTR) an average "Moderate Buy" rating, with a consensus 12-month price target of $22.67. The company recently exceeded Q1 earnings expectations, reporting $0.26 EPS against $0.24 estimated, and revenue of $317.9 million, a 13.8% year-over-year increase. Despite a high P/E ratio, its FY2026 guidance projects an EPS between $0.98 and $1.02, reflecting growth potential.
Extreme Delivers AI-Powered Networking to K–12 Schools
Extreme Networks has announced the availability of its E-Rate-eligible, AI-powered networking solutions for K–12 schools and libraries. These solutions, including Extreme Platform ONE, Extreme Fabric, Extreme Wi-Fi 7, and Extreme Switching, aim to enhance network visualization, significantly reduce manual IT work, and provide reliable, high-performance connectivity for digital learning. The company emphasizes reducing complexity and operational burden for school IT teams facing increased digital learning demands and cyber risks with limited resources.
The Strong Earnings Posted By Extreme Networks (NASDAQ:EXTR) Are A Good Indication Of The Strength Of The Business
Extreme Networks (NASDAQ:EXTR) reported strong earnings, with its free cash flow significantly exceeding statutory profit, indicated by a negative accrual ratio of -2.04 for the year to December 2025. The company's profit was impacted by US$28 million in unusual items, which helped in high cash conversion. Despite the subdued stock price reaction, the analysis suggests that Extreme Networks' statutory profit likely understates its true earnings potential.
Shareholders Can Be Confident That Extreme Networks' (NASDAQ:EXTR) Earnings Are High Quality
This article asserts that Extreme Networks' (NASDAQ:EXTR) recent strong earnings, despite a subdued stock price reaction, are of high quality due to encouraging underlying factors. It highlights a negative accrual ratio of -2.04 for the year to December 2025, indicating excellent cash conversion and that reported profit understates free cash flow. Additionally, the company's profit was reduced by US$28 million due to unusual items, which suggests its statutory earnings likely underestimate its true underlying earnings power.
Extreme Delivers AI-Powered Networking to K–12 Schools
Extreme Networks has made its E-Rate-eligible, AI-powered networking solutions available to K–12 schools and libraries. These solutions, including Extreme Platform ONE, Extreme Fabric, Extreme Wi-Fi 7, and Extreme Switching, aim to enhance network visualization, reduce manual IT work, and improve connectivity for digital learning. The company provides resources to help schools navigate the E-Rate application process.
Extreme Delivers AI-Powered Networking to K–12 Schools
Extreme Networks has made its E-Rate-eligible, AI-powered networking solutions available for K–12 schools and libraries. These solutions, including Extreme Platform ONE, are designed to enhance network visualization, significantly reduce manual IT work and resolution times, and provide high-performance connectivity crucial for digital learning. The offerings aim to help schools manage complex networks with limited IT staff and budgets while supporting modern educational tools and environments.
Penserra Capital Management LLC Has $9.28 Million Stake in Extreme Networks, Inc. $EXTR
Penserra Capital Management LLC reduced its stake in Extreme Networks (NASDAQ:EXTR) by 22.6% in Q3, now holding 449,366 shares worth $9.28 million. The company's Q4 earnings beat estimates with $0.26 EPS and $317.93 million revenue, and it provided optimistic guidance for Q3 and FY2026. Despite a recent insider sale by CEO Edward Meyercord, institutional investors own over 91% of Extreme Networks, which maintains an average analyst rating of "Moderate Buy" and a mean price target of $22.67.
Ruckus beefs up network portfolio with AV-optimized switches
Ruckus Networks has launched new AV-optimized switches and updated its management platforms to facilitate easier deployment of audio-visual over IP (AV-over-IP) solutions. This move positions Ruckus to meet the growing demand for Ethernet-based AV transport, supported by partnerships with Crestron and membership in the SDVoE Alliance. The announcement comes amidst rumors of a potential $1 billion acquisition of Ruckus by Extreme Networks from its parent company, Vistance Networks.
New York State Common Retirement Fund Sells 151,147 Shares of Extreme Networks, Inc. $EXTR
The New York State Common Retirement Fund reduced its stake in Extreme Networks, Inc. by 21.2% in the third quarter, selling 151,147 shares and retaining 561,660 shares worth $11.598 million. Despite this, other institutional investors have increased their holdings, and Extreme Networks reported strong Q4 2025 earnings, beating analyst estimates. Wall Street analysts maintain a "Moderate Buy" rating for the stock.
Extreme Networks (NASDAQ:EXTR) CEO Sells $745,500.00 in Stock
Extreme Networks (NASDAQ:EXTR) CEO Edward Meyercord sold 50,000 shares of company stock for $745,500 on February 2nd, reducing his direct ownership by 2.6%. This sale follows previous transactions in January and November. The company recently reported strong quarterly earnings, beating analyst estimates, and has a "Moderate Buy" consensus rating from analysts with an average target price of $22.67.
How Investors May Respond To Extreme Networks (EXTR) Raised Guidance And AI-Driven Subscription Momentum
Extreme Networks (EXTR) recently reported strong fiscal Q2 2026 results, including increased revenue and net income, leading to raised full-year guidance. This optimism is driven by strong demand for its AI-powered Extreme Platform ONE and growth in subscription-based cloud networking, supported by a new AI-enabled partner program. While this paints a constructive short-term picture, the company also faces potential headwinds from cost pressures and execution risks, which could impact its stock performance despite the positive outlook.
Earnings call transcript: Extreme Networks Q2 2026 sees revenue growth, EPS beat
Extreme Networks reported strong Q2 2026 earnings, exceeding revenue and EPS expectations. The company achieved its seventh consecutive quarter of revenue growth, driven by a 25% surge in SaaS Annual Recurring Revenue and significant wins with large enterprise customers. Despite these positive results, the stock saw a pre-market decline, which management attributed to broader market conditions rather than company performance.
A Look At Extreme Networks (EXTR) Valuation After Raised Outlook On Q2 2026 AI And Cloud Momentum
Extreme Networks (EXTR) reported strong Q2 2026 results with revenue of US$317.93 million and non-GAAP EPS of US$0.26, leading to a raised full-year outlook. Despite recent share price weakness, the company is seen as undervalued with a fair value around $23.83, suggesting a potential mispricing in its AI networking capabilities. The valuation hinges on future profitability and growth in its AI-powered platform and cloud management solutions.
Extreme Networks, Inc. $EXTR Shares Bought by Lisanti Capital Growth LLC
Lisanti Capital Growth LLC significantly increased its stake in Extreme Networks (NASDAQ: EXTR) during Q3, now owning 248,712 shares valued at over $5.1 million. The company recently exceeded Q2 FY2026 earnings expectations, reporting strong revenue growth and providing positive guidance for FY2026, driven by its AI-driven networking platform. Despite some insider selling by the CEO, institutional investors hold a substantial portion of the company, and analysts generally maintain a "Moderate Buy" rating with a consensus price target of $22.67.
Extreme Networks (EXTR) Reports Fiscal Q2 2026 Results, Here's What You Need to Know
Extreme Networks (EXTR) reported strong fiscal Q2 2026 results, with revenue growing 14% year-over-year to $317.9 million and non-GAAP EPS of $0.26, surpassing the previous year's $0.21. This marks the seventh consecutive quarter of sequential growth, driven by increases in both Product and Subscription and Support revenue, with SaaS ARR reaching $226.8 million. The company expects fiscal Q3 2026 revenue between $309.1 million and $314.1 million with gross margins of 60.4% to 60.8%, highlighting its market share gains in the enterprise networking segment.
Extreme Networks (EXTR) Reports Fiscal Q2 2026 Results, Here’s What You Need to Know
Extreme Networks (NASDAQ: EXTR) reported strong fiscal Q2 2026 results, with a 14% year-over-year increase in revenue to $317.9 million and non-GAAP EPS of $0.26, surpassing last year's $0.21. This marks the seventh consecutive quarter of sequential growth, driven by significant increases in product and subscription revenue. The company expects Q3 2026 revenue to be between $309.1 million and $314.1 million.
Is Extreme Networks (EXTR) Attractive After Recent Share Price Weakness?
Extreme Networks (EXTR) has experienced recent share price weakness, with declines over the past week, month, year, and three years, though it shows a positive five-year return. Despite these declines, Simply Wall St's analysis suggests EXTR is significantly undervalued, scoring 6 out of 6 on undervaluation metrics. A Discounted Cash Flow (DCF) analysis indicates the stock is about 61.2% undervalued, and its Price-to-Sales (P/S) ratio of 1.58x is below the industry average and its calculated "Fair Ratio" of 3.85x.
Extreme Networks Announces Investor Conferences for February and March 2026
Extreme Networks, a leader in AI-powered automation for networking, has announced its investor conference schedule for February and March 2026. Executive Vice President and CFO Kevin Rhodes will represent the company at virtual events hosted by Susquehanna and in-person conferences by Morgan Stanley and Cantor. A live webcast of the Morgan Stanley fireside chat will be available on Extreme Networks' investor relations website.
Extreme Networks Announces Investor Conferences for February and March 2026
Extreme Networks, Inc. announced its schedule for investor conferences in February and March 2026, including the Susquehanna 15th Annual Technology Conference, Morgan Stanley Technology, Media, & Telecom Conference, and the Cantor Global Technology & Industrial Growth Conference. Kevin Rhodes, EVP and CFO, will represent the company at these events, which will feature meetings and a fireside chat. A live webcast of the fireside chat will be available on the company's investor relations website.
EXTREME NETWORKS INC SEC 10-Q Report
Extreme Networks Inc. released its latest 10-Q report, detailing strong financial and operational performance. The report highlights increased revenues and profitability, driven by growth in product and subscription sales and strategic advancements like the Extreme Platform ONE. The company is poised for continued growth in AI-powered cloud networking solutions.
Extreme Networks, Inc. (NASDAQ:EXTR) Q2 2026 Earnings Call Transcript
Extreme Networks (NASDAQ: EXTR) reported strong Q2 fiscal year 2026 results, exceeding revenue and EPS guidance with 14% year-over-year revenue growth and 24% EPS increase. The company highlighted significant market share gains, driven by its AI-powered Platform One and differentiated campus fabric technology, particularly beneficial in large enterprise wins and competitive displacements against major rivals. Despite anticipating some temporary gross margin impact due to low-margin professional services for large installations, Extreme Networks remains confident in its long-term gross margin goals and ability to manage supply chain challenges and pricing flexibility.
Extreme Networks (NASDAQ:EXTR) Price Target Cut to $21.00 by Analysts at Needham & Company LLC
Needham & Company LLC has lowered its price target for Extreme Networks (NASDAQ:EXTR) to $21.00 from $24.00, while maintaining a "buy" rating. This adjustment comes despite Extreme Networks exceeding Q2 earnings and revenue estimates, alongside management raising its full-year 2026 guidance. The company's stock currently holds a "Moderate Buy" consensus rating among analysts, with a target price of $23.33.
Rosenblatt Maintains 'Buy' Rating for Extreme Networks (EXTR) at $25 | EXTR Stock News
Rosenblatt analyst Mike Genovese has reaffirmed a 'Buy' rating for Extreme Networks (EXTR) and maintained a price target of $25. This decision reflects continued confidence in the company's market position and future prospects, consistent with other recent analyst evaluations that also rate EXTR a 'Buy' with target prices between $24 and $25. Extreme Networks, which provides AI-powered cloud networking solutions, currently has an average target price of $23.88 from 8 analysts, suggesting a potential upside of 58.95% from its current price of $15.02.
Extreme Networks Q2 2026 slides: Revenue growth continues, SaaS ARR up 25%
Extreme Networks reported strong financial results for Q2 fiscal year 2026, with revenue reaching $318 million and non-GAAP EPS of $0.26, exceeding analyst expectations. The company demonstrated consistent revenue growth and significant expansion in its recurring revenue streams, particularly SaaS ARR which grew 25% year-over-year to $227 million. Investors responded positively, pushing the stock up 6.8% in pre-market trading, reflecting confidence in the company's strategic focus and execution.
Extreme Networks projects 11% revenue growth for fiscal 2026 while advancing AI-driven platform and market share gains
Extreme Networks (NASDAQ:EXTR) is projecting an 11% revenue growth for fiscal year 2026, aiming for $1.6 billion. This growth is anticipated to be driven by advancements in its AI-driven platform and continued market share expansion. The company also expects to achieve an adjusted EBITDA margin of 20% by FY26.
Extreme Networks (EXTR) Return To Profit Tests Bearish Long Term Earnings Narrative
Extreme Networks (EXTR) recently reported its Q2 2026 earnings, showing a return to profitability with net income excluding extra items of US$7.9 million and basic EPS of US$0.06. While this marks two consecutive profitable quarters after previous losses, the company's five-year average profit trend shows an 18.3% annual decline, and revenue growth forecasts of 7.5% per year are below the broader US market average. Despite these mixed signals, the stock appears undervalued with a current share price well below its DCF fair value and analyst targets.
Extreme Networks Advances Cloud and AI Networking Strategy
Extreme Networks is enhancing its position in the enterprise networking market by expanding its AI-driven cloud networking portfolio, focusing on high-density environments and competing against larger industry players. The company's strategy emphasizes operational simplicity, automation, and AI-assisted network management, with strong adoption of its Platform ONE and ExtremeCloud IQ solutions across various sectors like healthcare, sports, and education. Extreme Networks maintains a net cash position and aims for continued international growth and investment in AI, cloud, and automation capabilities.
Extreme Networks, Inc. Expects Q3 Revenue Range $309.1M - $314.1M
Extreme Networks, Inc. (EXTR) has provided its financial outlook for the third fiscal quarter, expecting revenue to be between $309.1 million and $314.1 million. The company also released its Q2 results, reporting adjusted EPS of $0.26, exceeding estimates, and revenue of $317.9 million, which also surpassed FactSet estimates. Additionally, Extreme Networks anticipates fiscal year 2026 net revenue in the range of $1.26 billion to $1.27 billion and non-GAAP EPS between $0.98 and $1.02.
Extreme Networks Q2 2026 slides: Revenue growth continues, SaaS ARR up 25%
Extreme Networks reported strong Q2 fiscal 2026 results, with total revenue reaching $318 million and non-GAAP EPS of $0.26, surpassing analyst expectations. The company achieved its seventh consecutive quarter of sequential revenue growth, a 25% year-over-year increase in SaaS Annual Recurring Revenue (ARR) to $227 million, and robust financial health with improved cash and free cash flow. Looking ahead, Extreme Networks provided positive guidance for Q3 and the full fiscal year 2026, driven by its strategic focus on recurring revenue and technological differentiation, particularly in AI capabilities.
Extreme Networks rises after Q2 revenue climbs 14%
Extreme Networks' shares rose 3% in early trading after the company reported a 14% year-over-year revenue increase in its second quarter fiscal 2026 financial results. The network infrastructure company announced its adjusted earnings for the quarter ended December 31.
Extreme Networks: Fiscal Q2 Earnings Snapshot
Extreme Networks Inc. reported a fiscal second-quarter profit of $7.9 million, or 6 cents per share, surpassing Wall Street expectations with adjusted earnings of 26 cents per share. The company posted revenue of $317.9 million for the quarter. Extreme Networks also provided optimistic guidance for the upcoming fiscal third quarter and the full fiscal year.
Extreme Networks Inc (NASDAQ:EXTR) Raises Outlook on Strong Subscription Growth in Q2
Extreme Networks Inc (NASDAQ:EXTR) reported strong financial results for Q2 fiscal year 2026, exceeding modest Wall Street expectations for revenue and non-GAAP EPS. Bolstered by significant growth in its subscription business and an increase in SaaS Annual Recurring Revenue, the company raised its full-year revenue guidance. This positive performance has led to a favorable market reaction and strengthened its financial health, marking seven consecutive quarters of sequential revenue growth.
Extreme Networks Reports Second Quarter Fiscal Year 2026 Financial Results
Extreme Networks, Inc. has announced its financial results for the second quarter of fiscal year 2026, ending December 31, 2025, reporting a revenue of $317.9 million, a 14% year-over-year increase. The company also saw its SaaS Annual Recurring Revenue (ARR) grow by 25.2% and raised its revenue outlook for the full fiscal year 2026. This positive performance is attributed to market share gains and strategic initiatives, including expanded client relationships and leadership recognition in the enterprise wireless LAN market.
EXTREME NETWORKS ($EXTR) Releases Q2 2026 Earnings
EXTREME NETWORKS ($EXTR) has released its Q2 2026 earnings, reporting $0.26 per share, which beat analyst estimates by $0.01. However, the company's revenue of $317,930,000 missed estimates by approximately $641,122. The article also details recent insider trading activity, institutional investor movements, analyst ratings (all "Buy"), and price targets for EXTR stock.
Does Extreme’s New AI-Enabled Partner First Program Reshape the Bull Case For EXTR?
Extreme Networks launched its Extreme Partner First™ program in January 2026, an AI-enabled initiative designed to streamline partner engagement and improve profitability for its Extreme Platform ONE™. This program aims to address the company's investment narrative by making AI-centric networking easier to sell, potentially supporting revenue and margin growth. However, there are varying fair value estimates for EXTR, indicating different expectations among investors regarding the program's success and its impact on the company's execution risks.
Extreme Networks (EXTR) Could Unlock Huge Upside on Ruckus Networks Acqisition
Extreme Networks (NASDAQ: EXTR) is considering acquiring Ruckus Networks from CommScope Holding Company in a deal potentially worth over $1 billion. This acquisition would significantly enhance Extreme Networks' product and service portfolio, particularly for large clients like financial services firms and government agencies. While the deal is not finalized and neither company has commented, it represents a substantial opportunity for Extreme Networks, whose market value is currently around $2.1 billion.
Extreme Networks Inc (EXTR) Stock Price Up 2.75% on Jan 26
Shares of Extreme Networks Inc (EXTR) rose 2.75% on January 26, reaching $15.16. Wall Street analysts forecast an average target price of $24.25, suggesting a 60.01% upside, with a consensus "Outperform" recommendation. GuruFocus estimates the fair value (GF Value) at $19.45, indicating a 28.34% upside.
Extreme Networks (NASDAQ:EXTR) Raised to Strong-Buy at Wall Street Zen
Wall Street Zen upgraded Extreme Networks (NASDAQ:EXTR) from a "buy" to a "strong-buy" rating. Despite an average "Moderate Buy" rating from analysts with an average price target of $23.83, the company's CEO recently sold shares, and it trades at a high P/E ratio. Extreme Networks reported in-line earnings per share and a revenue beat for the last quarter, with guidance for Q2 2026 EPS provided.
Extreme Networks’ new partner program reduces complexity
Extreme Networks has launched "Extreme Partner First," a new partner program designed to simplify engagement, accelerate deal approvals, and provide clearer pricing and benefits through a unified rebate structure and AI tools. The program aims to strengthen partner relationships by reducing complexity and friction, offering features like a global framework for deal registration, system-enforced partner protection, and an AI Sales Assistant. It also emphasizes training and combined certifications for partners to support AI-powered network deployments, particularly with Extreme Platform ONE.
A Look At Extreme Networks (EXTR) Valuation After Launch Of Partner First Growth Program
Extreme Networks (EXTR) has launched its 'Extreme Partner First' program, attracting new interest despite recent share price declines. The company is currently trading at US$15.11, significantly below its analyst target of US$24.25 and an estimated fair value of US$36.10, indicating it may be undervalued. Its Price-to-Sales ratio of 1.7x is also lower than industry and peer averages, suggesting a potential discount to its intrinsic value.
Extreme Networks (EXTR) Expected to Announce Earnings on Wednesday
Extreme Networks (EXTR) is projected to release its Q2 2026 earnings before market open on Wednesday, January 28th, with analysts forecasting earnings per share of $0.24 and revenue of $312.33 million. The company's prior quarter results matched EPS estimates and showed a 15.2% year-over-year revenue increase. Insider selling by CEO Edward Meyercord and various analyst rating changes have been noted, with the stock currently holding a "Moderate Buy" consensus rating.
