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Sector Demand and Margin Strength Will Outweigh Security Concerns Going Forward

Published
22 Aug 24
Updated
08 Nov 25
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AnalystConsensusTarget's Fair Value
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1Y
1.8%
7D
-2.9%

Author's Valuation

US$291.515.7% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

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.

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.

Shared on 10 Oct 25

Fair value Increased 1.11%

Enterprise Hybrid Cloud Adoption Will Drive Future Demand

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.

Shared on 04 Aug 25

Fair value Increased 7.98%

Enterprise Hybrid Cloud Adoption Will Drive Future Demand

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 on 07 May 25

Fair value Increased 5.39%

ADSP And iRule Tools Will Integrate Load Balancing And Security

Shared on 30 Apr 25

Fair value Increased 1.22%

ADSP And iRule Tools Will Integrate Load Balancing And Security

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

Shared on 23 Apr 25

Fair value Decreased 3.95%

ADSP And iRule Tools Will Integrate Load Balancing And Security

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

Shared on 16 Apr 25

Fair value Decreased 1.88%

ADSP And iRule Tools Will Integrate Load Balancing And Security

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 1.23%

ADSP And iRule Tools Will Integrate Load Balancing And Security

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 2.11%

ADSP And iRule Tools Will Integrate Load Balancing And Security

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

ADSP And iRule Tools Will Integrate Load Balancing And Security

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

ADSP And iRule Tools Will Integrate Load Balancing And Security

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Increased 0.63%

ADSP And iRule Tools Will Integrate Load Balancing And Security

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