Shared on 22 Feb 26

FFIV: Cybersecurity Demand And AI Security Launches Will Drive Rerating

Analysts have lifted their price targets on F5, with moves such as a $20 raise at RBC Capital and a $35 bump at Goldman Sachs. These changes reflect updated views on the stock's risk profile and earnings potential that align with our refreshed assumptions on discount rate and future P/E.

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Shared on 07 Feb 26

Fair value Increased 5.08%

FFIV: Breach Concerns Will Fade As Delayed Cybersecurity Deals Eventually Close

Analysts have lifted their fair value estimate on F5 by about US$15 to roughly US$310, reflecting Street price target increases from several firms and updated assumptions around slightly higher revenue growth, a modestly lower discount rate, and a lower future P/E multiple, alongside a small reduction in projected profit margins. Analyst Commentary Street research around F5 has leaned more constructive recently, with several firms lifting their price targets and at least one upgrade alongside a more cautious check on near term deal activity.

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Shared on 23 Jan 26

Fair value Increased 1.72%

FFIV: Breach Overhang Will Ease As Pipeline Delays Gradually Reverse

Analysts have raised their fair value estimate for F5 by about US$5 to US$295.30. This reflects slightly higher assumed profit margins and P/E multiples, while still accounting for near-term pipeline and security breach uncertainties cited in recent research.

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Shared on 07 Jan 26

Fair value Increased 0.97%

FFIV: Breach Overhang And Softer FY26 Outlook Should Gradually Ease

Analysts have trimmed their price targets on F5 and now frame our updated fair value estimate at US$290.30, only slightly above the prior US$287.50. They weigh the short term drag from the security breach, softer FY26 guidance and software renewal uncertainty against a still constructive view on systems demand and the potential for delayed, rather than lost, deals.

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Shared on 23 Dec 25

Fair value Decreased 1.37%

FFIV: Share Price Should Recover As Breach Overhang And Cautious Spending Gradually Ease

We trim our F5 price target to $287.50 from $291.50 as analysts moderate FY26 growth and valuation expectations in light of the recent security breach and increasingly cautious customer purchasing behavior, despite resilient near term results and limited evidence of permanent deal losses. Analyst Commentary Street research remains mixed on F5, with most firms trimming price targets and FY26 expectations while acknowledging that recent execution has been solid.

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Shared on 09 Dec 25

FFIV: Share Price Should Recover As Security Breach Headwinds Gradually Ease

Analysts have modestly reduced their price targets on F5, trimming our implied valuation to reflect a slightly higher discount rate and tempered FY26 growth expectations in light of recent security breach related pipeline headwinds, even as most view deal activity as delayed rather than permanently lost. Analyst Commentary Street views on F5 remain mixed, with the recent security breach acting as the key swing factor for both growth expectations and valuation multiples.

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Shared on 25 Nov 25

FFIV: Share Price Will Rebound After Security Breach Disruption Clears

F5's analyst price targets have broadly moved lower, with several firms reducing their outlooks by $30 to $78. Analysts cite caution about the company's recent security breach and its potential to impact near-term revenue and customer sentiment.

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Shared on 08 Nov 25

Fair value Decreased 12%

FFIV: Share Price Will Recover Once Security Concerns Are Resolved

The average analyst price target for F5 was revised downward by $41.50 to $291.50, as analysts pointed to reduced growth expectations and heightened uncertainty following the recent security breach. Analyst Commentary Following recent earnings and the announcement of a security breach, analysts have updated their outlook and price targets for F5.

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Shared on 25 Oct 25

Fair value Increased 0.66%

Analysts have raised their average price target for F5 from $330.82 to $333.00, citing stronger margin expectations and ongoing sector demand despite recent security concerns. Analyst Commentary Recent commentary from industry analysts provides a balanced perspective on F5, highlighting both positive momentum and areas of ongoing caution following recent events.

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Shared on 10 Oct 25

Fair value Increased 1.11%

F5's analyst price target has been raised by $3.64 to $330.82 per share, as analysts cite persistent strong demand and higher than expected earnings in their upward revisions. Analyst Commentary Recent research activity highlights both positive momentum and ongoing caution among analysts covering F5.

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Shared on 04 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).

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Shared on 07 May 25

Fair value Increased 5.39%

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Shared on 30 Apr 25

Fair value Increased 1.22%

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

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Shared on 23 Apr 25

Fair value Decreased 3.95%

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

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Shared on 16 Apr 25

Fair value Decreased 1.88%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 09 Apr 25

Fair value Decreased 1.23%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

3 views

Shared on 02 Apr 25

Fair value Increased 2.11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

1 view

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 10 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.

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Sector Demand and Margin Strength Will Outweigh Security Concerns Going Forward

FFIV: Cybersecurity Demand And AI Security Launches Will Drive Rerating

FFIV: Breach Concerns Will Fade As Delayed Cybersecurity Deals Eventually Close

FFIV: Breach Overhang Will Ease As Pipeline Delays Gradually Reverse

FFIV: Breach Overhang And Softer FY26 Outlook Should Gradually Ease

FFIV: Share Price Should Recover As Breach Overhang And Cautious Spending Gradually Ease

FFIV: Share Price Should Recover As Security Breach Headwinds Gradually Ease

FFIV: Share Price Will Rebound After Security Breach Disruption Clears

FFIV: Share Price Will Recover Once Security Concerns Are Resolved

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