Zacks Research Has Bullish Estimate for F5 FY2026 Earnings

F5, Inc. (NASDAQ:FFIV) – Research analysts at Zacks Research increased their FY2026 earnings per share (EPS) estimates for 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 of $13.59 per share for the year, up from their previous forecast 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.

F5 (NASDAQ:FFIV) last released its quarterly earnings data on Monday, July 27th. The network technology company reported $4.73 EPS for the quarter, beating the consensus estimate 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 for the quarter, compared to analysts’ expectations of $834.60 million. During the same period last year, the firm posted $4.16 earnings per share. F5’s 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.

FFIV has been the subject of several other reports. Royal Bank Of Canada reissued an “outperform” rating on shares of F5 in a report on Thursday, July 16th. Wall Street Zen upgraded shares of F5 from a “hold” rating to a “buy” rating in a report on Saturday, August 1st. Morgan Stanley lifted their target price on shares of F5 from $380.00 to $415.00 and gave the stock an “equal weight” rating in a research report on Tuesday, July 28th. JPMorgan Chase & Co. lifted their target price on shares of F5 from $500.00 to $515.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 28th. Finally, Needham & Company LLC reiterated a “hold” rating on shares of F5 in a research note on Tuesday, July 28th. Five analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and an average target price of $416.62.

F5 Stock Down 1.9%

Shares of NASDAQ FFIV opened at $395.54 on Monday. The firm’s 50-day moving average price is $404.58 and its 200-day moving average price is $345.46. The company has a market cap of $22.40 billion, a PE ratio of 31.49, a PEG ratio of 3.94 and a beta of 1.03. F5 has a 52-week low of $223.76 and a 52-week high of $435.00.

Institutional Investors Weigh In On F5

Several hedge funds and other institutional investors have recently added to or reduced their stakes in FFIV. Hazlett Burt & Watson Inc. bought a new stake in F5 during the 4th quarter worth approximately $26,000. Hantz Financial Services Inc. boosted its position in shares of F5 by 109.8% in the fourth quarter. Hantz Financial Services Inc. now owns 107 shares of the network technology company’s stock worth $27,000 after purchasing an additional 56 shares during the period. Elyxium Wealth LLC purchased a new stake in shares of F5 in the fourth quarter worth $28,000. SJS Investment Consulting Inc. increased its stake 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 purchasing an additional 106 shares in the last quarter. Finally, Capital Advisors Ltd. LLC increased its stake 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 purchasing an additional 66 shares in the last quarter. 90.66% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at F5

In other F5 news, insider John Anthony Maddison sold 1,000 shares of the company’s stock in a transaction dated 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 sale, the insider owned 1,353 shares in the company, valued at $549,115.05. This represents a 42.50% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Francois Locoh-Donou sold 3,782 shares of F5 stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $412.44, for a total value of $1,559,848.08. Following the transaction, the chief executive officer directly owned 146,989 shares in the company, valued at approximately $60,624,143.16. The trade was a 2.51% decrease in their ownership of the stock. 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 15,699 shares of company stock valued at $6,316,411 in the last ninety days. Corporate insiders own 0.48% of the company’s stock.

F5 Company Profile

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.