Zacks Research Issues Optimistic Estimate for F5 Earnings

F5, Inc. (NASDAQ:FFIV) – Stock analysts at Zacks Research upped their Q4 2025 earnings estimates for F5 in a report issued on Monday, November 11th. Zacks Research analyst A. Bhagat now anticipates that the network technology company will post earnings per share of $3.09 for the quarter, up from their prior forecast of $3.06. The consensus estimate for F5’s current full-year earnings is $10.99 per share. Zacks Research also issued estimates for F5’s Q1 2026 earnings at $2.70 EPS, Q2 2026 earnings at $2.72 EPS and FY2027 earnings at $12.12 EPS.

Several other research firms have also recently commented on FFIV. Barclays lifted their target price on shares of F5 from $214.00 to $246.00 and gave the stock an “equal weight” rating in a research report on Tuesday, October 29th. Evercore ISI lifted their price target on F5 from $180.00 to $210.00 and gave the stock an “in-line” rating in a report on Tuesday, July 30th. StockNews.com upgraded F5 from a “buy” rating to a “strong-buy” rating in a research note on Tuesday, October 29th. JPMorgan Chase & Co. raised their target price on F5 from $225.00 to $250.00 and gave the company a “neutral” rating in a research report on Tuesday, October 29th. Finally, The Goldman Sachs Group boosted their price target on shares of F5 from $212.00 to $241.00 and gave the stock a “neutral” rating in a report on Tuesday, October 29th. Seven research analysts have rated the stock with a hold rating, two have assigned a buy rating and one has given a strong buy rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and a consensus target price of $233.56.

F5 Price Performance

Shares of FFIV stock opened at $244.00 on Wednesday. The firm has a 50-day moving average of $220.16 and a 200-day moving average of $192.96. F5 has a one year low of $158.22 and a one year high of $250.46. The company has a market cap of $14.22 billion, a P/E ratio of 25.52, a P/E/G ratio of 3.29 and a beta of 1.05.

F5 (NASDAQ:FFIV) last released its quarterly earnings results on Monday, October 28th. The network technology company reported $3.67 EPS for the quarter, beating analysts’ consensus estimates of $3.45 by $0.22. The business had revenue of $747.00 million during the quarter, compared to analyst estimates of $730.43 million. F5 had a return on equity of 20.80% and a net margin of 20.13%. F5’s quarterly revenue was up 5.7% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.76 EPS.

Hedge Funds Weigh In On F5

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its position in shares of F5 by 0.4% in the first quarter. Vanguard Group Inc. now owns 7,465,022 shares of the network technology company’s stock worth $1,415,294,000 after purchasing an additional 29,154 shares during the last quarter. American Century Companies Inc. increased its holdings in shares of F5 by 10.5% in the 2nd quarter. American Century Companies Inc. now owns 1,709,296 shares of the network technology company’s stock worth $294,392,000 after buying an additional 162,820 shares during the last quarter. Pacer Advisors Inc. lifted its holdings in shares of F5 by 6,700.2% during the 2nd quarter. Pacer Advisors Inc. now owns 848,388 shares of the network technology company’s stock worth $146,118,000 after acquiring an additional 835,912 shares during the last quarter. AQR Capital Management LLC increased its stake in F5 by 48.9% in the second quarter. AQR Capital Management LLC now owns 652,972 shares of the network technology company’s stock valued at $111,932,000 after acquiring an additional 214,351 shares during the last quarter. Finally, Acadian Asset Management LLC raised its position in F5 by 14.2% during the first quarter. Acadian Asset Management LLC now owns 625,734 shares of the network technology company’s stock valued at $118,607,000 after purchasing an additional 77,611 shares in the last quarter. 90.66% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, CFO Francis J. Pelzer sold 500 shares of the company’s stock in a transaction that occurred on Tuesday, August 20th. The shares were sold at an average price of $196.73, for a total transaction of $98,365.00. Following the sale, the chief financial officer now directly owns 31,125 shares in the company, valued at approximately $6,123,221.25. This represents a 0.00 % decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. In other F5 news, CFO Francis J. Pelzer sold 500 shares of F5 stock in a transaction dated Tuesday, August 20th. The stock was sold at an average price of $196.73, for a total transaction of $98,365.00. Following the completion of the transaction, the chief financial officer now owns 31,125 shares of the company’s stock, valued at $6,123,221.25. The trade was a 0.00 % decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Alan Higginson sold 1,000 shares of the stock in a transaction dated Monday, September 9th. The stock was sold at an average price of $201.65, for a total transaction of $201,650.00. Following the completion of the sale, the director now directly owns 10,707 shares in the company, valued at approximately $2,159,066.55. The trade was a 0.00 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 4,250 shares of company stock worth $897,594 over the last quarter. 0.58% of the stock is currently owned by company insiders.

F5 declared that its Board of Directors has approved a share repurchase plan on Monday, October 28th that allows the company to buyback $1.00 billion in outstanding shares. This buyback authorization allows the network technology company to purchase up to 7.9% of its stock through open market purchases. Stock buyback plans are typically a sign that the company’s board of directors believes its shares are undervalued.

About F5

F5, Inc provides multi-cloud application security and delivery solutions in the United States, Europe, the Middle East, Africa, and the Asia Pacific region. The company’s distributed cloud services enable its customers to deploy, secure, and operate applications in any architecture, from on-premises to the public cloud.