EXM Stock Chart & Stats
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Bulls Say, Bears Say
Bulls Say
Strong Free Cash Flow GenerationConsistent operating cash flow (~$132M TTM) and strong free cash flow (~$140M TTM) provide durable financial flexibility. High FCF supports debt reduction, reinvestment in product R&D and channel expansion, and funds buybacks without relying on external financing.
Accelerating SaaS And Recurring Revenue MixRapid SaaS ARR growth (+29% YoY) and a rising recurring revenue share (36%) increase revenue visibility and stickiness. A larger subscription base lengthens customer lifecycles, improves predictability of cash flows, and supports higher lifetime value and margin scalability over time.
High Gross Margins And Improving Operating ProfitabilitySustained ~62% gross margins and recent operating/EBITDA expansion demonstrate structural product quality and operating leverage. Higher margins allow reinvestment in R&D and go-to-market while supporting de-leveraging and durable cash generation even if revenue growth moderates.
Bears Say
Elevated Balance-sheet LeverageDebt-to-equity near 2.2x constrains financial flexibility and raises refinancing and interest-rate risk. High leverage reduces capacity for large M&A or cyclical cushioning, making the company more sensitive to revenue or margin shocks during a 2–6 month horizon.
Very Thin Net Margins And Earnings SensitivityDespite strong product gross margins, net margins are minimal; small cost increases or revenue mix shifts can push profits into loss. This limited margin cushion makes long-term earnings and equity returns highly sensitive to execution and cost volatility.
Pricing Pass-through Uncertainty Amid Component Cost And Competitive PressureComponent inflation and industry discounting hinder full pass-through of price increases, compressing margin gains. If competitors match pricing moves or discounts persist, margin recovery may be delayed, limiting the firm's ability to translate revenue growth into durable profit improvement.
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 CHF3.47B.
When is Extreme Networks’s upcoming earnings report date?
Extreme Networks’s upcoming earnings report date is Aug 05, 2026 which is in 25 days.
How were Extreme Networks’s earnings last quarter?
Extreme Networks released its earnings results on Apr 29, 2026. The company reported $0.21 earnings per share for the quarter, beating the consensus estimate of $0.192 by $0.019.
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 0.24.
How many shares outstanding does Extreme Networks have?
Currently, no data Available
What happened to Extreme Networks’s price movement after its last earnings report?
Extreme Networks reported an EPS of $0.21 in its last earnings report, beating expectations of $0.192. 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:
CHF24.61 (― Downside)
CHF24.61 (― Downside)
Insider Transactions
Sold Shares
Worth CHF2.9M over
the Last 3 Months
the Last 3 Months
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
81.30%
12-Months-Change
Fundamentals
Return on Equity
21.07%
Trailing 12-Months
Asset Growth
9.04%
Trailing 12-Months
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
Q3 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call highlighted multiple clear operational and financial improvements: revenue beat, sustained double-digit growth, rapid SaaS ARR acceleration (+29% YoY), margin expansion (62.3% GM, +30 bps q/q), recordably strong EBITDA, resolved supply constraints and meaningful product and partner traction (Wi‑Fi 7 adoption, Platform ONE wins, MSP growth). Lowlights were primarily execution/timing and margin-transmission uncertainties — higher component costs necessitating price increases whose net benefits are diluted by discounting, some project timing shifts and regional shipping delays. Overall, positives (growth, margin improvement, supply resolution, recurring revenue momentum, capital returns) materially outweigh the challenges, though timing and competitive dynamics require monitoring.View all CH:EXM earnings summariesEXM Stock 12 Month Forecast
All Analysts
Top Analysts
Average Price Target
$24.61
Options Prices
Currently, No data available
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