Equities Analysts Issue Forecasts for F5 FY2026 Earnings

F5, Inc. (NASDAQ:FFIV) – Analysts at Zacks Research increased their FY2026 EPS estimates for shares of F5 in a report released on Monday, August 10th. Zacks Research analyst Team now expects that the network technology company will post earnings of $13.59 per share for the year, up from their prior estimate of $12.80. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for F5’s current full-year earnings is $13.65 per share. Zacks Research also issued estimates for F5’s Q4 2026 earnings at $3.25 EPS, Q1 2027 earnings at $3.37 EPS, Q3 2027 earnings at $3.42 EPS, Q4 2027 earnings at $3.86 EPS, FY2027 earnings at $13.77 EPS, Q1 2028 earnings at $3.79 EPS, Q2 2028 earnings at $3.79 EPS, Q3 2028 earnings at $4.17 EPS and FY2028 earnings at $16.16 EPS.

Several other brokerages have also recently issued reports on FFIV. Needham & Company LLC reiterated a “hold” rating on shares of F5 in a research report on Tuesday, July 28th. Royal Bank Of Canada restated an “outperform” rating on shares of F5 in a report on Thursday, July 16th. Piper Sandler reaffirmed an “overweight” rating and set a $461.00 target price (up from $423.00) on shares of F5 in a research note on Tuesday, July 28th. Morgan Stanley raised their target price on F5 from $380.00 to $415.00 and gave the company an “equal weight” rating in a research note on Tuesday, July 28th. Finally, Evercore raised F5 from an “in-line” rating to an “outperform” rating and set a $475.00 target price on the stock in a report on Monday, May 18th. Five research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and a consensus price target of $416.62.

F5 Price Performance

FFIV opened at $393.62 on Monday. The company has a market capitalization of $22.29 billion, a price-to-earnings ratio of 31.34, a price-to-earnings-growth ratio of 3.94 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 $404.55 and a two-hundred day moving average price of $346.18.

F5 (NASDAQ:FFIV) last posted its quarterly earnings data on Monday, July 27th. The network technology company reported $4.73 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.00 by $0.73. F5 had a net margin of 21.95% and a return on equity of 21.54%. The business had revenue of $865.08 million during the quarter, compared to analysts’ expectations of $834.60 million. During the same period last year, the firm posted $4.16 earnings per share. The business’s revenue was up 10.9% on a year-over-year basis. F5 has set its Q4 2026 guidance at 4.140-4.260 EPS and its FY 2026 guidance at 17.210-17.330 EPS.

Institutional Investors Weigh In On F5

Several hedge funds have recently modified their holdings of FFIV. Hazlett Burt & Watson Inc. acquired a new stake in F5 during the 4th quarter worth about $26,000. Hantz Financial Services Inc. lifted its stake in F5 by 109.8% during the fourth quarter. Hantz Financial Services Inc. now owns 107 shares of the network technology company’s stock valued at $27,000 after buying an additional 56 shares in the last quarter. Elyxium Wealth LLC acquired a new position in shares of F5 in the fourth quarter worth about $28,000. SJS Investment Consulting Inc. boosted its holdings in shares of F5 by 963.6% in the first quarter. SJS Investment Consulting Inc. now owns 117 shares of the network technology company’s stock worth $34,000 after buying an additional 106 shares during the period. Finally, Capital Advisors Ltd. LLC boosted its holdings in shares of F5 by 113.8% in the first quarter. Capital Advisors Ltd. LLC now owns 124 shares of the network technology company’s stock worth $36,000 after buying an additional 66 shares during the period. 90.66% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at F5

In other news, CEO Francois Locoh-Donou sold 3,782 shares of the firm’s stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $412.44, for a total transaction of $1,559,848.08. Following the completion of the sale, the chief executive officer directly owned 146,989 shares of the company’s stock, valued at $60,624,143.16. This trade represents a 2.51% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider John Anthony Maddison sold 1,000 shares of F5 stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $405.85, for a total value of $405,850.00. Following the completion of the transaction, the insider owned 1,353 shares in the company, valued at $549,115.05. The trade was a 42.50% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 15,699 shares of company stock valued at $6,316,411 in the last 90 days. 0.48% of the stock is owned by corporate insiders.

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.