We just covered Donald Trump Stock Portfolio: 10 Best AI and Tech Stock Picks in 2026. Extreme Networks (NASDAQ:EXTR) ranks #7 (see Donald Trump Stock Portfolio: 5 Best AI and Tech Stock Picks in 2026). The stocks identified in this article are based on Trump’s financial disclosure filings released by the U.S. Office of Government Ethics. According to a statement from the Trump Organization cited by Reuters, Trump’s investment holdings are maintained through fully discretionary accounts managed by third-party financial institutions, which have sole authority over investment decisions.
Stock Performance Since Trade Date: +91%
Extreme Networks (NASDAQ:EXTR) is a networking infrastructure company. It makes wired and wireless network equipment, including switches, wireless access points, and related hardware. It sells networking products and software solutions to enterprise customers, government agencies, educational institutions, and healthcare providers. Its moat is built on product differentiation through AI-driven networking capabilities and the shift toward a cloud-managed software platform that creates customer stickiness. Its customers are large enterprises, federal government agencies, financial services companies, and educational institutions that require robust networking infrastructure.
Extreme Networks (NASDAQ:EXTR) is making a foray into artificial intelligence with its Extreme Platform ONE, an AI-driven networking platform that automates network management and provides intelligent network analytics. The platform allows customers to manage complex networking tasks at a fraction of the time compared to their previous systems. Approximately 36 percent of total revenues are now recurring, up from lower levels in previous years, with software-as-a-service annual recurring revenue growing 29 percent year-over-year.
SouthernSun Smid Cap Strategy stated the following regarding Extreme Networks, Inc. (NASDAQ:EXTR) in its fourth quarter 2025 investor letter:
During the fourth quarter we initiated new positions in Oshkosh Corporation (OSK), Live Oak Bancshares Inc (LOB) and Extreme Networks, Inc. (NASDAQ:EXTR) Extreme Networks, Inc. (EXTR) Earlier in 2025, we added EXTR to the Small Cap strategy. We have con……… (Click Here to Read the Letter in Detail)” (Click here to read the full text)
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While we acknowledge the potential of EXTR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.