Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$2.8B
130M shares
52-week range
$13.48 – $33.73
42% from low
Sector
COMPUTER COMMUNICATIONS EQUIPMENT
Exchange
NASDAQ
CS
P/S (TTM)
2.2
EV / FCF (TTM)
46.3
Extreme Networks Inc is an AI-powered cloud-based networking company focused on delivering simple and secure solutions that enable connections among devices, applications, and users. The Company leverages artificial intelligence, analytics, and automation in its products and services, and designs, develops, and manufactures wired, wireless, and software-defined wide area network (SD-WAN) infrastructure equipment. Its offerings include networking equipment, software subscriptions, related maintenance contracts and the Extreme Platform ONE solution. The Company operates in a single reportable segment focused on the development, marketing, and sale of network infrastructure equipment and related software and subscriptions. The Company generates maximum revenue from the United States.
www.extremenetworks.comNo one on the platform currently holds EXTR.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 2,076,080 | $31.3M |
| Bridgewater Associatesas of 2026-03-31 | 19,512 | $294.2K |
No one on the platform has traded EXTR yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 72.5% | — | — | — | ||
| Rev. Growth % | 12.6% | 4.9% | ||||
| Profit Margin % | 3.3% | 1.0% | -1.6% | |||
| Free Cash Flow Margin % | 7.4% | 10.0% | 7.9% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +3.8% on the P/E track.
At today's price, your expected annual return is +9.6% on the P/E track.
At today's price, your expected annual return is +15.4% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $1.4B | +9.2% | $1.31 | $1.27–$1.34 | 16.9× | 4 |
| 2028 | $1.5B | +9.2% | $1.52 | $1.50–$1.54 | 14.5× | 3 |
| 2029 | $1.7B | +11.5% | $1.72 | $1.67–$1.79 | 12.8× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $0.29 | $0.32 | +10.3% |
| 2026-04-29 | $0.24 | $0.26 | +8.3% |
| 2026-01-28 | $0.24 | $0.26 | +8.3% |
| 2025-10-29 | $0.22 | $0.22 | +0.0% |
| 2025-08-06 | $0.22 | $0.25 | +13.6% |
| 2025-04-30 | $0.19 | $0.21 | +10.5% |
| 2025-01-29 | $0.18 | $0.21 | +16.7% |
| 2024-10-30 | $0.12 | $0.17 | +41.7% |
| $4.1B |
| — |
| DXCDXC Technology Company | $12.04 | -0.66% | $2.0B | — |
| KNKnowles Corporation | $34.78 | +0.49% | $3.0B | — |
Source: Financial Modeling Prep · peers by sector/industry
$EXTR $XLK As wise Technical Analysis men once said: "From failed moves, come fast moves...In the opposite direction." And also as Brad Hamilton in a popular movie once said: "Learn it. Know it. Live it!"
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$EXTR Meyercord should be fired today and the company should be put up for sale ASAP Down well over 30% since earnings.
View on StockTwits ↗$EXTR This company needs to be sold to a bigger player
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$EXTR Extreme Networks posted Q4 FY2026 revenue of $338.6 million (up 10.3% YoY) and full-year FY2026 revenue of $1.28 billion (+12.6% YoY), secured a new $500 million revolving credit facility, and set FY2027 revenue guidance up to $1.40 billion. https://prismmarketview.com/companies/extreme-networks-inc/#news
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$EXTR bought at $9.85 in 2021 and have round tripped it several times over the last 5 years. I always added on the dips…adding more here…I guess that makes me an “investor”, instead of a trader🤪
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$EXTR omg can't believe it crashed on great earnings today
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$EXTR boy this looks similar to that last peak! Will show restraint in adding too early but gotta grab a bit.
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https://www.marketbeat.com/earnings/reports/2026-8-5-extreme-networks-inc-stock/ $EXTR Extreme Networks Earnings Transcript
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$EXTR Q4 '26 Earnings Results & Recap • Reported GAAP EPS of $0.14 up 333.33% YoY • Reported revenue of $338.55M up 10.28% YoY • For the first quarter of fiscal 2027, Extreme Networks is targeting total net revenue between $334.0 million and $339.0 million, with non-GAAP earnings per share ranging from $0.27 to $0.29.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.