Key Takeaways F5 forecasts Q4 fiscal 2026 revenues of $870-$890 million, suggesting top-line growth of 9%.Systems demand may benefit from data center expansion, AI workloads and infrastructure modernization.F5's Earnings ESP of 0.00% and Zacks Rank #3 do not signal a likely earnings beat under its model.
F5 Inc. (FFIV - Free Report) is scheduled to report fourth-quarter fiscal 2026 results on Oct. 27, after market close.
For the fourth quarter of fiscal 2026, F5 projects non-GAAP earnings per share (EPS) in the range of $4.14-$4.26 (midpoint of $4.20). The Zacks Consensus Estimate for the same is pegged at $4.24, suggesting a year-over-year decline of 3.2%. The figure has remained unchanged for the past 60 days.
FFIV’s earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average earnings surprise of 16.09%.
FFIV projects its fourth-quarter fiscal 2026 non-GAAP revenues in the range of $870-$890 million. The Zacks Consensus Estimate for the same is pegged at $884.4 million, suggesting year-over-year growth of 9.2%.
Factors to Consider for F5 StockF5’s performance in the fiscal fourth quarter is likely to have benefited from sustained demand for its application delivery and security solutions as enterprises continue to modernize their IT infrastructure and adopt hybrid and multi-cloud architectures. The rising need to distribute workloads across on-premises data centers and cloud environments is expected to support demand for F5’s flexible application delivery offerings. Increasing AI adoption and the need to manage data-intensive workloads could further strengthen this trend.
Demand for F5’s Systems products is expected to have remained a key contributor to product performance in the to-be-reported quarter. Customers are increasingly investing in higher-performance infrastructure to support expanding data-center capacity, improve application availability and prepare their environments for AI workloads. Ongoing infrastructure modernization, workload repatriation and platform consolidation initiatives are likely to have supported demand for the company’s BIG-IP offerings. However, the sustainability of hardware demand beyond customer refresh cycles remains an important factor to watch.
The Software segment is likely to have benefited from continued traction in subscription-based offerings, including BIG-IP and NGINX. Enterprises seeking to improve application performance, automate network operations and strengthen security across distributed environments are expected to have favored integrated solutions that offer flexibility and lower operational complexity. F5’s transition toward subscription-based software could support recurring revenue generation and improve revenue visibility over time. However, the pace of software growth might have remained uneven, depending on renewal timing, customer spending priorities and the adoption of new offerings.
Growing demand for application security solutions is also expected to have supported F5’s performance. As enterprises expand their use of cloud applications, APIs and AI-powered tools, the need to protect applications against automated attacks, fraud and emerging security threats is likely to increase. F5’s Distributed Cloud Services and AI Security Platform offerings could help the company capitalize on these requirements. Recent product enhancements and partnerships aimed at securing AI applications, models and agents are expected to broaden its opportunities as organizations seek greater visibility and control over enterprise AI deployments.
Nevertheless, slower growth in perpetual software licenses and cautious enterprise IT spending amid macroeconomic uncertainty could have limited the overall pace of expansion. Higher memory and storage costs, supply-chain pressures and competitive pricing could also weigh on Systems demand and profitability. In addition, acquisition integration requirements and lingering costs associated with the previously disclosed cyber incident may remain sources of execution risk. While recurring software revenues and demand for application security are likely to have provided support, these headwinds might have tempered the benefits from F5’s expanding cloud and AI opportunities.
What Our Model SaysOur proven model does not conclusively predict an earnings beat for F5 this season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. However, that’s not the case here.
F5 has an Earnings ESP of 0.00% and a Zacks Rank #3 at present. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Stocks With Favorable CombinationHere are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings in their upcoming releases:
Cadence Design Systems (CDNS - Free Report) , Seagate Technology (STX - Free Report) and Amphenol (APH - Free Report) are some stocks with favorable combinations.
Cadence Design Systems has an Earnings ESP of +0.91% and carries a Zacks Rank #2 at present. CDNS is slated to report its third-quarter 2026 results on Oct. 26. You can see the complete list of today’s Zacks #1 Rank stocks here.
Seagate Technology has an Earnings ESP of +2.49% and sports a Zacks Rank #1 at present. Seagate Technology is set to report its first-quarter fiscal 2027 results on Oct. 27.
Amphenol has an Earnings ESP of +1.72% and a Zacks Rank #2 at present. Amphenol is set to report its third-quarter 2026 results on Oct. 28.
Telenor AI Factory si pro svou infrastrukturu AI NVIDIA vybrala řešení F5 BIG-IP Next for Kubernetes, které zajistí řízení provozu, bezpečnost a izolaci zákazníků.
F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced that Telenor AI Factory has selected F5 BIG-IP Next for Kubernetes as an intelligent AI service plane for its NVIDIA-powered sovereign AI infrastructure. Telenor AI Factory is designed to help Norwegian and European organizations access secure, high-performance AI services while maintaining control over where data is processed, stored, and accessed.
Sovereign AI requires more than national GPU capacity. It requires an operational AI service plane that can govern where data flows, how tenants are isolated, and how policy is enforced in real time.
Telenor AI Factory addresses growing European sovereignty requirements by combining Telenor’s national infrastructure and connectivity with NVIDIA-powered AI infrastructure and F5’s intelligent traffic management, security, and governance capabilities.
With F5 BIG-IP Next for Kubernetes, Telenor can apply policy, visibility, tenant isolation, and traffic control directly in the AI service path. In the future, Telenor also plans to leverage F5 technology to expand the service plane with token-aware governance and more advanced inference traffic optimization as commercial AI services scale.
F5 BIG-IP Next for Kubernetes on NVIDIA BlueField DPU provides the following capabilities for Telenor AI Factory:
Secure multi-tenancy and network isolation enable customers to share sovereign GPU infrastructure while mitigating the challenge of tenant interference, policy drift, and data exposure.Policy-based traffic control aligns ingress, egress, API interactions, and operational telemetry with sovereignty and compliance requirements.Real-time observability and telemetry provide visibility for operations, auditability, and compliance reporting.Planned token-aware governance and circuit breaking help manage AI consumption, enforce usage policies, and support entitlement, reporting, and billing workflows.Planned inference-aware traffic optimization improves utilization and maintains consistent performance across dynamic AI inference workloads.Building digital sovereignty into AI Factory infrastructure
Sovereign AI is defined not only by where infrastructure is located, but also by how AI traffic, customer data, telemetry, and policy are controlled. Telenor AI Factory is designed to help Norwegian and European organizations meet these requirements while supporting the needs of highly regulated industries.
F5 BIG-IP Next for Kubernetes provides policy enforcement in the data path, enabling Telenor to apply consistent controls across ingress, egress, API interactions, observability, and AI inference traffic.
Extending the AI service plane as services scale
Telenor plans additional AI-specific capabilities as commercial services scale, including token-aware usage visibility and policy controls, circuit breaking, and more advanced inference-aware traffic management. These capabilities from F5 are intended to support greater control over AI consumption as well as entitlement, reporting, and billing workflows.
By running F5’s traffic-management data plane on NVIDIA BlueField-3, selected networking and security functions can be accelerated and isolated from host workloads. This preserves host CPU capacity for AI applications, strengthens the enforcement boundary between infrastructure and tenants, and helps reduce data-path bottlenecks as commercial AI services scale.
Supporting quotes
“At Telenor AI Factory, our purpose is to give Norwegian and European enterprises access to trusted, secure, and high-performance AI services. Sovereignty has to extend beyond where infrastructure sits to how AI services are operated and governed. F5 gives us a policy and traffic-control layer we can build on as we scale services for customers,” said Kaaren Hilsen, CEO of Telenor AI Factory.
“As AI factories move from infrastructure projects to commercial service platforms, service providers need a way to govern AI traffic, tenants, telemetry, and policy in real time. With BIG-IP Next for Kubernetes, Telenor is establishing an AI service plane that can grow with its sovereign AI services, including a path to deeper token-aware governance and DPU acceleration as requirements evolve,” said Kunal Anand, Chief Product Officer at F5.
“Together, NVIDIA-powered AI infrastructure and F5 BIG-IP Next for Kubernetes on BlueField-3 help service providers such as Telenor deliver high-performance AI services while maintaining the governance, control, and security required for sovereign AI,” said Ash Bhalgat, Sr. Director, AI Ecosystem and Marketing, at NVIDIA.
Supporting resources
Learn more about F5 for sovereign AILearn more about F5 BIG-IP Next for KubernetesLearn more about Telenor AI FactoryAbout TelenorAbout F5
F5, Inc. (NASDAQ: FFIV) is the global leader that delivers and secures every app. Backed by three decades of expertise, F5 has built the industry’s premier platform—F5 Application Delivery and Security Platform (ADSP)—to deliver and secure every app, every API, anywhere: on-premises, in the cloud, at the edge, and across hybrid, multicloud environments. F5 is committed to innovating and partnering with the world’s largest and most advanced organizations to deliver fast, available, and secure digital experiences. Together, we help each other thrive and bring a better digital world to life.
For more information visit f5.com
Explore F5 Labs threat research at f5.com/labs
Follow to learn more about F5, our partners, and technologies: Blog | LinkedIn | X | YouTube | Instagram | Facebook
F5, BIG-IP, BIG-IP Next, and F5 ADSP are trademarks, service marks, or tradenames of F5, Inc. or its affiliates in the U.S. and other countries. All other product and company names herein may be trademarks of their respective owners.
The use of the terms “partner,” “partners,” “partnership,” or “partnering” in this press release does not imply that a joint venture exists between F5 and any other company.
This press release contains forward-looking statements, including statements about the planned capabilities, availability, and expected benefits of F5 BIG-IP Next for Kubernetes for Telenor AI Factory. Actual results may differ materially due to technical, commercial, and other factors, including the risks described in F5’s filings with the Securities and Exchange Commission, including its most recent Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. F5 undertakes no obligation to update these statements.
Source: F5, Inc.
View source version on businesswire.com: https://www.businesswire.com/news/home/20261020898728/en/
Akcie F5 (FFIV) v pondělí dosáhly nového 52týdenního maxima na úrovni 484,49 USD poté, co RBC zvýšila cílovou cenu z 508 USD na 525 USD a ponechala doporučení „outperform“.
F5, Inc. (NASDAQ:FFIV – Get Free Report)’s share price reached a new 52-week high on Monday after Royal Bank Of Canada raised their price target on the stock from $508.00 to $525.00. Royal Bank Of Canada currently has an outperform rating on the stock. F5 traded as high as $484.49 and last traded at $480.9850, with a volume of 992 shares trading hands. The stock had previously closed at $479.83.
Several other brokerages also recently issued reports on FFIV. Barclays raised their price objective on shares of F5 from $386.00 to $397.00 and gave the stock an “equal weight” rating in a research report on Tuesday, July 28th. Weiss Ratings upgraded shares of F5 from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday. Wall Street Zen upgraded F5 from a “hold” rating to a “buy” rating in a report on Saturday, August 1st. Needham & Company LLC reaffirmed a “hold” rating on shares of F5 in a report on Tuesday, July 28th. Finally, JPMorgan Chase & Co. boosted their target price on shares of F5 from $500.00 to $515.00 and gave the company an “overweight” rating 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 data from MarketBeat, F5 has an average rating of “Hold” and a consensus target price of $426.00.
Check Out Our Latest Report on F5
Insider Activity In related news, insider John Maddison sold 204 shares of the business’s stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $406.24, for a total transaction of $82,872.96. Following the completion of the sale, the insider owned 1,149 shares of the company’s stock, valued at $466,769.76. This represents a 15.08% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thomas Fountain sold 1,208 shares of the firm’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $414.63, for a total value of $500,873.04. Following the completion of the sale, the executive vice president owned 8,060 shares in the company, valued at $3,341,917.80. The trade was a 13.03% 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 have sold 16,829 shares of company stock worth $6,815,302 over the last quarter. Corporate insiders own 0.48% of the company’s stock. Hedge Funds Weigh In On F5 A number of hedge funds have recently modified their holdings of FFIV. SJS Investment Consulting Inc. lifted its holdings in F5 by 963.6% in 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 during the last quarter. Capital Advisors Ltd. LLC grew its stake in shares of F5 by 113.8% in the 1st quarter. Capital Advisors Ltd. LLC now owns 124 shares of the network technology company’s stock valued at $36,000 after purchasing an additional 66 shares during the period. Persistent Asset Partners Ltd bought a new stake in shares of F5 in the 2nd quarter worth about $36,000. Bell Investment Advisors Inc acquired a new stake in F5 during the 2nd quarter valued at $49,000. Finally, Elevation Wealth Partners LLC grew its holdings in F5 by 373.1% during the 2nd quarter. Elevation Wealth Partners LLC now owns 123 shares of the network technology company’s stock worth $51,000 after acquiring an additional 97 shares during the last quarter. 90.66% of the stock is currently owned by institutional investors and hedge funds.
F5 Stock Down 0.6% The stock’s 50-day moving average price is $418.31 and its 200-day moving average price is $384.11. The company has a market capitalization of $27.01 billion, a price-to-earnings ratio of 37.94, a price-to-earnings-growth ratio of 4.55 and a beta of 1.03.
F5 (NASDAQ:FFIV – Get Free Report) last issued its quarterly earnings results on Monday, July 27th. The network technology company reported $4.73 earnings per share for the quarter, beating analysts’ consensus estimates of $4.00 by $0.73. F5 had a net margin of 21.95% and a return on equity of 21.54%. The business had revenue of $865.08 million during the quarter, compared to analyst estimates of $834.60 million. During the same quarter last year, the business posted $4.16 earnings per share. F5’s revenue for the quarter 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. On average, equities research analysts anticipate that F5, Inc. will post 13.65 EPS for the current year.
F5 Company Profile (Get Free Report)
F5, Inc develops application delivery, security and management technologies that help organizations deploy, protect and optimize applications across data centers, public clouds, edge environments and distributed networks. Its offerings are designed to support application availability, performance, scalability and security across hybrid and multi-cloud architectures.
The company’s portfolio includes BIG-IP application delivery and security solutions, NGINX web and application delivery technologies, and F5 Distributed Cloud services.
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Společnost F5 představila BIG-IP Cloud-Native Edition pro poskytovatele služeb, která přesouvá síťové funkce do prostředí Kubernetes. Nezávislé testy ukázaly 1,9krát vyšší výkon DNS při o 91,5 % nižší spotřebě CPU.
Enhanced cloud-native network functions and new eBPF observability help operators move critical services to Kubernetes while improving security, performance, and visibility
SEATTLE--(BUSINESS WIRE)--F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced enhanced cloud-native network functions and new observability capabilities that help service providers modernize critical network services as they move from virtualized infrastructure to Kubernetes and cloud-native architectures.
Service providers are under pressure to support growing 5G, edge, IT, and emerging AI workloads, boost efficiency, and maintain the performance, security, and operational control required for carrier-grade services. Moving network functions to Kubernetes lets operators use infrastructure more flexibly but also introduces additional requirements for traffic management, security, lifecycle operations, and visibility across increasingly distributed environments. F5 now accelerates this transition.
“Service providers should not have to choose between cloud-native agility and the performance, security, and control required for critical network infrastructure,” said Kunal Anand, Chief Product Officer at F5. “BIG-IP Cloud-Native Edition brings proven F5 BIG-IP capabilities into Kubernetes, giving network and cloud operations teams a more consistent way to deploy, secure, observe, and operate 5G, edge, and AI infrastructure at scale.”
Independent testing by The Tolly Group of selected BIG-IP Cloud-Native Network Functions within BIG-IP Cloud-Native Edition demonstrated substantial infrastructure-efficiency gains in Kubernetes-based DNS and CGNAT workloads compared with virtualized network function deployments. In a DNS scenario, F5 processed 1.9x more queries per second while using 91.5% less CPU. In a CGNAT scenario, F5 delivered comparable throughput while using 79.7% less CPU and 98.5% less memory.
A broader cloud-native solution for service providers
F5 BIG-IP Cloud-Native Edition extends capabilities from the F5 Application Delivery and Security Platform within Kubernetes-based service provider environments, bringing together complementary capabilities across cloud-native networking, application delivery, security, and observability.
BIG-IP Cloud-Native Network Functions extend core BIG-IP network and security services into Kubernetes-native environments, including DNS, CGNAT, network security, subscriber policy enforcement, and traffic management. BIG-IP Next for Kubernetes operates at the Kubernetes network layer, providing networking, application delivery, security, and manageability. BIG-IP eBPF Observability provides kernel-level application and network visibility for troubleshooting distributed environments.
Modernizing critical network services for Kubernetes
Enhanced F5 BIG-IP Cloud-Native Network Functions provide Kubernetes-native traffic management and security capabilities designed for service provider environments.
Expanded traffic management: Broad Layer 4–7 support, including ingress and egress networking and support for TCP, UDP, HTTP/2, Diameter, SCTP, GTP, and SIP, helps operators move a wider range of network services into Kubernetes rather than limiting modernization to HTTP-based applications. Subscriber-aware policy enforcement: Operators can dynamically apply quality-of-service (QoS), traffic-shaping, and content-filtering policies based on subscriber and service requirements, supporting differentiated services while maintaining consistent policy enforcement. Cloud-native lifecycle management: Kubernetes-native deployment and management workflows let teams automate common configuration and lifecycle tasks as network functions move from VM-based to containerized infrastructure. By moving these services into Kubernetes-native deployments, operators can make more flexible use of compute and memory resources, more efficiently using infrastructure as network traffic and service demands grow.
Deeper visibility across distributed Kubernetes environments
Network, security, application, and platform teams often rely on different tools when troubleshooting the same problem. New F5 BIG-IP eBPF Observability provides a consistent source of application and network telemetry across distributed Kubernetes clusters, enabling teams to examine app behavior, container activity, and network flows together when investigating performance or connectivity issues.
Real-time, low-overhead telemetry: Operations teams gain granular network and app insights across Kubernetes environments without requiring application-by-application instrumentation. Scalable visibility: Kubernetes-native deployment models and a resource-efficient architecture support visibility across distributed environments, helping teams investigate issues without adding another heavy monitoring layer. Shared operational context: BIG-IP eBPF Observability provides correlated application and network context to determine whether an issue originates in the application, container, or network to reduce investigation time. Independent validation of cloud-native network functions
The Tolly Group tested BIG-IP Cloud-Native Network Functions against virtualized network function deployments in the same Kubernetes environment across two essential service provider workloads.
DNS: F5 processed 1.9x more queries per second with 91.5% less CPU demand and 48% lower average latency than the tested VNF configuration. CGNAT: F5 delivered comparable throughput with 79.7% less CPU demand, 98.5% less memory consumption, and 82% lower p95 latency than the tested VNF configuration. These results demonstrate how Kubernetes-native network functions can help operators increase workload density and reduce infrastructure requirements for the workloads tested.
Extending BIG-IP as service provider infrastructure evolves
Service providers have relied on BIG-IP across physical and virtual infrastructure for critical networking and security services. As those environments increasingly incorporate Kubernetes, F5 is extending those capabilities into the architectures operators are adopting while providing a path to maintain familiar operational models and policies.
BIG-IP Cloud-Native Edition gives service providers a broader cloud-native solution across traffic management, networking, security, and observability. It also creates opportunities for operators to adopt additional F5 capabilities as their infrastructure evolves across 5G core, edge, IT, and newer workload environments. BIG-IP Cloud-Native Network Functions, BIG-IP Next for Kubernetes, and BIG-IP eBPF Observability address different layers of that transition while helping customers maintain familiar networking, security, and operational models.
Availability
BIG-IP Cloud-Native Edition and the capabilities highlighted in this announcement are available now for service provider environments.
Supporting materials
Resource: BIG-IP Cloud-Native Edition Resource: BIG-IP Cloud-Native Network Functions Resource: BIG-IP Next for Kubernetes Resource: BIG-IP eBPF Observability Tolly report: BIG-IP Cloud-Native Edition for service provider infrastructure Blog: What infrastructure efficiency means at service provider scale Blog: Cloud-native modernization for the AI and 5G/6G era Technical article: Inside F5 BIG-IP Cloud-Native Edition for service providers About F5
F5, Inc. (NASDAQ: FFIV) is the global leader that delivers and secures every app. Backed by three decades of expertise, F5 has built the industry’s premier platform—F5 Application Delivery and Security Platform (ADSP)—to deliver and secure every app, every API, anywhere: on-premises, in the cloud, at the edge, and across hybrid, multicloud environments. F5 is committed to innovating and partnering with the world’s largest and most advanced organizations to deliver fast, available, and secure digital experiences. Together, we help each other thrive and bring a better digital world to life.
For more information visit f5.com
Explore F5 Labs threat research at f5.com/labs
Follow to learn more about F5, our partners, and technologies: Blog | LinkedIn | X | YouTube | Instagram | Facebook
F5, F5 Labs, BIG-IP, and BIG-IP Next are trademarks, service marks, or tradenames of F5, Inc. or its affiliates in the U.S. and other countries. All other product and company names herein may be trademarks of their respective owners.
F5 dosáhla nového 52týdenního maxima 471,32 USD poté, co za čtvrtletí vykázala zisk na akcii (EPS) 4,73 USD a tržby 865,08 milionu USD, čímž překonala očekávání analytiků.
Shares of F5, Inc. (NASDAQ:FFIV – Get Free Report) hit a new 52-week high during mid-day trading on Tuesday. The stock traded as high as $471.32 and last traded at $470.1210, with a volume of 16210 shares. The stock had previously closed at $458.53.
Analyst Upgrades and Downgrades Several equities analysts have recently weighed in on the company. Morgan Stanley lifted their price target on F5 from $380.00 to $415.00 and gave the company an “equal weight” rating in a research report on Tuesday, July 28th. Barclays raised their target price on F5 from $386.00 to $397.00 and gave the stock an “equal weight” rating in a research note on Tuesday, July 28th. Needham & Company LLC reaffirmed a “hold” rating on shares of F5 in a report on Tuesday, July 28th. Wall Street Zen upgraded F5 from a “hold” rating to a “buy” rating in a research report on Saturday, August 1st. Finally, Royal Bank Of Canada reissued an “outperform” rating on shares of F5 in a report on Thursday, July 16th. Five equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $416.62.
Read Our Latest Report on FFIV
F5 Trading Up 1.7% The firm has a fifty day simple moving average of $412.39 and a two-hundred day simple moving average of $378.96. The stock has a market cap of $26.40 billion, a PE ratio of 37.29, a PEG ratio of 4.30 and a beta of 1.03. F5 (NASDAQ:FFIV – Get Free Report) last issued its quarterly earnings data on Monday, July 27th. The network technology company reported $4.73 EPS for the quarter, topping the consensus estimate of $4.00 by $0.73. The company had revenue of $865.08 million during the quarter, compared to analyst estimates of $834.60 million. F5 had a return on equity of 21.54% and a net margin of 21.95%.F5’s revenue was up 10.9% on a year-over-year basis. During the same quarter in the previous year, the firm earned $4.16 earnings per share. F5 has set its Q4 2026 guidance at 4.140-4.260 EPS and its FY 2026 guidance at 17.210-17.330 EPS. Equities analysts forecast that F5, Inc. will post 13.65 earnings per share for the current year.
Insider Transactions at F5 In other news, CEO Francois Locoh-Donou sold 3,782 shares of the firm’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $412.44, for a total transaction of $1,559,848.08. Following the sale, the chief executive officer owned 146,989 shares in the company, valued at approximately $60,624,143.16. This trade represents a 2.51% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thomas Fountain sold 1,208 shares of the company’s stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $414.63, for a total transaction of $500,873.04. Following the completion of the transaction, the executive vice president owned 8,060 shares of the company’s stock, valued at $3,341,917.80. This trade represents a 13.03% 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. Over the last ninety days, insiders have sold 16,829 shares of company stock worth $6,815,302. Company insiders own 0.48% of the company’s stock.
Institutional Inflows and Outflows Several hedge funds have recently made changes to their positions in FFIV. CX Institutional raised its position in F5 by 17.7% during the 3rd quarter. CX Institutional now owns 733 shares of the network technology company’s stock valued at $326,000 after purchasing an additional 110 shares during the last quarter. QRG Capital Management Inc. increased its position in F5 by 14.5% during the 2nd quarter. QRG Capital Management Inc. now owns 1,474 shares of the network technology company’s stock valued at $613,000 after buying an additional 187 shares in the last quarter. Sequoia Financial Advisors LLC grew its position in F5 by 14.6% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 22,144 shares of the network technology company’s stock valued at $9,211,000 after purchasing an additional 2,814 shares during the last quarter. National Pension Service raised its holdings in F5 by 10.5% in the 2nd quarter. National Pension Service now owns 14,091 shares of the network technology company’s stock worth $5,861,000 after acquiring an additional 1,341 shares during the last quarter. Finally, Integrated Wealth Concepts LLC bought a new stake in shares of F5 in the second quarter worth approximately $459,000. 90.66% of the stock is owned by hedge funds and other institutional investors.
F5 Company Profile (Get Free Report)
F5, Inc develops application delivery, security and management technologies that help organizations deploy, protect and optimize applications across data centers, public clouds, edge environments and distributed networks. Its offerings are designed to support application availability, performance, scalability and security across hybrid and multi-cloud architectures.
The company’s portfolio includes BIG-IP application delivery and security solutions, NGINX web and application delivery technologies, and F5 Distributed Cloud services.
Further Reading Five stocks we like better than F5 AI Chip Demand Gives Linde a New Growth Catalyst Qualcomm’s Huawei Deal Adds Strategic Depth to Its AI Expansion 3 Sectors Where Volatility Is Creating Entry Points, Not Exit Signals D-Wave’s Gate-Model Tech Notches a Major Milestone Receive News & Ratings for F5 Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for F5 and related companies with MarketBeat.com's FREE daily email newsletter.
IFP Advisors Inc. ve 2. čtvrtletí snížila podíl ve společnosti F5 o 51,1 % na 1 243 akcií v hodnotě 517 000 USD. Ve stejném období prodal CEO Francois Locoh-Donou 3 782 akcií.
IFP Advisors Inc lessened its holdings in shares of F5, Inc. (NASDAQ:FFIV – Free Report) by 51.1% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,243 shares of the network technology company’s stock after selling 1,301 shares during the period. IFP Advisors Inc’s holdings in F5 were worth $517,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other hedge funds also recently added to or reduced their stakes in FFIV. Baird Financial Group Inc. boosted its stake in shares of F5 by 9.8% in the second quarter. Baird Financial Group Inc. now owns 4,536 shares of the network technology company’s stock worth $1,887,000 after buying an additional 405 shares during the last quarter. Allworth Financial LP raised its position in F5 by 419.3% during the second quarter. Allworth Financial LP now owns 779 shares of the network technology company’s stock valued at $324,000 after acquiring an additional 629 shares in the last quarter. Arizona State Retirement System lifted its holdings in F5 by 2.7% in the second quarter. Arizona State Retirement System now owns 16,205 shares of the network technology company’s stock valued at $6,741,000 after acquiring an additional 420 shares during the period. West Family Investments Inc. acquired a new position in F5 in the second quarter valued at approximately $497,000. Finally, Waverly Advisors LLC acquired a new position in F5 in the second quarter valued at approximately $501,000. 90.66% of the stock is owned by hedge funds and other institutional investors.
Analyst Ratings Changes A number of brokerages have recently commented on FFIV. Needham & Company LLC reaffirmed a “hold” rating on shares of F5 in a research note on Tuesday, July 28th. Zacks Research cut shares of F5 from a “strong-buy” rating to a “hold” rating in a research note on Monday, July 27th. Barclays increased their price target on shares of F5 from $386.00 to $397.00 and gave the stock an “equal weight” rating in a report on Tuesday, July 28th. Bank of America raised their price target on shares of F5 from $250.00 to $300.00 and gave the company an “underperform” rating in a research report on Tuesday, May 26th. Finally, Weiss Ratings raised shares of F5 from a “buy (b-)” rating to a “buy (b)” rating in a report on Tuesday, August 11th. Five analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $416.62.
Check Out Our Latest Stock Analysis on F5 Insider Transactions at F5 In other F5 news, EVP Thomas Fountain sold 1,208 shares of the stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $414.63, for a total transaction of $500,873.04. Following the transaction, the executive vice president directly owned 8,060 shares of the company’s stock, valued at $3,341,917.80. This trade represents a 13.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible 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 transaction of $1,559,848.08. Following the completion of the sale, the chief executive officer owned 146,989 shares in the company, valued at approximately $60,624,143.16. This trade represents a 2.51% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 16,829 shares of company stock worth $6,815,302 in the last ninety days. Company insiders own 0.48% of the company’s stock.
More F5 News Here are the key news stories impacting F5 this week:
Positive Sentiment: AI-powered bot protection: F5 added device intelligence and specialized agentic-AI detection to its Distributed Cloud Bot Defense platform. The features are designed to identify automated account abuse, maintain persistent device context and continuously assess risk, potentially improving customer protection against increasingly sophisticated attacks. F5 Distributed Cloud Bot Defense announcement Positive Sentiment: Broader AI security push: Reports highlight F5’s addition of AI guardrails and bot defenses as enterprises adopt AI and face rising security, fraud and governance risks. Investors may view these capabilities as a way for F5 to deepen customer relationships and create longer-term competitive differentiation. F5 adds AI guardrails and bot defenses Neutral Sentiment: Execution remains important: The AI-security initiatives could support future growth, but the reports do not provide details on incremental revenue, customer adoption or financial guidance. Investors will likely look for evidence that the new features translate into broader bookings and recurring revenue. F5 AI security competitive analysis Negative Sentiment: Insider selling: CTO Michael Montoya sold 4,426 shares, reducing his direct holdings by about 77%, while John Maddison sold 204 shares. Both transactions were conducted under pre-arranged Rule 10b5-1 plans, which reduces their signaling value, but the sales may still weigh modestly on sentiment. F5 insider stock sales F5 Trading Up 4.7% Shares of FFIV stock opened at $430.88 on Wednesday. F5, Inc. has a 12-month low of $223.76 and a 12-month high of $435.00. The business’s 50 day moving average is $403.61 and its two-hundred day moving average is $363.13. The company has a market capitalization of $24.40 billion, a P/E ratio of 34.31, a P/E/G ratio of 4.02 and a beta of 1.03.
F5 (NASDAQ:FFIV – Get Free Report) last posted its quarterly earnings data on Monday, July 27th. The network technology company reported $4.73 EPS for the quarter, beating analysts’ consensus estimates of $4.00 by $0.73. The business had revenue of $865.08 million during the quarter, compared to analysts’ expectations of $834.60 million. F5 had a return on equity of 21.54% and a net margin of 21.95%.The business’s revenue was up 10.9% compared to the same quarter last year. During the same period in the previous year, the business earned $4.16 earnings per share. F5 has set its Q4 2026 guidance at 4.140-4.260 EPS and its FY 2026 guidance at 17.210-17.330 EPS. On average, research analysts predict that F5, Inc. will post 13.65 earnings per share for the current fiscal year.
About F5 (Free Report)
F5, Inc is a technology company that provides application delivery, security and traffic-management solutions for enterprises, service providers and government organizations. Its offerings are designed to help customers ensure the availability, performance and security of applications across on-premises data centers, public clouds and edge environments.
The company’s portfolio includes BIG-IP software and appliances, NGINX application delivery and web server technologies, and F5 Distributed Cloud Services.
Read More Five stocks we like better than F5 Running on Empty: 3 Energy Plays for Europe’s Deep Freeze 3 Healthcare Stocks for 3 Stages of Life Curaleaf Tries To Roll Up Aurora In a Hostile Cannabis Bid MarketBeat’s Most Downgraded Stocks in Q3: 2 Look Cheap, 1 Looks Risky Want to see what other hedge funds are holding FFIV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for F5, Inc. (NASDAQ:FFIV – Free Report).
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F5 a MuleSoft spustily integraci, která v Agent Fabric vkládá bezpečnost AI přímo do workflow a blokuje prompt injection i únik citlivých dat. Řešení je nyní obecně dostupné.
Joint integration featuring F5 AI Security Platform and Agent Fabric embeds AI runtime security directly into agentic AI workflows, blocking threats like prompt injection and sensitive data exposure
SEATTLE--(BUSINESS WIRE)--F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced a technology integration with MuleSoft, a Salesforce company, bringing F5 AI Guardrails—part of the F5 AI Security Platform—directly into Agent Fabric. As enterprises rapidly scale AI agents and large language model (LLM) applications, this native integration provides security and platform engineering teams with centralized policy enforcement, real-time protection against malicious prompts, and enhanced auditability without re-architecting or replacing the systems already in use.
As organizations scale agentic AI capabilities, security teams face a growing governance gap and frequently lack visibility into agentic traffic. They risk exposure from prompt injection, harmful outputs, and sensitive data leakage. The joint integration federates F5’s runtime AI security into Agent Fabric's Omni Gateway, enabling enterprises to enforce unified guardrail policies across all prompts and outputs moving through their agentic workflows.
Eliminating the governance gap for agentic AI
Until now, organizations deploying Agent Fabric and seeking to leverage F5 AI Guardrails have faced a trade-off: either route LLM traffic through a separate F5 inspection layer, creating additional operational complexity and fragmented telemetry, or rely solely on native gateway controls without extending F5 AI Guardrails policies directly into their MuleSoft-managed workflows.
By federating F5 AI Guardrails into Agent Fabric, enterprises gain:
Unified governance and zero double-proxy overhead: Policy management for AI traffic lives in a single control plane. Agent Fabric's Omni Gateway routes LLM calls directly to the F5 AI Guardrails Scan API, inspecting inbound prompts and outbound completions inline before models are invoked or responses returned. Support for Agentforce ecosystems: Organizations can apply consistent runtime security controls across Agentforce-powered agents, Agent Fabric workflows, and custom AI applications. Proactive threat mitigation: The solution is designed to block prompt injection, jailbreaks, toxicity, and unauthorized topics while reducing personally identifiable information (PII) and protected data exposure at runtime. Data residency and sovereign control: Flexible dual-deployment topology allows self-hosted Kubernetes deployments including private VPCs, allowing sensitive prompt and completion data to remain within customer boundaries. Low-touch policy tuning: Security teams author and version scanners, blocklists, and sensitivity thresholds within the F5 console, which Omni Gateway picks up dynamically without requiring policy or code changes. SOC back-correlation and compliance auditability: Decisions carry detailed telemetry and shared scan IDs for seamless correlation in the F5 console, simplifying compliance with regulations such as the EU AI Act, GDPR, and HIPAA. “AI agents are moving from experiments into the critical path of the enterprise,” said Kunal Anand, Chief Product Officer at F5. “The biggest risk in agentic AI is that agents will move faster than enterprise security and governance models can keep up. By integrating the F5 AI Security Platform directly into Agent Fabric, we are putting protection in the path of every prompt and response, where it can operate in real time. That lets organizations move faster with AI while preserving the control, visibility, and accountability their most important business processes demand.”
“We built Agent Fabric as the neutral solution to support enterprises running agents across a mix of models and platforms,” said Andrew Comstock, SVP & GM at MuleSoft. “By extending Agent Fabric’s existing LLM API and AI services to support F5 AI Guardrails as a first-class provider, we’re making it even easier for customers to scale their agentic enterprise on the security tooling they know and trust.”
Availability and Dreamforce demonstration
F5 AI Guardrails for Agent Fabric is now generally available. At Dreamforce (September 15–17, 2026, San Francisco), organizations can engage with the Agent Fabric team to learn more about the integration and explore how to apply AI security and governance controls across agentic AI deployments.
To learn more about how F5 and MuleSoft are securing the future of agentic AI, visit https://www.f5.com/solutions/ai-security.
About F5
F5, Inc. (NASDAQ: FFIV) is the global leader that delivers and secures every app. Backed by three decades of expertise, F5 has built the industry’s premier platform—F5 Application Delivery and Security Platform (ADSP)—to deliver and secure every app, every API, anywhere: on-premises, in the cloud, at the edge, and across hybrid, multicloud environments. F5 is committed to innovating and partnering with the world’s largest and most advanced organizations to deliver fast, available, and secure digital experiences. Together, we help each other thrive and bring a better digital world to life.
For more information visit f5.com
Explore F5 Labs threat research at f5.com/labs
Follow to learn more about F5, our partners, and technologies: Blog | LinkedIn | X | YouTube | Instagram | Facebook
F5 is a trademark, service mark, or tradename of F5, Inc. or its affiliates in the U.S. and other countries. All other product and company names herein may be trademarks of their respective owners. The integration described herein does not create a partnership, joint venture, or agency relationship between the parties.
F5 uvedla nové AI funkce pro WAF a virtuální patching, které mají blokovat útoky během minut a snížit falešné poplachy na 1 %. V interním testu dosáhla detekce hrozeb 98 %.
Frontier AI turns vulnerabilities into exploits in hours; F5 enables security teams to maintain availability, governance, and operational stability by blocking threats in minutes
SEATTLE--(BUSINESS WIRE)--F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced innovations to block frontier AI-driven threats in the data path and enable faster virtual patching, giving security leaders time to make intelligent risk-based decisions rather than reactive operational compromises. With new features such as anomaly detection and agentic threat intelligence, F5’s AI-powered web application firewall (WAF) is uniquely capable in delivering real-time protections because of its strategic position in customers’ infrastructure. Enhancements to F5 WAF for Distributed Cloud and virtual patching provide the precision needed to confidently block active exploits at the request level.
“Frontier AI has collapsed the time between vulnerability discovery and active exploitation,” said Kunal Anand, Chief Product Officer at F5. “The old model of waiting for code to be rewritten, tested, and redeployed cannot keep pace. F5 puts protection directly into the data path, where we can identify and block exploits in minutes. Virtual patching gives organizations something increasingly scarce in cybersecurity: time. Time to understand the risk, protect the business, and fix the underlying vulnerability without forcing teams into a permanent state of crisis.”
F5 blocks exploits with runtime security, enabling customers to quickly deploy virtual patches. Introduced earlier this year, F5’s AI-powered WAF has already seen strong customer adoption. In internal F5 testing, the solution delivered 98% threat detection efficacy while reducing false positives to 1%, extending the F5 Application Delivery and Security Platform (ADSP) and giving teams confidence to convert scanner findings into enforced protection in minutes rather than weeks.
F5 has enhanced its capabilities, adding anomaly detection and agentic threat intelligence to a WAF solution that evaluates requests inline using real-time machine learning classification and a neural network risk engine to assign a risk score to each request as it arrives. Scoring risk dynamically, rather than matching known signatures, allows the WAF to help defend against zero-day attempts, injection attacks, and polymorphic exploit chains that change shape on every attempt.
In tailoring infrastructures for a post-Mythos world, F5 helps customers evolve their AI cybersecurity capabilities:
Continually analyze traffic for attack signals
Built directly into F5 WAF for Distributed Cloud, innovative anomaly detection is an intelligent, self-learning capability that continuously analyzes each application’s unique traffic patterns, establishing traffic norms and flagging meaningful deviations that could signal a pending attack. It builds per-application statistical baselines and, in real time, scores incoming requests against baselines to identify attacks and false positives. Anomaly detection provides security teams with more accurate protection for their apps without adding complexity.
Prioritize potential exploits with agentic threat intelligence
Security teams do not lack alerts. They lack context. New agentic threat intelligence capabilities, built on technology from the acquisition of Fletch, combine external intelligence on emerging and actively exploited threats with what F5 sees reaching customer applications. Teams get one view of which threats are real, which are relevant to their environment, and what to do about each one, with recommended mitigations that can be applied immediately as virtual patches.
Enforce virtual patches in minutes
Protection cannot wait for a code release. F5 also delivers automated virtual patching with F5 Distributed Cloud Web App Scanning (WAS). The solution identifies exposed vulnerabilities, unprotected APIs, and business logic flaws to trigger targeted virtual patches at runtime. For hybrid environments, these timely virtual patching capabilities also extend to F5 WAF for BIG-IP. Customers can apply existing signatures or write custom rules scoped to a specific CVE, attack path, method, header, or parameter across environments.
Balance business risk with emerging threats
False positives are the reason most WAFs sit in passive monitoring mode. F5 WAF for Distributed Cloud, through AI-powered risk-based scoring, reduces false positives to 1%, giving SecOps the confidence to start blocking risky traffic sooner without affecting application availability. Virtual patching using F5 WAF for Distributed Cloud then acts as a safety valve, holding protection in place while developers build, test, and release a permanent fix inside standard change controls.
Extend remediation to the F5 estate
While virtual patching holds the line in the request path, F5 Insight for ADSP accelerates patching of the underlying infrastructure. F5 Insight gives operations teams supported update and patching workflows across F5 hardware and software environments with readiness checks, taking advantage of F5’s updated hardened release cadence. Together, these capabilities mitigate exposure in minutes and remediate the fleet on a preferred schedule.
New AI-powered WAF capabilities are available now on Distributed Cloud as part of the F5 ADSP. Virtual patching capabilities, along with the integration between F5 Distributed Cloud WAS and F5 WAF for BIG-IP, are also available today. Agentic threat intelligence and anomaly detection are rolling out to F5 WAF for Distributed Cloud customers, with broader availability continuing over the coming months.
Supporting resources
Blog: F5’s AI-powered WAF advances virtual patching for the post-Mythos era Blog: Four reasons not to miss the F5 post-Mythos security summit F5 virtual security summit: Security for the post-Mythos world Use case: Virtual patching is your first line of defense About F5
F5, Inc. (NASDAQ: FFIV) is the global leader that delivers and secures every app. Backed by three decades of expertise, F5 has built the industry’s premier platform—F5 Application Delivery and Security Platform (ADSP)—to deliver and secure every app, every API, anywhere: on-premises, in the cloud, at the edge, and across hybrid, multicloud environments. F5 is committed to innovating and partnering with the world’s largest and most advanced organizations to deliver fast, available, and secure digital experiences. Together, we help each other thrive and bring a better digital world to life.
For more information visit f5.com
Explore F5 Labs threat research at f5.com/labs
Follow to learn more about F5, our partners, and technologies: Blog | LinkedIn | X | YouTube | Instagram | Facebook
F5, F5 ADSP, BIG-IP, and Distributed Cloud Web App Scanning are trademarks, service marks, or tradenames of F5, Inc. or its affiliates in the U.S. and other countries. All other product and company names herein may be trademarks of their respective owners.
F5 za poslední měsíc klesla o 5,1 %, přesto ve 3. fiskálním čtvrtletí fiskálního roku 2026 překonala odhady: zisk na akcii činil 4,73 USD a tržby 865 milionů USD.
It has been about a month since the last earnings report for F5 Networks (FFIV - Free Report) . Shares have lost about 5.1% in that time frame, underperforming the S&P 500.
But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is F5 due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts.
F5 Q3 Earnings and Revenues Beat EstimatesF5 delivered better-than-expected third-quarter fiscal 2026 results. The company reported third-quarter fiscal 2026 non-GAAP earnings of $4.73 per share, which increased 14% year over year. The figure surpassed the Zacks Consensus Estimate by 18.8%.
Revenues increased 11% year over year to $865 million and beat the consensus mark by 3.96%. Results benefited from 32% systems revenue growth, sustained hybrid multicloud demand and growing application security requirements. Product revenues advanced 19%, marking the eighth consecutive quarter of double-digit growth.
FFIV's Q3 Segment Revenue DetailsProduct revenues, representing 54% of total revenues, increased 19% year over year to $463 million. Systems revenues jumped 32% to $240 million as customers invested in higher-performance infrastructure, expanded data-center capacity and modernized environments for resiliency, digital sovereignty and AI workloads.
Software revenues rose 7% to $223 million. Subscription-based software revenues increased 9% to $201 million and represented 90% of software revenues. Perpetual license revenues declined 4% to $22 million. Services revenues, accounting for 46% of total revenues, grew 3% to $402 million.
F5 Benefits From Hybrid Multicloud DemandManagement highlighted expansion opportunities tied to hybrid multicloud adoption, including competitive displacements, platform consolidation and data-center buildouts. An energy and utilities provider expanded its BIG-IP footprint after moving workloads from an unstable cloud environment back to on-premises infrastructure.
F5 also secured a competitive win at a Fortune 100 technology provider seeking to strengthen delivery and security for a storage service spanning 45 data centers. The customer selected BIG-IP to support the availability, resilience and security requirements of AI and data-intensive workloads.
F5 Maintains Solid Margins and Cash FlowNon-GAAP gross margin expanded 110 basis points year over year to 84.2%, while non-GAAP operating margin increased 70 basis points to 35%.
In the third quarter of fiscal 2026, FFIV generated $316 million in operating cash flow and $281 million in free cash flow.
Cash and investments totaled $1.63 billion, up from $1.44 billion in the previous quarter. The company repurchased $100 million of shares and had $422 million remaining under its authorization.
FFIV Raises Fiscal 2026 OutlookF5 expects fourth-quarter fiscal 2026 revenues between $870 million and $890 million, implying growth of nearly 9% at the midpoint. Non-GAAP earnings are projected in the range of $4.14-$4.26 per share. Non-GAAP gross margin is expected between 83% and 84%, reflecting a favorable mix of higher-performance systems and lower component-cost increases than initially anticipated.
For fiscal 2026, management raised its revenue growth forecast to approximately 9-10% from 7-8%. The company continues to expect mid-single-digit software growth, double-digit systems growth and low-single-digit services growth. Non-GAAP earnings guidance was increased to $17.21-$17.33 per share from $16.25-$16.55.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a upward trend in estimates revision.
VGM ScoresCurrently, F5 has a nice Growth Score of B, a score with the same score on the momentum front. However, the stock was allocated a grade of D on the value side, putting it in the bottom 40% for this investment strategy.
Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. Interestingly, F5 has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
Performance of an Industry PlayerF5 is part of the Zacks Internet - Software industry. Over the past month, Calix (CALX - Free Report) , a stock from the same industry, has gained 7.4%. The company reported its results for the quarter ended June 2026 more than a month ago.
Calix reported revenues of $293.33 million in the last reported quarter, representing a year-over-year change of +21.3%. EPS of $0.47 for the same period compares with $0.33 a year ago.
For the current quarter, Calix is expected to post earnings of $0.42 per share, indicating a change of -4.6% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.
The overall direction and magnitude of estimate revisions translate into a Zacks Rank #3 (Hold) for Calix. Also, the stock has a VGM Score of C.
BlackRock Inc. bought a new stake in F5, Inc. (NASDAQ:FFIV – Free Report) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 6,278,577 shares of the network technology company’s stock, valued at approximately $2,611,637,000. BlackRock Inc. owned 11.13% of F5 as of its most recent filing with the Securities & Exchange Commission.
Several other institutional investors and hedge funds have also recently bought and sold shares of FFIV. Persistent Asset Partners Ltd acquired a new position in shares of F5 in the 2nd quarter valued at $36,000. Hazlett Burt & Watson Inc. acquired a new stake in shares of F5 during the 4th quarter worth $26,000. Hantz Financial Services Inc. grew its position in F5 by 109.8% during the fourth quarter. Hantz Financial Services Inc. now owns 107 shares of the network technology company’s stock valued at $27,000 after acquiring an additional 56 shares during the period. Elyxium Wealth LLC purchased a new stake in F5 during the fourth quarter valued at about $28,000. Finally, SJS Investment Consulting Inc. increased its stake in F5 by 963.6% during the first quarter. SJS Investment Consulting Inc. now owns 117 shares of the network technology company’s stock worth $34,000 after acquiring an additional 106 shares during the last quarter. Institutional investors and hedge funds own 90.66% of the company’s stock.
F5 Price Performance Shares of FFIV opened at $382.63 on Thursday. F5, Inc. has a 12 month low of $223.76 and a 12 month high of $435.00. The stock’s 50-day moving average is $404.38 and its two-hundred day moving average is $346.88. The stock has a market cap of $21.67 billion, a PE ratio of 30.46, a P/E/G ratio of 3.85 and a beta of 1.03.
F5 (NASDAQ:FFIV – Get Free Report) last announced its earnings results 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. The business had revenue of $865.08 million for the quarter, compared to the consensus estimate of $834.60 million. F5 had a return on equity of 21.54% and a net margin of 21.95%.The company’s revenue was up 10.9% on a year-over-year basis. During the same period last year, the business posted $4.16 EPS. F5 has set its Q4 2026 guidance at 4.140-4.260 EPS and its FY 2026 guidance at 17.210-17.330 EPS. On average, research analysts anticipate that F5, Inc. will post 13.65 earnings per share for the current year. Insider Activity at F5 In related news, CTO Kunal Anand sold 392 shares of F5 stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $404.63, for a total value of $158,614.96. Following the completion of the sale, the chief technology officer owned 12,586 shares in the company, valued at approximately $5,092,673.18. The trade was a 3.02% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through 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 the company’s stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $405.85, for a total transaction of $405,850.00. Following the completion of the sale, the insider owned 1,353 shares in the company, valued at approximately $549,115.05. This trade represents a 42.50% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 15,699 shares of company stock valued at $6,316,411. 0.48% of the stock is currently owned by insiders.
Wall Street Analyst Weigh In A number of equities analysts have recently commented on the company. Zacks Research downgraded F5 from a “strong-buy” rating to a “hold” rating in a report on Monday, July 27th. Needham & Company LLC reissued a “hold” rating on shares of F5 in a research report on Tuesday, July 28th. Morgan Stanley raised their price target on shares of F5 from $380.00 to $415.00 and gave the company an “equal weight” rating in a report on Tuesday, July 28th. Piper Sandler reaffirmed an “overweight” rating and set a $461.00 price target (up from $423.00) on shares of F5 in a research report on Tuesday, July 28th. Finally, Barclays boosted their price objective on shares of F5 from $386.00 to $397.00 and gave the stock an “equal weight” rating in a research note on Tuesday, July 28th. Five investment analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, F5 currently has a consensus rating of “Hold” and a consensus target price of $416.62.
Get Our Latest Research Report on FFIV
F5 Profile (Free Report)
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.
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F5 rozšířila AI Gateway a začlenila ji do F5 AI Security Platform. Novinka má firmám dát jednotné řízení politik, bezpečnosti a nákladů AI a snížit spotřebu tokenů až o 60 %.
Now part of the F5 AI Security Platform, new capabilities provide a unified control point for AI tokenomics, policy enforcement, and security across models, agents, and tools
SEATTLE--(BUSINESS WIRE)--F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today introduced significant enhancements to the F5 AI Gateway and integrated the solution into the F5 AI Security Platform. The enhanced F5 AI Gateway seamlessly enforces policies on every AI request, giving enterprises a unified control plane to govern how AI models, agents, and tools are accessed and used, while optimizing the economics of AI at scale.
Enterprises have moved past AI experimentation, but governance has not kept pace. AI traffic still moves through a patchwork of standalone proxies and monitoring tools that were never built for AI, with no guardrails in between. According to F5’s 2026 State of Application Strategy Report, 77% of organizations say inference, rather than model training or tuning, is now their dominant AI activity, and organizations are managing an average of seven AI models.
As inference scales, tokenomics is becoming an increasingly important consideration, with every model request carrying implications for cost, performance, and security. Yet the piecemeal approach to standalone tools to secure AI traffic leaves enterprises without consistent control over how models and agents are accessed and used.
"We're watching enterprises race to deploy AI while struggling to control it," said Kunal Anand, Chief Product Officer at F5. "Every AI request carries economic, security, and governance implications, yet most organizations are relying on fragmented tools that address only part of the problem. The result is rising costs, increased risk, and operational complexity. F5 AI Gateway, integrated into the F5 AI Security Platform, provides a single control point for managing AI across models, clouds, agents, and applications. We believe every enterprise will need an intelligent control layer for AI. F5 is building that foundation, helping customers accelerate innovation while maintaining visibility, security, and control."
F5 AI Gateway brings three critical functions together in a single integrated solution:
Model Gateway for model access and cost optimization MCP Gateway for agent-to-tool governance AI Guardrails for prompt and response protection Budgets, model routing policies and agent access controls are set once centrally and enforced across distributed environments wherever the models, agents and AI apps run, providing a single operations pane for AI platform ops, AI Security ops and finance teams.
Rapid adoption of AI is fueling the need for AI gateways. According to a recent Gartner® report, "AI gateways have emerged as a critical part of AI infrastructure, as enterprises need tools to support safe, efficient and controlled access to AI models and MCP servers. Adoption of AI gateways will continue to accelerate among large enterprises."1
Bringing AI costs under control
Organizations that cannot see which teams, models, and providers are consuming tokens cannot assess the value and costs of using AI. F5 AI Gateway puts tokenomics under control: the Model Gateway function attributes every token by provider, model, team, and user, per-team budgets enforce limits as spend occurs rather than after the invoice arrives; and automated optimization — smart routing and model tiering, semantic caching, and GPU-aware load balancing — routes each request to the right model at the right cost. The solution is designed to reduce token spend by up to 60 percent, with no application changes.
Governing agents and controlling tool access
As agents multiply, so do the MCP servers they call, usually with no central registry, no per-tool authorization, and no record of what agents are doing. The MCP Gateway function of F5 AI Gateway provides fine-grained access controls that limit agents to the resources they are explicitly authorized to use, including APIs, data sources, and RAG systems. A complete audit trail captures what was accessed, when, by which agent, and on whose behalf. MCP server registry gives teams a single source of truth for approved MCP servers, thereby removing friction for developers who would otherwise find it challenging to discover which servers and tools exist.
Protecting AI data flows and proving compliance
Personal data, health records, and intellectual property move through AI applications every day, and that data usually reaches external models uninspected while injection and jailbreak attempts go undetected. F5 AI Guardrails inspect every prompt and response, redacting sensitive data before it reaches the model, blocking injection and jailbreak attempts, and failing closed when a request cannot be evaluated. Full audit trails, SIEM export, data residency controls, and alignment with SOC 2, ISO, and HIPAA frameworks give regulated industries the evidence they need before putting AI into production.
The enforcement point for the F5 AI Security Platform
F5 introduced the F5 AI Security Platform earlier this year to give teams continuous visibility, governance, and protection across enterprise AI applications, models, agents, and the APIs connecting them. Four integrated pillars — AI governance, AI usage control, AI security testing, and AI runtime protection — plus an overarching observability layer, create a persistent security lifecycle rather than a one-time compliance exercise. F5 AI Gateway is where those pillars meet live traffic, putting policy into force at the point of interaction and controlling what AI can access, what it can expose, and, crucially, what it can cost the business. F5 AI Gateway is deployable across SaaS, hybrid SaaS, and hybrid multicloud environments, with air-gapped support planned for regulated and sovereign use cases.
Supporting resources
Blog: F5 AI Gateway: A single control point for all enterprise AI Product page: F5 AI Gateway F5 AI Gateway Early Access About F5
F5, Inc. (NASDAQ: FFIV) is the global leader that delivers and secures every app. Backed by three decades of expertise, F5 has built the industry’s premier platform—F5 Application Delivery and Security Platform (ADSP)—to deliver and secure every app, every API, anywhere: on-premises, in the cloud, at the edge, and across hybrid, multicloud environments. F5 is committed to innovating and partnering with the world’s largest and most advanced organizations to deliver fast, available, and secure digital experiences. Together, we help each other thrive and bring a better digital world to life.
For more information visit f5.com
Explore F5 Labs threat research at f5.com/labs
Follow to learn more about F5, our partners, and technologies: Blog | LinkedIn | X | YouTube | Instagram | Facebook
Forward-Looking Statements. This press release contains forward-looking statements, including regarding the expected availability, timing, functionality, and benefits of the F5 AI Gateway and F5 AI Security Platform, made under the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Actual results could differ materially due to the risks described in F5's SEC filings, including its most recent Forms 10-K and 10-Q. F5 undertakes no obligation to update these statements.
F5 is a trademark, service mark, or tradename of F5, Inc. or its affiliates in the U.S. and other countries. All other product and company names herein may be trademarks of their respective owners.
Source: F5, Inc.
1 Gartner, Market Overview for AI Gateways, Keith Guttridge, Andrew Humphreys, Shiva Varma, 13 May 2026.
GARTNER is a trademark of Gartner, Inc. and/or its affiliates.
F5 ve čtvrtletí zvýšila výnosy na 865,08 mil. USD, ale Asie a Tichomoří zaostala s 130,48 mil. USD pod očekáváním analytiků 144,07 mil. USD. EMEA naopak překonala odhad na 256,03 mil. USD.
Did you analyze how F5 Networks (FFIV - Free Report) fared in its international operations for the quarter ending June 2026? Given the widespread global presence of this computer networking company, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities.
In the current era of a tightly interconnected global economy, the proficiency of a company to penetrate international markets significantly influences its financial health and trajectory of growth. For investors, the key is to grasp how reliant a company is on overseas markets, as this provides insights into the durability of its earnings, its ability to exploit different economic cycles, and its overall growth capabilities.
Being present in foreign markets serves as protection against local economic declines and helps benefit from more rapidly expanding economies. Yet, such expansion also introduces challenges related to currency fluctuations, geopolitical uncertainties and varied market behaviors.
Our review of FFIV's last quarterly performance uncovered some notable trends in the revenue contributions from its international markets, which are commonly analyzed and tracked by Wall Street experts.
The company's total revenue for the quarter amounted to $865.08 million, marking an increase of 10.9% from the year-ago quarter. We will next turn our attention to dissecting FFIV's international revenue to get a clearer picture of how significant its operations are outside its main base.
A Dive into FFIV's International Revenue TrendsAsia Pacific accounted for 15.1% of the company's total revenue during the quarter, translating to $130.48 million. Revenues from this region represented a surprise of -9.43%, with Wall Street analysts collectively expecting $144.07 million. When compared to the preceding quarter and the same quarter in the previous year, Asia Pacific contributed $143.97 million (17.7%) and $147.33 million (18.9%) to the total revenue, respectively.
Other generated $24.58 million in revenues for the company in the last quarter, constituting 2.8% of the total. This represented a surprise of +0.36% compared to the $24.49 million projected by Wall Street analysts. Comparatively, in the previous quarter, Other accounted for $22.55 million (2.8%), and in the year-ago quarter, it contributed $19.88 million (2.6%) to the total revenue.
Of the total revenue, $256.03 million came from Europe, Middle East and Africa during the last fiscal quarter, accounting for 29.6%. This represented a surprise of +7.77% as analysts had expected the region to contribute $237.58 million to the total revenue. In comparison, the region contributed $260.86 million, or 32.1%, and $202.07 million, or 25.9%, to total revenue in the previous and year-ago quarters, respectively.
Anticipated Revenues in Overseas MarketsWall Street analysts expect F5 to report a total revenue of $884.46 million in the current fiscal quarter, which suggests an increase of 9.2% from the prior-year quarter. Revenue shares from Asia Pacific, Other and Europe, Middle East and Africa are predicted to be 16.3%, 2.9%, and 28.1%, corresponding to amounts of $144.13 million, $25.88 million, and $248.8 million, respectively.
For the entire year, the company's total revenue is forecasted to be $3.36 billion, which is an improvement of 9% from the previous year. The revenue contributions from different regions are expected as follows: Asia Pacific will contribute 16.7% ($561.14 million), Other 3% ($99.51 million) and Europe, Middle East and Africa 29.8% ($1 billion) to the total revenue.
Concluding RemarksF5's reliance on international markets for revenues offers both opportunities and risks. Hence, keeping an eye on its international revenue trends could significantly help forecast the company's prospects.
In an era of growing international interdependencies and escalating geopolitical disputes, Wall Street analysts are vigilant in tracking these trends for businesses with a global reach, in order to refine their predictions of earnings. It should be noted, however, that a multitude of other elements, such as a company's domestic position, also play a significant role in shaping the earnings forecasts.
Here at Zacks, we put a great deal of emphasis on a company's changing earnings outlook, as empirical research has shown that's a powerful force driving a stock's near-term price performance. Quite naturally, the correlation is positive here -- an upward revision in earnings estimates drives the stock price higher.
With an impressive externally audited track record, our proprietary stock rating tool - the Zacks Rank - harnesses the power of earnings estimate revisions and serves as an effective indicator of a stock's near-term price performance.
At present, F5 holds a Zacks Rank #3 (Hold). This ranking implies that its near-term performance might mirror the overall market movement. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
F5 Networks' Recent Stock Market PerformanceThe stock has witnessed a decline of 7% over the past month versus the Zacks S&P 500 composite's an increase of 3.4%. In the same interval, the Zacks Computer and Technology sector, to which F5 belongs, has registered an increase of 2.8%. Over the past three months, the company's shares saw an increase of 10.4%, while the S&P 500 increased by 6%. In comparison, the sector experienced an increase of 3% during this timeframe.
For the quarter ended June 2026, F5 Networks (FFIV - Free Report) reported revenue of $865.08 million, up 10.9% over the same period last year. EPS came in at $4.73, compared to $4.16 in the year-ago quarter.
The reported revenue represents a surprise of +3.96% over the Zacks Consensus Estimate of $832.12 million. With the consensus EPS estimate being $3.98, the EPS surprise was +18.84%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how F5 performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Net revenues- Services: $402.25 million versus the six-analyst average estimate of $402.31 million. The reported number represents a year-over-year change of +2.7%.Net revenues- Products: $462.83 million versus $429.8 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +19% change.Net product revenues- Software: $223.31 million versus $219.37 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +7.4% change.Net product revenues- Systems: $239.52 million compared to the $210.59 million average estimate based on five analysts. The reported number represents a change of +32.4% year over year.View all Key Company Metrics for F5 here>>>
Shares of F5 have returned -4% over the past month versus the Zacks S&P 500 composite's +2.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
F5, Inc. (FFIV) Q3 2026 Earnings Call July 27, 2026 4:30 PM EDT
Company Participants
Suzanne DuLong - Vice President of Investor Relations
François Locoh-Donou - President, CEO & Chairman
Cooper Werner - Executive VP & Chief Financial Officer
Kunal Anand - Executive VP & Chief Product Officer
Conference Call Participants
Timothy Long - Barclays Bank PLC, Research Division
Joseph Cardoso - JPMorgan Chase & Co, Research Division
George Notter - Wolfe Research, LLC
Matthew Hedberg - RBC Capital Markets, Research Division
Simon Leopold - Raymond James & Associates, Inc., Research Division
James Fish - Piper Sandler & Co., Research Division
Meta Marshall - Morgan Stanley, Research Division
Tomer Zilberman - BofA Securities, Research Division
Michael Ng - Goldman Sachs Group, Inc., Research Division
John Jeffrey Hopson - Needham & Company, LLC, Research Division
Amit Daryanani - Evercore ISI Institutional Equities, Research Division
Presentation
Operator
Good afternoon, and welcome to the F5, Inc. Third Quarter Fiscal 2026 Financial Results Conference Call. [Operator Instructions] Also, today's conference is being recorded. If anyone has any objections, please disconnect at this time. I'll now turn the call over to Ms. Suzanne DuLong. Ma'am, you may begin.
Suzanne DuLong
Vice President of Investor Relations
Hello, and welcome. I'm Suzanne DuLong, F5's Vice President of Investor Relations. We are here to discuss our third quarter fiscal year 2026 financial results. Francois Locoh-Donou, F5's Chairman, President and CEO; and Cooper Werner, F5's Executive Vice President and CFO, will be making prepared remarks on today's call. Other members of the F5 executive team are also here to answer questions during the Q&A session. Today's press release is available on our website at f5.com, where an archived version of today's audio will be available through October 26, 2026.
We will post the slide deck accompanying today's webcast to our IR site following this call. To access the replay of today's
F5 potřetí letos zvýšila celoroční výhled růstu tržeb na asi 9 % až 10 % díky silné poptávce po kyberbezpečnostních řešeních. Akcie v prodlouženém obchodování vzrostly o 4 %.
July 27 (Reuters) - F5 (FFIV.O), opens new tab on Monday raised its annual revenue growth forecast for the third time this year, betting on robust demand for its secure network and application delivery solutions as businesses navigate heightened cybersecurity risks tied to the AI boom.
Grappling with a surge in AI-driven cyberattacks and ransomware, businesses worldwide are racing to overhaul their digital infrastructure and tighten security operations.
Learn about the latest breakthroughs in AI and tech with the Reuters Artificial Intelligencer newsletter. Sign up here.
Here are some details:
Shares of the company rose 4% in extended trading.
F5, which provides products that help customers direct, manage and filter internet traffic, raised its annual revenue growth forecast to about 9% to 10%, compared with its earlier expectation of a 7% to 8% increase.
The company also lifted its fiscal year 2026 adjusted earnings per share guidance to a range of $17.21 to $17.33, up from $16.25 to $16.55 per share.
F5 reported third-quarter revenue of $865 million, beating analysts' estimates of $832.6 million, according to data compiled by LSEG.
Adjusted earnings per share came in at $4.73, compared with analysts' estimates of $4.
Reporting by Nithyashree R B in Bengaluru; Editing by Shilpi Majumdar
Our Standards: The Thomson Reuters Trust Principles., opens new tab
F5 Networks (FFIV - Free Report) came out with quarterly earnings of $4.73 per share, beating the Zacks Consensus Estimate of $3.98 per share. This compares to earnings of $4.16 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +18.84%. A quarter ago, it was expected that this computer networking company would post earnings of $3.47 per share when it actually produced earnings of $3.9, delivering a surprise of +12.39%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
F5, which belongs to the Zacks Internet - Software industry, posted revenues of $865.08 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 3.96%. This compares to year-ago revenues of $780.37 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
F5 shares have added about 53.7% since the beginning of the year versus the S&P 500's gain of 8.3%.
What's Next for F5?While F5 has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for F5 was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $4.12 on $854.33 million in revenues for the coming quarter and $16.45 on $3.32 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software is currently in the bottom 40% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Consensus Cloud Solutions, Inc. (CCSI - Free Report) , has yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.
This company is expected to post quarterly earnings of $1.49 per share in its upcoming report, which represents a year-over-year change of +2.1%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Consensus Cloud Solutions, Inc.'s revenues are expected to be $90 million, up 2.6% from the year-ago quarter.
F5 zveřejní výsledky za 3. čtvrtletí po uzavření trhu v pondělí, analytici čekají zisk 4,00 USD na akcii a tržby 833,62 milionu USD. Akcie v pátek vzrostly o 1,1 % na 392,21 USD.
F5, Inc. (NASDAQ:FFIV) will release its third quarter earnings report after the closing bell on Monday, July 27.
Analysts expect the Seattle, Washington-based company to report quarterly earnings of $4.00 per share, down from $4.16 per share in the year-ago period. The consensus estimate for F5’s quarterly revenue is $833.62 million. It reported $780.37 million last year, according to Benzinga Pro.
On July 13, F5 named Cathy Peterman as chief people officer.
F5 shares rose 1.1% to close at $392.21 on Friday.
Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.
Considering buying RH stock? Here’s what analysts think:
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Key Takeaways FFIV expects Q3 revenues of $820-$840M, with consensus at $832M and projected 6.63% year-over-year growth.F5 is seeing demand for hybrid multicloud, AI infrastructure and unified app delivery and security platforms.FFIV expects software and systems growth as BIG-IP, AI offerings and refresh cycles support demand. F5 Inc. (FFIV - Free Report) is scheduled to report third-quarter fiscal 2026 results on July 27, 2026, after market close.
For the third quarter of fiscal 2026, F5 projects non-GAAP earnings per share (EPS) in the range of $3.91 to $4.03. The Zacks Consensus Estimate for the same is pegged at $3.98, suggesting a year-over-year decrease of 4.33%. The figure has remained unchanged for the past 60 days.
FFIV’s earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average earnings surprise of 16.18%.
FFIV projects its third-quarter fiscal 2026 non-GAAP revenues between $820 million and $840 million. The Zacks Consensus Estimate for the same is pegged at $832 million, suggesting a year-over-year increase of 6.63%.
Factors Likely to Influence FFIV’s Q3 ResultsF5 is benefiting from robust demand for hybrid multicloud solutions as enterprises are ramping up their infrastructure modernization to improve resiliency, comply with digital sovereignty regulations and prepare for AI-driven workloads. Hybrid multicloud has become the standard enterprise architecture, with FFIV noting that more than 90% of enterprises now operate across hybrid environments. This trend is expected to have converted into strong product demand, particularly across systems and software in the to-be-reported quarter.
The ongoing AI infrastructure build-out is emerging as another major catalyst. Enterprises increasingly require high-performance traffic management, AI data delivery, runtime security and AI factory load balancing as AI inference moves into production. F5 has secured several AI-related customer wins, including deployments supporting AI data delivery, AI runtime security and GPU-based AI infrastructure and is likely to have gained more of such deals in the to-be-reported quarter.
Since AI is driving greater demand for compute, secure data movement and application delivery, F5's application delivery and security platform is positioning it at the center of enterprise AI infrastructure. Demand for unified application delivery and security platforms remained another important growth driver as customers are consolidating multiple point products into integrated platforms that simplify operations while strengthening performance and security across on-premises, cloud and edge environments. These factors are likely to have driven F5’s top line in the to-be-reported quarter.
F5 also introduced several AI-enabled security innovations in the past quarters, including AI-powered Distributed Cloud WAF capabilities and Agentic Bot Defense, further strengthening its application security portfolio for AI-powered applications. These products are expected to have gained traction in the to-be-reported quarter. The ongoing systems refresh cycle provided another meaningful tailwind. Our estimate for Systems revenues is pegged at $212.7 million.
F5 is benefiting from strong software momentum as well. Accelerating adoption of BIG-IP subscriptions, Distributed Cloud Services and AI-related software offerings are expected to have supported software revenue growth and benefited F5 in the to-be-reported quarter. BIG-IP has been continuously winning large enterprise deployments owing to its traffic management capabilities, automation features and lower total cost of ownership. Our estimate for Software revenues is pegged at $219.1 million.
Although F5 experienced a cybersecurity incident earlier this year, management indicated that the company responded rapidly by identifying, containing and remediating the issue. The investigation concluded that only limited non-sensitive data might have been exposed, with customers reporting minimal operational impact and no compromise of production environments. The swift response helped preserve customer confidence while allowing the company to maintain business momentum throughout the quarter.
What Our Model Says for F5 StockOur proven model does not conclusively predict an earnings beat for F5 this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here.
Though F5 currently carries a Zacks Rank #3, it has an Earnings ESP of -0.83%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter. You can see the complete list of today’s Zacks #1 Rank stocks here.
Stocks to ConsiderHere are some stocks worth considering, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.
Amphenol (APH - Free Report) has an Earnings ESP of +1.12% and sports a Zacks Rank #1 at present.
Amphenol shares have gained 16.8% year to date. Amphenol is scheduled to report its second-quarter 2026 results on July 29.
ASE Technology (ASX - Free Report) has an Earnings ESP of +21.21% and a Zacks Rank #2.
ASE Technology shares have surged 148.5% year to date. ASE Technology is set to report its second-quarter 2026 results on July 30.
Fortive (FTV - Free Report) has an Earnings ESP of +2.82% and a Zacks Rank #2 at present.
Fortive shares have gained 9.9% in the year-to-date period. Fortive is set to report second-quarter 2026 results on July 29.
F5 uvedla nové funkce správy flotily pro F5 Insight for ADSP, které mají zrychlit a zpřesnit aktualizace BIG-IP a snížit riziko v prostředí s AI. Součástí jsou i správní kontroly včetně auditní stopy a řízení přístupu.
New F5 Insight workflows help enterprises update BIG-IP fleets faster, more safely, and with greater accountability as AI accelerates vulnerability response timelines
SEATTLE--(BUSINESS WIRE)--F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced new fleet management capabilities for F5 Insight for ADSP that help enterprises reduce risk exposure across F5 BIG-IP environments as frontier AI compresses vulnerability response timelines. The new F5 Insight workflows give security and operations teams fleet-wide visibility, guided update management, enterprise authentication, role-based access controls, and a tamper-evident AI audit trail. This enables customers to move from identifying risk to taking accountable action across large, distributed application delivery and security fleets.
The new capabilities build on F5’s move to monthly hardened software releases and reflect a broader shift in how F5 helps customers respond to AI-accelerated threats. As vulnerability response timelines shrink, enterprises need more than faster fixes. They need the operational control to understand what is exposed, prioritize updates, execute changes safely, and maintain a clear record of action across complex environments.
“Frontier AI has fundamentally altered both sides of cybersecurity,” said Kunal Anand, Chief Product Officer at F5. “It gives defenders powerful new ways to harden software, and it gives attackers faster ways to find and exploit vulnerabilities. F5 is meeting that shift end-to-end. We are changing how we build, harden, and deliver software, and we are giving customers the operational control to move at the same speed. F5 Insight helps teams see what needs attention, update critical infrastructure safely at scale, and prove what changed, when, and by whom. That is what resilience looks like in the frontier AI era.”
Fleet management: From shipped fix to reduced risk
F5 Insight for ADSP v1.2 introduces fleet management workflows for BIG-IP devices, streamlining and simplifying the software update and patching process. Operations teams can see the software version, update readiness, and security posture of every device in their estate, then stage and execute updates across standalone deployments, HA pairs, and fleet segments with guided workflows designed to minimize downtime risk. Key capabilities include:
Fleet-wide software lifecycle visibility: A single view of which devices are current, which are exposed, and which require action across the entire estate.Guided update workflows: Standardized processes to stage, validate, and execute TMOS updates.Pre-execution readiness checks: Validation aligned to fleet and HA architectures so teams can move fast without destabilizing production.Update status tracking: Fleet-wide visibility into update progress during maintenance windows, keeping teams and leadership aligned.With this solution, patching is no longer a scheduled maintenance activity. It is a security capability. F5 enables organizations to move from “fix available” to “risk reduced in production” faster, delivering a meaningful defensive advantage.
Governance controls for AI-assisted operations
As AI becomes part of day-to-day operations, organizations need to document what happens: what the AI accessed, what it recommended, who approved the action, and what the outcome was. F5 Insight now offers governance-grade controls for AI-assisted operations designed to support auditability and defensibility, including:
Enterprise authentication: Integration with existing identity providers through LDAP and SAML SSO eliminates separate credential stores and simplifies adoption across teams.Role-based access controls: Least-privilege access ensures the right people see the right data and can take the right actions without over-provisioning visibility or operational authority.Tamper-evident AI audit trail: Every interaction with the AI assistant is captured in a tamper-evident record with controlled access and 30-day retention.These controls are essential for organizations in regulated industries or under compliance mandates where accountability for every operational action, whether taken by a person or an AI, must be documented.
Operational intelligence that connects visibility to action
F5 Insight continues to deliver unified observability and AI-driven intelligence, now strengthened by fleet management context. Through MCP integration and support for popular large language models, operations teams can query their fleet data in natural language, surface which applications and policies are exposed by a given vulnerability, and receive prioritized action plans built from F5 domain expertise. Pre-configured queries from F5 experts are available alongside the ability to ask custom questions, giving teams operational guidance tailored to their environment.
F5 Insight for ADSP is available as self-managed software, with a SaaS model forthcoming. Fleet management capabilities are available now for BIG-IP environments.
Supporting resources
Blog: Announcing new fleet management capabilities within F5 Insight for ADSPBlog: A faster release cadence: What’s changing at F5, and what you need to doBlog: The operational reality of AI-era security and how we’re helping you meet itWebinar: How F5 Insight for ADSP updates transform BIG-IP operationsProduct trial: F5 Insight for ADSPAbout F5
F5, Inc. (NASDAQ: FFIV) is the global leader that delivers and secures every app. Backed by three decades of expertise, F5 has built the industry’s premier platform—F5 Application Delivery and Security Platform (ADSP)—to deliver and secure every app, every API, anywhere: on-premises, in the cloud, at the edge, and across hybrid, multicloud environments. F5 is committed to innovating and partnering with the world’s largest and most advanced organizations to deliver fast, available, and secure digital experiences. Together, we help each other thrive and bring a better digital world to life.
For more information visit f5.com
Explore F5 Labs threat research at f5.com/labs
Follow to learn more about F5, our partners, and technologies: Blog | LinkedIn | X | YouTube | Instagram | Facebook
F5 and BIG-IP are trademarks, service marks, or tradenames of F5, Inc. or its affiliates in the U.S. and other countries. All other product and company names herein may be trademarks of their respective owners.
F5 kupuje SurePath AI a rozšiřuje tím svou platformu pro zabezpečení AI ve firmách. Akvizice má pomoci odhalovat modely, agenty i neznámé AI nástroje v síti.
by Todd Bishop on Jun 26, 2026 at 10:45 amJune 26, 2026 at 11:05 am
François Locoh-Donou, F5’s chairman, president and CEO, at the company’s headquarters this week. (GeekWire Photo / Todd Bishop) F5’s acquisition this week of SurePath AI, a startup that detects artificial intelligence on corporate networks, is part of a broader effort by the Seattle company to cement itself in the booming market for securing AI for businesses.
“The more an enterprise adopts AI, the less visibility it has into what AI is operating in the organization,” said François Locoh-Donou, F5’s chairman, president and CEO, in an interview for this weekend’s GeekWire Podcast, conducted Thursday at the company’s downtown Seattle headquarters.
Denver-based SurePath, founded in 2023 and led by co-founder Casey Bleeker as CEO, had about 19 employees and had raised roughly $6 million in venture funding, according to PitchBook. Financial terms of F5’s acquisition weren’t disclosed.
SurePath monitors a company’s network to identify which AI tools and agents employees are using, including ones the company doesn’t know about, and tracks what they do.
F5 is incorporating SurePath into its broader AI security platform, announced this week, designed to discover the AI models and agents running inside a company, test them for vulnerabilities, and apply guardrails to keep them in check.
Locoh-Donou said customers have been forced to cobble that together from separate products. “Having four, five, six different tools to discover, test and secure your AI is a nightmare,” he said.
Kunal Anand, F5’s chief product officer, compared the problem to an earlier era, when employees adopted cloud software faster than their IT departments could track it. The big difference is that the AI version is moving faster and carries higher stakes.
“Shadow AI is shadow SaaS with a faster clock and a larger blast radius,” he wrote in a blog post.
F5, founded in Seattle in 1996, makes technology for securing and deploying applications across multiple platforms. The publicly traded company reported $3.1 billion in revenue in its most recent fiscal year and marked its 30th anniversary in May.
The SurePath deal is the latest in a string of acquisitions for the company, including its purchase last fall of CalypsoAI, now offered as F5 AI Red Team and F5 AI Guardrails.
Locoh-Donou said the company weighs three things in each acquisition: whether it can build the technology itself fast enough, whether the deal genuinely serves customers, and, above all, whether the team will fit F5’s culture.
“We have encountered companies in the industry that had great technology and brilliant people, but it was very clear to us that they would never be a great fit,” he said. “And so we walked away.”
Locoh-Donou discussed the acquisition, F5’s evolution, the rise of AI, the World Cup in Seattle and other topics in the GeekWire Podcast conversation. Look for the episode this weekend, and subscribe to GeekWire in Apple Podcasts, Spotify, or wherever you listen.
F5 uvedla AI Security Platform pro nepřetržitou kontrolu a ochranu firemních AI aplikací, modelů, agentů a API. Součástí je i akvizice SurePath AI kvůli odhalování shadow AI.
F5 Launches AI Security Platform to Put Security Leaders in Control of Enterprise AI Risk F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today introduced the F5 AI Security Platform to give CISOs continuous visibility, governance, and protection across enterprise AI applications, models, agents, and the APIs connecting them. F5 also announced the acquisition of SurePath AI, a pioneer in network-based AI discovery, intent classification, and shadow AI detection, as a key component in the launch of the new F5 AI Security Platform to safeguard enterprise AI deployments.
Through a continuous, adaptive loop approach to governing, discovering, testing, and protecting enterprise AI workloads, the new platform is designed to extend F5’s Application Delivery and Security Platform (ADSP) strategy to enterprise AI. As a global cybersecurity leader, F5 recognized the AI deployment realities of large enterprises, building the F5 AI Security Platform to support on-premises, air-gapped, private cloud, hybrid, and public cloud environments. This is intended to give organizations greater control over AI security where data residency, sovereignty, and operational requirements are non-negotiable.
AI systems now operate with more access, autonomy, and speed than even the most over-privileged human users, creating new risks for security teams and business leaders. A prompt injection, data leak, or agent acting beyond its authorized scope can expose sensitive information, disrupt operations, and erode customer trust.
At the same time, employees are adopting unauthorized tools and unsanctioned integrations, creating shadow AI footprints that most security teams cannot see, let alone govern. According to F5’s 2026 State of Application Strategy (SOAS) Report, 88% of organizations report at least one AI-related operational or security challenge.
“Most AI security today is a wrapper around a chatbot. That is not security,” said Kunal Anand, Chief Product Officer, F5. “Enterprises run AI inside regulated networks, behind APIs, and across agents that authenticate and act on their own. The F5 AI Security Platform gives CISOs and security leaders what they have been missing: continuous control over every model, agent, and API, wherever the AI runs, delivered on the same F5 platform that has secured and delivered enterprise applications for three decades.”
SurePath AI: Closing the AI visibility gap
The addition of SurePath AI powers the F5 AI Security Platform’s approach to network-based AI discovery, identifying AI usage across the enterprise, including shadow AI, without requiring direct application integrations. With frictionless deployment through network redirects and out-of-band analysis, SurePath AI gives security teams a unified visibility layer that detects unauthorized AI activity, classifies the intent behind each workflow, and continuously traces agent tool calls and MCP server connections. This visibility feeds directly into the F5 AI Security Platform, informing the risks to be tested by F5 AI Red Team and mitigated by F5 AI Guardrails.
Delivering a continuous cycle of protection
The F5 AI Security Platform addresses AI risk through four integrated pillars and an overarching observability layer that creates a persistent security lifecycle rather than a one-time compliance exercise. Features include:
AI governance: Translate specific risk tolerances, privacy requirements, and regulatory obligations into enforceable boundaries for AI prompts, outputs, tool use, and data access.
AI discovery: Gain continuous visibility into every AI application, agent, and MCP tool call running across the enterprise, whether sanctioned or not. The platform classifies activity by use case and intent, so teams know not just what is running but why. SurePath AI’s network-based discovery does this passively, with no application-level integration required.
AI security testing: Stress-test AI systems against more than 140,000 attack patterns from the deepest AI threat database in the industry before those systems reach production, converting findings directly into enforceable defenses.
AI runtime protection: Define guardrails in plain language and deploy them at the point of interaction, where the platform has demonstrated up to 98.2% security efficacy in independent testing, blocking prompt injection, excessive agent autonomy, and data leakage.
AI observability: Provide a complete audit trail across every AI interaction on the platform, maintaining the accountability and traceability that regulated industries require.
The flexibility to deploy anywhere without compromise
With this new solution, F5 uniquely combines AI security capabilities with flexible deployment options, enabling enterprises to operate across on-premises, air-gapped, private cloud, hybrid, and public cloud deployments. This is especially valuable to CISOs in highly regulated industries with exacting data residency and sovereignty requirements. SurePath AI’s lightweight network-based deployment model reinforces this flexibility, requiring no changes to existing application architectures.
Heightened visibility is increasingly critical as AI agents proliferate. F5’s 2026 SOAS Report states 98% of organizations are preparing for agentic AI, but the speed of agent adoption is outpacing the controls designed to manage it. When agents can authenticate, call tools, access data, and take actions autonomously, the blast radius of a single misconfiguration or exploit grows exponentially.
Supporting resources
F5 AI Security Platform – Details
The F5 AI Security Platform: Eliminating the guesswork from AI security – F5 blog
AI Summit: Accelerate AI adoption – F5 virtual event
About F5
F5, Inc. (NASDAQ: FFIV) is the global leader that delivers and secures every app. Backed by three decades of expertise, F5 has built the industry’s premier platform—F5 Application Delivery and Security Platform (ADSP)—to deliver and secure every app, every API, anywhere: on-premises, in the cloud, at the edge, and across hybrid, multicloud environments. F5 is committed to innovating and partnering with the world’s largest and most advanced organizations to deliver fast, available, and secure digital experiences. Together, we help each other thrive and bring a better digital world to life.
For more information visit [url="]f5.com [/url]
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