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EXTR 
Extreme Networks Inc (EXTR)
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Upturn Advisory Summary
02/20/2026: EXTR (4-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Number of Analysts
7 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $23.38
1 Year Target Price $23.38
| 3 | Strong Buy |
| 1 | Buy |
| 3 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.89B USD | Price to earnings Ratio 234 | 1Y Target Price 23.38 |
Price to earnings Ratio 234 | 1Y Target Price 23.38 | ||
Volume (30-day avg) 7 | Beta 1.67 | 52 Weeks Range 10.10 - 22.89 | Updated Date 02/19/2026 |
52 Weeks Range 10.10 - 22.89 | Updated Date 02/19/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.06 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-01-28 | When - | Estimate 0.24 | Actual 0.26 |
Profitability
Profit Margin 0.75% | Operating Margin (TTM) 6.43% |
Management Effectiveness
Return on Assets (TTM) 3.39% | Return on Equity (TTM) 12.43% |
Valuation
Trailing PE 234 | Forward PE 14.71 | Enterprise Value 1933869548 | Price to Sales(TTM) 1.55 |
Enterprise Value 1933869548 | Price to Sales(TTM) 1.55 | ||
Enterprise Value to Revenue 1.59 | Enterprise Value to EBITDA 35.02 | Shares Outstanding 134269540 | Shares Floating 129537881 |
Shares Outstanding 134269540 | Shares Floating 129537881 | ||
Percent Insiders 3.19 | Percent Institutions 97.76 |
Upturn AI SWOT
Extreme Networks Inc
Company Overview
History and Background
Extreme Networks Inc. was founded in 1996 and has evolved significantly over the years, primarily through strategic acquisitions, to become a prominent player in the enterprise networking solutions market. Initially focused on high-speed Ethernet switching, the company has expanded its portfolio to include a comprehensive range of wired and wireless networking solutions, cloud management, and security services.
Core Business Areas
- Enterprise Networking Solutions: Provides a broad portfolio of wired and wireless networking equipment and software for enterprises, including switches, access points, and network management platforms.
- Cloud Networking: Offers cloud-based network management and analytics solutions, enabling centralized control and visibility of distributed networks.
- Network Security: Integrates security features into its networking solutions, providing threat detection, policy enforcement, and access control.
- Services: Includes professional services, technical support, and managed services for network design, deployment, and ongoing management.
Leadership and Structure
Extreme Networks is led by a seasoned executive team with a focus on driving innovation and growth in the enterprise networking sector. The organizational structure is designed to support its global customer base and product development initiatives.
Top Products and Market Share
Key Offerings
- ExtremeSwitching: A portfolio of high-performance Ethernet switches designed for campus, data center, and service provider environments. Competitors include Cisco Systems (CSCO), Arista Networks (ANET), and Juniper Networks (JNPR).
- ExtremeWireless: A suite of Wi-Fi access points and wireless controllers offering robust wireless connectivity for enterprise environments. Competitors include Cisco Systems (CSCO), Aruba Networks (a Hewlett Packard Enterprise company), and Ruckus Networks (a CommScope company).
- ExtremeCloud IQ: A cloud-native network management platform that provides unified management, automation, and analytics for wired and wireless networks. Competitors include Cisco Meraki (a Cisco Systems brand), Aruba Central (a Hewlett Packard Enterprise company), and Fortinet's FortiCloud.
- ExtremeAnalytics: Solutions that provide network visibility and insights to optimize performance, troubleshoot issues, and understand user behavior. Competitors include Cisco Systems (CSCO) and Accedian Networks.
Market Dynamics
Industry Overview
The enterprise networking industry is characterized by rapid technological advancements, increasing demand for high-speed connectivity, and the growing adoption of cloud-managed networks. Key trends include the rise of IoT, AI-driven network automation, and enhanced cybersecurity needs.
Positioning
Extreme Networks is positioned as a provider of flexible, scalable, and secure networking solutions for the enterprise market. Its strength lies in its comprehensive portfolio, customer-centric approach, and a history of strategic acquisitions that have expanded its capabilities. The company aims to differentiate itself through its integrated cloud management platform and focus on delivering a simplified yet powerful networking experience.
Total Addressable Market (TAM)
The global enterprise networking market is substantial and growing, with estimates varying but generally in the hundreds of billions of dollars annually. Extreme Networks targets various segments within this TAM, including campus networks, data centers, and distributed enterprises.
Upturn SWOT Analysis
Strengths
- Comprehensive portfolio of wired and wireless networking solutions.
- Strong cloud management platform (ExtremeCloud IQ).
- Proven track record of successful acquisitions that broaden capabilities.
- Focus on customer experience and support.
- Agility and ability to adapt to market trends.
Weaknesses
- Brand recognition may be less dominant than some larger competitors.
- Continued integration challenges from past acquisitions.
- Reliance on partnerships for certain specialized technologies.
- Perceived as a challenger brand rather than a market leader by some.
Opportunities
- Growing demand for cloud-managed networking solutions.
- Expansion into emerging markets and new verticals.
- Increased focus on network security and automation.
- Leveraging AI and ML for advanced network insights.
- Potential for further strategic acquisitions to enhance technology or market reach.
Threats
- Intense competition from established networking giants.
- Rapid pace of technological change requiring continuous R&D investment.
- Potential for economic downturns to impact enterprise IT spending.
- Cybersecurity threats and breaches impacting customer trust.
- Commoditization of certain networking hardware segments.
Competitors and Market Share
Key Competitors
- Cisco Systems Inc (CSCO)
- Arista Networks Inc (ANET)
- Juniper Networks Inc (JNPR)
- Hewlett Packard Enterprise Company (HPE) (Aruba Networks)
Competitive Landscape
Extreme Networks faces a highly competitive landscape dominated by larger players like Cisco. Its advantages lie in its agility, specialized focus on enterprise networking, and its integrated cloud platform. However, it must continuously innovate and execute effectively to gain market share against well-established giants with vast resources and market penetration.
Major Acquisitions
Aerohive Networks
- Year: 2019
- Acquisition Price (USD millions): 272
- Strategic Rationale: Acquired to significantly strengthen Extreme's cloud-enabled Wi-Fi and access layer capabilities, enhancing its cloud management platform.
Brocaade's Data Center Networking Business
- Year: 2017
- Acquisition Price (USD millions): 100
- Strategic Rationale: Expanded Extreme's data center switching portfolio and customer base, providing high-performance solutions for enterprise data centers.
Avaya's Networking Business
- Year: 2017
- Acquisition Price (USD millions): 100
- Strategic Rationale: Bolstered Extreme's campus networking offerings and added a significant customer base, enhancing its market presence.
Growth Trajectory and Initiatives
Historical Growth: Extreme Networks has experienced significant growth historically, often fueled by strategic acquisitions such as those of Aerohive Networks, Brocade's data center networking business, and Avaya's networking business. This has expanded its customer base, product portfolio, and geographical reach.
Future Projections: Analyst projections generally anticipate continued revenue growth, driven by the increasing adoption of cloud networking, the expansion of its product offerings, and penetration into new markets. Profitability is expected to improve as the company realizes synergies from acquisitions and scales its operations.
Recent Initiatives: Recent initiatives include the continued integration and enhancement of its ExtremeCloud IQ platform, expansion of its AI-driven analytics capabilities, and a focus on providing end-to-end networking solutions for various enterprise verticals like healthcare, education, and manufacturing.
Summary
Extreme Networks Inc. is a well-positioned enterprise networking solutions provider with a strong cloud-native platform and a history of strategic acquisitions that have broadened its capabilities. While facing intense competition, its focus on agility, customer experience, and integrated solutions presents significant growth opportunities. The company needs to vigilantly manage integration challenges and continue investing in innovation to maintain its competitive edge.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Extreme Networks Inc. Investor Relations
- Financial News Outlets (e.g., Bloomberg, Reuters)
- Industry Analyst Reports
- Company SEC Filings
Disclaimers:
This analysis is based on publicly available information and is intended for informational purposes only. It does not constitute financial advice. Stock performance and market share data are subject to change and should be independently verified.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Extreme Networks Inc
Exchange NASDAQ | Headquaters Morrisville, NC, United States | ||
IPO Launch date 1999-04-09 | President, CEO & Executive Director Mr. Edward B. Meyercord III | ||
Sector Technology | Industry Communication Equipment | Full time employees 2811 | Website https://www.extremenetworks.com |
Full time employees 2811 | Website https://www.extremenetworks.com | ||
Extreme Networks, Inc., together with its subsidiaries, develops, markets, and sells network infrastructure equipment and related software in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. The company offers ExtremeCloud IQ, an ML/AI powered, wired and wireless cloud network management solution that offers advanced visibility and control over users, devices, and applications; ExtremeCloud IQ-Site Engine, which provides task automation, access control, granular visibility with real-time analytics and multi-vendor device management; and ExtremeCloud IQ Essentials that offers wireless intrusion prevention system, location services, and guest management services. It also provides wireless local area networks access point products; wired for edge, campus, and data center solutions through Extreme Switching that offers access edge products, such as connection speeds for physical presentations along with options to deliver Ethernet or convergence-friendly power-over-ethernet; and ExtremeCloud SD-WAN, a software-defined wide area networks solution offering an all-inclusive subscription, which includes hardware, the cloud-based SD-WAN service, support and maintenance, and customer success support; and ExtremeCloud Universal ZTNA, a network access security solution. In addition, the company offers cloud native platforms and applications; and customer services and support, including post-sale support, consultative, customized training and operational manuals, and education classes. It serves mid-market and enterprise customers, as well as service providers in the sports and entertainment venues, hospitality, retail, transportation and logistics, education, government, healthcare, and manufacturing industries. The company sells its products through original equipment manufacturers and strategic relationships, distributors, resellers, and field sales. Extreme Networks, Inc., was incorporated in 1996 and is headquartered in Morrisville, North Carolina.
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