Brokers Offer Predictions for F5’s Q2 Earnings (NASDAQ:FFIV)

F5, Inc. (NASDAQ:FFIV) – Analysts at Zacks Research cut their Q2 2025 earnings per share (EPS) estimates for F5 in a note issued to investors on Monday, November 18th. Zacks Research analyst R. Department now expects that the network technology company will post earnings per share of $2.42 for the quarter, down from their prior forecast 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.

A number of other equities analysts have also weighed in on FFIV. Royal Bank of Canada lifted their price objective on F5 from $205.00 to $240.00 and gave the company a “sector perform” rating in a research note on Tuesday, October 29th. Morgan Stanley boosted their price target on F5 from $215.00 to $230.00 and gave the company an “equal weight” rating in a report on Tuesday, October 29th. The Goldman Sachs Group raised their price objective on shares of F5 from $212.00 to $241.00 and gave the stock a “neutral” rating in a research note on Tuesday, October 29th. Needham & Company LLC boosted their target price on shares of F5 from $220.00 to $235.00 and gave the company a “buy” rating in a research note on Tuesday, July 30th. Finally, Barclays increased their price target on shares of F5 from $214.00 to $246.00 and gave the stock an “equal weight” rating in a report on Tuesday, October 29th. Seven analysts have rated the stock with a hold rating, two have given a buy rating and one has given a strong buy rating to the stock. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $233.56.

F5 Stock Up 1.1 %

Shares of FFIV stock opened at $246.98 on Thursday. The company’s 50 day moving average is $226.58 and its 200 day moving average is $196.71. The firm has a market cap of $14.48 billion, a price-to-earnings ratio of 25.83, a PEG 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.

F5 (NASDAQ:FFIV) last released its quarterly earnings results on Monday, October 28th. The network technology company reported $3.67 EPS for the quarter, topping 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 during the quarter, compared to analysts’ expectations of $730.43 million. During the same period in the previous 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.

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

Insiders Place Their Bets

In related news, CEO Francois Locoh-Donou sold 1,450 shares of F5 stock in a transaction that occurred on Thursday, October 3rd. The shares were sold at an average price of $218.26, for a total value of $316,477.00. Following the completion of the sale, the chief executive officer now owns 121,122 shares in the company, valued at approximately $26,436,087.72. This trade represents a 1.18 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Alan Higginson sold 1,000 shares of the company’s stock in a transaction on Monday, September 9th. The stock was sold at an average price of $201.65, for a total value of $201,650.00. Following the transaction, the director now owns 10,707 shares in the company, valued at $2,159,066.55. This trade represents a 8.54 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 4,575 shares of company stock valued at $997,039 in the last three months. 0.58% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in FFIV. Hotchkis & Wiley Capital Management LLC boosted its holdings in F5 by 3.6% in the third quarter. Hotchkis & Wiley Capital Management LLC now owns 5,489,388 shares of the network technology company’s stock valued at $1,208,763,000 after purchasing an additional 191,020 shares during the period. State Street Corp boosted its stake in shares of F5 by 0.5% in the 3rd quarter. State Street Corp now owns 3,187,222 shares of the network technology company’s stock valued at $701,825,000 after buying an additional 16,663 shares during the period. American Century Companies Inc. grew its position in shares of F5 by 10.5% during the second 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 in the last quarter. Geode Capital Management LLC grew its holdings in F5 by 8.0% during the 3rd quarter. Geode Capital Management LLC now owns 1,573,995 shares of the network technology company’s stock worth $345,560,000 after acquiring an additional 117,080 shares in the last quarter. Finally, Pacer Advisors Inc. increased its position in shares of F5 by 6,700.2% in the 2nd quarter. Pacer Advisors Inc. now owns 848,388 shares of the network technology company’s stock valued at $146,118,000 after purchasing an additional 835,912 shares during the last quarter. Hedge funds and other institutional investors own 90.66% of the company’s stock.

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.