Free Trial

F5 (NASDAQ:FFIV) Updates Q4 2025 Earnings Guidance

F5 logo with Computer and Technology background

Key Points

  • F5 has updated its Q4 2025 earnings guidance, projecting earnings per share between $3.870 and $3.990 and revenue between $780 million and $800 million, exceeding consensus estimates.
  • Research analysts hold a mixed outlook on F5, with the average rating being "Hold" and a consensus price target of $291.44.
  • Insider trading activity includes significant share sales by directors, indicating a 11.37% decrease in one director's holdings and a total of 8,519 shares sold in the last quarter.
  • Five stocks to consider instead of F5.

F5 (NASDAQ:FFIV - Get Free Report) issued an update on its fourth quarter 2025 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 3.870-3.990 for the period, compared to the consensus estimate of 3.803. The company issued revenue guidance of $780.0 million-$800.0 million, compared to the consensus revenue estimate of $773.1 million. F5 also updated its FY 2025 guidance to 15.240-15.380 EPS.

F5 Stock Performance

Shares of FFIV traded down $5.99 during midday trading on Friday, hitting $307.43. 790,548 shares of the company traded hands, compared to its average volume of 494,142. F5 has a 52 week low of $184.80 and a 52 week high of $334.00. The firm has a 50 day moving average of $294.53 and a 200-day moving average of $282.40. The stock has a market cap of $17.66 billion, a price-to-earnings ratio of 27.09, a PEG ratio of 3.96 and a beta of 1.03.

F5 (NASDAQ:FFIV - Get Free Report) last announced its quarterly earnings results on Wednesday, July 30th. The network technology company reported $4.16 EPS for the quarter, beating analysts' consensus estimates of $3.49 by $0.67. F5 had a net margin of 22.06% and a return on equity of 21.77%. The firm had revenue of $780.37 million during the quarter, compared to the consensus estimate of $750.64 million. During the same quarter last year, the firm earned $3.36 EPS. The firm's revenue for the quarter was up 12.2% compared to the same quarter last year. Sell-side analysts predict that F5 will post 11.2 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

FFIV has been the topic of a number of recent analyst reports. Barclays increased their price objective on shares of F5 from $274.00 to $321.00 and gave the stock an "equal weight" rating in a research report on Thursday. Morgan Stanley lifted their price objective on shares of F5 from $305.00 to $312.00 and gave the company an "equal weight" rating in a report on Thursday. William Blair restated an "outperform" rating on shares of F5 in a research note on Tuesday, April 29th. Wolfe Research started coverage on shares of F5 in a research note on Monday, July 7th. They issued an "outperform" rating for the company. Finally, Piper Sandler lifted their price objective on shares of F5 from $304.00 to $355.00 and gave the stock a "neutral" rating in a research note on Thursday. One equities research analyst has rated the stock with a sell rating, seven have assigned a hold rating and four have issued a buy rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Hold" and an average price target of $309.89.

Get Our Latest Report on F5

Insider Buying and Selling at F5

In other F5 news, CEO Francois Locoh-Donou sold 1,300 shares of the company's stock in a transaction dated Tuesday, July 1st. The shares were sold at an average price of $294.32, for a total value of $382,616.00. Following the completion of the transaction, the chief executive officer owned 107,100 shares in the company, valued at approximately $31,521,672. This represents a 1.20% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Alan Higginson sold 1,272 shares of the business's stock in a transaction dated Thursday, May 22nd. The stock was sold at an average price of $286.69, for a total transaction of $364,669.68. Following the sale, the director directly owned 9,919 shares of the company's stock, valued at $2,843,678.11. This represents a 11.37% decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 5,872 shares of company stock valued at $1,702,309. Company insiders own 0.52% of the company's stock.

Institutional Trading of F5

Institutional investors and hedge funds have recently modified their holdings of the stock. Goldman Sachs Group Inc. grew its stake in F5 by 38.4% during the 1st quarter. Goldman Sachs Group Inc. now owns 298,297 shares of the network technology company's stock valued at $79,428,000 after acquiring an additional 82,835 shares in the last quarter. Millennium Management LLC lifted its holdings in shares of F5 by 166.5% in the 1st quarter. Millennium Management LLC now owns 62,906 shares of the network technology company's stock worth $16,750,000 after acquiring an additional 39,305 shares during the last quarter. Focus Partners Wealth acquired a new position in shares of F5 in the 1st quarter worth approximately $257,000. NewEdge Advisors LLC lifted its holdings in F5 by 1,281.4% during the 1st quarter. NewEdge Advisors LLC now owns 967 shares of the network technology company's stock worth $257,000 after buying an additional 897 shares in the last quarter. Finally, Geneos Wealth Management Inc. lifted its holdings in F5 by 288.1% during the 1st quarter. Geneos Wealth Management Inc. now owns 163 shares of the network technology company's stock worth $43,000 after buying an additional 121 shares in the last quarter. Hedge funds and other institutional investors own 90.66% of the company's stock.

F5 Company Profile

(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.

Recommended Stories

Earnings History and Estimates for F5 (NASDAQ:FFIV)

Should You Invest $1,000 in F5 Right Now?

Before you consider F5, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and F5 wasn't on the list.

While F5 currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

Beginner's Guide To Retirement Stocks Cover

Enter your email address and we'll send you MarketBeat's list of seven best retirement stocks and why they should be in your portfolio.

Get This Free Report
Like this article? Share it with a colleague.

Featured Articles and Offers

Recent Videos

3 Value Plays Set to Explode
5 Stocks to BUY NOW in August 2025
The $2.5B Merger No One Is Talking About

Stock Lists

All Stock Lists

Investing Tools

Calendars and Tools

Search Headlines