F5, Inc.

NasdaqGS:FFIV Rapport sur les actions

Capitalisation boursière : US$20.2b

F5 Croissance future

Future contrôle des critères 2/6

F5 devrait augmenter ses bénéfices et son chiffre d'affaires de 12.7% et de 5.9% par an respectivement. Le BPA devrait croître de de 12.8% par an. Le rendement des capitaux propres devrait être 22.9% dans 3 ans.

Informations clés

12.7%

Taux de croissance des bénéfices

12.81%

Taux de croissance du BPA

Communications croissance des bénéfices24.2%
Taux de croissance des recettes5.9%
Rendement futur des capitaux propres22.88%
Couverture par les analystes

Good

Dernière mise à jour30 Apr 2026

Mises à jour récentes de la croissance future

Recent updates

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 de l'analyse • 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
Mise à jour de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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.
Article d'analyse • 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...
Article d'analyse • 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...
Article d'analyse • 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...
Article d'analyse • 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

Prévisions de croissance des bénéfices et des revenus

NasdaqGS:FFIV - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
9/30/20283,6568371,1701,1946
9/30/20273,4837221,0861,13012
9/30/20263,3296711,0071,05111
3/31/20263,2257089631,015N/A
12/31/20253,144706861906N/A
9/30/20253,088692906950N/A
6/30/20253,025667955988N/A
3/31/20252,940621834865N/A
12/31/20242,890595800830N/A
9/30/20242,816567762792N/A
6/30/20242,776554696736N/A
3/31/20242,784499693742N/A
12/31/20232,805461611661N/A
9/30/20232,813395599653N/A
6/30/20232,806332571618N/A
3/31/20232,778326483524N/A
12/31/20222,709301474510N/A
9/30/20222,696322409443N/A
6/30/20222,678344453485N/A
3/31/20222,655350564596N/A
12/31/20212,666337562598N/A
9/30/20212,603331615645N/A
6/30/20212,536298588624N/A
3/31/20212,468278562601N/A
12/31/20202,406297612654N/A
9/30/20202,351307601661N/A
6/30/20202,326325623691N/A
3/31/20202,307341593682N/A
12/31/20192,268395N/A694N/A
9/30/20192,242428N/A748N/A
6/30/20192,215466N/A746N/A
3/31/20192,194503N/A778N/A
12/31/20182,182496N/A769N/A
9/30/20182,161454N/A761N/A
6/30/20182,137457N/A770N/A
3/31/20182,112431N/A750N/A
12/31/20172,097415N/A741N/A
9/30/20172,090421N/A740N/A
6/30/20172,077394N/A731N/A
3/31/20172,056388N/A739N/A
12/31/20162,022370N/A697N/A
9/30/20161,995366N/A712N/A
6/30/20161,971354N/A691N/A
3/31/20161,958355N/A693N/A
12/31/20151,947366N/A702N/A
9/30/20151,920365N/A685N/A
6/30/20151,884362N/A671N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de FFIV ( 12.7% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de FFIV ( 12.7% par an) devraient croître plus lentement que le marché US ( 16.8% par an).

Croissance élevée des bénéfices: Les bénéfices de FFIV devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de FFIV ( 5.9% par an) devrait croître plus lentement que le marché de US ( 11.6% par an).

Croissance élevée des revenus: Le chiffre d'affaires de FFIV ( 5.9% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de FFIV devrait être élevé dans 3 ans ( 22.9 %)

Découvrir les entreprises en croissance

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/12 15:57
Cours de l'action en fin de journée2026/05/12 00:00
Les revenus2026/03/31
Revenus annuels2025/09/30

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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 expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale 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. 12 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.

AnalysteInstitution
Jayson NolandBaird
Timothy LongBarclays
Jeffrey KvaalBarclays