F5 Gestione
Criteri Gestione verificati 0/4
F5 Il CEO è Francois Locoh-Donou, nominato in Apr2017, e ha un mandato di 9.42 anni. la retribuzione annua totale è $ 23.04M, composta da 4.2% di stipendio e 95.8% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.33% delle azioni della società, per un valore di $ 77.81M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.9 anni e 3 anni.
Informazioni chiave
Francois Locoh-Donou
Amministratore delegato
US$23.0m
Compenso totale
| Percentuale dello stipendio del CEO | 4.18% |
| Mandato del CEO | 9.4yrs |
| Proprietà del CEO | 0.3% |
| Durata media del management | 1.9yrs |
| Durata media del Consiglio di amministrazione | 3yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • 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
Aggiornamento narrativa • 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.
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Nuova narrativa • 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?Nuova 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?Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$727m |
| Mar 31 2026 | n/a | n/a | US$708m |
| Dec 31 2025 | n/a | n/a | US$706m |
| Sep 30 2025 | US$23m | US$962k | US$692m |
| Jun 30 2025 | n/a | n/a | US$667m |
| Mar 31 2025 | n/a | n/a | US$621m |
| Dec 31 2024 | n/a | n/a | US$595m |
| Sep 30 2024 | US$18m | US$962k | US$567m |
| Jun 30 2024 | n/a | n/a | US$554m |
| Mar 31 2024 | n/a | n/a | US$499m |
| Dec 31 2023 | n/a | n/a | US$461m |
| Sep 30 2023 | US$11m | US$962k | US$395m |
| Jun 30 2023 | n/a | n/a | US$332m |
| Mar 31 2023 | n/a | n/a | US$326m |
| Dec 31 2022 | n/a | n/a | US$301m |
| Sep 30 2022 | US$13m | US$925k | US$322m |
| Jun 30 2022 | n/a | n/a | US$344m |
| Mar 31 2022 | n/a | n/a | US$350m |
| Dec 31 2021 | n/a | n/a | US$337m |
| Sep 30 2021 | US$11m | US$875k | US$331m |
| Jun 30 2021 | n/a | n/a | US$298m |
| Mar 31 2021 | n/a | n/a | US$278m |
| Dec 31 2020 | n/a | n/a | US$297m |
| Sep 30 2020 | US$11m | US$875k | US$307m |
| Jun 30 2020 | n/a | n/a | US$325m |
| Mar 31 2020 | n/a | n/a | US$341m |
| Dec 31 2019 | n/a | n/a | US$395m |
| Sep 30 2019 | US$9m | US$850k | US$428m |
Compensazione vs Mercato: La retribuzione totale di Francois ($USD 23.04M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.74M ).
Compensazione vs guadagni: La retribuzione di Francois è aumentata di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Francois Locoh-Donou (55 yo)
9.4yrs
Mandato
US$23,039,819
Compensazione
Mr. Francois Locoh-Donou has been Chief Executive Officer and President at F5, Inc. (formally known as F5 Networks, Inc.) since April 3, 2017 and also serves as Chairman March 2026. He has enterprise techn...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 9.4yrs | US$23.04m | 0.33% $ 77.8m | |
| Executive VP & Chief Financial Officer | 1.8yrs | US$3.66m | 0.00072% $ 167.9k | |
| Executive VP & COO | 2yrs | US$8.25m | 0.014% $ 3.3m | |
| Executive VP & Chief Marketing Officer | less than a year | US$5.38m | 0.0024% $ 557.2k | |
| Executive VP & Chief Revenue Officer | 2yrs | US$6.53m | 0.038% $ 8.9m | |
| Executive VP & Chief Technology Operations Officer | less than a year | US$367.66k | 0.018% $ 4.1m | |
| Vice President of Investor Relations | no data | Nessun dato | Nessun dato | |
| Executive VP | 1.5yrs | Nessun dato | 0.0040% $ 923.2k | |
| Director of Corporate Communications | no data | Nessun dato | Nessun dato | |
| Executive VP & Chief People Officer | less than a year | Nessun dato | Nessun dato | |
| Senior Vice President of Sales for Asia Pacific | 9.5yrs | Nessun dato | Nessun dato | |
| Executive VP & Chief Product Officer | 2yrs | Nessun dato | 0.022% $ 5.2m |
1.9yrs
Durata media
52.5yo
Età media
Gestione esperta: Il team dirigenziale di FFIV non è considerato esperto (durata media 1.9 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 9.4yrs | US$23.04m | 0.33% $ 77.8m | |
| Independent Director | 3yrs | US$358.71k | 0.010% $ 2.4m | |
| Independent Director | 7.7yrs | US$367.66k | 0.012% $ 2.9m | |
| Independent Director | 6yrs | US$392.66k | 0.0087% $ 2.0m | |
| Independent Director | 2.9yrs | US$367.66k | 0.0050% $ 1.2m | |
| Independent Director | 3.9yrs | US$387.66k | 0.0038% $ 881.3k | |
| Independent Director | 1.9yrs | US$466.08k | 0.0025% $ 582.8k | |
| Director | less than a year | Nessun dato | Nessun dato | |
| Director | less than a year | Nessun dato | Nessun dato | |
| Independent Director | 1.9yrs | US$478.91k | 0.0025% $ 582.8k |
3.0yrs
Durata media
55yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di FFIV non è considerato esperto (durata media del mandato 3 anni), il che suggerisce un nuovo consiglio.
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/09/13 06:30 |
| Prezzo dell'azione a fine giornata | 2026/09/11 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/09/30 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
F5, Inc. è coperta da 43 analisti. 11 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Jayson Noland | Baird |
| Jeffrey Kvaal | Barclays |
| Timothy Long | Barclays |