F5 (NASDAQ:FFIV) Issues Q4 2026 Earnings Guidance

F5 (NASDAQ:FFIV) issued an update on its fourth quarter 2026 earnings guidance on Monday morning. The company provided EPS guidance of 4.140-4.260 for the period, compared to the consensus EPS estimate of 3.950. The company issued revenue guidance of $870.0 million-$890.0 million, compared to the consensus revenue estimate of $858.0 million. F5 also updated its FY 2026 guidance to 17.210-17.330 EPS.

F5 Trading Up 4.0%

NASDAQ FFIV traded up $15.75 during trading on Monday, reaching $407.96. The company’s stock had a trading volume of 1,597,766 shares, compared to its average volume of 768,066. The stock has a market capitalization of $23.02 billion, a PE ratio of 33.47, a PEG ratio of 4.60 and a beta of 1.03. F5 has a 1-year low of $223.76 and a 1-year high of $435.00. The business has a 50-day moving average price of $400.23 and a 200-day moving average price of $329.84.

F5 (NASDAQ:FFIV) last announced its quarterly earnings results on Monday, July 27th. The network technology company reported $4.73 EPS for the quarter, topping the consensus estimate of $4.00 by $0.73. F5 had a net margin of 21.96% and a return on equity of 21.50%. The company had revenue of $865.08 million for the quarter, compared to analyst estimates of $834.60 million. F5 has set its Q4 2026 guidance at 4.140-4.260 EPS and its FY 2026 guidance at 17.210-17.330 EPS. As a group, analysts expect that F5 will post 12.78 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on the stock. Needham & Company LLC reissued a “hold” rating on shares of F5 in a research report on Wednesday, April 29th. Royal Bank Of Canada reiterated an “outperform” rating on shares of F5 in a research note on Thursday, July 16th. Barclays increased their price objective on F5 from $292.00 to $386.00 and gave the company an “equal weight” rating in a report on Friday, May 29th. Weiss Ratings reissued a “buy (b-)” rating on shares of F5 in a research note on Friday, June 26th. Finally, Bank of America boosted their target price on F5 from $250.00 to $300.00 and gave the stock an “underperform” rating in a report on Tuesday, May 26th. One equities research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $382.67.

Insider Buying and Selling

In other news, EVP Thomas Dean Fountain sold 1,328 shares of F5 stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $330.58, for a total value of $439,010.24. Following the transaction, the executive vice president directly owned 8,060 shares in the company, valued at approximately $2,664,474.80. The trade was a 14.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Chad Michael Whalen sold 6,200 shares of the business’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $350.19, for a total value of $2,171,178.00. Following the transaction, the executive vice president directly owned 20,832 shares of the company’s stock, valued at $7,295,158.08. This represents a 22.94% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 22,579 shares of company stock valued at $7,836,860 in the last quarter. Insiders own 0.48% of the company’s stock.

Institutional Investors Weigh In On F5

Hedge funds and other institutional investors have recently modified their holdings of the stock. State Street Corp raised its stake in F5 by 1.7% during the 3rd quarter. State Street Corp now owns 3,226,326 shares of the network technology company’s stock valued at $1,042,716,000 after purchasing an additional 53,712 shares during the last quarter. First Trust Advisors LP boosted its holdings in F5 by 68.5% in the 4th quarter. First Trust Advisors LP now owns 2,753,652 shares of the network technology company’s stock valued at $702,897,000 after purchasing an additional 1,119,291 shares during the period. Invesco Ltd. grew its position in F5 by 7.5% in the 4th quarter. Invesco Ltd. now owns 1,537,680 shares of the network technology company’s stock worth $392,508,000 after purchasing an additional 106,616 shares during the last quarter. Northern Trust Corp grew its position in F5 by 2.5% in the 3rd quarter. Northern Trust Corp now owns 1,017,715 shares of the network technology company’s stock worth $328,915,000 after purchasing an additional 25,052 shares during the last quarter. Finally, Deutsche Bank AG increased its holdings in shares of F5 by 175.2% during the 4th quarter. Deutsche Bank AG now owns 958,947 shares of the network technology company’s stock worth $244,781,000 after purchasing an additional 610,437 shares during the period. Institutional investors and hedge funds own 90.66% of the company’s stock.

About F5

F5 Inc (NASDAQ:FFIV) specializes in application services and delivery networking, helping organizations ensure the availability, performance and security of their applications. The company’s core offerings include advanced load balancing, traffic management and application security solutions designed to optimize user experiences and protect against threats such as distributed denial-of-service (DDoS) attacks and web application exploits.

At the heart of F5’s product portfolio is the BIG-IP platform, which provides a suite of software modules for local and global traffic management, secure web application firewalling and DNS service delivery.