Zacks Research Estimates F5’s Q1 Earnings (NASDAQ:FFIV)

F5, Inc. (NASDAQ:FFIV) – Research analysts at Zacks Research upped their Q1 2025 earnings per share (EPS) estimates for F5 in a note issued to investors on Monday, November 11th. Zacks Research analyst A. Bhagat now expects that the network technology company will earn $2.58 per share for the quarter, up from their prior estimate of $2.57. The consensus estimate for F5’s current full-year earnings is $10.99 per share. Zacks Research also issued estimates for F5’s Q2 2025 earnings at $2.43 EPS, Q3 2025 earnings at $2.75 EPS, FY2025 earnings at $10.85 EPS, Q3 2026 earnings at $2.92 EPS, Q4 2026 earnings at $3.10 EPS and FY2026 earnings at $11.45 EPS.

F5 (NASDAQ:FFIV) last issued its 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 revenue was up 5.7% on a year-over-year basis. During the same period in the prior year, the company posted $2.76 earnings per share.

A number of other analysts have also recently weighed in on the company. The Goldman Sachs Group upped their price target on F5 from $212.00 to $241.00 and gave the company a “neutral” rating in a research report on Tuesday, October 29th. Needham & Company LLC upped their price target on F5 from $220.00 to $235.00 and gave the company a “buy” rating in a research report on Tuesday, July 30th. StockNews.com upgraded F5 from a “buy” rating to a “strong-buy” rating in a research report on Tuesday, October 29th. Morgan Stanley increased their target price on F5 from $215.00 to $230.00 and gave the stock an “equal weight” rating in a report on Tuesday, October 29th. Finally, Piper Sandler increased their target price on F5 from $186.00 to $246.00 and gave the stock a “neutral” rating in a report on Tuesday, October 29th. Seven investment analysts have rated the stock with a hold rating, two have assigned a buy rating and one has assigned a strong buy rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $233.56.

F5 Price Performance

Shares of NASDAQ:FFIV opened at $242.05 on Thursday. The business’s fifty day moving average price is $221.93 and its two-hundred day moving average price is $193.68. F5 has a fifty-two week low of $159.01 and a fifty-two week high of $250.46. The stock has a market capitalization of $14.11 billion, a price-to-earnings ratio of 25.32, a price-to-earnings-growth ratio of 3.30 and a beta of 1.05.

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

Insider Activity at F5

In other news, Director Alan Higginson sold 1,000 shares of the firm’s 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 sale, the director now owns 10,707 shares of the company’s stock, valued at $2,159,066.55. This trade represents a 8.54 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Francis J. Pelzer sold 600 shares of the stock in a transaction dated Monday, October 21st. The stock was sold at an average price of $217.67, for a total value of $130,602.00. Following the transaction, the chief financial officer now owns 29,825 shares of the company’s stock, valued at approximately $6,492,007.75. The trade was a 1.97 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 4,250 shares of company stock worth $897,594 over the last 90 days. Insiders own 0.58% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the company. Northwest Investment Counselors LLC bought a new position in shares of F5 during the third quarter worth about $28,000. New Covenant Trust Company N.A. bought a new position in F5 in the first quarter valued at approximately $27,000. Kathleen S. Wright Associates Inc. bought a new position in F5 in the third quarter valued at approximately $32,000. Family Firm Inc. bought a new position in F5 in the second quarter valued at approximately $25,000. Finally, Quest Partners LLC grew its stake in F5 by 9,100.0% in the second quarter. Quest Partners LLC now owns 184 shares of the network technology company’s stock valued at $32,000 after purchasing an additional 182 shares in the last quarter. 90.66% of the stock is currently owned by institutional investors.

F5 Company Profile

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.