Update shared on04 Aug 2025
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).
- The company announced a major strategic partnership with MinIO to enable secure, high-scale data delivery and AI/ML data pipelines for enterprise AI workloads, with ongoing adoption from leading automotive, healthcare, telecom, and financial customers aiming to optimize edge-to-cloud AI data management (Key Developments, 2025-07-17).
- F5 launched significant AI-driven advancements to its Application Delivery and Security Platform, including AI data protection (via recent LeakSignal acquisition), detection and prevention of sensitive data leakage, and enhanced visibility/control over encrypted and AI-driven traffic to combat Shadow AI risks and ensure compliance (Key Developments, 2025-07-16/07-15).
- To prepare for the cybersecurity challenges posed by quantum computing, F5 introduced post-quantum cryptography (PQC) readiness solutions integrated into its platform, offering organizations scalable, future-proof security and compliance across hybrid- and multi-cloud environments (Key Developments, 2025-06-26).
- Heightened global cyberattack concerns have increased visibility for F5 and other cybersecurity companies, as highlighted by Bloomberg following reports of recent cyberattacks in the Middle East (Bloomberg, 2025-06-17; Key Developments).
Valuation Changes
Summary of Valuation Changes for F5
- The Consensus Analyst Price Target has risen from $303.00 to $327.18.
- The Consensus Revenue Growth forecasts for F5 has significantly risen from 5.9% per annum to 6.8% per annum.
- The Net Profit Margin for F5 has significantly risen from 24.87% to 27.93%.
Disclaimer
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