Syeda Seirut Javed
Sat, May 9, 2026 astatine 1:36 PM CDT 2 min read
Extreme Networks, Inc. (NASDAQ:EXTR) is 1 of the stocks Jim Cramer shared his thoughts connected arsenic helium discussed Big Tech’s AI spending. Inquiring astir the stock, a caller mentioned that they similar the stock, and Cramer said:
No, this stock, Ed Meyercord, this banal has just, I don’t know. I mean, it is going similar this, and I don’t urge stocks similar this, but I volition springiness you a considered opinion. Come back, and I’ll archer you what I deliberation is going on.
Photo by Adam Nowakowski connected Unsplash
Extreme Networks, Inc. (NASDAQ:EXTR) develops cloud-based web infrastructure equipment, arsenic good arsenic AI-powered absorption bundle and information solutions. SouthernSun Asset Management, LLC stated the pursuing regarding Extreme Networks, Inc. (NASDAQ:EXTR) successful its 4th fourth 2025 capitalist letter:
During the 4th fourth we initiated caller positions successful Oshkosh Corporation (OSK), Live Oak Bancshares Inc (LOB) and Extreme Networks, Inc. (NASDAQ:EXTR) Extreme Networks, Inc. (EXTR) Earlier successful 2025, we added EXTR to the Small Cap strategy. We person continued to get to cognize the institution passim the year, and our condemnation has built, truthful successful the 4th fourth we added EXTR to the SMID strategy. Extreme Networks is 1 of the apical 3 players successful the endeavor networking industry, though it remains a distant 3rd down Cisco and Hewlett Packard (HPE), which unneurotic power much than 60% of the market.
We judge EXTR has the accidental to turn revenues successful the debased double-digit scope and summation marketplace stock owed to advantages successful merchandise architecture, pricing, and lawsuit experience. Unlike its larger competitors, which are chiefly focused connected datacenter-centric web designs, Extreme offers a differentiated fabric-based architecture that is good suited for distributed environments. This makes EXTR peculiarly charismatic for customers specified arsenic assemblage campuses, hospitals, stadiums, normal centers, and concern facilities with analyzable operational networks and increasing numbers of connected devices..…” (Click present to work the afloat text)
While we admit the imaginable of EXTR arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.
READ NEXT: 33 Stocks That Should Double successful 3 Years and 15 Stocks That Will Make You Rich successful 10 Years
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