Extreme Networks: Margin Expansion And SaaS Acceleration, Undervalued Alpha In AI Networking [Seeking Alpha]
Extreme Networks, Inc. (EXTR)
Last extreme networks, inc. earnings: 1/29 07:05 am
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US:NASDAQ Investor Relations:
investor.extremenetworks.com
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Source: Seeking Alpha
EXTR targets double-digit revenue growth and 100–200 bps gross margin expansion to 63% by FY2026, leveraging Platform ONE and full-stack adoption. Technical and fundamental modeling suggests up to 67% upside by 2026, supported by strong FCF, share buybacks, and a growing deferred revenue base. Key risks include gross margin compression, execution missteps in Platform ONE, and macro headwinds in the mid-market segment impacting demand and inventory. NicoElNino/iStock via Getty Images My analysis is leading me to assign a Buy rating for Extreme Networks ( EXTR ) stock. The core reason behind my bullish stance rests on Extreme Networks's progressive shift toward a subscription-based, software-driven business model. By progressive shift This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, a
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EXTR
News
- Here's Why Analysts Are Bullish On Extreme Networks, Inc. (EXTR) [Yahoo! Finance]Yahoo! Finance
- Extreme Networks (NASDAQ:EXTR) had its "hold (c-)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
- Extreme Networks (NASDAQ:EXTR) had its "buy" rating reaffirmed by analysts at Needham & Company LLC. They now have a $24.00 price target on the stock.MarketBeat
- Extreme Networks (NASDAQ:EXTR) had its "hold (c-)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
- Extreme Networks (NASDAQ:EXTR) is now covered by analysts at Bank of America Corporation. They set a "buy" rating and a $24.00 price target on the stock.MarketBeat
EXTR
Earnings
- 10/29/25 - Beat
EXTR
Sec Filings
- 12/1/25 - Form 4
- 12/1/25 - Form 4
- 11/28/25 - Form 144
- EXTR's page on the SEC website