Extreme Networks: Execution Is Now Durable, Not Cyclical

Extreme Networks (EXTR) is transitioning from hardware-centric to a recurring, cloud-driven business model, underpinned by Platform ONE. EXTR's recurring revenue base and deferred revenue are expanding, supporting long-term visibility and a more predictable financial profile. Despite hardware still driving topline, a shift toward subscriptions is expected to improve margins and justify a valuation rerating.

Seeking Alpha • Dec 9, 2025

Extreme Networks: Margin Expansion And SaaS Acceleration, Undervalued Alpha In AI Networking

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.

Seeking Alpha • Dec 6, 2025

Here Are Wednesday's Top Wall Street Analyst Research Calls: DoorDash, Freeport-McMoRan, GitLab, Home Depot, Medtronic, Molson-Coors, and More

Futures are trading higher this morning, as all the major indices once again closed lower on Tuesday, marking the fourth straight day of losses.

24/7 Wall Street • Nov 19, 2025

We do AI integration better than the big guys, says Extreme Networks CEO Ed Meyercord

Ed Meyercord, Extreme Networks CEO, joins 'Fast Money' to talk how Extreme Networks is carving out an identity in this market.

CNBC Television • Nov 10, 2025

Extreme Networks (EXTR) Upgraded to Buy: What Does It Mean for the Stock?

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.

Zacks Investment Research • Nov 4, 2025

Why Extreme Networks Stock Is Tumbling Today

Extreme Networks beat analyst expectations across the board for the first quarter of fiscal 2026. Revenue grew by 15%, but gross margin trended lower.

The Motley Fool • Oct 29, 2025

Extreme Networks, Inc. (EXTR) Q1 2026 Earnings Call Transcript

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.

Seeking Alpha • Oct 29, 2025

Extreme Networks Reports First Quarter Fiscal Year 2026 Financial Results

MORRISVILLE, N.C.--(BUSINESS WIRE)--Extreme Networks today released financial results for its first quarter of fiscal 2026 ended September 30, 2025.

Business Wire • Oct 29, 2025

Extreme Networks (EXTR) Meets Q1 Earnings Estimates

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.

Zacks Investment Research • Oct 29, 2025

Extreme Empowers Global Customers With the Advantages of Wi-Fi 7 Enabling Faster, Smarter, Secure Connectivity

MORRISVILLE, N.C.--(BUSINESS WIRE)--Extreme announced that global enterprises across verticals are adopting Wi-Fi 7 to deliver faster connectivity and drive more efficient operations.

Business Wire • Oct 27, 2025