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F5, Inc.Informe acción NasdaqGS:FFIV

Capitalización bursátil US$22.4b
Precio de las acciones
US$388.15
US$337.4
15.0% sobrevalorado descuento intrínseco
1Y37.0%
7D1.5%
1D
Valor de la cartera
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F5, Inc.

Informe acción NasdaqGS:FFIV

Capitalización de mercado: US$22.4b

F5 (FFIV) Resumen de Acciones

F5, Inc. ofrece soluciones de entrega y seguridad de aplicaciones multicloud en Estados Unidos, Europa, Oriente Medio, África y la región Asia-Pacífico. Saber más

Análisis fundamental de FFIV
Puntuación del snowflake
Valoración3/6
Crecimiento futuro2/6
Rendimiento pasado3/6
Salud financiera6/6
Dividendos0/6

FFIV Community Fair Values

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Competidores de F5, Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del F5
Precios históricos de las acciones
Precio actual de la acciónUS$388.15
Máximo en las últimas 52 semanasUS$399.59
Mínimo de 52 semanasUS$223.76
Beta1
Cambio en 1 mes30.37%
Variación en 3 meses39.86%
Cambio de 1 año37.02%
Variación en 3 años163.01%
Variación en 5 años113.70%
Variación desde la OPV5,118.82%

Noticias y actualizaciones recientes

Nueva narrativa May 19

Hybrid Multicloud And AI Security Tailwinds Will Support Stronger Long Term Prospects

Catalysts About F5 F5 provides application delivery and security solutions that help enterprises run and protect apps and APIs across data centers, public clouds and the edge. What are the underlying business or industry changes driving this perspective?
Artículo de análisis May 12

We Like The Quality Of F5's (NASDAQ:FFIV) Earnings

Investors signalled that they were pleased with F5, Inc.'s ( NASDAQ:FFIV ) most recent earnings report. This reaction...

Recent updates

Nueva narrativa May 19

Hybrid Multicloud And AI Security Tailwinds Will Support Stronger Long Term Prospects

Catalysts About F5 F5 provides application delivery and security solutions that help enterprises run and protect apps and APIs across data centers, public clouds and the edge. What are the underlying business or industry changes driving this perspective?
Artículo de análisis May 12

We Like The Quality Of F5's (NASDAQ:FFIV) Earnings

Investors signalled that they were pleased with F5, Inc.'s ( NASDAQ:FFIV ) most recent earnings report. This reaction...
Actualización de narrativa May 08

FFIV: AI Security Platform Updates And Guidance Will Support Balanced Outlook

F5's updated fair value estimate has been raised from $311.30 to $337.40, reflecting analysts' higher price targets across several firms as they factor in revised assumptions for revenue, profitability, and future P/E expectations. Analyst Commentary Recent research points to a more constructive stance on F5, with several firms lifting their price targets and adjusting their assumptions for revenue, profitability, and future P/E expectations.
Seeking Alpha Apr 29

F5: EMEA Regulatory Tailwinds, But High Stock-Based Comp Is Worth Considering

Summary F5, Inc. delivered a strong Q2’26, with 11% revenue growth and robust product momentum, but I rate the stock a 'hold.' EMEA regulatory tailwinds, especially NIS2 and DORA, are fueling multi-year demand for FFIV’s hybrid multi-cloud security solutions. Recurring revenue now comprises 70% of total, with software subscriptions driving margin expansion and operating leverage. Valuation appears stretched at 24.8x EV/EBITDA adjusted for stock-based compensation, limiting near-term upside despite positive guidance. Read the full article on Seeking Alpha
Actualización de narrativa Apr 23

FFIV: AI Security Alliances And Guidance Will Support Steady Cybersecurity Outlook

F5's analyst fair value was nudged from $310.30 to $311.30 as analysts factored in a wave of higher price targets from firms citing resilient cybersecurity demand, despite recent AI related volatility in the sector. Analyst Commentary Recent Street research around F5 has focused on how resilient cybersecurity demand and shifting views on AI tools feed into valuation, execution risks, and growth expectations.
Actualización de narrativa Apr 07

FFIV: AI Security Partnerships And Guidance Raise Prospects For Steady Outlook

Analysts have raised their price target on F5 by roughly $20 to $30, reflecting a series of upward target revisions and the view that recent AI related volatility in cybersecurity names has not changed the longer term demand case for leading security platforms. Analyst Commentary Recent Street research around F5 highlights a mix of optimism on valuation support and platform relevance, alongside some caution tied to AI headlines and execution risk.
Actualización de narrativa Mar 24

FFIV: AI Security Demand And New Integrations Will Support Balanced Outlook

Analyst price targets for F5 have moved higher by a double digit dollar amount, with the shift supported by broader Street research pointing to resilient demand for security platforms, as well as company specific upside highlighted by several firms raising their dollar based targets in recent weeks. Analyst Commentary Recent Street research around F5 clusters around two broad themes: the durability of demand for security platforms, and the potential for company specific execution to support higher valuation frameworks.
Actualización de narrativa Mar 09

FFIV: AI Security Offerings And Steady Demand Will Support Balanced Outlook

Analysts have raised their average price targets on F5 to a range of roughly $20 to $35, citing steady demand for security platforms even as AI coding assistants emerge and potential upside to current estimates. Analyst Commentary Street research around F5 centers on how AI coding tools intersect with security demand and how much upside exists relative to current expectations.
Actualización de narrativa Feb 22

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.
Actualización de narrativa Feb 07

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.
Actualización de narrativa Jan 23

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.
Actualización de narrativa Jan 07

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.
Actualización de narrativa Dec 23

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.
Actualización de narrativa Dec 09

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.
Actualización de narrativa 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.
Actualización de narrativa Nov 08

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.
Artículo de análisis Nov 05

F5, Inc.'s (NASDAQ:FFIV) Popularity With Investors Under Threat As Stock Sinks 26%

F5, Inc. ( NASDAQ:FFIV ) shareholders that were waiting for something to happen have been dealt a blow with a 26% share...
Actualización de narrativa Oct 25

Sector Demand and Margin Strength Will Outweigh Security Concerns Going Forward

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.
Actualización de narrativa Oct 10

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.
Artículo de análisis Jul 21

With EPS Growth And More, F5 (NASDAQ:FFIV) Makes An Interesting Case

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Artículo de análisis Jul 08

Is It Time To Consider Buying F5, Inc. (NASDAQ:FFIV)?

F5, Inc. ( NASDAQ:FFIV ) received a lot of attention from a substantial price increase on the NASDAQGS over the last...
Artículo de análisis Jun 24

F5 (NASDAQ:FFIV) Has Some Way To Go To Become A Multi-Bagger

To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Artículo de análisis May 29

Is F5, Inc. (NASDAQ:FFIV) Trading At A 21% Discount?

Key Insights The projected fair value for F5 is US$359 based on 2 Stage Free Cash Flow to Equity F5 is estimated to be...
Seeking Alpha Apr 29

F5, Inc. Q2 Earnings: A Strong Free Cash Flow Machine At A Reasonable Price

Summary F5, Inc. raised its fiscal 2025 outlook, showing solid topline growth and strong underlying profitability, yet the market reaction was muted. FFIV operates debt-free with 8% of its market cap in net cash, justifying its 17x forward free cash flow valuation. The company’s new ADSP platform and hardware upgrades drive growth, while its minimal tariff impact and steady demand bolster confidence. Despite slower software growth and competitive pressures, FFIV’s financial strength and reasonable valuation present a compelling investment opportunity. Read the full article on Seeking Alpha

Rentabilidad de los accionistas

FFIVUS CommunicationsMercado US
7D1.5%5.8%1.3%
1Y37.0%96.7%27.7%

Rentabilidad vs. Industria: Los resultados de FFIV fueron inferiores a los de la industria US Communications, que obtuvo un rendimiento del 96.7% el año pasado.

Rentabilidad vs. Mercado: FFIV superó al mercado US, que obtuvo un rendimiento del 27.7% el año pasado.

Volatilidad de los precios

Is FFIV's price volatile compared to industry and market?
FFIV volatility
FFIV Average Weekly Movement4.7%
Communications Industry Average Movement9.5%
Market Average Movement7.2%
10% most volatile stocks in US Market16.6%
10% least volatile stocks in US Market3.0%

Precio estable de las acciones: FFIV no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de FFIV (5%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
19966,545Francois Locoh-Donouwww.f5.com

F5, Inc. ofrece soluciones de entrega y seguridad de aplicaciones multicloud en Estados Unidos, Europa, Oriente Medio, África y la región Asia-Pacífico. Los servicios de nube distribuida de la empresa permiten a sus clientes desplegar, proteger y operar aplicaciones en cualquier arquitectura, desde las instalaciones locales hasta la nube pública. También ofrece soluciones unificadas de seguridad, redes y gestión de aplicaciones, como protección de aplicaciones web y API; redes multi-nube; entrega y despliegue de aplicaciones; sistema de nombres de dominio; red de entrega de contenidos; y despliegue y orquestación de aplicaciones.

Resumen de fundamentos de F5, Inc.

¿Cómo se comparan los beneficios e ingresos de F5 con su capitalización de mercado?
Estadísticas fundamentales de FFIV
Capitalización bursátilUS$22.40b
Beneficios(TTM)US$708.21m
Ingresos (TTM)US$3.22b
30.9x
Ratio precio-beneficio (PE)
6.8x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de FFIV
IngresosUS$3.22b
Coste de los ingresosUS$595.19m
Beneficio brutoUS$2.63b
Otros gastosUS$1.92b
BeneficiosUS$708.21m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)12.55
Margen bruto81.54%
Margen de beneficio neto21.96%
Ratio deuda/patrimonio0%

¿Cómo se ha desempeñado FFIV a largo plazo?

Ver rendimiento histórico y comparativa

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/27 05:52
Precio de las acciones al final del día2026/05/27 00:00
Beneficios2026/03/31
Ingresos anuales2025/09/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

F5, Inc. está cubierta por 43 analistas. 12 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Jayson NolandBaird
Timothy LongBarclays
Jeffrey KvaalBarclays