Extreme Networks is rated a buy, driven by its SaaS transition, 24% ARR growth, and competitive displacement opportunities amid industry consolidation. EXTR targets double-digit revenue growth and 100–200 bps gross margin expansion to 63% by FY2026, leveraging Platform ONE and full-stack adoption. Technical and fundamental modeling suggests up to 67% upside by 2026, supported by strong FCF, share buybacks, and a growing deferred revenue base.
Ed Meyercord, Extreme Networks CEO, joins 'Fast Money' to talk how Extreme Networks is carving out an identity in this market.
Extreme Networks (EXTR) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Extreme Networks, Inc. ( EXTR ) Q1 2026 Earnings Call October 29, 2025 8:00 AM EDT Company Participants Stan Kovler Edward Meyercord - President, CEO & Executive Director Kevin Rhodes - Executive VP of Finance & CFO Conference Call Participants Michael Genovese - Rosenblatt Securities Inc., Research Division Ryan Koontz - Needham & Company, LLC, Research Division Dave Kang - B. Riley Securities, Inc., Research Division Christian Schwab - Craig-Hallum Capital Group LLC, Research Division David Vogt - UBS Investment Bank, Research Division Eric Martinuzzi - Lake Street Capital Markets, LLC, Research Division Presentation Operator Thank you for standing by.
Extreme Networks (EXTR) came out with quarterly earnings of $0.22 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.17 per share a year ago.
Extreme Networks, Inc. (NASDAQ:EXTR ) Q4 2025 Earnings Conference Call August 6, 2025 8:00 AM ET Company Participants Edward B. Meyercord - President, CEO & Executive Director Kevin Rhodes - Executive VP of Finance & CFO Stanley Kovler - Former Senior VP of Corporate Development & Investor Relations Conference Call Participants Christian David Schwab - Craig-Hallum Capital Group LLC, Research Division David Vogt - UBS Investment Bank, Research Division Eric Martinuzzi - Lake Street Capital Markets, LLC, Research Division Ryan Boyer Koontz - Needham & Company, LLC, Research Division Timothy Kelly Horan - Oppenheimer & Co. Inc., Research Division Operator Thank you for standing by, and welcome to the Extreme Networks Fourth Quarter Fiscal Year 2025 Conference Call.
Extreme Networks (EXTR) came out with quarterly earnings of $0.25 per share, beating the Zacks Consensus Estimate of $0.22 per share. This compares to a loss of $0.08 per share a year ago.
Extreme Networks (EXTR) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
The consensus price target hints at a 33.8% upside potential for Extreme Networks (EXTR). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
Extreme Networks, Inc. (NASDAQ:EXTR ) Q3 2025 Results Conference Call April 30, 2025 8:00 AM ET Company Participants Stan Kovler - Vice President, Corporate Development and IR Ed Meyercord - President and CEO Kevin Rhodes - Executive Vice President and CFO Conference Call Participants David Vogt - UBS Mike Genovese - Rosenblatt Securities Christian Schwab - Craig-Hallum Capital Ryan Koontz - Needham Dave Kang - B. Riley Eric Martinuzzi - Lake Street Capital Markets Tim Horan - Oppenheimer Operator Thank you for standing by.
Extreme Networks (EXTR) came out with quarterly earnings of $0.21 per share, beating the Zacks Consensus Estimate of $0.19 per share. This compares to loss of $0.19 per share a year ago.
Extreme Networks is undervalued, overlooked and underfollowed but is making significant strides with AI and cloud-based innovations, driving strong financial improvements. The company's integrated platform and AI-driven products like Extreme AI Expert and Platform One offer advanced analytics and secure network management, boosting revenues by 14%. Future growth is expected from advanced AI capabilities and cloud AI integration, expanding the addressable market and attracting new subscribers.