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CSCO vs EXTR
Which Stock Would AI Choose? Cisco Systems (CSCO) vs. Extreme Networks (EXTR) Stock Comparison
Key Takeaways
- CSCO has delivered stronger year-to-date gains in 2026 compared to broader market benchmarks, driven by AI infrastructure demand and record quarterly revenue growth.
- EXTR has shown even sharper percentage gains year-to-date, supported by SaaS recurring revenue acceleration and new wireless networking contracts.
- CSCO operates at a significantly larger scale with more diversified revenue streams and analyst price target increases in recent market activity.
- EXTR offers higher growth volatility as a smaller player focused on enterprise and campus networking solutions.
- Both stocks have benefited from sector tailwinds in networking amid AI-related infrastructure investments over recent weeks.
- Relative performance highlights trade-offs between CSCO’s stability and EXTR’s agility in capturing emerging opportunities.
Introduction
This comparison examines CSCO (Cisco Systems, Inc.) and EXTR (Extreme Networks, Inc.), two companies in the networking and communications technology sector. Investors and traders interested in technology infrastructure, AI-driven demand, and relative performance between large-cap stability and smaller-cap growth may find this analysis relevant. The discussion draws on recent market activity, earnings trends, and sector positioning to provide a factual overview of how these stocks have behaved amid evolving market conditions.
CSCO Overview and Recent Performance
Cisco Systems, Inc. provides networking hardware, software, and services to enterprises and service providers worldwide. In recent market activity, the stock has advanced notably, with gains exceeding 45% for the year through early July 2026, supported by strong demand for AI infrastructure solutions. The company reported record third-quarter revenue of $15.8 billion, reflecting double-digit growth, alongside raised full-year guidance. Analyst price targets have been increased by multiple firms in recent weeks, reflecting positive sentiment around operational execution and AI-related order momentum. Broader timeframe performance shows consistent outperformance relative to the S&P 500, aided by share repurchases and dividend distributions.
EXTR Overview and Recent Performance
Extreme Networks, Inc. delivers cloud-driven networking solutions, including wireless, switching, and management platforms primarily for enterprise and campus environments. The stock has posted substantial year-to-date appreciation exceeding 85% through early July 2026, fueled by accelerating SaaS annual recurring revenue and sequential growth in core offerings. Third-quarter results showed revenue of $316.9 million with an 11% year-over-year increase and notable expansion in subscription-based services. Recent market activity includes new contract wins in high-profile venues, contributing to positive sentiment. As a smaller-cap name, the shares have exhibited higher percentage moves compared to larger peers while maintaining focus on stabilizing margins and supply chain positioning.
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Head-to-Head Comparison
CSCO and EXTR both operate in the networking space but differ markedly in scale and business focus. CSCO maintains a broad portfolio spanning enterprise, service provider, and emerging AI infrastructure markets, providing greater revenue diversification and resilience. EXTR concentrates on agile, cloud-managed solutions with emphasis on wireless and subscription growth, enabling faster percentage gains during favorable cycles but exposing it to higher volatility. Recent momentum favors both amid AI tailwinds, yet CSCO has attracted more frequent analyst upgrades and larger absolute capital returns. Risk factors include EXTR’s smaller market capitalization and potential margin pressures versus CSCO’s exposure to global supply dynamics and competition in hyperscale environments. Market sentiment remains constructive for the sector, with CSCO positioned for steadier institutional interest and EXTR appealing to those seeking amplified upside in targeted segments.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings stability, and AI-related catalysts over recent market activity, Tickeron’s AI models would currently assign a higher probabilistic preference to CSCO. Its larger scale, diversified revenue base, and sustained analyst support provide a more consistent positioning relative to EXTR’s higher-growth but narrower profile. This assessment reflects relative momentum and structural advantages rather than absolute outcomes.
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.
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 undervalued. 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 whileEXTR’s FA Score has 0 green FA rating(s).
- CSCO’s FA Score: 2 green, 3 red.
- EXTR’s FA Score: 0 green, 5 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 3 TA indicator(s) are bullish while EXTR’s TA Score has 4 bullish TA indicator(s).
- CSCO’s TA Score: 3 bullish, 6 bearish.
- EXTR’s TA Score: 4 bullish, 4 bearish.
Price Growth
CSCO (@Telecommunications Equipment) experienced а -4.10% price change this week, while EXTR (@Telecommunications Equipment) price change was -4.49% for the same time period.
The average weekly price growth across all stocks in the @Telecommunications Equipment industry was +2.48%. For the same industry, the average monthly price growth was -1.38%, and the average quarterly price growth was +47.15%.
Reported Earning Dates
CSCO is expected to report earnings on Aug 19, 2026.
EXTR is expected to report earnings on Aug 12, 2026.
Industries' Descriptions
@Telecommunications Equipment (+2.48% 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.
| CSCO | EXTR | CSCO / EXTR | |
| Capitalization | 441B | 3.93B | 11,233% |
| EBITDA | 18.1B | 62.3M | 29,053% |
| Gain YTD | 47.241 | 80.300 | 59% |
| P/E Ratio | 37.94 | 259.33 | 15% |
| Revenue | 60.7B | 1.25B | 4,848% |
| Total Cash | N/A | 210M | - |
| Total Debt | 31.3B | 236M | 13,263% |
CSCO | EXTR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 59 | 29 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 60 Fair valued | 95 Overvalued | |
PROFIT vs RISK RATING 1..100 | 9 | 53 | |
SMR RATING 1..100 | 38 | 43 | |
PRICE GROWTH RATING 1..100 | 39 | 36 | |
P/E GROWTH RATING 1..100 | 24 | 65 | |
SEASONALITY SCORE 1..100 | 85 | 85 |
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 (60) in the Computer Communications industry is somewhat better than the same rating for EXTR (95). This means that CSCO’s stock grew somewhat faster than EXTR’s over the last 12 months.
CSCO's Profit vs Risk Rating (9) in the Computer Communications industry is somewhat better than the same rating for EXTR (53). This means that CSCO’s stock grew somewhat faster than EXTR’s over the last 12 months.
CSCO's SMR Rating (38) in the Computer Communications industry is in the same range as EXTR (43). This means that CSCO’s stock grew similarly to EXTR’s over the last 12 months.
EXTR's Price Growth Rating (36) in the Computer Communications industry is in the same range as CSCO (39). This means that EXTR’s stock grew similarly to CSCO’s over the last 12 months.
CSCO's P/E Growth Rating (24) in the Computer Communications industry is somewhat better than the same rating for EXTR (65). This means that CSCO’s stock grew somewhat faster than EXTR’s over the last 12 months.
| CSCO | EXTR | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 33% | 2 days ago 85% |
| Stochastic ODDS (%) | 2 days ago 56% | 2 days ago 72% |
| Momentum ODDS (%) | 2 days ago 41% | 2 days ago 70% |
| MACD ODDS (%) | 2 days ago 39% | 2 days ago 79% |
| TrendWeek ODDS (%) | 2 days ago 38% | 2 days ago 74% |
| TrendMonth ODDS (%) | 2 days ago 41% | 2 days ago 78% |
| Advances ODDS (%) | 18 days ago 63% | 14 days ago 77% |
| Declines ODDS (%) | 8 days ago 40% | 8 days ago 71% |
| BollingerBands ODDS (%) | 2 days ago 55% | 2 days ago 84% |
| Aroon ODDS (%) | 2 days ago 41% | 2 days ago 82% |
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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 47% 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% | N/A | ||
| CSCO - EXTR | 47% Loosely correlated | N/A | ||
| ITRN - EXTR | 41% Loosely correlated | N/A | ||
| HPE - EXTR | 40% Loosely correlated | +2.76% | ||
| HLIT - EXTR | 40% Loosely correlated | N/A | ||
| NTGR - EXTR | 39% Loosely correlated | N/A | ||
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