Analysts Issue Forecasts for F5's Q4 Earnings (NASDAQ:FFIV)

Key Points

• Zacks Research has revised its Q4 2025 earnings estimate for F5, Inc. to $3.13 per share, increasing it from a previous estimate of $3.01.
• Multiple analysts have raised their target prices for F5 shares, with Royal Bank of Canada setting it at $326.00 and Barclays at $321.00, while the consensus rating remains a "Hold".
• F5's stock price recently declined by 2.0%, trading at $319.24, after reaching a twelve-month high of $334.00.

F5, Inc. (NASDAQ:FFIV - Free Report) - Zacks Research raised their Q4 2025 earnings per share (EPS) estimates for shares of F5 in a research report issued to clients and investors on Wednesday, August 13th. Zacks Research analyst R. Department now anticipates that the network technology company will earn $3.13 per share for the quarter, up from their prior forecast of $3.01. The consensus estimate for F5's current full-year earnings is $11.20 per share. Zacks Research also issued estimates for F5's Q3 2026 earnings at $3.08 EPS, Q4 2026 earnings at $3.30 EPS, Q1 2027 earnings at $3.12 EPS and Q2 2027 earnings at $3.03 EPS.

Other research analysts have also issued research reports about the company. Wall Street Zen lowered F5 from a "strong-buy" rating to a "buy" rating in a research report on Thursday, May 22nd. Needham & Company LLC boosted their target price on shares of F5 from $320.00 to $345.00 and gave the stock a "buy" rating in a report on Thursday, July 31st. William Blair reiterated an "outperform" rating on shares of F5 in a research note on Tuesday, April 29th. Wolfe Research began coverage on shares of F5 in a research report on Monday, July 7th. They issued an "outperform" rating for the company. Finally, Piper Sandler upped their target price on shares of F5 from $304.00 to $355.00 and gave the company a "neutral" rating in a report on Thursday, July 31st. Three investment analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of "Hold" and an average target price of $309.89.

F5 Stock Down 0.4%

Shares of NASDAQ:FFIV traded down $1.3050 during midday trading on Thursday, reaching $314.9550. The company had a trading volume of 99,712 shares, compared to its average volume of 544,831. F5 has a 1-year low of $195.06 and a 1-year high of $334.00. The stock has a market cap of $18.09 billion, a PE ratio of 27.73, a P/E/G ratio of 3.64 and a beta of 1.03. The business's 50 day moving average price is $301.56 and its 200 day moving average price is $285.99.

F5 (NASDAQ:FFIV - Get Free Report) last announced its earnings results on Wednesday, July 30th. The network technology company reported $4.16 EPS for the quarter, topping the consensus estimate of $3.49 by $0.67. F5 had a net margin of 22.06% and a return on equity of 21.77%. The business had revenue of $780.37 million during the quarter, compared to analysts' expectations of $750.64 million. During the same quarter in the prior year, the company posted $3.36 earnings per share. The firm's revenue was up 12.2% on a year-over-year basis. F5 has set its FY 2025 guidance at 15.240-15.380 EPS. Q4 2025 guidance at 3.870-3.990 EPS.

Insider Activity at F5

In other F5 news, Director Michael L. Dreyer sold 1,800 shares of the firm's stock in a transaction dated Tuesday, May 27th. The shares were sold at an average price of $285.96, for a total value of $514,728.00. Following the transaction, the director directly owned 4,376 shares of the company's stock, valued at $1,251,360.96. This trade represents a 29.15% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Chad Michael Whalen sold 5,297 shares of the business's stock in a transaction that occurred on Monday, August 11th. The shares were sold at an average price of $322.24, for a total transaction of $1,706,905.28. Following the completion of the transaction, the executive vice president owned 23,591 shares of the company's stock, valued at $7,601,963.84. The trade was a 18.34% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 13,816 shares of company stock worth $4,227,002 in the last quarter. 0.52% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in FFIV. Cerity Partners LLC increased its stake in shares of F5 by 6.8% in the 4th quarter. Cerity Partners LLC now owns 7,179 shares of the network technology company's stock valued at $1,765,000 after purchasing an additional 457 shares during the last quarter. Raymond James Financial Inc. bought a new position in F5 in the fourth quarter valued at about $16,623,000. Townsquare Capital LLC boosted its stake in shares of F5 by 3.2% in the 4th quarter. Townsquare Capital LLC now owns 2,098 shares of the network technology company's stock valued at $528,000 after purchasing an additional 66 shares in the last quarter. Barclays PLC grew its stake in shares of F5 by 11.5% during the fourth quarter. Barclays PLC now owns 161,226 shares of the network technology company's stock worth $40,544,000 after buying an additional 16,654 shares during the last quarter. Finally, XTX Topco Ltd bought a new stake in F5 during the 4th quarter worth $1,038,000. 90.66% of the stock is currently owned by institutional investors and hedge funds.

About F5

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.