Zacks Research Issues Pessimistic Estimate for F5 Earnings

F5, Inc. (NASDAQ:FFIV) – Research analysts at Zacks Research reduced their Q3 2025 earnings per share (EPS) estimates for F5 in a report issued on Monday, May 12th. Zacks Research analyst R. Department now anticipates that the network technology company will post earnings of $2.69 per share for the quarter, down from their prior forecast of $2.76. The consensus estimate for F5’s current full-year earnings is $11.20 per share. Zacks Research also issued estimates for F5’s Q4 2025 earnings at $3.01 EPS, FY2025 earnings at $11.38 EPS, Q1 2026 earnings at $2.93 EPS, Q2 2026 earnings at $2.61 EPS, Q3 2026 earnings at $2.93 EPS, Q4 2026 earnings at $3.25 EPS, FY2026 earnings at $11.70 EPS, Q1 2027 earnings at $2.99 EPS, Q2 2027 earnings at $2.89 EPS and FY2027 earnings at $12.20 EPS.

F5 (NASDAQ:FFIV) last issued its earnings results on Monday, April 28th. The network technology company reported $3.42 EPS for the quarter, beating analysts’ consensus estimates of $3.11 by $0.31. F5 had a return on equity of 20.98% and a net margin of 20.58%. The firm had revenue of $590.16 million for the quarter, compared to the consensus estimate of $719.91 million. During the same quarter in the previous year, the company posted $2.91 earnings per share. The business’s quarterly revenue was up 7.3% compared to the same quarter last year.

Other analysts have also recently issued research reports about the company. Bank of America boosted their price target on F5 from $180.00 to $260.00 and gave the stock an “underperform” rating in a research report on Friday, January 31st. Piper Sandler boosted their price target on F5 from $262.00 to $269.00 and gave the stock a “neutral” rating in a research report on Tuesday, April 29th. William Blair reaffirmed an “outperform” rating on shares of F5 in a research report on Tuesday, April 29th. Morgan Stanley boosted their price target on F5 from $269.00 to $280.00 and gave the stock an “equal weight” rating in a research report on Tuesday, April 29th. Finally, Royal Bank of Canada reaffirmed a “sector perform” rating and issued a $290.00 price target on shares of F5 in a research report on Tuesday, April 29th. One analyst has rated the stock with a sell rating, seven have given a hold rating, one has given a buy rating and one has issued a strong buy rating to the stock. Based on data from MarketBeat, F5 presently has an average rating of “Hold” and an average price target of $282.56.

F5 Price Performance

Shares of NASDAQ:FFIV opened at $284.92 on Thursday. F5 has a fifty-two week low of $164.45 and a fifty-two week high of $313.00. The business has a 50-day moving average of $264.83 and a two-hundred day moving average of $265.91. The stock has a market capitalization of $16.36 billion, a P/E ratio of 28.32, a P/E/G ratio of 3.85 and a beta of 1.00.

Insider Buying and Selling

In other F5 news, EVP Scot Frazier Rogers sold 3,486 shares of the company’s stock in a transaction that occurred on Wednesday, February 26th. The stock was sold at an average price of $293.18, for a total value of $1,022,025.48. Following the completion of the transaction, the executive vice president now owns 20,075 shares of the company’s stock, valued at $5,885,588.50. This represents a 14.80% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Francois Locoh-Donou sold 1,300 shares of the company’s stock in a transaction that occurred on Tuesday, April 1st. The shares were sold at an average price of $265.37, for a total value of $344,981.00. Following the completion of the transaction, the chief executive officer now directly owns 148,647 shares of the company’s stock, valued at approximately $39,446,454.39. This trade represents a 0.87% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 9,305 shares of company stock valued at $2,561,360. Insiders own 0.52% of the company’s stock.

Hedge Funds Weigh In On F5

Several large investors have recently added to or reduced their stakes in the company. Coldstream Capital Management Inc. raised its holdings in F5 by 3.7% in the 4th quarter. Coldstream Capital Management Inc. now owns 954 shares of the network technology company’s stock valued at $240,000 after acquiring an additional 34 shares in the last quarter. Colonial Trust Co SC grew its stake in shares of F5 by 5.2% in the 4th quarter. Colonial Trust Co SC now owns 685 shares of the network technology company’s stock valued at $172,000 after purchasing an additional 34 shares during the period. Jones Financial Companies Lllp grew its stake in shares of F5 by 4.3% in the 4th quarter. Jones Financial Companies Lllp now owns 852 shares of the network technology company’s stock valued at $214,000 after purchasing an additional 35 shares during the period. AMG National Trust Bank grew its stake in shares of F5 by 0.5% in the 4th quarter. AMG National Trust Bank now owns 7,869 shares of the network technology company’s stock valued at $1,987,000 after purchasing an additional 37 shares during the period. Finally, Tokio Marine Asset Management Co. Ltd. grew its stake in shares of F5 by 2.8% in the 4th quarter. Tokio Marine Asset Management Co. Ltd. now owns 1,607 shares of the network technology company’s stock valued at $404,000 after purchasing an additional 44 shares during the period. Institutional investors and hedge funds own 90.66% of the company’s stock.

F5 Company Profile

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.