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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/

Investors with an interest in Internet - Software stocks have likely encountered both VTEX (VTEX) and F5 Networks (FFIV). But which of these two companies is the best option for those looking for undervalued stocks?

F5 (NASDAQ:FFIV – Get Free Report) and Comtech Telecommunications (NASDAQ:CMTL – Get Free Report) are both technology companies, but which is the superior investment? We will compare the two businesses based on the strength of their profitability, valuation, risk, earnings, analyst recommendations, dividends and institutional ownership.

Earnings & Valuation This table compares F5 and Comtech Telecommunications”s gross revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio F5 $3.09 billion 8.80 $692.38 million $12.56 38.20 Comtech Telecommunications $499.53 million 0.07 -$155.30 million ($2.21) -0.53 F5 has higher revenue and earnings than Comtech Telecommunications. Comtech Telecommunications is trading at a lower price-to-earnings ratio than F5, indicating that it is currently the more affordable of the two stocks. Risk & Volatility F5 has a beta of 1.03, suggesting that its share price is 3% more volatile than the S&P 500. Comparatively, Comtech Telecommunications has a beta of 1.59, suggesting that its share price is 59% more volatile than the S&P 500.

Profitability This table compares F5 and Comtech Telecommunications’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets F5 21.95% 21.54% 12.16% Comtech Telecommunications -5.52% 9.77% 1.05% Analyst Ratings This is a breakdown of current recommendations and price targets for F5 and Comtech Telecommunications, as reported by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score F5 1 5 5 0 2.36 Comtech Telecommunications 1 1 1 0 2.00 F5 currently has a consensus target price of $416.62, indicating a potential downside of 13.17%. Comtech Telecommunications has a consensus target price of $2.50, indicating a potential upside of 111.86%. Given Comtech Telecommunications’ higher possible upside, analysts clearly believe Comtech Telecommunications is more favorable than F5.

Insider & Institutional Ownership 90.7% of F5 shares are held by institutional investors. 0.5% of F5 shares are held by insiders. Comparatively, 2.2% of Comtech Telecommunications shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Summary F5 beats Comtech Telecommunications on 11 of the 14 factors compared between the two stocks.

About F5 (Get Free Report)

F5, Inc. provides multi-cloud application security and delivery solutions in the United States, Europe, the Middle East, Africa, and the Asia Pacific region. The company’s distributed cloud services enable its customers to deploy, secure, and operate applications in any architecture, from on-premises to the public cloud. It offers unified, security, networking, and application management solutions, such as web app and API protection; multi-cloud networking; application delivery and deployment; domain name system; content delivery network; and application deployment and orchestration. The company also provides application security and delivery products, including NGINX Plus; NGINX Management Suite; NGINX Ingress Controller; NGINX App Protect; BIG-IP Packaged Software; and BIG-IP Systems. In addition, it provides a range of professional services, including maintenance, consulting, training, and other technical support services. F5, Inc. sells its products to large enterprise businesses, public sector institutions, governments, and service providers through distributors, value-added resellers, managed service providers, systems integrators, and other indirect channel partners. It has partnerships with public cloud providers, such as Amazon Web Services, Microsoft Azure, and Google Cloud Platform. The company was formerly known as F5 Networks, Inc. and changed its name to F5, Inc. in November 2021. F5, Inc. was incorporated in 1996 and is headquartered in Seattle, Washington.

(Get Free Report)

Comtech Telecommunications Corp., together with its subsidiaries, engages in the provision of next-gen telecommunication solutions in the United States and internationally. The company’s Satellite and Space Communications segment offers satellite ground station technologies, services and system integration that facilitates the transmission of voice, video, and data over GEO, MEO and LEO satellite constellations, including solid-state and traveling wave tube power amplifiers, modems, VSAT platforms, and frequency converters; and satellite communications and tracking antenna systems, including high precision full motion fixed and mobile X/Y tracking antennas, RF feeds, reflectors, and radomes. This segment also provides over-the-horizon microwave troposcatter equipment that can transmit digitized voice, video, and data over distances up to 200 miles using the troposphere and diffraction, including the Comtech; and solid-state, RF microwave high-power amplifiers and control components designed for radar, electronic warfare, data link, medical and aviation applications, as well as engages in the procurement and supply chain management of electrical, electronic, and electromechanical parts for satellite, launch vehicle, and manned space applications. Its Terrestrial and Wireless Networks segment offers next generation 911 solutions, which includes emergency call routing, location validation, policy-based routing rules, logging, and security functionality; emergency services IP network transport infrastructure for emergency services communications and support; call handling applications for public safety answering points; wireless emergency alerts solutions for network operators; and software and equipment for location-based and text messaging services for various applications including for public safety, commercial, and government services. The company was founded in 1967 and is headquartered in Melville, New York.

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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.

Source: F5, Inc.

More News From F5, Inc.

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SEATTLE--(BUSINESS WIRE)--F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced it has been named a Leader in the IDC MarketScape: Worldwide WAAP Platforms 2026 Vendor Assessment (US54130626, September 2026)¹. This marks the second time F5 has been recognized as a Leader, including the prior assessment in 2024. Organizations today face frontier AI threats and autonomous agentic attacks. Autonomous AI models can scan, discover, and exploit vulnerabili.

ADTRAN (NASDAQ:ADTN – Get Free Report) and F5 (NASDAQ:FFIV – Get Free Report) are both technology companies, but which is the better business? We will compare the two businesses based on the strength of their valuation, earnings, profitability, dividends, risk, institutional ownership and analyst recommendations.

Institutional & Insider Ownership 80.6% of ADTRAN shares are held by institutional investors. Comparatively, 90.7% of F5 shares are held by institutional investors. 2.2% of ADTRAN shares are held by company insiders. Comparatively, 0.5% of F5 shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Earnings & Valuation This table compares ADTRAN and F5″s gross revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio ADTRAN $1.08 billion 0.54 -$45.66 million ($0.28) -25.46 F5 $3.09 billion 8.12 $692.38 million $12.56 35.28 F5 has higher revenue and earnings than ADTRAN. ADTRAN is trading at a lower price-to-earnings ratio than F5, indicating that it is currently the more affordable of the two stocks.

Risk and Volatility ADTRAN has a beta of 1.47, meaning that its share price is 47% more volatile than the S&P 500. Comparatively, F5 has a beta of 1.03, meaning that its share price is 3% more volatile than the S&P 500.

Profitability This table compares ADTRAN and F5’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets ADTRAN -2.29% 14.24% 1.66% F5 21.95% 21.54% 12.16% Analyst Recommendations This is a breakdown of recent ratings for ADTRAN and F5, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score ADTRAN 2 1 4 0 2.29 F5 1 5 5 0 2.36 ADTRAN currently has a consensus target price of $14.67, indicating a potential upside of 105.70%. F5 has a consensus target price of $416.62, indicating a potential downside of 5.97%. Given ADTRAN’s higher possible upside, equities analysts plainly believe ADTRAN is more favorable than F5.

Summary F5 beats ADTRAN on 11 of the 14 factors compared between the two stocks.

About ADTRAN (Get Free Report)

ADTRAN Holdings, Inc., through its subsidiaries, provides networking and communications platforms, software, systems, and services in the United States, Germany, the United Kingdom, and internationally. It operates through two segments, Network Solutions, and Services & Support. It offers residential gateways; ethernet passive optical network ONUs; gigabit passive optical network/XGS-PON ONTs; traditional SSE, routers, and switches; edge cloud; carrier ethernet network interface devices; Optical Line Terminals; Packet Aggregation, Copper Access, and Oscilloquartz; optical transport and engine solutions; infrastructure monitoring solution; and training, professional, software, and managed services. The company also provides various software, such as Mosaic One SaaS, n-Command, Procloud, MCP, AOE and ACI-E, and Ensemble Controller. It serves large, medium, and small service providers; alternative service providers, such as utilities, municipalities and fiber overbuilders; cable/MSOs; and SMBs and distributed enterprises. ADTRAN Holdings, Inc. was incorporated in 1985 and is headquartered in Huntsville, Alabama.

About F5 (Get Free Report)

F5, Inc. provides multi-cloud application security and delivery solutions in the United States, Europe, the Middle East, Africa, and the Asia Pacific region. The company’s distributed cloud services enable its customers to deploy, secure, and operate applications in any architecture, from on-premises to the public cloud. It offers unified, security, networking, and application management solutions, such as web app and API protection; multi-cloud networking; application delivery and deployment; domain name system; content delivery network; and application deployment and orchestration. The company also provides application security and delivery products, including NGINX Plus; NGINX Management Suite; NGINX Ingress Controller; NGINX App Protect; BIG-IP Packaged Software; and BIG-IP Systems. In addition, it provides a range of professional services, including maintenance, consulting, training, and other technical support services. F5, Inc. sells its products to large enterprise businesses, public sector institutions, governments, and service providers through distributors, value-added resellers, managed service providers, systems integrators, and other indirect channel partners. It has partnerships with public cloud providers, such as Amazon Web Services, Microsoft Azure, and Google Cloud Platform. The company was formerly known as F5 Networks, Inc. and changed its name to F5, Inc. in November 2021. F5, Inc. was incorporated in 1996 and is headquartered in Seattle, Washington.

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Investors with an interest in Internet - Software stocks have likely encountered both BILL Holdings (BILL) and F5 Networks (FFIV). But which of these two stocks presents investors with the better value opportunity right now?

SEATTLE--(BUSINESS WIRE)--F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced it has been positioned by Gartner® in the Market Shapers quadrant of the September 2026 Emerging Market Quadrant for AI Application Security—one of only two vendors to be recognized in that position.[1] According to Gartner, vendors evaluated in the Emerging Market Quadrant for AI Application Security are assessed across two axes: potential for market disruption and poten.

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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15.9.2026 22:22

Index Dow Jones -0,63 % na 52093,11 b. S&P 500 -0,45 % na 7585,73 b. Nasdaq Composite -0,78 % na 25981,57 b.

Indexy prohlubují včerejší ztráty. Široký S&P 500 odepisuje téměř půl procenta a do kladného teritoria se probojoval sektor základních materiálů a energií, které rostou kvůli dalšímu zvyšování cen ropy. Tlakový hrnec na Blízkém východě se nadále zahřívá. Jemenští Hútiové nadále útočí na své okolí a futures na ropu WTI se drží nad USD 106.

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Index S&P 500 -0,45 % na 7585,73 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Energie +2,3 % Zbytná spotřeba -1,8 % Základní materiály +0,4 % Utility -1,2 % Zdravotní péče -0,1 % Nezbytná spotřeba -0,9 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Skyworks Solutions (SWKS) +14 % Coinbase Global (COIN) -10 % Revvity (RVTY) +9,1 % Axon Enterprise (AXON) -9,8 % APA Corp (APA) +5,3 % Jack Henry & Associates (JKHY) -6,4 % F5 (FFIV) +4,7 % Chipotle Mexican Grill (CMG) -5,9 % Ciena Corp (CIEN) +4,6 % Carvana (CVNA) -5,6 %
Marek Kameništiak
Fio banka, a.s.
Prohlášení

F5, Inc. (FFIV) Goldman Sachs Communacopia + Technology Conference 2026 September 9, 2026 1:10 PM EDT

Company Participants

Cooper Werner - Executive VP & Chief Financial Officer
Thomas Fountain - Executive VP & COO

Conference Call Participants

Michael Ng - Goldman Sachs Group, Inc., Research Division

Presentation

Michael Ng
Goldman Sachs Group, Inc., Research Division

Great. Good morning, everybody. Welcome to the F5 fireside chat at the Goldman Sachs Communacopia and Technology Conference. My name is Mike Ng, and I cover F5 and Comtech here at Goldman. It's my great privilege to welcome Cooper Werner, who is F5's CFO; and Tom Fountain, who is F5's COO. Thank you both for joining us here today. It's an absolute pleasure.

Cooper Werner
Executive VP & Chief Financial Officer

Thanks for having us.

Question-and-Answer Session

Michael Ng
Goldman Sachs Group, Inc., Research Division

Great. To start off, I was just wondering if you could hit a big picture strategic question. At the Analyst Day, the company highlighted several technology megatrends, the growing adoption of hybrid multi-cloud, the expanding threat landscape, growing demand for AI inference. All of these things are driving demand for F5's ADC products or performance tools. Would you talk a little bit more about what you see as the key industry trends today and how F5 is positioned in each of them?

Thomas Fountain
Executive VP & COO

Sure. So, thank you, Mike, for having us. And maybe before I jump into the megatrends, let me just get on record our safe harbor provision. Our discussion today may contain forward-looking statements, which involve uncertainties and risks. Our actual results may differ materially from those expressed or implied in these statements. Please see our SEC filings for more information on these risk factors.

So Mike, I think we talked a bit about this

-

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.

Source: F5, Inc.

More News From F5, Inc.

Back to Newsroom

SEATTLE--(BUSINESS WIRE)--F5, Inc. (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced that it will participate in the Goldman Sachs Communacopia + Technology Conference 2026. F5's presentation will be webcast live on Wednesday, September 9, 2026, at 1:10 p.m. ET. Interested attendees can access the live webcast via the Events & Presentations tab within the Investor Relations section of f5.com or via this link. An archived version of the webcast w.

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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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.

More News From F5, Inc.

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.

SEATTLE--(BUSINESS WIRE)--F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, announced that F5 Distributed Cloud Web App and API Protection (WAAP), part of the F5 Application Delivery and Security Platform (ADSP), was placed in the Leader tier of SecureIQLab's 2026 Cloud WAAP v5.0 CyberRisk Validation Comparative Report. F5 was one of a select few evaluated vendors to earn both the Secure-by-Design and Secure-by-Default certifications. Enterprises buying applicat.

Investors interested in Internet - Software stocks are likely familiar with PagerDuty (PD - Free Report) and F5 Networks (FFIV - Free Report) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.

We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision trends, while our Style Scores work to grade companies based on specific traits.

PagerDuty has a Zacks Rank of #2 (Buy), while F5 Networks has a Zacks Rank of #4 (Sell) right now. The Zacks Rank favors stocks that have recently seen positive revisions to their earnings estimates, so investors should rest assured that PD has an improving earnings outlook. But this is just one factor that value investors are interested in.

Value investors are also interested in a number of tried-and-true valuation metrics that help show when a company is undervalued at its current share price levels.

The Value category of the Style Scores system identifies undervalued companies by looking at a number of key metrics. These include the long-favored P/E ratio, P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that help us determine a company's fair value.

PD currently has a forward P/E ratio of 7.93, while FFIV has a forward P/E of 24.53. We also note that PD has a PEG ratio of 1.18. This popular figure is similar to the widely-used P/E ratio, but the PEG ratio also considers a company's expected EPS growth rate. FFIV currently has a PEG ratio of 3.68.

Another notable valuation metric for PD is its P/B ratio of 3.67. The P/B is a method of comparing a stock's market value to its book value, which is defined as total assets minus total liabilities. By comparison, FFIV has a P/B of 5.9.

Based on these metrics and many more, PD holds a Value grade of A, while FFIV has a Value grade of D.

PD sticks out from FFIV in both our Zacks Rank and Style Scores models, so value investors will likely feel that PD is the better option right now.

Posted by Defense World Staff on Jul 29th, 2026

Bank of Nova Scotia trimmed its holdings in F5, Inc. (NASDAQ:FFIV – Free Report) by 94.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 9,595 shares of the network technology company’s stock after selling 151,160 shares during the period. Bank of Nova Scotia’s holdings in F5 were worth $2,776,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently modified their holdings of the business. Norges Bank bought a new position in F5 in the fourth quarter valued at approximately $205,706,000. Jefferies Financial Group Inc. increased its position in shares of F5 by 127.0% during the fourth quarter. Jefferies Financial Group Inc. now owns 34,529 shares of the network technology company’s stock worth $8,814,000 after acquiring an additional 19,315 shares in the last quarter. iA Global Asset Management Inc. bought a new stake in shares of F5 during the first quarter worth $6,469,000. William Blair Investment Management LLC acquired a new stake in shares of F5 during the fourth quarter worth $140,460,000. Finally, Tredje AP fonden raised its holdings in shares of F5 by 98.2% during the fourth quarter. Tredje AP fonden now owns 7,683 shares of the network technology company’s stock worth $1,961,000 after acquiring an additional 3,807 shares during the period. 90.66% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth A number of brokerages recently weighed in on FFIV. Bank of America upped their target price on shares of F5 from $250.00 to $300.00 and gave the stock an “underperform” rating in a research note on Tuesday, May 26th. Piper Sandler reissued an “overweight” rating and issued a $461.00 price target (up from $423.00) on shares of F5 in a research note on Tuesday. Morgan Stanley boosted their price target on F5 from $380.00 to $415.00 and gave the company an “equal weight” rating in a report on Tuesday. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of F5 in a research report on Friday, June 26th. Finally, Evercore upgraded F5 from an “in-line” rating to an “outperform” rating and set a $475.00 price objective for the company in a report on Monday, May 18th. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, F5 presently has an average rating of “Moderate Buy” and a consensus target price of $408.67.

Read Our Latest Stock Report on FFIV

F5 Stock Down 1.1% Shares of FFIV stock opened at $403.46 on Wednesday. F5, Inc. has a 12 month low of $223.76 and a 12 month high of $435.00. The company’s fifty day simple moving average is $401.20 and its 200-day simple moving average is $331.76. The firm has a market cap of $22.76 billion, a PE ratio of 32.12, a P/E/G ratio of 4.78 and a beta of 1.03.

F5 (NASDAQ:FFIV – Get Free Report) last released its 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 21.94%. The business had revenue of $865.08 million during the quarter, compared to the consensus estimate of $834.60 million. During the same quarter last year, the firm earned $4.16 earnings per share. The firm’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 analysts predict that F5, Inc. will post 12.78 earnings per share for the current fiscal year.

Insider Buying and Selling In related news, CTO Kunal Anand sold 3,123 shares of F5 stock in a transaction dated Monday, May 4th. The stock was sold at an average price of $322.33, for a total value of $1,006,636.59. Following the sale, the chief technology officer owned 12,194 shares of the company’s stock, valued at approximately $3,930,492.02. The trade was a 20.39% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Francois Locoh-Donou sold 3,783 shares of the company’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $337.39, for a total value of $1,276,346.37. Following the sale, the chief executive officer owned 146,989 shares in the company, valued at $49,592,618.71. The trade was 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 22,579 shares of company stock worth $7,836,860 over the last three months. Company insiders own 0.48% of the company’s stock.

F5 News Summary Here are the key news stories impacting F5 this week:

Positive Sentiment: Strong Q3 results: F5 reported adjusted EPS of $4.73, well above the roughly $4.00 consensus, while revenue rose 10.9% year over year to $865.1 million versus expectations of $834.6 million. Product revenue grew 19%, marking the eighth consecutive quarter of double-digit product growth. F5 Reports Third Quarter Results with 19% Product Revenue Growth Positive Sentiment: Guidance was raised: F5 forecast fourth-quarter EPS of $4.14-$4.26 and revenue of $870 million-$890 million, above analyst estimates of $3.95 EPS and $858 million revenue. Full-year fiscal 2026 EPS guidance of $17.21-$17.33 also exceeded the prior consensus estimate of $15.75. F5 raises annual revenue growth forecast again on strong cybersecurity demand Positive Sentiment: Demand trends remain favorable: Management cited strong cybersecurity demand, hybrid multicloud adoption, application-security growth and increasing AI-related network requirements. The performance prompted some analysts to raise estimates. F5’s Systems revenue surges during Q3 Neutral Sentiment: Analyst views are mixed: JPMorgan raised its price target to $515 and maintained an overweight rating, while Morgan Stanley raised its target to $415 but kept an equal-weight rating. Barclays lifted its target to $397 but also retained an equal-weight rating. Analysts increase forecasts on F5 Negative Sentiment: Valuation and margin concerns may limit enthusiasm: A recent analysis highlighted a cautious margin outlook despite AI and hybrid-cloud tailwinds, while the reported average analyst price target of $382.67 remains below the stock’s recent trading level. FFIV Q2 deep dive 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 Inc (NASDAQ:FFIV) reported better-than-expected third-quarter earnings on Monday.

The company posted quarterly earnings of $4.73 per share which beat the analyst consensus estimate of $4.00 per share. The company reported quarterly sales of $865.007 million which beat the analyst consensus estimate of $832.547 million.

F5 said it sees fourth-quarter adjusted EPS of $4.14-$4.26, versus market estimates of $4.14. The company said it expects sales of $870.000 million-$890.000 million, versus projections of $856.872 million.

“Q3 was another outstanding quarter with 19% product revenue growth driving 11% total revenue growth year over year,” said François Locoh-Donou, F5’s Chairman, President, and CEO. “Eight consecutive quarters of double-digit product growth reflect the mission-critical role F5 plays at the application delivery and security layer of today’s hybrid multicloud and AI-driven enterprise infrastructure.”

F5 shares fell 8.3% to trade at $374.02 on Monday.

These analysts made changes to their price targets on F5 following earnings announcement.

Barclays analyst Tim Long maintained the stock with an Equal-Weight rating and raised the price target from $386 to $397. JP Morgan analyst Samik Chatterjee maintained the stock with an Overweight rating and raised the price target from $500 to $515. Considering buying FFIV stock? Here’s what analysts think:

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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 Inc (FFIV) released its 8-K filing on July 27, 2026, detailing robust third-quarter results for fiscal year 2026. The company, a market leader in application

3 Stocks to Buy While Others Stay on the SidelinesF5 NASDAQ: FFIV reported third-quarter fiscal 2026 revenue of $865 million, up 11% from a year earlier and above the high end of its guidance, as product revenue rose 19% and demand remained strong for application delivery, security and AI-related infrastructure.

Chairman, President and CEO François Locoh-Donou said the company has now posted eight consecutive quarters of double-digit product growth. He attributed the performance to hybrid multi-cloud adoption, an expanding application-layer threat landscape and growing AI inference workloads.

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As the Magnificent 7 Stalls, These 3 Stocks Are Gaining Momentum“Q3 was another outstanding quarter,” Locoh-Donou said, adding that customers are seeking to simplify and secure application delivery across on-premises, cloud and edge environments.

Revenue and Earnings Results Product revenue totaled $463 million in the quarter, while services revenue was $402 million, up 3% year over year. Systems revenue increased 32% to $240 million, while software revenue grew 7% to $223 million. Subscription-based software revenue rose 9% to $201 million and represented 90% of total software revenue.

Texas Instruments' tepid revenue view drags down techsRecurring revenue sources accounted for 69% of total quarterly revenue. By geography, revenue in the Americas increased 11% and represented 55% of total revenue. EMEA revenue grew 27%, representing 30% of the total, while APAC revenue declined 11% against what Chief Financial Officer Cooper Werner described as a strong year-earlier comparison.

Enterprise customers accounted for 71% of product bookings, government customers represented 19%, including 7% from U.S. federal customers, and service providers accounted for 11%.

GAAP net income was $208 million, or $3.62 per share. Non-GAAP net income was $272 million, or $4.73 per share, up 14% from the prior-year period. GAAP operating margin was 24.7%, while non-GAAP operating margin was 35%. GAAP gross margin was 82.2%, and non-GAAP gross margin was 84.2%. Cash flow from operations totaled $316 million and free cash flow was $281 million. F5 ended the quarter with $1.63 billion in cash and investments and $2.19 billion in deferred revenue, up 12% year over year. The company repurchased $100 million of shares at an average price of $299 per share and had $422 million remaining under its authorization at quarter-end.

AI, Security and Systems Demand Locoh-Donou said the company’s direct AI-use-case customer count increased 50% during the quarter. F5 identifies three direct AI opportunities: data delivery, runtime security and AI factory load balancing. He said the number of AI security customers doubled in the quarter.

The CEO cited customer deployments involving AI data pipelines, protection for AI applications and models, and traffic management for sovereign AI factories. He also said AI-driven traffic is contributing indirectly to demand for the company’s application delivery controller systems, including higher-capacity hardware.

F5 said 15% of its Distributed Cloud web application firewall customers have adopted its AI-powered WAF capability since its second-quarter launch. Of those adopters, 75% are using the capability in blocking mode rather than monitoring mode, according to Locoh-Donou.

The company also moved to a monthly cadence for hardened software releases, from a prior quarterly cadence, and introduced fleet-management capabilities in F5 Insight intended to help customers assess software versions, security posture and update readiness across BIG-IP deployments.

During the question-and-answer session, Werner said the company’s stronger near-term gross-margin outlook reflected increased adoption of higher-performance appliances and lower-than-expected component costs from certain suppliers. However, he said F5 was not changing its fiscal 2027 gross-margin outlook because pricing for memory and storage components remains dynamic.

Updated Outlook For the fourth quarter, F5 expects revenue of $870 million to $890 million, representing just under 9% year-over-year growth at the midpoint. The company projected non-GAAP gross margin of 83% to 84%, non-GAAP operating expenses of $430 million to $442 million, and non-GAAP earnings per share of $4.14 to $4.26.

Based on its third-quarter performance and fourth-quarter outlook, F5 raised its full-year fiscal 2026 revenue-growth expectation to approximately 9% to 10%, from a prior outlook of 7% to 8%.

Full-year non-GAAP gross margin is expected to be 83.5% to 84%. Full-year non-GAAP operating margin is expected to be 34.5% to 35.5%. Full-year non-GAAP EPS is expected to be $17.21 to $17.33, up from prior guidance of $16.25 to $16.55. F5 expects mid-single-digit software revenue growth, double-digit systems revenue growth and low-single-digit services revenue growth for fiscal 2026. Werner said the company expects full-year share repurchases to equal at least 50% of free cash flow. Looking beyond the current fiscal year, management said it sees continued demand from infrastructure refresh activity, data-center modernization, digital sovereignty initiatives, competitive displacements, platform consolidation and AI-related workloads.

About F5 (NASDAQ:FFIV)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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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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.

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