Zacks Research Predicts F5's FY2025 Earnings (NASDAQ:FFIV)

Key Points

• Zacks Research has increased its FY2025 earnings per share (EPS) forecast for F5 from $11.38 to $12.12, indicating strong growth expectations.
• F5 reported Q3 earnings of $4.16 EPS, significantly beating the consensus estimate of $3.49, and revenue of $780.37 million compared to expectations of $750.64 million.
• Several analysts have adjusted their price targets for F5, with Piper Sandler raising its target to $355.00 and Royal Bank of Canada to $326.00, reflecting positive sentiment among equities analysts.

F5, Inc. (NASDAQ:FFIV - Free Report) - Zacks Research upped their FY2025 earnings estimates for F5 in a research note issued to investors on Wednesday, August 13th. Zacks Research analyst Team now anticipates that the network technology company will earn $12.12 per share for the year, up from their previous forecast of $11.38. The consensus estimate for F5's current full-year earnings is $11.20 per share. Zacks Research also issued estimates for F5's Q1 2026 earnings at $3.05 EPS, Q2 2026 earnings at $2.71 EPS, FY2026 earnings at $12.15 EPS, Q3 2027 earnings at $3.24 EPS and FY2027 earnings at $12.79 EPS.

Other equities analysts have also recently issued research reports about the company. Wall Street Zen cut F5 from a "strong-buy" rating to a "buy" rating in a report on Thursday, May 22nd. Wolfe Research started coverage on shares of F5 in a research report on Monday, July 7th. They issued an "outperform" rating on the stock. Morgan Stanley boosted 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, July 31st. William Blair reaffirmed an "outperform" rating on shares of F5 in a research note on Tuesday, April 29th. Finally, Royal Bank Of Canada increased their target price on shares of F5 from $314.00 to $326.00 and gave the stock a "sector perform" rating in a report on Thursday, July 31st. One 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 company. According to MarketBeat, the company has a consensus rating of "Hold" and a consensus target price of $309.89.

F5 Stock Up 0.3%

Shares of F5 stock traded up $0.92 during trading on Friday, reaching $316.26. 367,800 shares of the company were exchanged, compared to its average volume of 569,733. The business has a 50-day moving average price of $301.56 and a 200-day moving average price of $285.99. The firm has a market capitalization of $18.17 billion, a price-to-earnings ratio of 27.86, a P/E/G ratio of 3.64 and a beta of 1.03. F5 has a twelve month low of $194.45 and a twelve month high of $334.00.

F5 (NASDAQ:FFIV - Get Free Report) last issued its earnings results on Wednesday, July 30th. The network technology company reported $4.16 EPS for the quarter, beating the consensus estimate of $3.49 by $0.67. The company had revenue of $780.37 million during the quarter, compared to analysts' expectations of $750.64 million. F5 had a net margin of 22.06% and a return on equity of 21.77%. The business's revenue for the quarter was up 12.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $3.36 EPS.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the company. Hotchkis & Wiley Capital Management LLC grew its stake in shares of F5 by 6.2% during the 1st quarter. Hotchkis & Wiley Capital Management LLC now owns 5,387,700 shares of the network technology company's stock worth $1,434,583,000 after acquiring an additional 312,415 shares in the last quarter. State Street Corp grew its position in F5 by 1.5% in the second quarter. State Street Corp now owns 3,172,614 shares of the network technology company's stock valued at $933,764,000 after purchasing an additional 48,057 shares in the last quarter. Geode Capital Management LLC increased its stake in F5 by 3.8% in the 2nd quarter. Geode Capital Management LLC now owns 1,741,117 shares of the network technology company's stock valued at $511,016,000 after buying an additional 64,420 shares during the last quarter. First Trust Advisors LP lifted its position in F5 by 5.8% during the 2nd quarter. First Trust Advisors LP now owns 1,615,555 shares of the network technology company's stock worth $475,490,000 after buying an additional 87,923 shares in the last quarter. Finally, Northern Trust Corp boosted its stake in shares of F5 by 15.5% during the 1st quarter. Northern Trust Corp now owns 1,054,701 shares of the network technology company's stock worth $280,835,000 after buying an additional 141,680 shares during the last quarter. 90.66% of the stock is currently owned by institutional investors.

Insider Buying and Selling at F5

In related news, CEO Francois Locoh-Donou sold 1,300 shares of the business's stock in a transaction on Friday, August 1st. The shares were sold at an average price of $308.14, for a total value of $400,582.00. Following the sale, the chief executive officer directly owned 110,153 shares of the company's stock, valued at approximately $33,942,545.42. The trade was a 1.17% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Michael L. Dreyer sold 1,800 shares of the company's stock in a transaction on Tuesday, May 27th. The stock was sold at an average price of $285.96, for a total transaction of $514,728.00. Following the completion of the transaction, the director directly owned 4,376 shares of the company's stock, valued at approximately $1,251,360.96. The trade was a 29.15% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 13,816 shares of company stock worth $4,227,002 in the last quarter. Company insiders own 0.52% of the company's stock.

F5 Company Profile

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