F5 (NASDAQ:FFIV – Get Free Report) updated its FY 2026 earnings guidance on Monday. The company provided EPS guidance of 17.210-17.330 for the period, compared to the consensus earnings per share estimate of 15.750. The company issued revenue guidance of $3.4 billion-$3.4 billion, compared to the consensus revenue estimate of $3.3 billion. F5 also updated its Q4 2026 guidance to 4.140-4.260 EPS.
Wall Street Analysts Forecast Growth
A number of equities research analysts have issued reports on the stock. Needham & Company LLC reissued a “hold” rating on shares of F5 in a report on Wednesday, April 29th. JPMorgan Chase & Co. upped their price objective on shares of F5 from $355.00 to $365.00 and gave the company an “overweight” rating in a research note on Wednesday, April 29th. Piper Sandler increased their target price on shares of F5 from $356.00 to $423.00 and gave the stock an “overweight” rating in a report on Friday, May 29th. Weiss Ratings reissued a “buy (b-)” rating on shares of F5 in a research note on Friday, June 26th. Finally, Evercore raised F5 from an “in-line” rating to an “outperform” rating and set a $475.00 target price on the stock in a research note on Monday, May 18th. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $382.67.
Check Out Our Latest Research Report on FFIV
F5 Stock Performance
F5 (NASDAQ:FFIV – Get Free Report) last released its quarterly earnings results on Monday, July 27th. The network technology company reported $4.73 earnings per share for the quarter, beating the consensus estimate of $4.00 by $0.73. The business had revenue of $865.08 million for the quarter, compared to analysts’ expectations of $834.60 million. F5 had a net margin of 21.96% and a return on equity of 21.50%. 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, equities analysts anticipate that F5 will post 12.78 earnings per share for the current fiscal year.
Insider Activity
In related news, CFO Edward Cooper Werner sold 2,500 shares of the stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $400.00, for a total value of $1,000,000.00. Following the completion of the transaction, the chief financial officer directly owned 406 shares of the company’s stock, valued at $162,400. This represents a 86.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Chad Michael Whalen sold 6,200 shares of the firm’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $350.19, for a total transaction of $2,171,178.00. Following the completion of the sale, the executive vice president owned 20,832 shares of the company’s stock, valued at $7,295,158.08. This trade represents a 22.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 22,579 shares of company stock worth $7,836,860. 0.48% of the stock is owned by company insiders.
Institutional Inflows and Outflows
A number of institutional investors and hedge funds have recently made changes to their positions in the company. UMB Bank n.a. boosted its position in shares of F5 by 64.5% during the fourth quarter. UMB Bank n.a. now owns 153 shares of the network technology company’s stock valued at $39,000 after purchasing an additional 60 shares in the last quarter. Geneos Wealth Management Inc. raised its holdings in F5 by 288.1% in the first quarter. Geneos Wealth Management Inc. now owns 163 shares of the network technology company’s stock worth $43,000 after purchasing an additional 121 shares in the last quarter. MUFG Securities EMEA plc purchased a new position in F5 during the second quarter valued at $50,000. Triumph Capital Management purchased a new position in F5 during the third quarter valued at $100,000. Finally, Advisory Services Network LLC bought a new stake in shares of F5 during the 3rd quarter valued at $116,000. Hedge funds and other institutional investors own 90.66% of the company’s stock.
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.
Featured Articles
- Five stocks we like better than F5
- AirJoule’s Kubota Deal Is a Major Validation—But the Hard Part Comes Next
- Dividend Stocks May Be the Quiet Rotation Trade Investors Are Missing Now
- Refiner Stocks Are Near Record Highs—Can Iran-Driven Margins Keep Them There?
- Verizon May Be an AI Infrastructure Stock Hiding in Plain Sight
Receive News & Ratings for F5 Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for F5 and related companies with MarketBeat.com's FREE daily email newsletter.
