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FINWIRES

奥本海默公司称，Extreme Networks已做好准备，将在人工智能浪潮中赢得市场份额。

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-- Extreme Networks (EXTR) 在其年度 Connect 大会上发布了近年来“最具雄心的产品周期”之一。Oppenheimer 在周四通过电子邮件发送的一份报告中指出，Extreme Networks 不断扩展的人工智能驱动型网络平台以及不断提升的竞争地位，有望推动其“加速营收增长”并扩大市场份额。 报告称，Platform ONE 自发布以来仅 10 个月就“超出预期”，其对第三方设备的新支持有望帮助客户从“传统供应商”迁移，同时巩固其在云管理网络领域的地位。 报告还指出，该公司推出了 Agent ONE，这是 Platform ONE 的人工智能“升级版”，同时还推出了 Extreme Exchange，一个“人工智能技能市场”。 此外，该公司还“扩展”了其 Wi-Fi 7 产品组合，并增加了云 PKI 安全功能，这将吸引更多安全支出进入其网络平台。 该公司指出，渠道调查显示，新冠疫情后价格趋势趋于稳定，以及“定价能力”的提升，有望加速明年的营收增长。奥本海默公司表示，思科系统（CSCO）的供应限制和价格上涨可能为Extreme Networks创造“重大机遇”，使其能够获得更大的市场份额。 奥本海默公司对Extreme Networks的评级为“跑赢大盘”，目标价为25美元。

Price: $23.43, Change: $-0.11, Percent Change: -0.47%

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