Curioustock Posted - 7 hours ago

@TriPragmatist The issue with $CMBM it has a lot of government contracts that are kicking in and they can scrape onto survival if they keep getting those they’re quite opaque about them. CEO is aggressive on discounting, cost cutting and getting inventory out so they can make their supplier agreements. “hoping” to do this without drawing on their credit revolver next quarter. there could be a bounce due to this, although their core business and their balance sheet is wrecked as they’re getting their lunch eaten by Tarana and Ubiquiti. They just need to appear to survive and the stock could bounce. It could also be a disaster where they miss and they draw on their revolver and the stock goes to $2 and fades. Just had a 14% bounce from lows. I’ll need to look more into it. $EXTR some1 just bought 17k calls on the 12 strike for May this week. Theres a narrative that they are taking share and lowballing guide with better inventory than competitors. I disagree but lots of believers

RabiesforCryptos Posted - 23 hours ago

$EXTR we will be back to 30 by end of year

Curioustock Posted - 1 day ago

@TriPragmatist Covid brain… not one CFO stopped to look at competitors inventory builds to see if they should be more prudent! They were all so greedy and shortsighted. They’re all guiding for a better second half of 2024 but citing a more “normalization” of their distribution channels, but they are not mentioning that there competitors have plenty of inventory and everyone wants share and demand is hampered by macro which means even with normalized channels EPS is going to be a disaster. I still see $EXTR going to $5-8 and $cmbm & $COMM going to 0 by next year

Curioustock Posted - 1 day ago

@TriPragmatist I think the bottom line number is going to be one of the worst in years. meanwhile estimates are still too high for some reason some analyst put their recovery for this quarter which makes no sense. Unfortunately we are in a similar situation as $TSLA where the products/software are getting much better, but the macro is just plain ugly $JNPR campus/branch numbers indicate that the channel is still stuffed since their inventory numbers actually rose $6M sequentially . I look at the inventories of $CSCO $EXTR $HPE and its reminiscent of 2000 numbers. I would hope that Pera cuts the dividend and takes that cashflow and splits it between dept repayment and a modest share repurchase to keep the shares from falling until EPS can scale again in 2025.

Ginopepino Posted - 1 day ago

$EXTR looking good 😎

BasedInvestor Posted - 1 day ago

$EXTR These are up huge

BuyBottomS Posted - 2 days ago

$EXTR Massive call. Follow the whales?

QuantData Posted - 3 days ago

We have identified an unusual $EXTR block that expires on May 17, 2024 with a strike price of $12.00 14,650 CALL contracts with a price of $0.45 (Ask) were purchased at a $659,250 premium. The price of $EXTR at the time of execution (3:51 PM ET) was $11.08

BasedInvestor Posted - 3 days ago

$EXTR holy moly

Stock_Titan Posted - 3 days ago

$EXTR Extreme Introduces Extreme Labs: A Hub for Research, Development and Innovation in Networking https://www.stocktitan.net/news/EXTR/extreme-introduces-extreme-labs-a-hub-for-research-development-and-l5klazzampd0.html

bdogtradz Posted - 3 days ago

$EXTR soooooo $8 after earnings… maybe a good buy there

Curioustock Posted - 3 days ago

@linden $CMBM is screwed; the only just got into fiber and its already crowded, Tarana is taking sales from the 450m product line and on the epmp line theres no backwards compatibility support so the thats gonna tank sales and their "great" 6 Ghz 4625 touted on the calls still don't have FCC certification. Ive spoken to a few WISPs and they are saying that Cambium installations are down because they spread themselves thin and they have nothing thats better than anyone else anymore. So the only thing theyve got going is government contracts. If it wasnt already down 99% and due for a fat short covering I would probably switch my $EXTR puts for $CMBM as I think it goes bust by next january once they draw on their line of credit.

Stock_Titan Posted - 4 days ago

$EXTR Extreme Networks Revolutionizes Outdoor Connectivity with Wi-Fi 6E Certification https://www.stocktitan.net/news/EXTR/extreme-networks-revolutionizes-outdoor-connectivity-with-wi-fi-6e-mjm09je4x814.html

iTouch_1983 Posted - 5 days ago

$EXTR everything green this shit once again red… change the momentum and fire this clown who thinks he is a ceo!

iTouch_1983 Posted - 5 days ago

$EXTR im scared with this… no insider buys at these levels.. the ceo of this company scares me…

Stockpooper30 Posted - 6 days ago

$EXTR ONE OF MY CONCERN HERE IS HOW come no insiders bought in the secondary market price and all I seeing in the filing are they are all selling always with the free shares they are getting..

samirsss Posted - 1 week ago

$EXTR I won’t post here for a while now - since it’s going to take some time for the SP to rise up. Here are the positives - 1. The company is the only networking pure play that is affordable for a buyout for Dell or Lenovo 2. Low cost options and awesome cloud offering. Solid wired and wireless portfolio. 3. Still taking market share from Cisco and lot of growth opportunities. 4. Will lead the charge with AI in networking based on the last PR. 5. Profitable and lean to pivot as needed. The negatives - 1. Sector is in a downturn at the moment, it’s seasonal and will change. 2. 4th quarter is going to be lower expectations as they already mentioned, we have to start seeing the ramp up in top and bottom lines next. 3. They have to cut costs and increase revenue per employee. Doable but needs action. 4. Cut the OS sprawl and get to single OS like Arista to have better quality and lower engineering costs I expect this to be back to $30

hiloSF Posted - 1 week ago

$EXTR MACD & RSI showing divergence sign 👁️ ☕ ⌛ ⚽ 🏃 👇🏽👇🏿 (Using chart program Pro+ 👉 https://tinyurl.com/mr299ytb )

Ginopepino Posted - 1 week ago

$EXTR Welp Stocktwits is no longer going to be a broker so I can no longer post my buys. Sad day, I liked the broker part of the platform even though the charts are trash lol

NeroT Posted - 1 week ago

$EXTR Sooon 😎

Curioustock Posted - 1 week ago

$UI $EXTR $CMBM they shot the generals like Arista last few days. The Telecom/Networking ETF is close to the trendline again. Still a couple of percentages away, right on time for earnings to see if we bounce or break!

tradingtwenty Posted - 1 week ago

$EXTR has trended 20 times in the past 24 hours (based on 5 minute intervals). Latest press release on Apr 15, 2024 07:05 AM: Experience the Intersection of AI, Networking and Security at Extreme Connect in Fort Worth, Texas, April 22-25, 2024 Link: https://tradingtwenty.com/news/429562/experience-the-intersection-of-ai-networking-and-security-at-extreme-connect-in-fort-worth-texas-april-22-25-2024

buyitall888 Posted - 1 week ago

$EXTR omg any news? Are they going into ai?

samirsss Posted - 1 week ago

$EXTR they’re going to lead the charge on AI for networking. Super undervalued and should be in the $30 range in the next 2-3 quarters

Stock_Titan Posted - 1 week ago

$EXTR Experience the Intersection of AI, Networking and Security at Extreme Connect in Fort Worth, Texas, April 22-25, 2024 https://www.stocktitan.net/news/EXTR/experience-the-intersection-of-ai-networking-and-security-at-extreme-u98h2qvu97yc.html

DonCorleone77 Posted - 1 week ago

$EXTR Extreme Networks upgraded to Buy from Neutral at B. Riley B. Riley upgraded Extreme Networks (EXTR) to Buy from Neutral with a $14 price target. The analyst cites the normalization of channel inventory and improving demand for the upgrade. TD Synnex, a leading IT distributor that accounted for 18% of Extreme's revenue in fiscal 2023, sounded incrementally upbeat during its Q1 earnings call in late March, the analyst tells investors in a research note. The firm believes Extreme's risk/reward is compelling at current levels.

erevnon Posted - 1 week ago

B. Riley Securities upgrades Extreme Networks $EXTR from Neutral to Buy and maintains a price target of https://marketsblock.com/stock-upgrades-and-downgrades/

Ginopepino Posted - 2 weeks ago

👀

Qook Posted - 2 weeks ago

Bumping still $EXTR. Will keep buying to $9

Ginopepino Posted - 2 weeks ago

Some more