F5, Inc. (NASDAQ:FFIV) Receives Consensus Recommendation of “Hold” from Analysts

F5, Inc. (NASDAQ:FFIV) has received an average rating of “Hold” from the eleven ratings firms that are covering the company, MarketBeat Ratings reports. One equities research analyst has rated the stock with a sell rating, five have given a hold rating and five have assigned a buy rating to the company. The average 12-month price objective among analysts that have issued ratings on the stock in the last year is $408.6667.

FFIV has been the subject of a number of recent analyst reports. Royal Bank Of Canada reiterated an “outperform” rating on shares of F5 in a research note on Thursday, July 16th. Morgan Stanley upped their target price on shares of F5 from $380.00 to $415.00 and gave the company an “equal weight” rating in a report on Tuesday. Needham & Company LLC reiterated a “hold” rating on shares of F5 in a research note on Tuesday. Piper Sandler reiterated an “overweight” rating and set a $461.00 price target (up from $423.00) on shares of F5 in a report on Tuesday. Finally, Bank of America boosted their price target on F5 from $250.00 to $300.00 and gave the stock an “underperform” rating in a research report on Tuesday, May 26th.

Insider Activity at F5

In other news, EVP Thomas Dean Fountain sold 1,328 shares of F5 stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $330.58, for a total transaction of $439,010.24. Following the completion of the transaction, the executive vice president directly owned 8,060 shares in the company, valued at approximately $2,664,474.80. The trade was a 14.15% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Francois Locoh-Donou sold 3,783 shares of the stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $337.39, for a total value of $1,276,346.37. Following the completion of the sale, the chief executive officer owned 146,989 shares in the company, valued at approximately $49,592,618.71. This trade represents a 2.51% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 22,579 shares of company stock worth $7,836,860 in the last three months. 0.48% of the stock is owned by company insiders.

Hedge Funds Weigh In On F5

Several large investors have recently modified their holdings of FFIV. Vanguard Group Inc. boosted its holdings in shares of F5 by 1.6% during the 4th quarter. Vanguard Group Inc. now owns 7,357,293 shares of the network technology company’s stock worth $1,878,023,000 after buying an additional 114,533 shares during the period. State Street Corp raised its holdings in F5 by 1.7% in the 3rd quarter. State Street Corp now owns 3,226,326 shares of the network technology company’s stock valued at $1,042,716,000 after acquiring an additional 53,712 shares during the period. First Trust Advisors LP lifted its position in F5 by 68.5% during the fourth quarter. First Trust Advisors LP now owns 2,753,652 shares of the network technology company’s stock worth $702,897,000 after acquiring an additional 1,119,291 shares during the last quarter. Jericho Capital Asset Management L.P. acquired a new stake in F5 during the fourth quarter worth approximately $579,699,000. Finally, Invesco Ltd. lifted its position in F5 by 7.5% during the fourth quarter. Invesco Ltd. now owns 1,537,680 shares of the network technology company’s stock worth $392,508,000 after acquiring an additional 106,616 shares during the last quarter. 90.66% of the stock is owned by institutional investors.

Key Stories Impacting F5

Here are the key news stories impacting F5 this week:

• Positive Sentiment: F5 exceeded expectations in fiscal Q3, reporting adjusted EPS of $4.73 versus the $4.00 consensus and revenue of $865.1 million versus $834.6 million. Revenue increased 10.9% year over year. FFIV Beats Q3 Earnings Estimates on Systems Strength, Raises View
• Positive Sentiment: Strong systems demand, hybrid-multicloud adoption and application-security growth led management to raise its fiscal 2026 outlook. Analysts also increased estimates and price targets, including JPMorgan’s target rising to $515 with an overweight rating. Analysts Increase Forecasts on F5
• Positive Sentiment: F5 plans to acquire CalypsoAI to add advanced AI guardrails for large enterprises, strengthening its positioning in enterprise AI security. F5 to Acquire CalypsoAI

F5 Stock Down 4.1%

Shares of F5 stock opened at $386.95 on Thursday. F5 has a 12-month low of $223.76 and a 12-month high of $435.00. The stock has a market cap of $21.83 billion, a P/E ratio of 30.81, a P/E/G ratio of 4.73 and a beta of 1.03. The business’s 50 day moving average is $401.29 and its 200-day moving average is $332.59.

F5 (NASDAQ:FFIV) last released its quarterly earnings data on Monday, July 27th. The network technology company reported $4.73 EPS for the quarter, beating the consensus estimate of $4.00 by $0.73. The company had revenue of $865.08 million during the quarter, compared to the consensus estimate of $834.60 million. F5 had a return on equity of 21.54% and a net margin of 21.95%.The firm’s revenue for the quarter was up 10.9% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $4.16 EPS. F5 has set its Q4 2026 guidance at 4.140-4.260 EPS and its FY 2026 guidance at 17.210-17.330 EPS. On average, sell-side analysts expect that F5 will post 12.78 EPS for the current year.

F5 Company Profile

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.