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CSCO vs EXTR
Which Stock Would AI Choose? Cisco Systems (CSCO) vs. Extreme Networks (EXTR) Stock Comparison
Key Takeaways
- CSCO boasts a massive market cap of $381B with stable YTD gains of 27%, while EXTR at $3.1B shows higher YTD return of 44% amid AI-driven momentum.
- Recent weeks saw EXTR surge over 36% monthly on Q3 earnings beat and Wi-Fi 7/AI platform launches, outpacing CSCO's 17% rise tied to AI infrastructure demand.
- CSCO offers dividend yield of 1.78% and lower beta (0.91) for stability; EXTR has no dividend but higher growth beta (1.77).
- Trailing P/E contrasts sharply: CSCO at 35x vs. EXTR at 200x, reflecting scale vs. growth expectations.
- Both benefit from networking/AI trends, but EXTR shows stronger short-term relative performance in cloud/Wi-Fi segments.
Introduction
This stock comparison examines CSCO and EXTR, two players in the networking sector amid rising demand for AI infrastructure and cloud connectivity. CSCO, a global leader in enterprise networking, contrasts with mid-cap EXTR's focus on AI-powered cloud solutions. Traders seeking momentum in high-growth tech may eye EXTR, while long-term investors favor CSCO's stability. This analysis highlights recent price behavior, sentiment shifts, and relative performance to inform stock comparison decisions in the current market environment.
CSCO Overview and Recent Performance
Cisco Systems, Inc. (CSCO) is a multinational technology conglomerate specializing in networking hardware, software, telecommunications equipment, and cybersecurity. It powers data centers, secure access, and collaboration tools for enterprises worldwide. In recent market activity, CSCO shares have climbed about 17% over the past month, reaching a 52-week high near $97 from a 50-day moving average (MA) of $83. Year-to-date gains stand at 27%, outperforming the S&P 500's 8%. Sentiment has strengthened on AI infrastructure demand, with analysts noting Silicon One as an underappreciated growth driver. Trading above its 200-day MA of $76, the stock reflects consistent upward momentum influenced by robust Q2 earnings and AI networking exposure, though with measured volatility (beta 0.91).
EXTR Overview and Recent Performance
Extreme Networks, Inc. (EXTR) provides cloud-managed networking solutions, including AI-powered platforms, Wi-Fi, and switches for enterprises. Recent developments feature the Extreme Platform ONE enhancements and Wi-Fi 7 leadership, driving a 36% monthly surge to a 52-week high of $24 from a 50-day MA of $17. Year-to-date, shares are up 44%, with Q3 revenue rising 11% to $317M and SaaS annual recurring revenue (ARR) growing 29%. Analyst upgrades and market-share gains in AI networking have boosted sentiment. Despite higher volatility (beta 1.77), performance above the 200-day MA of $18 underscores catalysts like earnings beats and stadium deployments, fueling relative outperformance in recent weeks.
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Head-to-Head Comparison
CSCO and EXTR operate in networking but diverge in scale and focus: CSCO's diversified model ($59B revenue) spans security and global enterprise, versus EXTR's ($1.25B) cloud-native edge/Wi-Fi emphasis. Growth drivers contrast with CSCO's steady AI infrastructure versus EXTR's accelerating SaaS ARR. Recent momentum favors EXTR (36% monthly vs. 17%), but CSCO leads in stability (lower beta, dividend). Risk factors include competition for both; EXTR faces higher volatility as a mid-cap. Sector exposure aligns on AI/cloud, yet market sentiment tilts to EXTR's catalysts amid upgrades, trading off CSCO's proven scale.
Tickeron AI Verdict
Tickeron’s AI currently favors EXTR over CSCO, based on superior recent momentum, earnings consistency, and positioning in high-growth cloud/AI networking. While CSCO offers trend stability and lower risk, EXTR's catalysts like platform innovations suggest higher probabilistic near-term upside in observable trends.
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. Disclaimers and Limitations
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 Buy and EXTR is a StrongBuy.
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 3 FA rating(s) are green whileEXTR’s FA Score has 0 green FA rating(s).
- CSCO’s FA Score: 3 green, 2 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 2 TA indicator(s) are bullish while EXTR’s TA Score has 5 bullish TA indicator(s).
- CSCO’s TA Score: 2 bullish, 3 bearish.
- EXTR’s TA Score: 5 bullish, 4 bearish.
Price Growth
CSCO (@Telecommunications Equipment) experienced а +8.17% price change this week, while EXTR (@Telecommunications Equipment) price change was +9.03% for the same time period.
The average weekly price growth across all stocks in the @Telecommunications Equipment industry was +0.56%. For the same industry, the average monthly price growth was +12.10%, and the average quarterly price growth was +74.27%.
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 (+0.56% 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 | 478B | 3.68B | 12,993% |
| EBITDA | 17B | 62.3M | 27,287% |
| Gain YTD | 67.963 | 76.937 | 88% |
| P/E Ratio | 42.67 | 245.50 | 17% |
| Revenue | 59.1B | 1.25B | 4,720% |
| Total Cash | 15.8B | 210M | 7,524% |
| Total Debt | 30.1B | 236M | 12,754% |
CSCO | EXTR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 95 | 87 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 59 Fair valued | 92 Overvalued | |
PROFIT vs RISK RATING 1..100 | 5 | 53 | |
SMR RATING 1..100 | 40 | 44 | |
PRICE GROWTH RATING 1..100 | 6 | 36 | |
P/E GROWTH RATING 1..100 | 16 | 70 | |
SEASONALITY SCORE 1..100 | 34 | 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 (59) in the Computer Communications industry is somewhat better than the same rating for EXTR (92). This means that CSCO’s stock grew somewhat faster than EXTR’s over the last 12 months.
CSCO's Profit vs Risk Rating (5) 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 (40) in the Computer Communications industry is in the same range as EXTR (44). This means that CSCO’s stock grew similarly to EXTR’s over the last 12 months.
CSCO's Price Growth Rating (6) in the Computer Communications industry is in the same range as EXTR (36). This means that CSCO’s stock grew similarly to EXTR’s over the last 12 months.
CSCO's P/E Growth Rating (16) in the Computer Communications industry is somewhat better than the same rating for EXTR (70). This means that CSCO’s stock grew somewhat faster than EXTR’s over the last 12 months.
| CSCO | EXTR | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 36% | 2 days ago 56% |
| Stochastic ODDS (%) | N/A | 2 days ago 77% |
| Momentum ODDS (%) | N/A | 2 days ago 69% |
| MACD ODDS (%) | N/A | 2 days ago 67% |
| TrendWeek ODDS (%) | 2 days ago 61% | 2 days ago 75% |
| TrendMonth ODDS (%) | 2 days ago 65% | 2 days ago 77% |
| Advances ODDS (%) | 2 days ago 62% | 2 days ago 76% |
| Declines ODDS (%) | 15 days ago 40% | 7 days ago 73% |
| BollingerBands ODDS (%) | 2 days ago 28% | 2 days ago 62% |
| Aroon ODDS (%) | 2 days ago 63% | 2 days ago 81% |
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CSCO and
Correlation & Price change
A.I.dvisor indicates that over the last year, CSCO has been loosely correlated with EXTR. These tickers have moved in lockstep 47% of the time. This A.I.-generated data suggests there is some statistical probability that if CSCO jumps, then EXTR could also see price increases.
| Ticker / NAME | Correlation To CSCO | 1D Price Change % | ||
|---|---|---|---|---|
| CSCO | 100% | +5.50% | ||
| EXTR - CSCO | 47% Loosely correlated | +4.73% | ||
| HPE - CSCO | 46% Loosely correlated | +19.47% | ||
| ITRN - CSCO | 42% Loosely correlated | +0.65% | ||
| MSI - CSCO | 32% Poorly correlated | +0.93% | ||
| SATS - CSCO | 28% Poorly correlated | -3.04% | ||
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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% | +4.73% | ||
| CSCO - EXTR | 47% Loosely correlated | +5.50% | ||
| ITRN - EXTR | 41% Loosely correlated | +0.65% | ||
| HPE - EXTR | 40% Loosely correlated | +19.47% | ||
| HLIT - EXTR | 39% Loosely correlated | -1.45% | ||
| NTGR - EXTR | 38% Loosely correlated | +2.02% | ||
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