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FINWIRES

奧本海默公司稱，Extreme Networks已做好準備，將在人工智慧浪潮中贏得市場份額。

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-- Extreme Networks (EXTR) 在其年度 Connect 大會上發布了近年來「最具雄心的產品週期」之一。 Oppenheimer 在周四透過電子郵件發送的報告中指出，Extreme Networks 不斷擴展的人工智慧驅動型網路平台以及不斷提升的競爭地位，有望推動其「加速營收成長」並擴大市場份額。 報告稱，Platform ONE 自發布以來僅 10 個月就“超出預期”，其對第三方設備的新支援有望幫助客戶從“傳統供應商”遷移，同時鞏固其在雲端管理網路領域的地位。 報告還指出，該公司推出了 Agent ONE，這是 Platform ONE 的人工智慧“升級版”，同時還推出了 Extreme Exchange，一個“人工智慧技能市場”。 此外，該公司還「擴展」了其 Wi-Fi 7 產品組合，並增加了雲端 PKI 安全功能，這將吸引更多安全支出進入其網路平台。 該公司指出，通路調查顯示，新冠疫情後價格趨勢趨於穩定，以及「定價能力」的提升，可望加速明年的營收成長。奧本海默公司表示，思科系統（CSCO）的供應限制和價格上漲可能為Extreme Networks創造“重大機會”，使其能夠獲得更大的市場份額。 奧本海默公司對Extreme Networks的評級為“跑贏大盤”，目標價為25美元。

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

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