EXM Stock Chart & Stats
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Bulls Say, Bears Say
Bulls Say
Revenue And SaaS GrowthSustained double-digit revenue growth, combined with 22% SaaS ARR expansion, indicates broadening demand and increasing recurring monetization. Platform 1 adoption can deepen customer relationships and support a more predictable revenue base as subscriptions become a larger share of the business.
Improving ProfitabilityMeaningful margin expansion and sharply higher EBITDA show that the revenue recovery is translating into operating leverage rather than growth at any cost. Management’s fiscal 2027 margin guidance suggests profitability may remain structurally stronger across the next several quarters.
Strong Cash GenerationStrong free cash flow and a positive net cash position improve Extreme’s ability to fund product development, customer deployments, and strategic initiatives internally. Cash conversion also provides resilience while the company transitions customers toward its newer subscription platform.
Bears Say
Leverage And Thin Equity CushionAlthough leverage has improved substantially from 2024, debt remains high relative to equity and leaves a limited capital cushion. If profitability weakens, this structure could amplify earnings volatility, restrict financial flexibility, and make future investment or refinancing decisions more consequential.
Platform Transition DragThe migration from legacy support contracts to Platform 1 creates a technical drag on recurring-revenue growth during the transition year. Even if adoption improves the long-term mix, the interim revenue pattern may remain uneven and could temporarily obscure the pace of underlying subscription progress.
Component Cost PressureHigher memory and component costs create a continuing risk to gross-margin durability, particularly if price increases do not fully offset inflation. Management expects to pass through costs, but the stated pricing environment remains fluid and component prices have not historically reversed.
EXM FAQ
What was Extreme Networks’s price range in the past 12 months?
Currently, no data Available
What is Extreme Networks’s market cap?
Extreme Networks’s market cap is CHF2.62B.
When is Extreme Networks’s upcoming earnings report date?
Extreme Networks’s upcoming earnings report date is Feb 03, 2027 which is in 97 days.
How were Extreme Networks’s earnings last quarter?
Extreme Networks released its earnings results on Oct 28, 2026. The company reported CHF0.274 earnings per share for the quarter, beating the consensus estimate of CHF0.231 by CHF0.043.
Is Extreme Networks overvalued?
According to Wall Street analysts Extreme Networks’s price is currently Undervalued.
Does Extreme Networks pay dividends?
Extreme Networks does not currently pay dividends.
What is Extreme Networks’s EPS estimate?
Extreme Networks’s EPS estimate is 0.27.
How many shares outstanding does Extreme Networks have?
Extreme Networks has 132,170,700 shares outstanding.
What happened to Extreme Networks’s price movement after its last earnings report?
Extreme Networks reported an EPS of CHF0.274 in its last earnings report, beating expectations of CHF0.231. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of Extreme Networks?
Currently, no hedge funds are holding shares in CH:EXM
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Extreme Networks Stock Smart Score
Neutral
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Analyst Consensus
Strong Buy
Average Price Target:
CHF27.79 (― Upside)
CHF27.79 (― Upside)
Blogger Sentiment
Neutral
CH:EXM Sentiment 56%
Sector Average 65%
Sector Average 65%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
14.99%
12-Months-Change
Fundamentals
Return on Equity
50.74%
Trailing 12-Months
Asset Growth
2.13%
Trailing 12-Months
Learn more about TipRanks Smart Score
Company Description
Extreme Networks
Extreme Networks, Inc. is a global provider specializing in software-driven networking solutions. The company designs, develops, and manufactures both wired and wireless network infrastructure equipment, in addition to creating sophisticated software for network administration, policy enforcement, data analytics, cybersecurity, and access control. Central to its product line is ExtremeCloud IQ, an ML/AI-powered cloud network management solution that provides advanced visibility and control over users, devices, and applications across wired and wireless networks. Complementing this is ExtremeCloud IQ – Site Engine, which offers task automation, access control, granular real-time analytics, and multi-vendor device management. Furthermore, ExtremeCloud IQ Essentials extends features like Wireless Intrusion Prevention Systems (WIPS), location services, IoT capabilities, and guest management. Hardware offerings include wireless access point products and the comprehensive ExtremeSwitching portfolio. This portfolio features access edge devices with standard Ethernet and various Power-over-Ethernet (PoE) options, including high-power universal PoE; aggregation/core switches for network backbone requirements; and data center switches and routers. The company also develops cloud-native platforms and applications tailored for service providers, alongside offering robust customer support and professional services. Its products are marketed and sold globally through distributors, resellers, and field sales organizations, serving diverse markets such as healthcare, education, government, manufacturing, retail, and hospitality. Incorporated in 1996, Extreme Networks, Inc. maintains its headquarters in Morrisville, North Carolina.
EXM Company Deck
EXM Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call was strongly positive. Extreme reported sustained double-digit revenue and product growth, 50% EPS growth, expanding operating and EBITDA margins, record-level cash, accelerating SaaS ARR and Platform 1 adoption, strong customer wins, and raised fiscal 2027 guidance. The main challenges were an Asia-Pacific revenue decline from difficult comparisons, higher memory costs, and a temporary recurring-revenue transition effect, but management said supply availability, pricing actions, demand, and the funnel remain strong.View all CH:EXM earnings summariesEXM Stock 12 Month Forecast
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