F5（FFV）株式概要F5, Inc.は、米国、欧州、中東、アフリカ、アジア太平洋地域でマルチクラウド・アプリケーション・セキュリティおよびデリバリー・ソリューションを提供しています。 詳細FFV ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長4/6過去の実績2/6財務の健全性6/6配当金0/6報酬収益は年間13.14%増加すると予測されています 過去5年間の収益は年間20.4%増加しました。 リスク分析過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見るFFV Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW475,526 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA475,526 investors already sharing narrativesYour Fair ValueCHF Current PriceCHF 313.9713.6% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture05b2016201920222025202620282031Revenue US$4.8bEarnings US$1.0bAdvancedSet Fair ValueView all narrativesF5, Inc. 競合他社Logitech InternationalSymbol: SWX:LOGNMarket cap: CHF 11.8bINFICON HoldingSymbol: SWX:IFCNMarket cap: CHF 3.8bZTESymbol: SZSE:000063Market cap: CN¥149.1bYangtze Optical Fibre And Cable LimitedSymbol: SEHK:6869Market cap: HK$160.6b価格と性能株価の高値、安値、推移の概要F5過去の株価現在の株価US$313.9752週高値US$052週安値US$0ベータ1.031ヶ月の変化-8.17%3ヶ月変化n/a1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化-1.84%最新ニュースお知らせ • Jul 29F5 Introduces F5 Ai Guardrails Integrated with Nvidia Nemo GuardrailsF5 introduced F5 AI Guardrails integrated with NVIDIA NeMo Guardrails, an AI-native solution that brings F5’s enterprise-grade AI security capabilities to production AI applications. F5 AI Guardrails integrated with NVIDIA NeMo Guardrails brings centralized, consistent security and governance across AI applications by separating security enforcement from the AI framework. Organizations can standardize on NVIDIA NeMo Guardrails while F5 AI Guardrails handles security inspection of prompts and LLM responses, applying enterprise policies centrally without requiring changes to AI applications. The result is a layered architecture where the framework library, microservices, orchestration, and security each do what they do best and evolve independently. F5 AI Guardrails secures AI systems, inspecting prompts and responses between users and applications, and helping prevent prompt injection, PII exposure, data leakage, and malicious outputs. Security policies are applied centrally rather than built into each AI application, so organizations can enforce enterprise security requirements without modifying application code. Key capabilities include: Prompt and response inspection: Security policies are enforced on AI traffic in real time, helping detect and reduce prompt injection, unauthorized data disclosure, and harmful outputs before they reach users or downstream systems. Centralized policy enforcement: Security teams apply and manage AI security policies across applications from one place, without rewriting application code or modifying workflows. Consistent visibility across AI applications: A single view into AI application behavior across models, frameworks, and business units lets security teams monitor, audit, and act from one operational layer. Independent, layered architecture: F5 security inspection layers on top of the NVIDIA AI framework. Each can be updated, scaled, or replaced independently as requirements change. F5 AI Guardrails integrated with NVIDIA NeMo Guardrails protects AI applications regardless of the underlying large language model. Organizations can change models, add new AI applications, or expand across business units while maintaining consistent security inspection and policy enforcement. As AI adoption grows, security is designed to scale with it rather than constraining it. F5 AI Guardrails integrated with NVIDIA NeMo Guardrails is generally available now.Reported Earnings • Jul 28Third quarter 2026 earnings released: EPS: US$3.67 (vs US$3.29 in 3Q 2025)Third quarter 2026 results: EPS: US$3.67 (up from US$3.29 in 3Q 2025). Revenue: US$865.1m (up 11% from 3Q 2025). Net income: US$208.2m (up 9.6% from 3Q 2025). Profit margin: 24% (in line with 3Q 2025). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Communications industry in Europe.お知らせ • Jul 28+ 1 more updateF5, Inc. Raises Financial Outlook for the Fiscal Year 2026F5, Inc. raised financial outlook for the fiscal year 2026. For the period, the company is guiding for revenue growth of approximately 9% to 10%, up from 7% to 8% previously.Buy Or Sell Opportunity • Jul 15Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at CHF338. The fair value is estimated to be CHF427, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.お知らせ • Jul 15F5, Inc. Announces New Fleet Management Capabilities For F5 Insight For ADSPF5, Inc. announced new fleet management capabilities for F5 Insight for ADSP that help enterprises reduce risk exposure across F5 BIG-IP environments as frontier AI compresses vulnerability response timelines. The new F5 Insight workflows give security and operations teams fleet-wide visibility, guided update management, enterprise authentication, role-based access controls, and a tamper-evident AI audit trail. The new capabilities build on F5’s move to monthly hardened software releases and reflect a broader shift in how F5 helps customers respond to AI-accelerated threats. F5 Insight for ADSP v1.2 introduces fleet management workflows for BIG-IP devices, streamlining and simplifying the software update and patching process. Operations teams can see the software version, update readiness, and security posture of every device in their estate, then stage and execute updates across standalone deployments, HA pairs, and fleet segments with guided workflows designed to minimize downtime risk. Key capabilities include: Fleet-wide software lifecycle visibility: A single view of which devices are current, which are exposed, and which require action across the entire estate. Guided update workflows: Standardized processes to stage, validate, and execute TMOS updates. Pre-execution readiness checks: Validation aligned to fleet and HA architectures so teams can move fast without destabilizing production. Update status tracking: Fleet-wide visibility into update progress during maintenance windows, keeping teams and leadership aligned. With this solution, patching is no longer a scheduled maintenance activity. It is a security capability. F5 enables organizations to move from “fix available” to “risk reduced in production” faster, delivering a meaningful defensive advantage. F5 Insight now offers governance-grade controls for AI-assisted operations designed to support auditability and defensibility, including: Enterprise authentication: Integration with existing identity providers through LDAP and SAML SSO eliminates separate credential stores and simplifies adoption across teams. Role-based access controls: Least-privilege access ensures the right people see the right data and can take the right actions without over-provisioning visibility or operational authority. Tamper-evident AI audit trail: Every interaction with the AI assistant is captured in a tamper-evident record with controlled access and 30-day retention. F5 Insight continues to deliver unified observability and AI-driven intelligence, now strengthened by fleet management context. Through MCP integration and support for popular large language models, operations teams can query their fleet data in natural language, surface which applications and policies are exposed by a given vulnerability, and receive prioritized action plans built from F5 domain expertise. Pre-configured queries from F5 experts are available alongside the ability to ask custom questions, giving teams operational guidance tailored to their environment. F5 Insight for ADSP is available as self-managed software, with a SaaS model forthcoming. Fleet management capabilities are available now for BIG-IP environments.お知らせ • Jul 13F5, Inc. Announces Appointment of Cathy Peterman as Executive Vice President and Chief People OfficerF5, Inc. announced the appointment of Cathy Peterman as Executive Vice President and Chief People Officer. Peterman joined F5’s executive leadership team reporting to Chairman, President and CEO, François Locoh-Donou. In this role, she would lead F5’s global people strategy, driving talent development, organizational design, and culture as the company continued to evolve and strengthen its leadership position in AI and cybersecurity. Peterman brought 20 years of experience scaling complex technology organizations and guiding enterprises through transformative change. She joined F5 from Wayfair, where she served as Chief People Officer for the company’s technology organization. Additionally, she drove AI transformation and talent development for all 11,000 of the company’s global employees. Prior to Wayfair, Peterman spent six years at Amazon driving talent strategy across three distinct businesses supporting more than 40,000 employees. She held HR leadership roles spanning Amazon Advertising, Amazon Devices, Prime Video & Studios, and Physical Stores. Her expertise spanned enterprise talent development, organizational design, executive compensation strategy, and leveraging AI to accelerate both operational efficiency and human potential. Throughout her career, she designed and executed large-scale workforce transformations, M&A integrations, and global expansion strategies. Peterman held a BA from Villanova University and an MA from the University of Denver. She was based in Seattle.最新情報をもっと見るRecent updatesお知らせ • Jul 29F5 Introduces F5 Ai Guardrails Integrated with Nvidia Nemo GuardrailsF5 introduced F5 AI Guardrails integrated with NVIDIA NeMo Guardrails, an AI-native solution that brings F5’s enterprise-grade AI security capabilities to production AI applications. F5 AI Guardrails integrated with NVIDIA NeMo Guardrails brings centralized, consistent security and governance across AI applications by separating security enforcement from the AI framework. Organizations can standardize on NVIDIA NeMo Guardrails while F5 AI Guardrails handles security inspection of prompts and LLM responses, applying enterprise policies centrally without requiring changes to AI applications. The result is a layered architecture where the framework library, microservices, orchestration, and security each do what they do best and evolve independently. F5 AI Guardrails secures AI systems, inspecting prompts and responses between users and applications, and helping prevent prompt injection, PII exposure, data leakage, and malicious outputs. Security policies are applied centrally rather than built into each AI application, so organizations can enforce enterprise security requirements without modifying application code. Key capabilities include: Prompt and response inspection: Security policies are enforced on AI traffic in real time, helping detect and reduce prompt injection, unauthorized data disclosure, and harmful outputs before they reach users or downstream systems. Centralized policy enforcement: Security teams apply and manage AI security policies across applications from one place, without rewriting application code or modifying workflows. Consistent visibility across AI applications: A single view into AI application behavior across models, frameworks, and business units lets security teams monitor, audit, and act from one operational layer. Independent, layered architecture: F5 security inspection layers on top of the NVIDIA AI framework. Each can be updated, scaled, or replaced independently as requirements change. F5 AI Guardrails integrated with NVIDIA NeMo Guardrails protects AI applications regardless of the underlying large language model. Organizations can change models, add new AI applications, or expand across business units while maintaining consistent security inspection and policy enforcement. As AI adoption grows, security is designed to scale with it rather than constraining it. F5 AI Guardrails integrated with NVIDIA NeMo Guardrails is generally available now.Reported Earnings • Jul 28Third quarter 2026 earnings released: EPS: US$3.67 (vs US$3.29 in 3Q 2025)Third quarter 2026 results: EPS: US$3.67 (up from US$3.29 in 3Q 2025). Revenue: US$865.1m (up 11% from 3Q 2025). Net income: US$208.2m (up 9.6% from 3Q 2025). Profit margin: 24% (in line with 3Q 2025). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Communications industry in Europe.お知らせ • Jul 28+ 1 more updateF5, Inc. Raises Financial Outlook for the Fiscal Year 2026F5, Inc. raised financial outlook for the fiscal year 2026. For the period, the company is guiding for revenue growth of approximately 9% to 10%, up from 7% to 8% previously.Buy Or Sell Opportunity • Jul 15Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at CHF338. The fair value is estimated to be CHF427, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.お知らせ • Jul 15F5, Inc. Announces New Fleet Management Capabilities For F5 Insight For ADSPF5, Inc. announced new fleet management capabilities for F5 Insight for ADSP that help enterprises reduce risk exposure across F5 BIG-IP environments as frontier AI compresses vulnerability response timelines. The new F5 Insight workflows give security and operations teams fleet-wide visibility, guided update management, enterprise authentication, role-based access controls, and a tamper-evident AI audit trail. The new capabilities build on F5’s move to monthly hardened software releases and reflect a broader shift in how F5 helps customers respond to AI-accelerated threats. F5 Insight for ADSP v1.2 introduces fleet management workflows for BIG-IP devices, streamlining and simplifying the software update and patching process. Operations teams can see the software version, update readiness, and security posture of every device in their estate, then stage and execute updates across standalone deployments, HA pairs, and fleet segments with guided workflows designed to minimize downtime risk. Key capabilities include: Fleet-wide software lifecycle visibility: A single view of which devices are current, which are exposed, and which require action across the entire estate. Guided update workflows: Standardized processes to stage, validate, and execute TMOS updates. Pre-execution readiness checks: Validation aligned to fleet and HA architectures so teams can move fast without destabilizing production. Update status tracking: Fleet-wide visibility into update progress during maintenance windows, keeping teams and leadership aligned. With this solution, patching is no longer a scheduled maintenance activity. It is a security capability. F5 enables organizations to move from “fix available” to “risk reduced in production” faster, delivering a meaningful defensive advantage. F5 Insight now offers governance-grade controls for AI-assisted operations designed to support auditability and defensibility, including: Enterprise authentication: Integration with existing identity providers through LDAP and SAML SSO eliminates separate credential stores and simplifies adoption across teams. Role-based access controls: Least-privilege access ensures the right people see the right data and can take the right actions without over-provisioning visibility or operational authority. Tamper-evident AI audit trail: Every interaction with the AI assistant is captured in a tamper-evident record with controlled access and 30-day retention. F5 Insight continues to deliver unified observability and AI-driven intelligence, now strengthened by fleet management context. Through MCP integration and support for popular large language models, operations teams can query their fleet data in natural language, surface which applications and policies are exposed by a given vulnerability, and receive prioritized action plans built from F5 domain expertise. Pre-configured queries from F5 experts are available alongside the ability to ask custom questions, giving teams operational guidance tailored to their environment. F5 Insight for ADSP is available as self-managed software, with a SaaS model forthcoming. Fleet management capabilities are available now for BIG-IP environments.お知らせ • Jul 13F5, Inc. Announces Appointment of Cathy Peterman as Executive Vice President and Chief People OfficerF5, Inc. announced the appointment of Cathy Peterman as Executive Vice President and Chief People Officer. Peterman joined F5’s executive leadership team reporting to Chairman, President and CEO, François Locoh-Donou. In this role, she would lead F5’s global people strategy, driving talent development, organizational design, and culture as the company continued to evolve and strengthen its leadership position in AI and cybersecurity. Peterman brought 20 years of experience scaling complex technology organizations and guiding enterprises through transformative change. She joined F5 from Wayfair, where she served as Chief People Officer for the company’s technology organization. Additionally, she drove AI transformation and talent development for all 11,000 of the company’s global employees. Prior to Wayfair, Peterman spent six years at Amazon driving talent strategy across three distinct businesses supporting more than 40,000 employees. She held HR leadership roles spanning Amazon Advertising, Amazon Devices, Prime Video & Studios, and Physical Stores. Her expertise spanned enterprise talent development, organizational design, executive compensation strategy, and leveraging AI to accelerate both operational efficiency and human potential. Throughout her career, she designed and executed large-scale workforce transformations, M&A integrations, and global expansion strategies. Peterman held a BA from Villanova University and an MA from the University of Denver. She was based in Seattle.お知らせ • Jul 07F5, Inc. to Report Q3, 2026 Results on Jul 27, 2026F5, Inc. announced that they will report Q3, 2026 results After-Market on Jul 27, 2026Board Change • Jun 25High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Director Gavin Munroe was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 24F5, Inc. Appoints Gavin Munroe as Director and Member of Risk and Audit Committees, Effective June 17, 2026F5, Inc. announced that the Board of Directors appointed Mr. Gavin Munroe as a director effective June 17, 2026. Mr. Munroe will serve as a member of the Board's Risk and Audit Committees. Mr. Munroe most recently served as Chief Information Officer and Transformation Head at Commonwealth Bank of Australia, where he led technology modernization, AI enablement, data and analytics, and operational resiliency. He brings more than 25 years of technology leadership experience, having served in leading technology roles at some of the world's leading financial services firms. Prior to this, he served as Global Chief Information Officer at HSBC Wealth, Private and Retail Banking. He has also held technology leadership roles at Bank of America Merrill Lynch, Synechron, and Saxon (a division of Morgan Stanley). Mr. Munroe earned a Bachelor of Science degree in Computer Science from The University of Port Elizabeth.お知らせ • Jun 23+ 1 more updateF5, Inc. Introduces F5 AI Security PlatformF5, Inc. introduced the F5 AI Security Platform to give CISOs continuous visibility, governance, and protection across enterprise AI applications, models, agents, and the APIs connecting them. F5 also announced the acquisition of SurePath AI, a pioneer in network-based AI discovery, intent classification, and shadow AI detection, as a key component in the launch of the new F5 AI Security Platform to safeguard enterprise AI deployments. Through a continuous, adaptive loop approach to governing, discovering, testing, and protecting enterprise AI workloads, the new platform is designed to extend F5’s Application Delivery and Security Platform strategy to enterprise AI. The F5 AI Security Platform is built to support on-premises, air-gapped, private cloud, hybrid, and public cloud environments. The addition of SurePath AI powers the F5 AI Security Platform’s approach to network-based AI discovery, identifying AI usage across the enterprise, including shadow AI, without requiring direct application integrations. With frictionless deployment through network redirects and out-of-band analysis, SurePath AI gives security teams a unified visibility layer that detects unauthorized AI activity, classifies the intent behind each workflow, and continuously traces agent tool calls and MCP server connections. This visibility feeds directly into the F5 AI Security Platform, informing the risks to be tested by F5 AI Red Team and mitigated by F5 AI Guardrails. The F5 AI Security Platform addresses AI risk through four integrated pillars and an overarching observability layer that creates a persistent security lifecycle rather than a one-time compliance exercise. Features include: AI governance: Translate specific risk tolerances, privacy requirements, and regulatory obligations into enforceable boundaries for AI prompts, outputs, tool use, and data access. AI discovery: Gain continuous visibility into every AI application, agent, and MCP tool call running across the enterprise, whether sanctioned or not. The platform classifies activity by use case and intent, so teams know not just what is running but why. SurePath AI’s network-based discovery does this passively, with no application-level integration required. AI security testing: Stress-test AI systems against more than 140,000 attack patterns from the deepest AI threat database in the industry before those systems reach production, converting findings directly into enforceable defenses. AI runtime protection: Define guardrails in plain language and deploy them at the point of interaction, where the platform has demonstrated up to 98.2% security efficacy in independent testing, blocking prompt injection, excessive agent autonomy, and data leakage. AI observability: Provide a complete audit trail across every AI interaction on the platform, maintaining the accountability and traceability that regulated industries require. With this new solution, F5 uniquely combines AI security capabilities with flexible deployment options, enabling enterprises to operate across on-premises, air-gapped, private cloud, hybrid, and public cloud deployments. SurePath AI’s lightweight network-based deployment model reinforces this flexibility, requiring no changes to existing application architectures.Board Change • Jun 14High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Anand Eswaran was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.株主還元FFVCH CommunicationsCH 市場7D-2.3%-4.4%1.4%1Yn/a66.1%17.8%株主還元を見る業界別リターン: FFVがSwiss Communications業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: FFV Swiss市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is FFV's price volatile compared to industry and market?FFV volatilityFFV Average Weekly Movementn/aCommunications Industry Average Movement6.8%Market Average Movement4.1%10% most volatile stocks in CH Market7.9%10% least volatile stocks in CH Market2.2%安定した株価: データは利用できません。時間の経過による変動: 過去 1 年間のFFVのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト19966,545Francois Locoh-Donouwww.f5.comF5, Inc.は、米国、欧州、中東、アフリカ、アジア太平洋地域でマルチクラウド・アプリケーション・セキュリティおよびデリバリー・ソリューションを提供しています。同社の分散型クラウドサービスにより、顧客はオンプレミスからパブリッククラウドまで、あらゆるアーキテクチャにおけるアプリケーションの展開、セキュリティ確保、運用が可能になる。また、WebアプリやAPIの保護、マルチクラウド・ネットワーキング、アプリケーションの配信と展開、ドメインネームシステム、コンテンツ・デリバリー・ネットワーク、アプリケーションの展開とオーケストレーションなど、統合、セキュリティ、ネットワーキング、アプリケーション管理のソリューションも提供している。また、NGINX Plus、NGINX One Console、NGINX Ingress Controller、WAF for NGINX、BIG-IPパッケージ・ソフトウェア、BIG-IPシステムなどのアプリケーション・セキュリティおよびデリバリー製品を提供している。さらに、メンテナンス、コンサルティング、トレーニング、その他のテクニカル・サポート・サービスなどのプロフェッショナル・サービスも提供しています。同社は、販売代理店、付加価値再販業者、マネージド・サービス・プロバイダー、システム・インテグレーター、その他の間接的なチャネル・パートナーを通じて、大企業、公共機関、政府機関、サービス・プロバイダーに製品を販売している。Amazon Web Services、Microsoft Azure、Google Cloud Platformなどのパブリッククラウドプロバイダーとパートナーシップを結んでいる。同社は以前はF5 Networks, Inc.として知られていたが、2021年11月にF5, Inc.に社名を変更した。F5, Inc.は1996年に法人化され、ワシントン州シアトルに本社を置いている。もっと見るF5, Inc. 基礎のまとめF5 の収益と売上を時価総額と比較するとどうか。FFV 基礎統計学時価総額CHF 17.69b収益（TTM）CHF 584.60m売上高(TTM)CHF 2.66b30.4xPER（株価収益率6.7xP/SレシオFFV は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計FFV 損益計算書（TTM）収益US$3.31b売上原価US$598.09m売上総利益US$2.71bその他の費用US$1.98b収益US$726.51m直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）12.78グロス・マージン81.93%純利益率21.95%有利子負債／自己資本比率0%FFV の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/30 07:34終値2026/07/30 00:00収益2026/06/30年間収益2025/09/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋F5, Inc. 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。43 アナリスト機関Jayson NolandBairdJeffrey KvaalBarclaysTimothy LongBarclays40 その他のアナリストを表示
お知らせ • Jul 29F5 Introduces F5 Ai Guardrails Integrated with Nvidia Nemo GuardrailsF5 introduced F5 AI Guardrails integrated with NVIDIA NeMo Guardrails, an AI-native solution that brings F5’s enterprise-grade AI security capabilities to production AI applications. F5 AI Guardrails integrated with NVIDIA NeMo Guardrails brings centralized, consistent security and governance across AI applications by separating security enforcement from the AI framework. Organizations can standardize on NVIDIA NeMo Guardrails while F5 AI Guardrails handles security inspection of prompts and LLM responses, applying enterprise policies centrally without requiring changes to AI applications. The result is a layered architecture where the framework library, microservices, orchestration, and security each do what they do best and evolve independently. F5 AI Guardrails secures AI systems, inspecting prompts and responses between users and applications, and helping prevent prompt injection, PII exposure, data leakage, and malicious outputs. Security policies are applied centrally rather than built into each AI application, so organizations can enforce enterprise security requirements without modifying application code. Key capabilities include: Prompt and response inspection: Security policies are enforced on AI traffic in real time, helping detect and reduce prompt injection, unauthorized data disclosure, and harmful outputs before they reach users or downstream systems. Centralized policy enforcement: Security teams apply and manage AI security policies across applications from one place, without rewriting application code or modifying workflows. Consistent visibility across AI applications: A single view into AI application behavior across models, frameworks, and business units lets security teams monitor, audit, and act from one operational layer. Independent, layered architecture: F5 security inspection layers on top of the NVIDIA AI framework. Each can be updated, scaled, or replaced independently as requirements change. F5 AI Guardrails integrated with NVIDIA NeMo Guardrails protects AI applications regardless of the underlying large language model. Organizations can change models, add new AI applications, or expand across business units while maintaining consistent security inspection and policy enforcement. As AI adoption grows, security is designed to scale with it rather than constraining it. F5 AI Guardrails integrated with NVIDIA NeMo Guardrails is generally available now.
Reported Earnings • Jul 28Third quarter 2026 earnings released: EPS: US$3.67 (vs US$3.29 in 3Q 2025)Third quarter 2026 results: EPS: US$3.67 (up from US$3.29 in 3Q 2025). Revenue: US$865.1m (up 11% from 3Q 2025). Net income: US$208.2m (up 9.6% from 3Q 2025). Profit margin: 24% (in line with 3Q 2025). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Communications industry in Europe.
お知らせ • Jul 28+ 1 more updateF5, Inc. Raises Financial Outlook for the Fiscal Year 2026F5, Inc. raised financial outlook for the fiscal year 2026. For the period, the company is guiding for revenue growth of approximately 9% to 10%, up from 7% to 8% previously.
Buy Or Sell Opportunity • Jul 15Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at CHF338. The fair value is estimated to be CHF427, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
お知らせ • Jul 15F5, Inc. Announces New Fleet Management Capabilities For F5 Insight For ADSPF5, Inc. announced new fleet management capabilities for F5 Insight for ADSP that help enterprises reduce risk exposure across F5 BIG-IP environments as frontier AI compresses vulnerability response timelines. The new F5 Insight workflows give security and operations teams fleet-wide visibility, guided update management, enterprise authentication, role-based access controls, and a tamper-evident AI audit trail. The new capabilities build on F5’s move to monthly hardened software releases and reflect a broader shift in how F5 helps customers respond to AI-accelerated threats. F5 Insight for ADSP v1.2 introduces fleet management workflows for BIG-IP devices, streamlining and simplifying the software update and patching process. Operations teams can see the software version, update readiness, and security posture of every device in their estate, then stage and execute updates across standalone deployments, HA pairs, and fleet segments with guided workflows designed to minimize downtime risk. Key capabilities include: Fleet-wide software lifecycle visibility: A single view of which devices are current, which are exposed, and which require action across the entire estate. Guided update workflows: Standardized processes to stage, validate, and execute TMOS updates. Pre-execution readiness checks: Validation aligned to fleet and HA architectures so teams can move fast without destabilizing production. Update status tracking: Fleet-wide visibility into update progress during maintenance windows, keeping teams and leadership aligned. With this solution, patching is no longer a scheduled maintenance activity. It is a security capability. F5 enables organizations to move from “fix available” to “risk reduced in production” faster, delivering a meaningful defensive advantage. F5 Insight now offers governance-grade controls for AI-assisted operations designed to support auditability and defensibility, including: Enterprise authentication: Integration with existing identity providers through LDAP and SAML SSO eliminates separate credential stores and simplifies adoption across teams. Role-based access controls: Least-privilege access ensures the right people see the right data and can take the right actions without over-provisioning visibility or operational authority. Tamper-evident AI audit trail: Every interaction with the AI assistant is captured in a tamper-evident record with controlled access and 30-day retention. F5 Insight continues to deliver unified observability and AI-driven intelligence, now strengthened by fleet management context. Through MCP integration and support for popular large language models, operations teams can query their fleet data in natural language, surface which applications and policies are exposed by a given vulnerability, and receive prioritized action plans built from F5 domain expertise. Pre-configured queries from F5 experts are available alongside the ability to ask custom questions, giving teams operational guidance tailored to their environment. F5 Insight for ADSP is available as self-managed software, with a SaaS model forthcoming. Fleet management capabilities are available now for BIG-IP environments.
お知らせ • Jul 13F5, Inc. Announces Appointment of Cathy Peterman as Executive Vice President and Chief People OfficerF5, Inc. announced the appointment of Cathy Peterman as Executive Vice President and Chief People Officer. Peterman joined F5’s executive leadership team reporting to Chairman, President and CEO, François Locoh-Donou. In this role, she would lead F5’s global people strategy, driving talent development, organizational design, and culture as the company continued to evolve and strengthen its leadership position in AI and cybersecurity. Peterman brought 20 years of experience scaling complex technology organizations and guiding enterprises through transformative change. She joined F5 from Wayfair, where she served as Chief People Officer for the company’s technology organization. Additionally, she drove AI transformation and talent development for all 11,000 of the company’s global employees. Prior to Wayfair, Peterman spent six years at Amazon driving talent strategy across three distinct businesses supporting more than 40,000 employees. She held HR leadership roles spanning Amazon Advertising, Amazon Devices, Prime Video & Studios, and Physical Stores. Her expertise spanned enterprise talent development, organizational design, executive compensation strategy, and leveraging AI to accelerate both operational efficiency and human potential. Throughout her career, she designed and executed large-scale workforce transformations, M&A integrations, and global expansion strategies. Peterman held a BA from Villanova University and an MA from the University of Denver. She was based in Seattle.
お知らせ • Jul 29F5 Introduces F5 Ai Guardrails Integrated with Nvidia Nemo GuardrailsF5 introduced F5 AI Guardrails integrated with NVIDIA NeMo Guardrails, an AI-native solution that brings F5’s enterprise-grade AI security capabilities to production AI applications. F5 AI Guardrails integrated with NVIDIA NeMo Guardrails brings centralized, consistent security and governance across AI applications by separating security enforcement from the AI framework. Organizations can standardize on NVIDIA NeMo Guardrails while F5 AI Guardrails handles security inspection of prompts and LLM responses, applying enterprise policies centrally without requiring changes to AI applications. The result is a layered architecture where the framework library, microservices, orchestration, and security each do what they do best and evolve independently. F5 AI Guardrails secures AI systems, inspecting prompts and responses between users and applications, and helping prevent prompt injection, PII exposure, data leakage, and malicious outputs. Security policies are applied centrally rather than built into each AI application, so organizations can enforce enterprise security requirements without modifying application code. Key capabilities include: Prompt and response inspection: Security policies are enforced on AI traffic in real time, helping detect and reduce prompt injection, unauthorized data disclosure, and harmful outputs before they reach users or downstream systems. Centralized policy enforcement: Security teams apply and manage AI security policies across applications from one place, without rewriting application code or modifying workflows. Consistent visibility across AI applications: A single view into AI application behavior across models, frameworks, and business units lets security teams monitor, audit, and act from one operational layer. Independent, layered architecture: F5 security inspection layers on top of the NVIDIA AI framework. Each can be updated, scaled, or replaced independently as requirements change. F5 AI Guardrails integrated with NVIDIA NeMo Guardrails protects AI applications regardless of the underlying large language model. Organizations can change models, add new AI applications, or expand across business units while maintaining consistent security inspection and policy enforcement. As AI adoption grows, security is designed to scale with it rather than constraining it. F5 AI Guardrails integrated with NVIDIA NeMo Guardrails is generally available now.
Reported Earnings • Jul 28Third quarter 2026 earnings released: EPS: US$3.67 (vs US$3.29 in 3Q 2025)Third quarter 2026 results: EPS: US$3.67 (up from US$3.29 in 3Q 2025). Revenue: US$865.1m (up 11% from 3Q 2025). Net income: US$208.2m (up 9.6% from 3Q 2025). Profit margin: 24% (in line with 3Q 2025). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Communications industry in Europe.
お知らせ • Jul 28+ 1 more updateF5, Inc. Raises Financial Outlook for the Fiscal Year 2026F5, Inc. raised financial outlook for the fiscal year 2026. For the period, the company is guiding for revenue growth of approximately 9% to 10%, up from 7% to 8% previously.
Buy Or Sell Opportunity • Jul 15Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at CHF338. The fair value is estimated to be CHF427, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Earnings per share has grown by 27%. For the next 3 years, revenue is forecast to grow by 6.5% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
お知らせ • Jul 15F5, Inc. Announces New Fleet Management Capabilities For F5 Insight For ADSPF5, Inc. announced new fleet management capabilities for F5 Insight for ADSP that help enterprises reduce risk exposure across F5 BIG-IP environments as frontier AI compresses vulnerability response timelines. The new F5 Insight workflows give security and operations teams fleet-wide visibility, guided update management, enterprise authentication, role-based access controls, and a tamper-evident AI audit trail. The new capabilities build on F5’s move to monthly hardened software releases and reflect a broader shift in how F5 helps customers respond to AI-accelerated threats. F5 Insight for ADSP v1.2 introduces fleet management workflows for BIG-IP devices, streamlining and simplifying the software update and patching process. Operations teams can see the software version, update readiness, and security posture of every device in their estate, then stage and execute updates across standalone deployments, HA pairs, and fleet segments with guided workflows designed to minimize downtime risk. Key capabilities include: Fleet-wide software lifecycle visibility: A single view of which devices are current, which are exposed, and which require action across the entire estate. Guided update workflows: Standardized processes to stage, validate, and execute TMOS updates. Pre-execution readiness checks: Validation aligned to fleet and HA architectures so teams can move fast without destabilizing production. Update status tracking: Fleet-wide visibility into update progress during maintenance windows, keeping teams and leadership aligned. With this solution, patching is no longer a scheduled maintenance activity. It is a security capability. F5 enables organizations to move from “fix available” to “risk reduced in production” faster, delivering a meaningful defensive advantage. F5 Insight now offers governance-grade controls for AI-assisted operations designed to support auditability and defensibility, including: Enterprise authentication: Integration with existing identity providers through LDAP and SAML SSO eliminates separate credential stores and simplifies adoption across teams. Role-based access controls: Least-privilege access ensures the right people see the right data and can take the right actions without over-provisioning visibility or operational authority. Tamper-evident AI audit trail: Every interaction with the AI assistant is captured in a tamper-evident record with controlled access and 30-day retention. F5 Insight continues to deliver unified observability and AI-driven intelligence, now strengthened by fleet management context. Through MCP integration and support for popular large language models, operations teams can query their fleet data in natural language, surface which applications and policies are exposed by a given vulnerability, and receive prioritized action plans built from F5 domain expertise. Pre-configured queries from F5 experts are available alongside the ability to ask custom questions, giving teams operational guidance tailored to their environment. F5 Insight for ADSP is available as self-managed software, with a SaaS model forthcoming. Fleet management capabilities are available now for BIG-IP environments.
お知らせ • Jul 13F5, Inc. Announces Appointment of Cathy Peterman as Executive Vice President and Chief People OfficerF5, Inc. announced the appointment of Cathy Peterman as Executive Vice President and Chief People Officer. Peterman joined F5’s executive leadership team reporting to Chairman, President and CEO, François Locoh-Donou. In this role, she would lead F5’s global people strategy, driving talent development, organizational design, and culture as the company continued to evolve and strengthen its leadership position in AI and cybersecurity. Peterman brought 20 years of experience scaling complex technology organizations and guiding enterprises through transformative change. She joined F5 from Wayfair, where she served as Chief People Officer for the company’s technology organization. Additionally, she drove AI transformation and talent development for all 11,000 of the company’s global employees. Prior to Wayfair, Peterman spent six years at Amazon driving talent strategy across three distinct businesses supporting more than 40,000 employees. She held HR leadership roles spanning Amazon Advertising, Amazon Devices, Prime Video & Studios, and Physical Stores. Her expertise spanned enterprise talent development, organizational design, executive compensation strategy, and leveraging AI to accelerate both operational efficiency and human potential. Throughout her career, she designed and executed large-scale workforce transformations, M&A integrations, and global expansion strategies. Peterman held a BA from Villanova University and an MA from the University of Denver. She was based in Seattle.
お知らせ • Jul 07F5, Inc. to Report Q3, 2026 Results on Jul 27, 2026F5, Inc. announced that they will report Q3, 2026 results After-Market on Jul 27, 2026
Board Change • Jun 25High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Director Gavin Munroe was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 24F5, Inc. Appoints Gavin Munroe as Director and Member of Risk and Audit Committees, Effective June 17, 2026F5, Inc. announced that the Board of Directors appointed Mr. Gavin Munroe as a director effective June 17, 2026. Mr. Munroe will serve as a member of the Board's Risk and Audit Committees. Mr. Munroe most recently served as Chief Information Officer and Transformation Head at Commonwealth Bank of Australia, where he led technology modernization, AI enablement, data and analytics, and operational resiliency. He brings more than 25 years of technology leadership experience, having served in leading technology roles at some of the world's leading financial services firms. Prior to this, he served as Global Chief Information Officer at HSBC Wealth, Private and Retail Banking. He has also held technology leadership roles at Bank of America Merrill Lynch, Synechron, and Saxon (a division of Morgan Stanley). Mr. Munroe earned a Bachelor of Science degree in Computer Science from The University of Port Elizabeth.
お知らせ • Jun 23+ 1 more updateF5, Inc. Introduces F5 AI Security PlatformF5, Inc. introduced the F5 AI Security Platform to give CISOs continuous visibility, governance, and protection across enterprise AI applications, models, agents, and the APIs connecting them. F5 also announced the acquisition of SurePath AI, a pioneer in network-based AI discovery, intent classification, and shadow AI detection, as a key component in the launch of the new F5 AI Security Platform to safeguard enterprise AI deployments. Through a continuous, adaptive loop approach to governing, discovering, testing, and protecting enterprise AI workloads, the new platform is designed to extend F5’s Application Delivery and Security Platform strategy to enterprise AI. The F5 AI Security Platform is built to support on-premises, air-gapped, private cloud, hybrid, and public cloud environments. The addition of SurePath AI powers the F5 AI Security Platform’s approach to network-based AI discovery, identifying AI usage across the enterprise, including shadow AI, without requiring direct application integrations. With frictionless deployment through network redirects and out-of-band analysis, SurePath AI gives security teams a unified visibility layer that detects unauthorized AI activity, classifies the intent behind each workflow, and continuously traces agent tool calls and MCP server connections. This visibility feeds directly into the F5 AI Security Platform, informing the risks to be tested by F5 AI Red Team and mitigated by F5 AI Guardrails. The F5 AI Security Platform addresses AI risk through four integrated pillars and an overarching observability layer that creates a persistent security lifecycle rather than a one-time compliance exercise. Features include: AI governance: Translate specific risk tolerances, privacy requirements, and regulatory obligations into enforceable boundaries for AI prompts, outputs, tool use, and data access. AI discovery: Gain continuous visibility into every AI application, agent, and MCP tool call running across the enterprise, whether sanctioned or not. The platform classifies activity by use case and intent, so teams know not just what is running but why. SurePath AI’s network-based discovery does this passively, with no application-level integration required. AI security testing: Stress-test AI systems against more than 140,000 attack patterns from the deepest AI threat database in the industry before those systems reach production, converting findings directly into enforceable defenses. AI runtime protection: Define guardrails in plain language and deploy them at the point of interaction, where the platform has demonstrated up to 98.2% security efficacy in independent testing, blocking prompt injection, excessive agent autonomy, and data leakage. AI observability: Provide a complete audit trail across every AI interaction on the platform, maintaining the accountability and traceability that regulated industries require. With this new solution, F5 uniquely combines AI security capabilities with flexible deployment options, enabling enterprises to operate across on-premises, air-gapped, private cloud, hybrid, and public cloud deployments. SurePath AI’s lightweight network-based deployment model reinforces this flexibility, requiring no changes to existing application architectures.
Board Change • Jun 14High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Anand Eswaran was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
