Enterprise Hybrid Cloud Adoption Will Drive Future Demand

AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Published
22 Aug 24
Updated
07 Aug 25
AnalystConsensusTarget's Fair Value
US$327.18
1.7% undervalued intrinsic discount
07 Aug
US$321.77
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1Y
67.6%
7D
4.7%

Author's Valuation

US$327.2

1.7% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Aug 25
Fair value Increased 7.98%

Upward revisions in F5's revenue growth forecasts and net profit margin have driven the consensus analyst price target higher, from $303.00 to $327.18. What's in the News F5 raised its fiscal year 2025 revenue growth guidance to approximately 9% at the midpoint (up from 6.5–7.5%), driven by sustained demand for tech refresh, data center modernization, and robust adoption of its Application Delivery and Security Platform; Q4 FY25 revenue is expected between $780–$800 million (Key Developments, 2025-07-30).

Shared on07 May 25
Fair value Increased 5.39%

Shared on30 Apr 25
Fair value Increased 1.22%

AnalystConsensusTarget has increased revenue growth from 5.1% to 5.7%.

Shared on23 Apr 25
Fair value Decreased 3.95%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to -0.0%.

Shared on16 Apr 25
Fair value Decreased 1.88%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 1.23%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 2.11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 0.63%

AnalystConsensusTarget has increased revenue growth from 4.0% to 5.2% and increased future PE multiple from 21.2x to 24.4x.