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12:26
May 06
TheValueist Founder, Atlas Peak Research
Short Extreme Networks as Arista’s campus expansion threatens its enterprise networking share.
EXTR
LOW
12:26
May 06
TheValueist Founder, Atlas Peak Research
Short Extreme Networks as a modest loser from Arista’s sustained high-speed switching share gains, especially in campus and edge.
EXTR
MED
12:24
May 06
TheValueist Founder, Atlas Peak Research
Short enterprise networking incumbents facing competitive threat from Arista's integrated platform.
EXTR
MED
12:24
May 06
TheValueist Founder, Atlas Peak Research
Short EXTR on competitive displacement from Arista's integrated EOS/CloudVision model in enterprise and AI networking.
EXTR 1ST
MED

About EXTR Analyst Coverage

Buzzberg tracks EXTR (Extreme Networks) across 1 sources. 0 bullish vs 4 bearish calls from 1 analysts. Sentiment: mixed to bearish. 4 total trade ideas tracked.