Extreme Networks, Inc. (EXTR) Stock

Extreme Networks, Inc. (EXTR) is a Technology stock trading at $22.31 (as of 2026-08-20), with a market capitalization of $2.91B and a trailing P/E of 69.1. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Extreme Networks, Inc. provides software-driven networking solutions worldwide. It designs, develops, and manufactures wired and wireless network infrastructure equipment; and develops software for network management, policy, analytics, security, and access controls. The company offers ExtremeCloud IQ, an ML/AI powered, wired, and wireless cloud network management solution that offers advanced visibility and control over users, devices, and applications; ExtremeCloud IQ – Site Engine that provides task automation, access control, granular visibility with real-time analytics and multi-vendor device management; and ExtremeCloud IQ Essentials offers WIPS, location services, IoT, and guest management services. It also provides wireless access point products; ExtremeSwitching portfolio that includes access edge products that offer physical presentations along with options to deliver Ethernet or convergence-friendly Power-over-Ethernet (POE), including high-power universal POE; aggregation/core switches designed to address aggregation, top-of-rack, and campus core environments; and data center switches and routers. In addition, the company offers cloud native platforms and applications for service providers; and customer support and services. It markets and sells its products through distributors, resellers, and field sales organizations to healthcare, education, government, manufacturing, retail, and hospitality markets. Extreme Networks, Inc. was incorporated in 1996 and is headquartered in Morrisville, North Carolina.

Understand Extreme Networks, Inc.: how it makes money

Extreme Networks provides software-driven networking solutions, selling wired and wireless network infrastructure products and cloud network management software (for visibility, policy, analytics, security, and access control). It makes money from product revenue plus recurring subscription and support revenue, including SaaS annual recurring revenue.

Profitability depends on converting network deployments into recurring software revenue (tracked as Annualized Subscription and Support Revenue and SaaS Annual Recurring Revenue), while product sales remain an additional revenue stream tied to networking infrastructure cycles.

Revenue by segment (latest quarter)
Products$0.2B
Subscr. and Support$0.1B

Business quality (Mixed): The provided data highlights a recurring revenue engine using annualized subscription and SaaS ARR KPIs, but the available segment breakdown does not fully reconcile to total revenue in the inputs shown, limiting precision on mix.

Valuation: At 261× earnings, EXTR trades 723% above the Tech Hardware average (32×). Note: one-time items can distort reported P/E.

Bull case

  • The company’s recurring revenue base is a prominent part of the model, with Annualized Subscription and Support Revenue of 0.43 USD_B: That recurring software and support stream aligns with its cloud network management offerings such as ExtremeCloud IQ.
  • SaaS Annual Recurring Revenue is 0.23 USD_B: This supports the view that a meaningful portion of the software revenue is delivered through recurring SaaS-style arrangements.
  • Wi-Fi Seven mix is 30.0 percent: This indicates some customer adoption or shipment contribution tied to newer Wi-Fi infrastructure categories.

Bear case

  • Annualized Subscription and Support Revenue is dependent on maintaining customer relationships and ongoing support consumption: The counts provided show 44.0 customers spending over one million dollars, so concentration or churn risk could impact recurring revenue durability.
  • Partner channel stability matters, since Managed Service Provider Partners are tracked: The data shows 14.0 Managed Service Provider Partners exiting the second quarter, which could slow new sales cycles or renewals.
  • Wi-Fi Seven Access Points Share of Access Points Sold is 12.0 percent: If that share does not rise, growth tied to Wi-Fi Seven adoption may be more limited than investors expect.
Valuation — source: SEC EDGAR (first-party)
Price$22.31
Market Cap$2.91B
P/E Ratio69.1
EV / EBITDA36.5
Price / Book32.86
Price / Sales2.27
FCF Yield3.3%
DCF Value (model)$1.48
DCF Upside vs Price-93.4%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$1.28B
Net Margin3.3%
Revenue Growth (YoY)12.6%
EPS Growth (YoY)-633.3%
FCF Growth (YoY)-25.2%
Financial Health — source: SEC EDGAR
Altman Z-Score1.75 (distress)
Piotroski F-Score8/9 (strong)
Valuation vs Sector & Industry
Stock P/E69.1
Sector P/E (Technology)33.9
Industry P/E (Computers)32.1
vs Sector103.7%
vs Industry115.5%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($318.22M)
Institutional Holders Tracked10
Company
SectorTechnology
IndustryComputers
CEOEdward Meyercord
Employees2,656
CountryUS
IPO Date1999-04-09

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EXTR earnings history · EXTR institutional & insider holders · EXTR KPIs & operating metrics · EXTR financials · EXTR investor presentations & press releases · EXTR SEC filings · EXTR peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.