Arista Networks — competitor · Extreme Networks competes with Arista among the leading enterprise and datacenter networking vendors. source: networkworld.com
Cisco Systems — competitor · Extreme Networks competes with Cisco in enterprise campus switching and wireless LAN networking. source: networkworld.com
Options positioning
delayed · aggregate: as of 2026-10-08
Call vs put volume: 165 calls · 68 puts — tilt +41.6% toward calls
Delayed, end-of-day, aggregate per contract — not a live tape or trade-level flow. Buy/sell side is INFERRED from where each contract's last print sat in the bid/ask spread, not observed order flow. The company-wide side is withheld unless quoted contracts cover at least a quarter of the day's premium, so it can be blank while individual contracts below show a side. Call/put premium is measured across the chain we capture — the 6 nearest expiries within 45 days, not the full option chain — while the table below lists at most 20 flagged contracts, so summing those rows will not reproduce the percentage.
Call/put premium?
74% C / 26% P
Side (inferred)?mid-market · no side
Active flags
20 (10 unexplained)
Standout
$27 CALL · 8.5× vol/OI
Recent flags
Why flagged:earnings in 22 days
20 small flags (under $100000 premium) — none large enough to highlight.
Fundamentals inform the ~3-month call, not a 2-week move.
—
no vote
🏦
Smart money Abstained
13F filings move too slowly for a 2-week call.
—
no vote
🏰
Moat Abstained
The moat prior is a ~6-month structural view, not a 2-week move.
—
no vote
Consensus · did they agree?
Most voters leaned one way; structural dissented. Directional agreement 0.03.
The gate · score → conviction → verdict
Raw score
−0.034
×
Agree·cover·strength
0.03
→
Conviction
0.00
A mildly-negative score, but weak agreement — so the engine returns a no-conviction Neutral rather than overclaim. This is the system refusing to force a call it doesn’t have.
as of 2026-10-05 · config sig-v4-2026-07-26
Signal history
No moat profile yet. The durable competitive advantage — moat, leadership, and pricing power — is curated for flagship names first; Extreme Networks isn't covered yet. Nothing here is fabricated in its absence.
Signal contribution
The moat prior — a subjective, non-backtested editorial input — only nudges the long (~6-month) horizon, and it isn't scoring Extreme Networks yet (no long-horizon signal has been computed for this name). Nothing here is fabricated in its absence.
What you're looking at
These charts plot Extreme Networks's reported income statement, cash flow, and balance sheet from its SEC filings through 2026-08-17. Every figure is as-filed XBRL — none of it is an estimate.
Over the reported window, net income at $42.1M in FY2026.
Analyst consensus — third-party estimates from Yahoo Finance, as of 2026-10-06. Not SEC filings and not a TradingPilot forecast. source: finance.yahoo.com
Passive index filers are not gurus. Their 13F changes are index flows, and they are excluded from TradingPilot’s smart-money signal.
Quant caveat. A quant filer’s 13F (e.g. Renaissance) is a long-only quarter-end snapshot and does NOT reflect its actual high-turnover, short-horizon strategy.
Guru pages and holdings never feed a signal (weightless).
