Analysts Issue Forecasts for F5’s Q4 Earnings (NASDAQ:FFIV)

F5, Inc. (NASDAQ:FFIV) – Stock analysts at Zacks Research boosted their Q4 2025 earnings per share estimates for shares of F5 in a research note issued to investors on Monday, November 18th. Zacks Research analyst R. Department now forecasts that the network technology company will post earnings per share of $3.10 for the quarter, up from their prior forecast of $3.09. The consensus estimate for F5’s current full-year earnings is $11.01 per share. Zacks Research also issued estimates for F5’s Q3 2026 earnings at $2.93 EPS and Q4 2026 earnings at $3.11 EPS.

F5 (NASDAQ:FFIV) last issued its earnings results on Monday, October 28th. The network technology company reported $3.67 earnings per share for the quarter, beating analysts’ consensus estimates of $3.45 by $0.22. The firm had revenue of $747.00 million for the quarter, compared to the consensus estimate of $730.43 million. F5 had a return on equity of 20.80% and a net margin of 20.13%. The company’s revenue was up 5.7% compared to the same quarter last year. During the same quarter last year, the business posted $2.76 EPS.

Several other equities research analysts also recently weighed in on FFIV. Evercore ISI raised their price objective on F5 from $180.00 to $210.00 and gave the company an “in-line” rating in a report on Tuesday, July 30th. The Goldman Sachs Group raised their price objective on F5 from $212.00 to $241.00 and gave the company a “neutral” rating in a report on Tuesday, October 29th. Barclays raised their price objective on F5 from $214.00 to $246.00 and gave the company an “equal weight” rating in a report on Tuesday, October 29th. Piper Sandler raised their price objective on F5 from $186.00 to $246.00 and gave the company a “neutral” rating in a report on Tuesday, October 29th. Finally, Morgan Stanley raised their price objective on F5 from $215.00 to $230.00 and gave the company an “equal weight” rating in a report on Tuesday, October 29th. Seven analysts have rated the stock with a hold rating, two have assigned a buy rating and one has issued a strong buy rating to the company’s stock. Based on data from MarketBeat, F5 presently has an average rating of “Hold” and a consensus target price of $233.56.

F5 Stock Performance

Shares of FFIV stock opened at $239.67 on Wednesday. The stock’s fifty day moving average price is $224.29 and its two-hundred day moving average price is $195.51. The company has a market cap of $13.97 billion, a PE ratio of 25.07, a P/E/G ratio of 3.22 and a beta of 1.05. F5 has a fifty-two week low of $159.01 and a fifty-two week high of $250.46.

Institutional Trading of F5

Several institutional investors have recently added to or reduced their stakes in the business. Family Firm Inc. purchased a new stake in shares of F5 during the second quarter worth about $25,000. New Covenant Trust Company N.A. purchased a new stake in shares of F5 during the first quarter worth about $27,000. Northwest Investment Counselors LLC bought a new position in F5 in the third quarter worth about $28,000. Quest Partners LLC raised its stake in F5 by 9,100.0% in the second quarter. Quest Partners LLC now owns 184 shares of the network technology company’s stock worth $32,000 after buying an additional 182 shares in the last quarter. Finally, Kathleen S. Wright Associates Inc. bought a new position in shares of F5 during the third quarter valued at approximately $32,000. 90.66% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at F5

In related news, CFO Francis J. Pelzer sold 600 shares of the company’s stock in a transaction on Monday, October 21st. The shares were sold at an average price of $217.67, for a total value of $130,602.00. Following the completion of the transaction, the chief financial officer now directly owns 29,825 shares in the company, valued at approximately $6,492,007.75. The trade was a 1.97 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Alan Higginson sold 1,000 shares of the company’s stock in a transaction on Monday, September 9th. The stock was sold at an average price of $201.65, for a total transaction of $201,650.00. Following the completion of the transaction, the director now owns 10,707 shares of the company’s stock, valued at $2,159,066.55. This trade represents a 8.54 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 3,750 shares of company stock valued at $799,229 in the last 90 days. 0.58% of the stock is currently owned by company insiders.

F5 announced that its Board of Directors has authorized a stock buyback plan on Monday, October 28th that permits the company to buyback $1.00 billion in shares. This buyback authorization permits the network technology company to reacquire up to 7.9% of its shares through open market purchases. Shares buyback plans are usually a sign that the company’s leadership believes its shares are undervalued.

About F5

F5, Inc provides multi-cloud application security and delivery solutions in the United States, Europe, the Middle East, Africa, and the Asia Pacific region. The company’s distributed cloud services enable its customers to deploy, secure, and operate applications in any architecture, from on-premises to the public cloud.