Zacks Research Weighs in on F5’s Q2 Earnings (NASDAQ:FFIV)

F5, Inc. (NASDAQ:FFIV) – Equities researchers at Zacks Research raised their Q2 2027 earnings estimates for shares of F5 in a report issued on Monday, August 10th. Zacks Research analyst Team now forecasts that the network technology company will post earnings per share of $3.10 for the quarter, up from their previous forecast of $2.92. Zacks Research has a “Hold” rating on the stock. The consensus estimate for F5’s current full-year earnings is $13.53 per share.

A number of other equities analysts have also issued reports on the company. Needham & Company LLC reissued a “hold” rating on shares of F5 in a report on Tuesday, July 28th. Barclays boosted their price target on F5 from $386.00 to $397.00 and gave the stock an “equal weight” rating in a research report on Tuesday, July 28th. Royal Bank Of Canada reissued an “outperform” rating on shares of F5 in a research note on Thursday, July 16th. Weiss Ratings raised F5 from a “buy (b-)” rating to a “buy (b)” rating in a research note on Tuesday. Finally, Piper Sandler reissued an “overweight” rating and set a $461.00 price target (up from $423.00) on shares of F5 in a report on Tuesday, July 28th. Five equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, F5 presently has a consensus rating of “Hold” and a consensus price target of $416.62.

F5 Trading Down 1.6%

FFIV opened at $416.00 on Friday. The business’s 50 day moving average is $404.40 and its 200-day moving average is $343.63. The stock has a market cap of $23.56 billion, a PE ratio of 33.12, a price-to-earnings-growth ratio of 4.17 and a beta of 1.03. F5 has a twelve month low of $223.76 and a twelve month high of $435.00.

F5 (NASDAQ:FFIV) last posted its earnings results on Monday, July 27th. The network technology company reported $4.73 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.00 by $0.73. F5 had a net margin of 21.95% and a return on equity of 21.54%. The firm had revenue of $865.08 million during the quarter, compared to analyst estimates of $834.60 million. During the same period in the previous year, the business posted $4.16 EPS. F5’s revenue was up 10.9% on a year-over-year basis. F5 has set its Q4 2026 guidance at 4.140-4.260 EPS and its FY 2026 guidance at 17.210-17.330 EPS.

Institutional Trading of F5

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Norges Bank acquired a new position in shares of F5 in the 4th quarter valued at about $205,706,000. Jefferies Financial Group Inc. boosted its holdings in shares of F5 by 127.0% during the fourth quarter. Jefferies Financial Group Inc. now owns 34,529 shares of the network technology company’s stock worth $8,814,000 after purchasing an additional 19,315 shares during the period. iA Global Asset Management Inc. purchased a new position in F5 during the first quarter valued at approximately $6,469,000. William Blair Investment Management LLC acquired a new position in F5 in the 4th quarter valued at approximately $140,460,000. Finally, Tredje AP fonden lifted its position in F5 by 98.2% in the 4th quarter. Tredje AP fonden now owns 7,683 shares of the network technology company’s stock worth $1,961,000 after buying an additional 3,807 shares in the last quarter. Institutional investors own 90.66% of the company’s stock.

Insiders Place Their Bets

In related news, insider John Anthony Maddison sold 1,000 shares of the firm’s stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $405.85, for a total transaction of $405,850.00. Following the transaction, the insider owned 1,353 shares in the company, valued at $549,115.05. This trade represents a 42.50% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Edward Cooper Werner sold 2,500 shares of the business’s stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $400.00, for a total value of $1,000,000.00. Following the sale, the chief financial officer directly owned 406 shares in the company, valued at approximately $162,400. The trade was a 86.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 15,699 shares of company stock valued at $6,316,411. 0.48% of the stock is currently owned by insiders.

About F5

F5 Inc (NASDAQ:FFIV) specializes in application services and delivery networking, helping organizations ensure the availability, performance and security of their applications. The company’s core offerings include advanced load balancing, traffic management and application security solutions designed to optimize user experiences and protect against threats such as distributed denial-of-service (DDoS) attacks and web application exploits.

At the heart of F5’s product portfolio is the BIG-IP platform, which provides a suite of software modules for local and global traffic management, secure web application firewalling and DNS service delivery.