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CSCO vs EXTR
Which Stock Would AI Choose? Cisco Systems (CSCO) vs. Extreme Networks (EXTR) Stock Comparison
Key Takeaways
- CSCO benefits from robust AI infrastructure demand, delivering record fiscal 2026 revenue of $63.3 billion with strong product order growth.
- EXTR reported fiscal 2026 revenue of $1.28 billion, up 12.6% year-over-year, supported by Platform ONE adoption and recent AI agent launch.
- CSCO maintains significantly larger scale with a market capitalization exceeding $442 billion compared to EXTR’s approximately $2.9 billion.
- Recent market activity shows CSCO experiencing volatility around AI-related news while EXTR has faced downward pressure over the past month.
- Both companies operate in the communications equipment sector, with CSCO offering broader exposure to enterprise and hyperscaler AI networking and EXTR focusing on mid-market and enterprise solutions with growing recurring revenue.
- Relative performance highlights trade-offs between CSCO’s stability and scale versus EXTR’s higher growth potential in niche AI-driven networking.
Introduction
This comparison examines CSCO and EXTR, two companies in the communications equipment industry that provide networking solutions increasingly influenced by artificial intelligence trends. Investors and traders interested in sector positioning, relative momentum, and the impact of AI adoption on established versus smaller players may find this analysis relevant. The review draws on recent financial results, market activity, and observable factors to highlight contrasts in scale, growth drivers, and sentiment without forward-looking speculation.
CSCO Overview and Recent Performance
Cisco Systems, Inc. develops and sells networking hardware, software, and services, serving enterprises, service providers, and hyperscalers. In recent market activity, the stock has reflected strength in AI infrastructure demand, with fiscal 2026 full-year revenue reaching $63.3 billion, an 12% increase year-over-year. Product orders grew notably, including acceleration in networking and security segments. Recent weeks featured price movements tied to broader technology sector sentiment, including gains following AI-related commentary and some volatility amid earnings expectations. The company’s recurring revenue streams and capital return programs have supported a stable market positioning amid sector rotation.
EXTR Overview and Recent Performance
Extreme Networks, Inc. provides cloud-driven networking solutions, including switches, wireless, and management platforms targeted at enterprise and mid-market customers. Fiscal 2026 revenue totaled $1.28 billion, reflecting a 12.6% year-over-year increase, with subscription and support revenue contributing to recurring streams. Recent market activity includes the general availability of its Extreme Agent ONE Coworker AI agent in early September 2026, aimed at accelerating network issue resolution. The stock has experienced downward pressure over the past month amid broader sector movements, while maintaining focus on Platform ONE adoption and operational execution.
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Head-to-Head Comparison
In business model terms, CSCO operates at global scale with diversified revenue across hardware, software, and services, while EXTR emphasizes cloud-native platforms and recurring subscriptions for targeted enterprise deployments. Growth drivers differ in emphasis, with CSCO tied to large-scale AI infrastructure projects and EXTR leveraging agentic AI tools for operational efficiency in mid-sized networks. Recent momentum shows CSCO with broader sector tailwinds from hyperscaler activity, contrasted by EXTR’s more variable price action linked to product launches and smaller market capitalization. Risk factors include CSCO’s exposure to supply chain and margin dynamics in AI products versus EXTR’s higher volatility typical of smaller capitalization names. Sector exposure remains similar in communications equipment, though market sentiment currently favors established leaders with proven AI integration at scale.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings stability, and positioning within AI-driven networking demand, Tickeron’s AI would currently assign a higher probability of relative outperformance to CSCO over EXTR in the near term. The larger company’s scale, recurring revenue base, and sustained order momentum provide a more consistent profile compared to the smaller peer’s recent volatility and execution dependencies.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CSCO is a Hold and EXTR is a Hold.
| CSCO | EXTR | CSCO / EXTR | |
| Capitalization | 425B | 2.86B | 14,881% |
| EBITDA | 20B | 84.5M | 23,669% |
| Gain YTD | 41.907 | 31.471 | 133% |
| P/E Ratio | 32.35 | 70.61 | 46% |
| Revenue | 63.3B | 1.28B | 4,930% |
| Total Cash | 15.9B | 212M | 7,500% |
| Total Debt | 29.5B | 195M | 15,128% |
CSCO | EXTR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 79 | 60 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 57 Fair valued | 83 Overvalued | |
PROFIT vs RISK RATING 1..100 | 11 | 67 | |
SMR RATING 1..100 | 35 | 19 | |
PRICE GROWTH RATING 1..100 | 41 | 58 | |
P/E GROWTH RATING 1..100 | 22 | 99 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
CSCO's Valuation (57) in the Computer Communications industry is in the same range as EXTR (83). This means that CSCO’s stock grew similarly to EXTR’s over the last 12 months.
CSCO's Profit vs Risk Rating (11) in the Computer Communications industry is somewhat better than the same rating for EXTR (67). This means that CSCO’s stock grew somewhat faster than EXTR’s over the last 12 months.
EXTR's SMR Rating (19) in the Computer Communications industry is in the same range as CSCO (35). This means that EXTR’s stock grew similarly to CSCO’s over the last 12 months.
CSCO's Price Growth Rating (41) in the Computer Communications industry is in the same range as EXTR (58). This means that CSCO’s stock grew similarly to EXTR’s over the last 12 months.
CSCO's P/E Growth Rating (22) in the Computer Communications industry is significantly better than the same rating for EXTR (99). This means that CSCO’s stock grew significantly faster than EXTR’s over the last 12 months.
| CSCO | EXTR | |
|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 79% |
| Stochastic ODDS (%) | 2 days ago 55% | 2 days ago 78% |
| Momentum ODDS (%) | 2 days ago 35% | 2 days ago 72% |
| MACD ODDS (%) | 2 days ago 60% | 2 days ago 63% |
| TrendWeek ODDS (%) | 2 days ago 39% | 2 days ago 76% |
| TrendMonth ODDS (%) | 2 days ago 44% | 2 days ago 78% |
| Advances ODDS (%) | 23 days ago 63% | 22 days ago 77% |
| Declines ODDS (%) | 15 days ago 42% | 8 days ago 71% |
| BollingerBands ODDS (%) | 2 days ago 66% | N/A |
| Aroon ODDS (%) | 2 days ago 47% | 2 days ago 83% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CSCO’s FA Score shows that 2 FA rating(s) are green while EXTR’s FA Score has 1 green FA rating(s).
- CSCO’s FA Score: 2 green, 3 red.
- EXTR’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CSCO’s TA Score shows that 4 TA indicator(s) are bullish while EXTR’s TA Score has 5 bullish TA indicator(s).
- CSCO’s TA Score: 4 bullish, 5 bearish.
- EXTR’s TA Score: 5 bullish, 2 bearish.
Price Growth
CSCO (@Telecommunications Equipment) experienced а -1.54% price change this week, while EXTR (@Telecommunications Equipment) price change was +2.00% for the same time period.
The average weekly price growth across all stocks in the @Telecommunications Equipment industry was +2.25%. For the same industry, the average monthly price growth was -6.80%, and the average quarterly price growth was +11.09%.
Reported Earning Dates
CSCO is expected to report earnings on Nov 18, 2026.
EXTR is expected to report earnings on Nov 04, 2026.
Industries' Descriptions
@Telecommunications Equipment (+2.25% weekly)The Telecommunications Equipment industry produces voice and data communications equipment, which includes fiber optic delivery products, digital signal processors, high-speed voice, data and video delivery. Additionally, satellite systems, global positioning systems, wireless data systems, personal communications equipment, telephone handsets and payload equipment for satellites also fall into this category. Apple Inc., QUALCOMM Incorporated and Nokia are major global players in this segment.
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CSCO and
Correlation & Price change
A.I.dvisor indicates that over the last year, CSCO has been loosely correlated with HPE. These tickers have moved in lockstep 50% of the time. This A.I.-generated data suggests there is some statistical probability that if CSCO jumps, then HPE could also see price increases.
| Ticker / NAME | Correlation To CSCO | 1D Price Change % | ||
|---|---|---|---|---|
| CSCO | 100% | -2.12% | ||
| HPE - CSCO | 50% Loosely correlated | +1.43% | ||
| EXTR - CSCO | 48% Loosely correlated | -0.73% | ||
| ITRN - CSCO | 42% Loosely correlated | N/A | ||
| VIAV - CSCO | 37% Loosely correlated | +2.10% | ||
| CRNT - CSCO | 36% Loosely correlated | +2.50% | ||
More | ||||
EXTR and
Correlation & Price change
A.I.dvisor indicates that over the last year, EXTR has been loosely correlated with CSCO. These tickers have moved in lockstep 49% of the time. This A.I.-generated data suggests there is some statistical probability that if EXTR jumps, then CSCO could also see price increases.
| Ticker / NAME | Correlation To EXTR | 1D Price Change % | ||
|---|---|---|---|---|
| EXTR | 100% | -0.73% | ||
| CSCO - EXTR | 49% Loosely correlated | -2.12% | ||
| HLIT - EXTR | 45% Loosely correlated | -4.04% | ||
| HPE - EXTR | 42% Loosely correlated | +1.43% | ||
| NOK - EXTR | 42% Loosely correlated | +3.05% | ||
| ITRN - EXTR | 41% Loosely correlated | N/A | ||
More | ||||