EXM Stock Chart & Stats
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Bulls Say, Bears Say
Bulls Say
Revenue And Upmarket GrowthBroad-based product growth and larger enterprise deals indicate stronger market penetration and improving sales execution. The rise in $1M-plus customers and average deal size can support more durable revenue expansion than reliance on smaller, transactional deployments.
Margin Expansion And OutlookRecent margin expansion, record EBITDA, and guidance for further operating leverage suggest improving execution and cost absorption. If sustained, higher profitability should strengthen internal funding capacity and make earnings less dependent on revenue growth alone.
Platform ONE Recurring RevenueMigration of the installed base toward Platform ONE creates a pathway to increase subscription penetration and recurring, higher-margin revenue. Greater software attachment can deepen customer integration and reduce dependence on one-time hardware refresh cycles.
Bears Say
Elevated LeverageHigh leverage leaves the company less resilient than peers if profitability or cash conversion weakens. Secured borrowing and leverage-related covenants may constrain financial flexibility, while interest and refinancing obligations can compete with investment in growth.
Recurring Growth DecelerationSlower SaaS ARR and recurring-revenue growth show that the subscription transition is not yet fully offsetting declines in traditional services. Reacceleration is important to validate the recurring model, and weaker momentum could limit mix and margin improvement.
Margin And Competitive Pricing RiskReported margin gains may prove uneven because professional-services mix varies by quarter and competitors can respond with discounts. Difficulty passing through price increases would pressure gross-margin sustainability, particularly in a competitive networking market.
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 CHF2.34B.
When is Extreme Networks’s upcoming earnings report date?
Extreme Networks’s upcoming earnings report date is Nov 04, 2026 which is in 70 days.
How were Extreme Networks’s earnings last quarter?
Extreme Networks released its earnings results on Aug 05, 2026. The company reported CHF0.26 earnings per share for the quarter, beating the consensus estimate of CHF0.235 by CHF0.024.
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 0.23.
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 CHF0.26 in its last earnings report, beating expectations of CHF0.235. 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:
CHF26.36 (― Upside)
CHF26.36 (― Upside)
Blogger Sentiment
Bullish
CH:EXM Sentiment 63%
Sector Average ―
Sector Average ―
Insider Transactions
Sold Shares
Worth CHF1.6M over
the Last 3 Months
the Last 3 Months
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
66.51%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
2.13%
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
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 summariesEXM Stock 12 Month Forecast
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