
Extreme Networks (EXTR) Stock Forecast & Price Target
Extreme Networks (EXTR) Analyst Ratings
Bulls say
Extreme Networks Inc. has demonstrated robust growth, particularly in its EMEA region, with revenues for this segment increasing by 16% year-over-year and a substantial 51% quarter-over-quarter rise, reflecting strong demand from the enterprise market. The company’s annual recurring revenue (ARR) is projected to further accelerate in FY26, bolstered by rising hardware sales and improved attachment rates for software subscriptions and services. Additionally, the software-as-a-service (SaaS) ARR reached $181 million, representing a 14% year-over-year increase, underscoring the company’s positive momentum and enhancing win rates with larger enterprise clients.
Bears say
Extreme Networks Inc reported a 14% growth in SaaS Annual Recurring Revenue (ARR) for the quarter, which fell short of the company's target of high-teens to low 20s growth, attributed to soft hardware revenues from the prior year adversely affecting subsequent SaaS revenue. Total revenues for 2Q25 reached $279 million, down 6% year-over-year, highlighting concerns over economic uncertainty and customer spending constraints that could lead to further decreases in revenues and profits. Additionally, services revenue showed stagnation with just a 0% quarter-over-quarter growth and a 2% year-over-year decline, reflecting lagging product revenues and the ongoing challenges facing key verticals such as K-12 education.
This aggregate rating is based on analysts' research of Extreme Networks and is not a guaranteed prediction by Public.com or investment advice.
Extreme Networks (EXTR) Analyst Forecast & Price Prediction
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