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 7,296 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
193% more call options, than puts
Call options by funds: $125M | Put options by funds: $42.6M
77% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 62
12% more repeat investments, than reductions
Existing positions increased: 251 | Existing positions reduced: 225
5% more funds holding
Funds holding: 637 [Q4 2024] → 672 (+35) [Q1 2025]
2% more capital invested
Capital invested by funds: $14.1B [Q4 2024] → $14.4B (+$336M) [Q1 2025]
0.55% less ownership
Funds ownership: 94.76% [Q4 2024] → 94.22% (-0.55%) [Q1 2025]
25% less funds holding in top 10
Funds holding in top 10: 8 [Q4 2024] → 6 (-2) [Q1 2025]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$269
6%
downside
Avg. target
$286
0%
upside
High target
$320
12%
upside
6 analyst ratings
1 positive
17%
5 neutral
83%
0 negative
0%
RBC Capital Matthew Hedberg | 1%upside $290 | Sector Perform Reiterated | 29 Apr 2025 |
Piper Sandler James Fish | 6%downside $269 | Neutral Maintained | 29 Apr 2025 |
Barclays Tim Long | 4%downside $274 | Equal-Weight Maintained | 29 Apr 2025 |
Morgan Stanley Meta Marshall | 2%downside $280 | Equal-Weight Maintained | 29 Apr 2025 |
Needham Ryan Koontz | 12%upside $320 | Buy Assumed | 29 Apr 2025 |
Financial journalist opinion
Based on 10 articles about FFIV published over the past 30 days
Neutral
Business Wire
3 days ago
F5 Expands Performance, Multi-Tenancy, and Security Capabilities for Fast-Evolving AI Landscape with NVIDIA
PARIS--(BUSINESS WIRE)--F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced new capabilities for F5 BIG-IP Next for Kubernetes accelerated with NVIDIA BlueField-3 DPUs and the NVIDIA DOCA software framework, underscored by customer Sesterce's validation deployment. Sesterce is a leading European operator specializing in next-generation infrastructures and sovereign AI, designed to meet the needs of accelerated computing and artificial intelligence.
Neutral
Business Wire
4 days ago
F5 Secures Sensitive Data and Streamlines Compliance with New FIPS Offering on Red Hat Enterprise Linux
WASHINGTON--(BUSINESS WIRE)--AWS SUMMIT—F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced a solution integrating Red Hat Enterprise Linux with F5 NGINX Plus FIPS compliance functionality, now available in the AWS Marketplace. Building on the F5 Application Delivery and Security Platform, this solution is being unveiled at this week's AWS Summit to offer unified application security, scalability, and reliability—all essential for protecting sensit.
Positive
GeekWire
1 week ago
F5 acquires Fletch, a San Francisco cybersecurity startup that helps companies flag threats
Seattle-based application delivery and security giant F5 has acquired Fletch, a San Francisco startup founded in 2020 that uses AI to help companies spot threats and reduce alert fatigue.
Positive
Zacks Investment Research
2 weeks ago
BMBL vs. FFIV: Which Stock Should Value Investors Buy Now?
Investors interested in stocks from the Internet - Software sector have probably already heard of Bumble Inc. (BMBL) and F5 Networks (FFIV). But which of these two stocks offers value investors a better bang for their buck right now?
Positive
Zacks Investment Research
2 weeks ago
F5 (FFIV) Up 9.1% Since Last Earnings Report: Can It Continue?
F5 (FFIV) reported earnings 30 days ago. What's next for the stock?
Neutral
Business Wire
2 weeks ago
F5 to Participate in Upcoming Financial Conference
SEATTLE--(BUSINESS WIRE)--F5, Inc. (NASDAQ: FFIV), F5 (FFIV), the global leader in delivering and securing every app and API, today announced that it will participate in the BofA Securities 2025 Global Technology Conference. F5's presentation will be webcast live on Wednesday, June 4, 2025, at 5:40 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.
Positive
Zacks Investment Research
2 weeks ago
F5 Gains 13% in Six Months: Should You Add the Stock to Your Portfolio?
FFIV accelerates growth with AI-driven innovation, robust software renewal base and deep enterprise traction across key sectors.
Positive
Zacks Investment Research
3 weeks ago
All You Need to Know About F5 (FFIV) Rating Upgrade to Buy
F5 (FFIV) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Neutral
Business Wire
3 weeks ago
F5 Expands Strategic Collaboration with Red Hat to Enable Scalable, Secure Enterprise AI
SEATTLE--(BUSINESS WIRE)--F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced an expanded collaboration with Red Hat, the world's leading provider of open source solutions, to help enterprises deploy and scale secure, high-performance AI applications. By enabling integration for the F5 Application Delivery and Security Platform with Red Hat OpenShift AI, F5 customers can adopt AI faster and more securely, focusing on practical, high-value use cases.
Neutral
Business Wire
3 weeks ago
F5 Delivers Scalable and Secure Cloud-Native Network Functionality for AI and High-Bandwidth Applications
SEATTLE--(BUSINESS WIRE)--F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today unveiled F5 BIG-IP Next Cloud-Native Network Functions (CNF) 2.0, an evolved solution that significantly enhances the capabilities of the F5 Application Delivery and Security Platform (ADSP) for large-scale cloud-native applications. With advanced Kubernetes-native features, F5 BIG-IP Next CNF 2.0 redefines how organizations adapt to increasingly complex and resource-intensive oper.
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