Professional
Added to YB: 2026-08-19
Pitch date: 2026-07-21
EXTR [neutral]
Extreme Networks, Inc.
Author Info
No bio for this author
Company Info
Extreme Networks, Inc., together with its subsidiaries, develops, markets, and sells network infrastructure equipment and related software in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.
Market Cap
$3.2B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
31.96
P/E
78.74
EV/Sales
2.48
Sector
Communications Equipment
Category
growth
SouthernSun AM SMID Cap Composite Portfolio Holding: Extreme Networks, Inc.
EXTR (holding update): FQ3 FY26 rev $316.9M (+11.4% YoY), 5th straight double-digit growth qtr; non-GAAP EPS $0.26, both beat. SaaS ARR +28.6% to $236.4M, 36% recurring rev. Non-GAAP op margin 15.2% vs 14.1%. Raised Q4 guide to $330-335M. Wi-Fi 7 refresh + Platform ONE adoption drive share gains.
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