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Extreme Networks (CH:EXM)
:EXM

Extreme Networks (EXM) Price & Analysis

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EXM Stock Chart & Stats

Currently, no data available
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Bulls Say, Bears Say

Bulls Say
Revenue And Earnings GrowthFiscal 2026 revenue grew 13% and product revenue 15%, while non-GAAP EPS rose 26%. This combination indicates recovering demand and improving operating leverage, giving Extreme a stronger base for reinvestment and supporting continued expansion if product momentum persists.
Platform ONE Subscription AdoptionRapid Platform ONE adoption can shift Extreme’s installed base toward higher-margin, recurring software revenue. Reaching half the installed base would deepen customer integration, improve renewal potential, and make the business model less dependent on periodic hardware refreshes.
Strong Cash GenerationOperating cash flow of $123 million and free cash flow of $116 million show that reported earnings are currently supported by cash conversion. This provides internal funding for product investment, debt service, and strategic flexibility without relying exclusively on external capital.
Bears Say
Elevated LeverageDebt at roughly three times equity leaves Extreme more exposed if profitability weakens or cash generation becomes volatile. Higher leverage can absorb a greater share of operating cash flow through financing needs and restrict flexibility for investment, acquisitions, or downturn protection.
Thin ProfitabilityThe gap between solid gross margin and thin net and operating margins shows that substantial revenue still translates into limited bottom-line protection. Small execution, cost, or mix changes could therefore materially affect earnings and reduce resilience during weaker demand periods.
Recurring Revenue Transition RiskSlower SaaS ARR growth and only 6% recurring-revenue growth indicate that the transition from break-fix services to Platform ONE subscriptions is not yet frictionless. Until subscription growth reaccelerates, mix changes may create variability in growth, margins, and revenue visibility.

Extreme Networks News

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 CHF2.65B.
    When is Extreme Networks’s upcoming earnings report date?
    Extreme Networks’s upcoming earnings report date is Oct 28, 2026 which is in 18 days.
      How were Extreme Networks’s earnings last quarter?
      Extreme Networks released its earnings results on Aug 05, 2026. The company reported CHF0.266 earnings per share for the quarter, beating the consensus estimate of CHF0.241 by CHF0.025.
        Is Extreme Networks overvalued?
        According to Wall Street analysts Extreme Networks’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
          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 0.23.
            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 CHF0.266 in its last earnings report, beating expectations of CHF0.241. 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

                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.

                Extreme Networks (EXM) Earnings & Revenues

                EXM Company Deck

                EXM Earnings Call

                Q4 2026
                0:00 / 0:00
                Earnings Call Sentiment|Positive
                The call conveyed strong operational momentum: solid quarter and full-year revenue beats, margin expansion, record EBITDA, secured supply chain into FY28, robust Platform ONE adoption, meaningful upmarket progress (average deal size +~33% and 187 $1M+ customers), and conservative but positive FY27 guidance including >20% EPS growth. Notable near-term headwinds include slower SaaS ARR growth versus an elevated prior‑year comparable, recurring revenue mix transition from services to subscriptions, potential professional services timing impacts on margins, and the need to capture price increases against competitive discounting. On balance, the positive beats, operational execution, supply advantages and clear go-to-market traction materially outweigh the manageable risks and transitional challenges.View all CH:EXM earnings summaries

                EXM Stock 12 Month Forecast

                Average Price Target

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