Zacks Research Predicts F5’s Q4 Earnings (NASDAQ:FFIV)

F5, Inc. (NASDAQ:FFIV) – Equities researchers at Zacks Research upped their Q4 2025 EPS estimates for shares of F5 in a note issued to investors on Monday, November 11th. Zacks Research analyst A. Bhagat now expects 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.

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

FFIV has been the subject of several other reports. Needham & Company LLC upped their target price on F5 from $220.00 to $235.00 and gave the company a “buy” rating in a report on Tuesday, July 30th. Evercore ISI raised their price objective on shares of F5 from $180.00 to $210.00 and gave the stock an “in-line” rating in a research report on Tuesday, July 30th. StockNews.com raised shares of F5 from a “buy” rating to a “strong-buy” rating in a research note on Tuesday, October 29th. Royal Bank of Canada increased their price target on shares of F5 from $205.00 to $240.00 and gave the company a “sector perform” rating in a research note on Tuesday, October 29th. Finally, The Goldman Sachs Group lifted their price target on shares of F5 from $212.00 to $241.00 and gave the company a “neutral” rating in a research report on Tuesday, October 29th. Seven equities research analysts have rated the stock with a hold rating, two have issued a buy rating and one has issued a strong buy rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $233.56.

F5 Price Performance

Shares of F5 stock opened at $246.86 on Wednesday. The stock’s 50 day simple moving average is $221.11 and its 200-day simple moving average is $193.34. The stock has a market cap of $14.39 billion, a P/E ratio of 25.82, a P/E/G ratio of 3.30 and a beta of 1.05. F5 has a 1-year low of $159.01 and a 1-year high of $250.46.

F5 announced that its board has authorized a share repurchase program on Monday, October 28th that authorizes the company to buyback $1.00 billion in outstanding shares. This buyback authorization authorizes the network technology company to buy up to 7.9% of its shares through open market purchases. Shares buyback programs are typically an indication that the company’s management believes its shares are undervalued.

Insider Activity at F5

In other F5 news, CFO Francis J. Pelzer sold 500 shares of the business’s stock in a transaction dated 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 $6,123,221.25. This represents a 0.00 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. In other news, CFO Francis J. Pelzer sold 500 shares of the stock in a transaction on Tuesday, August 20th. The stock was sold at an average price of $196.73, for a total value 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 trade represents a 0.00 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Francois Locoh-Donou sold 1,450 shares of the business’s stock in a transaction on Thursday, October 3rd. The stock was sold at an average price of $218.26, for a total value of $316,477.00. Following the transaction, the chief executive officer now directly owns 121,122 shares of the company’s stock, valued at $26,436,087.72. 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 in the last three months. 0.58% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the company. Family Firm Inc. purchased a new stake in shares of F5 during the 2nd quarter worth $25,000. New Covenant Trust Company N.A. acquired a new position in shares of F5 during the 1st quarter worth about $27,000. Northwest Investment Counselors LLC purchased a new position in shares of F5 in the 3rd quarter valued at about $28,000. Quest Partners LLC increased its holdings in shares of F5 by 9,100.0% in the 2nd quarter. Quest Partners LLC now owns 184 shares of the network technology company’s stock valued at $32,000 after acquiring an additional 182 shares during the last quarter. Finally, Kathleen S. Wright Associates Inc. acquired a new stake in shares of F5 during the 3rd quarter worth about $32,000. Hedge funds and other institutional investors own 90.66% of the company’s stock.

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.