F5FFIV
FFIV
About: F5 is a market leader in the application delivery controller market. The company sells products for security, application performance, and automation. Its three customer verticals are enterprises, service providers, and government entities. Revenue is evenly split between its services business and products business with revenue trending toward products due to software adoption. The Seattle-based firm was incorporated in 1996, and went public in 1999.
Employees: 6,557
0
Funds holding %
of 7,431 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
254% more call options, than puts
Call options by funds: $73.8M | Put options by funds: $20.8M
91% more first-time investments, than exits
New positions opened: 105 | Existing positions closed: 55
19% more repeat investments, than reductions
Existing positions increased: 272 | Existing positions reduced: 228
17% more funds holding in top 10
Funds holding in top 10: 6 [Q1] → 7 (+1) [Q2]
11% more capital invested
Capital invested by funds: $14.5B [Q1] → $16.2B (+$1.64B) [Q2]
5% more funds holding
Funds holding: 675 [Q1] → 708 (+33) [Q2]
1.0% more ownership
Funds ownership: 94.65% [Q1] → 95.65% (+1.0%) [Q2]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$305
3%
downside
Avg. target
$327
4%
upside
High target
$355
13%
upside
6 analyst ratings
1 positive
17%
5 neutral
83%
0 negative
0%
Barclays Tim Long | 2%upside $321 | Equal-Weight Maintained | 31 Jul 2025 |
RBC Capital Matthew Hedberg | 3%upside $326 | Sector Perform Maintained | 31 Jul 2025 |
Morgan Stanley Meta Marshall | 1%downside $312 | Equal-Weight Maintained | 31 Jul 2025 |
Piper Sandler James Fish | 13%upside $355 | Neutral Maintained | 31 Jul 2025 |
Needham Ryan Koontz | 9%upside $345 | Buy Maintained | 31 Jul 2025 |
Financial journalist opinion
Based on 15 articles about FFIV published over the past 30 days
Neutral
Business Wire
1 day ago
F5 Recognized as Leader in Web Application and API Protection (WAAP) in the KuppingerCole 2025 Leadership Compass Report
SEATTLE--(BUSINESS WIRE)--F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced that it has been recognized as an overall leader in the 2025 KuppingerCole Leadership Compass Report for Web Application and API Protection (WAAP) solutions. The report provides an overview of the WAAP market and assesses vendors based on innovation, market presence, and technology leadership. F5 is spotlighted as a frontrunner, setting the bar for excellence in cybersecu.
Negative
GeekWire
1 week ago
F5 laying off 106 employees in Washington state as part of changes to product org
Security and application delivery giant F5 is laying off 106 employees at the company's offices in Seattle and Liberty Lake, Wash.
Neutral
Zacks Investment Research
2 weeks ago
Investing in F5 (FFIV)? Don't Miss Assessing Its International Revenue Trends
Explore F5's (FFIV) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.
Positive
Zacks Investment Research
2 weeks ago
BMBL or FFIV: Which Is the Better Value Stock Right Now?
Investors interested in Internet - Software stocks are likely familiar with Bumble Inc. (BMBL) and F5 Networks (FFIV). But which of these two stocks presents investors with the better value opportunity right now?
Positive
FXEmpire
2 weeks ago
Spot Superstars Like F5 Early with Money Flows
F5, Inc. (FFIV) shares up 1,239% since first Big Money outlier inflow signal in 2005.
Positive
Zacks Investment Research
3 weeks ago
F5 (FFIV) Upgraded to Strong Buy: Here's What You Should Know
F5 (FFIV) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
Positive
Zacks Investment Research
3 weeks ago
Best Momentum Stock to Buy for August 5th
FFIV, INDV and NVT made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 5, 2025.
Neutral
Business Wire
3 weeks ago
F5 and Equinix Expand Partnership to Accelerate AI-Ready Infrastructure for Secure Global Application Delivery
SEATTLE--(BUSINESS WIRE)--F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced it has expanded its partnership with Equinix to simplify the deployment and security of modern, distributed applications and AI workloads across hybrid multicloud environments. The broadened solution brings together the F5 Application Delivery and Security Platform (ADSP) with Equinix's Network Edge and Equinix Fabric. Together, they enable enterprises to quickly and secu.
Positive
Zacks Investment Research
3 weeks ago
F5 Stock Soars 8% as Q3 Earnings and Revenues Crush Estimates
FFIV surges nearly 8% after Q3 earnings and revenues beat estimates, driven by strong product growth and a raised 2025 outlook.
Neutral
Seeking Alpha
3 weeks ago
F5, Inc. (FFIV) Q2 2025 Earnings Call Transcript
F5, Inc. (NASDAQ:FFIV ) Q2 2025 Earnings Conference Call July 30, 2025 4:30 PM ET Company Participants Edward Cooper Werner - Chief Financial Officer Francois Locoh-Donou - President, CEO & Director Suzanne DuLong - Vice President of Investor Relations Conference Call Participants George Charles Notter - Wolfe Research, LLC James Edward Fish - Piper Sandler & Co., Research Division Michael Ng - Goldman Sachs Group, Inc., Research Division Michael Steven Richards - RBC Capital Markets, Research Division Priyanka Thapa - JPMorgan Chase & Co, Research Division Ryan Boyer Koontz - Needham & Company, LLC, Research Division Simon Matthew Leopold - Raymond James & Associates, Inc., Research Division Timothy Patrick Long - Barclays Bank PLC, Research Division Tomer Zilberman - BofA Securities, Research Division Operator Good afternoon, and welcome to F5 Inc.'s Third Quarter Fiscal 2025 Financial Results Conference Call. [Operator Instructions] Also, today's conference call is being recorded.
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