Zacks Research Analysts Reduce Earnings Estimates for F5

F5, Inc. (NASDAQ:FFIV) – Equities research analysts at Zacks Research lowered their Q2 2025 earnings per share (EPS) estimates for shares of F5 in a research note issued to investors on Monday, November 18th. Zacks Research analyst R. Department now anticipates that the network technology company will post earnings of $2.42 per share for the quarter, down from their prior estimate of $2.43. The consensus estimate for F5’s current full-year earnings is $11.01 per share. Zacks Research also issued estimates for F5’s Q1 2026 earnings at $2.71 EPS, Q2 2026 earnings at $2.71 EPS and FY2027 earnings at $12.09 EPS.

Other equities analysts also recently issued research reports about the company. Morgan Stanley boosted their target price on F5 from $215.00 to $230.00 and gave the stock an “equal weight” rating in a research note on Tuesday, October 29th. Piper Sandler boosted their target price on F5 from $186.00 to $246.00 and gave the stock a “neutral” rating in a research note on Tuesday, October 29th. The Goldman Sachs Group boosted their target price on F5 from $212.00 to $241.00 and gave the stock a “neutral” rating in a research note on Tuesday, October 29th. Royal Bank of Canada boosted their target price on F5 from $205.00 to $240.00 and gave the stock a “sector perform” rating in a research note on Tuesday, October 29th. Finally, StockNews.com upgraded F5 from a “buy” rating to a “strong-buy” rating in a research note on Tuesday, October 29th. Seven investment 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. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $233.56.

F5 Stock Performance

FFIV stock opened at $244.57 on Thursday. The company has a market capitalization of $14.34 billion, a P/E ratio of 25.58, a price-to-earnings-growth ratio of 3.24 and a beta of 1.05. F5 has a 52-week low of $159.01 and a 52-week high of $250.46. The business has a 50-day simple moving average of $225.85 and a two-hundred day simple moving average of $196.17.

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. The business had revenue of $747.00 million during the quarter, compared to the consensus estimate of $730.43 million. F5 had a return on equity of 20.80% and a net margin of 20.13%. The company’s quarterly revenue was up 5.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.76 EPS.

F5 declared that its Board of Directors has initiated a stock repurchase program 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 programs are typically a sign that the company’s board believes its shares are undervalued.

Insider Buying and Selling at F5

In other F5 news, CFO Francis J. Pelzer sold 600 shares of the business’s stock in a transaction on Monday, October 21st. The shares were sold at an average price of $217.67, for a total transaction of $130,602.00. Following the sale, the chief financial officer now owns 29,825 shares of the company’s stock, valued at $6,492,007.75. The trade was a 1.97 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Alan Higginson sold 1,000 shares of the business’s stock in a transaction on Monday, September 9th. The shares were sold at an average price of $201.65, for a total transaction of $201,650.00. Following the sale, the director now directly owns 10,707 shares in the company, valued at $2,159,066.55. The trade was a 8.54 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 4,575 shares of company stock valued at $997,039 in the last 90 days. 0.58% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the company. Northwest Investment Counselors LLC purchased a new position in shares of F5 during the 3rd quarter valued at $28,000. New Covenant Trust Company N.A. purchased a new position in shares of F5 during the 1st quarter valued at $27,000. Kathleen S. Wright Associates Inc. purchased a new position in shares of F5 during the 3rd quarter valued at $32,000. Family Firm Inc. purchased a new position in shares of F5 during the 2nd quarter valued at $25,000. Finally, Quest Partners LLC grew its position in shares of F5 by 9,100.0% during the 2nd 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 hedge funds and other institutional investors.

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.