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Last updated just now

FFIV·F5, Inc.

$.
+. (+.%)
After Hours
High
$402.34
Open
$394.45
Market Cap
22.39B
52W High
$395.77
Low
$390.59
P. Close
$396.84
P/E
31.61
52W Low
$223.76
Fwd P/E
22.70
Mean Target
$361.90
Technical Score (1D)
100
BUY
News Sentiment
75
BULLISH
B of A Securities has maintained an Underperform rating on F5 Networks (FFIV) while increasing its price target to $300 from $250. This move suggests the analyst remains cautious on the stock's prospects despite a higher valuation. Traders should closely examine the specific reasoning behind this rating and target adjustment, as it could influence investor sentiment. This cautious stance, even with a raised target, implies potential headwinds or a belief that current market valuations may not be fully justified by fundamentals. Investors will be watching for further commentary from B of A Securities to understand the underlying concerns.
Earnings Summary
F5, Inc. is a global provider of multicloud application security and delivery solutions, operating within the Technology sector's Software - Infrastructure industry. The company offers a suite of products including web application firewalls, API protection, and application delivery controllers, leveraging its NGINX and BIG-IP platforms to serve large enterprises, government entities, and service providers. F5's strategy involves extensive channel partnerships and alliances with major cloud providers to ensure broad market reach and seamless integration for its clients. In its most recent reported quarters, F5 demonstrated a pattern of exceeding analyst expectations for Earnings Per Share (EPS). For Q2 2026, the company reported an actual EPS of $3.90 against an estimate of $3.51, and revenue of $811.7 million, surpassing the estimated $794.97 million. This followed a strong Q3 2025 where actual EPS was $4.39, exceeding the estimate of $3.97. Prior to this, Q2 2025 saw actual EPS of $4.16 against an estimate of $3.49, and Q1 2025 reported actual EPS of $3.42 versus an estimate of $3.09. The company's revenue performance in these periods also showed positive trends, with Q3 2025 revenue at $810.09 million and Q2 2025 revenue at $780.37 million, though specific estimates for these revenue figures were not provided. F5 has shown a consistent ability to beat EPS estimates in its recent reporting history, with actual EPS figures generally trending upwards over the last few quarters, indicating a positive growth trajectory. The company's revenue also appears to be growing, as evidenced by the increasing actual revenue figures in the most recent quarters for which data is available. Recent news highlights F5's deepening collaboration with Red Hat, focusing on integrated security solutions for Kubernetes-native applications and AI-driven workloads, aiming to enhance security in complex IT infrastructures. This strategic partnership underscores F5's commitment to securing cloud-native environments and advanced application development. Additionally, recent SEC filings have indicated significant insider selling activity, with executives divesting shares valued in the hundreds of thousands to over a million dollars. This activity, alongside F5's own research indicating widespread enterprise adoption of AI, suggests a dynamic market environment. Investors will be watching for continued strong EPS and revenue performance in upcoming quarters, particularly how F5's integrated security solutions perform in the growing market for cloud security and AI workload management. Key will be the company's ability to translate strategic partnerships and evolving market demands into sustained financial results, while also monitoring any further insights into insider sentiment.

EPS

EstBeatMiss
$2.90$3.32$3.74$4.16$4.58Q4'24Q1'25Q2'25Q3'25Q2'26Q3'26
QtrEstActual+/−
Q3'26$4.00 - -
Q2'26$3.51$3.90+11.1%
Q3'25$3.97$4.39+10.6%
Q2'25$3.49$4.16+19.2%
Q1'25$3.09$3.42+10.5%
Q4'24$3.38$3.84+13.7%

Revenue

EstBeatMiss
$713M$752M$790M$829M$867MQ4'24Q1'25Q2'25Q3'25Q2'26Q3'26
QtrEstActual+/−
Q3'26$849M - -
Q2'26$795M$812M+2.1%
Q3'25 - $810M -
Q2'25 - $780M -
Q1'25 - $731M -
Q4'24 - $766M -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

FFIV Stock Snapshot

FFIV is currently trading at $397.50, giving F5, Inc. a market cap of 22.39B and a P/E ratio of 31.6. Today's range spans $390.59–$402.34, with shares opening at $394.45 and moving up $0.66 (0.2%) from the prior close. DailyIQ's technical score sits at 100/100 (BUY) with a news sentiment reading of 75/100.

Over the past year FFIV has traded between $223.76 and $395.77 - the current price is +77.6% off the 52-week low and +0.4% from the high. 21 analysts cover the stock with a Hold consensus and a mean 12-month target of $361.90 (range $250.00–$475.00), implying downside of -9.0%.

FFIV is scoring 100/100 technically (BUY) and sits at $397.50 - near 52-week highs in its $223.76–$395.77 annual range. Sentiment at 75/100 is bullish. At 22.39B in Technology market cap The current P/E ratio stands at 31.6., this is the tier where earnings revision cycles have the most impact on price: upward revisions in a large-cap company with bullish momentum tend to attract analyst upgrades, which in turn attract new institutional mandates.

Earnings revision cycles in large-cap Technology names tend to compound: when technicals confirm a BUY thesis (100/100) and news sentiment (75/100, bullish) supports the narrative, analyst upgrades follow price rather than lead it. At $397.50 (near 52-week highs), FFIV's position within the $223.76–$395.77 annual range suggests there's room for multiple expansion before the stock encounters meaningful technical resistance.