F5 (FFIV) Aperçu de l'action
F5, Inc. fournit des solutions de sécurité et de livraison d'applications multicloud aux États-Unis, en Europe, au Moyen-Orient, en Afrique et dans la région Asie-Pacifique. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 2/6 |
| Performances passées | 2/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
FFIV Community Fair Values
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Analyst Price Targets
F5, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$404.63 |
| Plus haut sur 52 semaines | US$435.00 |
| Plus bas sur 52 semaines | US$223.76 |
| Bêta | 1.03 |
| Variation sur 1 mois | -1.31% |
| Variation sur 3 mois | 2.74% |
| Variation sur 1 an | 23.86% |
| Variation sur 3 ans | 152.33% |
| Variation sur 5 ans | 94.24% |
| Évolution depuis l'introduction en bourse | 5,340.40% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Sep 03
FFIV: Overvaluation Risks Persist As AI Use Cases Drive Q3 Optimism
Analysts have raised the fair value estimate for F5 from $301.32 to $310.34, citing higher projected revenue growth. They point to recent price target increases across the Street that highlight durable systems demand, multi cloud refresh activity, AI related use cases, and strong gross margin performance.Seeking Alpha • Sep 03
F5: Governing AI Will Be Lucrative If Executed Correctly
Summary F5 Inc. is experiencing robust product revenue growth, driven by AI-driven enterprise infrastructure upgrades and a multi-year replacement cycle. FFIV boasts strong profitability; high gross margins despite the hardware mix; and a pristine balance sheet with $1.6B in cash and no long-term debt. The company is strategically positioned to address unprecedented AI-driven cybersecurity threats with its Next-Generation Agentic-Ready AI Gateway. FFIV currently trades at fair value; I prefer to wait for a dip before initiating a position, monitoring near-term market volatility. Read the full article on Seeking AlphaRecent updates
Mise à jour du récit • Sep 03
FFIV: Overvaluation Risks Persist As AI Use Cases Drive Q3 Optimism
Analysts have raised the fair value estimate for F5 from $301.32 to $310.34, citing higher projected revenue growth. They point to recent price target increases across the Street that highlight durable systems demand, multi cloud refresh activity, AI related use cases, and strong gross margin performance.Seeking Alpha • Sep 03
F5: Governing AI Will Be Lucrative If Executed Correctly
Summary F5 Inc. is experiencing robust product revenue growth, driven by AI-driven enterprise infrastructure upgrades and a multi-year replacement cycle. FFIV boasts strong profitability; high gross margins despite the hardware mix; and a pristine balance sheet with $1.6B in cash and no long-term debt. The company is strategically positioned to address unprecedented AI-driven cybersecurity threats with its Next-Generation Agentic-Ready AI Gateway. FFIV currently trades at fair value; I prefer to wait for a dip before initiating a position, monitoring near-term market volatility. Read the full article on Seeking Alpha
Mise à jour du récit • Aug 20
FFIV: AI Security Platform And Hybrid Multicloud Demand Will Drive Future Upside
Analysts have increased the fair value estimate for F5 from $409.00 to $436.10, citing higher Street price targets following recent beat-and-raise quarters, stronger system demand, expanding multi-cloud and AI use cases, and improved margin expectations. Analyst Commentary Analysts remain divided on F5, but recent research since the fiscal Q3 report shows a clear tilt toward more constructive views on execution, growth drivers, and valuation support.
Mise à jour du récit • Aug 06
FFIV: AI Security Demand In Hybrid Multicloud Environments Will Support Future Upside
Analysts have raised their fair value estimate for F5 to $515 from $500, citing a series of beat and raise quarters supported by steady systems demand, hybrid multicloud refresh activity, expanding AI use cases, and firmer profit margin assumptions, along with a slightly lower future P/E multiple. Analyst Commentary Recent Street research on F5 points to a broadly constructive tone following the latest fiscal updates and investor events.Mise à jour du récit • Jul 23
FFIV: AI Security And Hybrid Multicloud Workloads Will Support Future Upside
Analysts have lifted their fair value estimate for F5 stock to $500 from $490, citing refreshed price targets and research that highlights the company’s role in hybrid cloud, AI-related application delivery, and security demand. Analyst Commentary Recent research on F5 reflects a cluster of higher price targets and a shift toward more constructive views, particularly around AI, hybrid cloud adoption, and application security.Mise à jour du récit • Jul 09
FFIV: AI Security And Hybrid Multicloud Demand Will Drive Future Upside
The analyst price target for F5 has moved from $464.25 to $490.00 as analysts factor in the company's updated mid term revenue and earnings guides tied to growing demand for application delivery, security, hybrid multicloud, and AI related workloads. Analyst Commentary Recent research on F5 highlights a cluster of higher price targets and a shift in tone as analysts respond to the company’s updated mid term guidance and comments around application delivery, security, and AI driven workloads.Mise à jour du récit • Jun 25
FFIV: AI Security And Hybrid Multicloud Demand Will Support Balanced Refresh Outlook
F5's analyst price target has been nudged higher, with the fair value estimate moving from $406.50 to $409.00 as analysts factor in updated assumptions around the discount rate, long term revenue growth, profit margins, and future P/E following a series of price target increases tied to expectations for demand from hybrid multicloud, AI inference workloads, and broader application security needs. Analyst Commentary Recent research on F5 highlights a wide range of views on how much the stock should be worth, with several large firms adjusting their price targets after the company shared long term goals around revenue, earnings power, and demand tied to hybrid multicloud and AI workloads.Article d’analyse • Jun 21
F5 (FFIV) Stock Could Be 5.2% Below Fair Value as Software Growth Narrative Builds
Recent Performance Snapshot for F5 Stock F5 (FFIV) has drawn investor attention after recent trading left the stock at a last close of US$385.49, with performance mixed over shorter horizons but stronger over the past 3 years and 5 years. See our latest analysis for F5. Over the past year F5 has seen a strong shift in sentiment, with the 1-year total shareholder return of 34.26% and 3-year total shareholder return of 166.87% pointing to building momentum despite some recent share price...Mise à jour du récit • Jun 04
FFIV: AI And Hybrid Multicloud Demand Will Support Balanced Hardware Refresh Outlook
Analysts have lifted the F5 price target to $406.50 from $337.40, pointing to the company's updated mid term outlook for application delivery and security demand tied to hybrid multicloud adoption and AI driven workloads as key support for the higher valuation. Analyst Commentary Recent research points to a broadly constructive tone around F5, with multiple firms revising price targets higher after the recent investor day and updated mid term outlook.Nouveau récit • Jun 02
Hybrid Multicloud Complexity And AI Demand Will Likely Restrain Future Upside
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 edge environments. What are the underlying business or industry changes driving this perspective?Nouveau récit • 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?Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Rendement pour les actionnaires
| FFIV | US Communications | US Marché | |
|---|---|---|---|
| 7D | 3.5% | 1.1% | -0.2% |
| 1Y | 23.9% | 49.9% | 14.8% |
Rendement vs Industrie: FFIV a sous-performé le secteur US Communications qui a rapporté 49.9 % au cours de l'année écoulée.
Rendement vs marché: FFIV a dépassé le marché US qui a rapporté 14.8 % au cours de l'année écoulée.
Volatilité des prix
| FFIV volatility | |
|---|---|
| FFIV Average Weekly Movement | 4.9% |
| Communications Industry Average Movement | 7.9% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
Cours de l'action stable: FFIV n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de FFIV ( 5% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1996 | 6,545 | Francois Locoh-Donou | www.f5.com |
F5, Inc. fournit des solutions de sécurité et de livraison d'applications multicloud aux États-Unis, en Europe, au Moyen-Orient, en Afrique et dans la région Asie-Pacifique. Les services cloud distribués de la société permettent à ses clients de déployer, de sécuriser et d'exploiter des applications dans n'importe quelle architecture, depuis les locaux jusqu'au cloud public. Elle propose également des solutions unifiées, de sécurité, de mise en réseau et de gestion des applications, telles que la protection des applications web et des API, la mise en réseau multi-cloud, la livraison et le déploiement d'applications, le système de noms de domaine, le réseau de livraison de contenu, ainsi que le déploiement et l'orchestration d'applications.
F5, Inc. Résumé des fondamentaux
| FFIV statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$22.06b |
| Bénéfices(TTM) | US$726.51m |
| Recettes(TTM) | US$3.31b |
31.5x
Ratio P/E6.9x
Ratio P/SLe site FFIV est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| FFIV compte de résultat (TTM) | |
|---|---|
| Recettes | US$3.31b |
| Coût des recettes | US$600.13m |
| Marge brute | US$2.71b |
| Autres dépenses | US$1.98b |
| Les revenus | US$726.51m |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 12.83 |
| Marge brute | 81.87% |
| Marge bénéficiaire nette | 21.95% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de FFIV?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/09 19:36 |
| Cours de l'action en fin de journée | 2026/09/09 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/09/30 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
F5, Inc. est couverte par 43 analystes. 11 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Jayson Noland | Baird |
| Jeffrey Kvaal | Barclays |
| Timothy Long | Barclays |