F5 (NASDAQ:FFIV) Price Target Raised to $345.00

F5 (NASDAQ:FFIV) had its price target upped by Royal Bank Of Canada from $325.00 to $345.00 in a report released on Wednesday morning, MarketBeat Ratings reports. The firm currently has an outperform rating on the network technology company’s stock.

Several other research firms have also issued reports on FFIV. JPMorgan Chase & Co. raised shares of F5 from a “neutral” rating to an “overweight” rating and upped their price target for the stock from $295.00 to $345.00 in a research report on Thursday, January 15th. Piper Sandler restated an “overweight” rating and set a $325.00 price objective (up from $295.00) on shares of F5 in a research note on Wednesday. Bank of America cut their target price on shares of F5 from $260.00 to $250.00 and set an “underperform” rating for the company in a research note on Tuesday, October 28th. Weiss Ratings reissued a “buy (b-)” rating on shares of F5 in a research report on Monday, December 29th. Finally, Evercore ISI restated a “cautious” rating on shares of F5 in a research note on Tuesday, October 28th. Five research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $309.89.

F5 Stock Performance

NASDAQ:FFIV opened at $275.61 on Wednesday. F5 has a 52-week low of $223.76 and a 52-week high of $346.00. The company has a market cap of $15.66 billion, a P/E ratio of 22.80, a P/E/G ratio of 8.19 and a beta of 0.98. The stock’s 50-day simple moving average is $259.57 and its 200 day simple moving average is $286.76.

F5 (NASDAQ:FFIV) last posted its quarterly earnings results on Tuesday, January 27th. The network technology company reported $4.45 earnings per share for the quarter, beating analysts’ consensus estimates of $3.63 by $0.82. F5 had a return on equity of 22.08% and a net margin of 22.45%.The firm had revenue of $822.47 million during the quarter, compared to the consensus estimate of $755.97 million. During the same period last year, the company earned $3.84 earnings per share. The business’s revenue was up 7.3% compared to the same quarter last year. F5 has set its Q2 2026 guidance at 3.340-3.460 EPS and its FY 2026 guidance at 15.650-16.050 EPS. As a group, equities analysts predict that F5 will post 11.2 earnings per share for the current fiscal year.

Insider Buying and Selling

In other F5 news, Director Alan Higginson sold 1,309 shares of the company’s stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $237.11, for a total transaction of $310,376.99. Following the completion of the sale, the director directly owned 8,610 shares in the company, valued at $2,041,517.10. This represents a 13.20% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Thomas Dean Fountain sold 3,343 shares of F5 stock in a transaction on Monday, January 26th. The shares were sold at an average price of $261.87, for a total value of $875,431.41. Following the completion of the transaction, the executive vice president owned 8,060 shares in the company, valued at approximately $2,110,672.20. The trade was a 29.32% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 37,158 shares of company stock valued at $9,319,717. 0.52% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of FFIV. Norges Bank acquired a new position in F5 during the second quarter worth about $207,492,000. UBS Group AG grew its holdings in shares of F5 by 141.2% during the 4th quarter. UBS Group AG now owns 1,023,869 shares of the network technology company’s stock valued at $261,353,000 after purchasing an additional 599,384 shares during the last quarter. M&T Bank Corp increased its position in F5 by 17,181.1% during the 4th quarter. M&T Bank Corp now owns 309,158 shares of the network technology company’s stock worth $78,916,000 after purchasing an additional 307,369 shares in the last quarter. Caisse de depot et placement du Quebec lifted its stake in F5 by 169.2% in the 3rd quarter. Caisse de depot et placement du Quebec now owns 462,740 shares of the network technology company’s stock valued at $149,553,000 after purchasing an additional 290,828 shares during the last quarter. Finally, Victory Capital Management Inc. lifted its stake in F5 by 422.7% in the 3rd quarter. Victory Capital Management Inc. now owns 347,125 shares of the network technology company’s stock valued at $112,187,000 after purchasing an additional 280,719 shares during the last quarter. Institutional investors own 90.66% of the company’s stock.

F5 News Summary

Here are the key news stories impacting F5 this week:

• Positive Sentiment: Q1 results and guidance beat: F5 reported stronger-than-expected Q1 earnings and revenue and raised FY26 and Q2 EPS guidance, which sparked the post-earnings rally and underpins fundamental upside. Earnings Beat / Gap Up
• Positive Sentiment: Analyst upgrades/price-target increases: RBC raised its price target (boosting upside expectations) and other banks (Goldman, JPMorgan, Barclays) have lifted targets or maintained positive stances, supporting momentum from the earnings print. RBC PT Raise
• Positive Sentiment: Sell-side optimism: Zacks upgraded FFIV to a Strong Buy, adding near-term analyst support to the rally. Zacks Upgrade
• Neutral Sentiment: Barclays raised its target modestly but kept an equal-weight rating — supportive but not unequivocally bullish, so it tempers the upgrade-driven momentum. Barclays Note
• Neutral Sentiment: Insider selling: an F5 EVP disclosed the sale of ~3,343 shares (Form 4). Repeated, scheduled insider sales are being watched by the market but are not an explicit red flag by themselves. Insider Sale Filing
• Negative Sentiment: Legal and security risk: multiple law firms (Hagens Berman, Rosen, Robbins Geller, Pomerantz, Faruqi, etc.) have issued investor alerts and are soliciting plaintiffs in securities-class actions alleging F5 misled investors about a long-term, undetected hack and source-code theft. These filings raise potential litigation costs, settlement risk and reputational damage — likely the primary reason for today’s pullback. Hagens Berman Investor Alert

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.