Zacks Research Comments on F5’s Q2 Earnings (NASDAQ:FFIV)

F5, Inc. (NASDAQ:FFIV) – Stock analysts at Zacks Research boosted their Q2 2027 EPS estimates for shares of F5 in a note issued to investors on Monday, August 10th. Zacks Research analyst Team now anticipates that the network technology company will post earnings per share of $3.10 for the quarter, up from their prior estimate of $2.92. Zacks Research currently has a “Hold” rating on the stock. The consensus estimate for F5’s current full-year earnings is $13.53 per share.

Several other research analysts also recently commented on the company. Evercore raised F5 from an “in-line” rating to an “outperform” rating and set a $475.00 price target on the stock in a research report on Monday, May 18th. Royal Bank Of Canada reiterated an “outperform” rating on shares of F5 in a research report on Thursday, July 16th. Wall Street Zen upgraded shares of F5 from a “hold” rating to a “buy” rating in a research note on Saturday, August 1st. Piper Sandler reissued an “overweight” rating and issued a $461.00 target price (up from $423.00) on shares of F5 in a research note on Tuesday, July 28th. Finally, Needham & Company LLC restated a “hold” rating on shares of F5 in a research report on Tuesday, July 28th. Five research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, F5 has an average rating of “Hold” and a consensus price target of $416.62.

F5 Trading Down 1.6%

NASDAQ:FFIV opened at $416.00 on Friday. The firm has a market capitalization of $23.56 billion, a PE ratio of 33.12, a PEG ratio of 4.17 and a beta of 1.03. F5 has a 1 year low of $223.76 and a 1 year high of $435.00. The firm’s fifty day simple moving average is $404.40 and its 200 day simple moving average is $343.63.

F5 (NASDAQ:FFIV) last announced its quarterly earnings results on Monday, July 27th. The network technology company reported $4.73 earnings per share for the quarter, topping analysts’ consensus estimates of $4.00 by $0.73. F5 had a return on equity of 21.54% and a net margin of 21.95%.The company had revenue of $865.08 million during the quarter, compared to analysts’ expectations of $834.60 million. During the same quarter in the previous year, the firm earned $4.16 earnings per share. The business’s quarterly revenue was up 10.9% compared to the same quarter last year. 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

Large investors have recently modified their holdings of the business. Hazlett Burt & Watson Inc. acquired a new stake in shares of F5 during the fourth quarter worth about $26,000. Hantz Financial Services Inc. grew its position in shares of F5 by 109.8% in the 4th quarter. Hantz Financial Services Inc. now owns 107 shares of the network technology company’s stock valued at $27,000 after purchasing an additional 56 shares during the period. Elyxium Wealth LLC acquired a new position in shares of F5 in the 4th quarter valued at approximately $28,000. SJS Investment Consulting Inc. increased its stake in F5 by 963.6% during the 1st quarter. SJS Investment Consulting Inc. now owns 117 shares of the network technology company’s stock worth $34,000 after purchasing an additional 106 shares in the last quarter. Finally, Capital Advisors Ltd. LLC increased its stake in F5 by 113.8% during the 1st quarter. Capital Advisors Ltd. LLC now owns 124 shares of the network technology company’s stock worth $36,000 after purchasing an additional 66 shares in the last quarter. 90.66% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In related news, CFO Edward Cooper Werner sold 2,500 shares of the stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $400.00, for a total value of $1,000,000.00. Following the sale, the chief financial officer directly owned 406 shares in the company, valued at $162,400. This trade represents a 86.03% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at 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 transaction of $405,850.00. Following the transaction, the insider directly owned 1,353 shares in the company, valued at approximately $549,115.05. This represents a 42.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 15,699 shares of company stock valued at $6,316,411 over the last three months. 0.48% of the stock is owned by 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.