F5 Inkomsten in het verleden
Verleden criteriumcontroles 2/6
F5 heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 20.4%, terwijl de Communications-industrie de winst zag groeien met 13.4% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 4.4%. Het rendement op eigen vermogen van F5 is 18.8%, en het heeft een nettomarge van 22%.
Belangrijke informatie
20.35%
Groei van de winst
21.60%
Groei van de winst per aandeel
| Communications Groei van de industrie | 31.77% |
| Inkomstengroei | 4.42% |
| Rendement op eigen vermogen | 18.84% |
| Nettomarge | 21.95% |
| Laatste winstupdate | 30 Jun 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Narratiefupdate • 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
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Nieuw narratief • 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?Nieuw narratief • 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?Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Opbrengsten en kosten
Opbrengsten en kosten
Hoe F5 geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 30 Jun 26 | 3,309 | 727 | 1,290 | 593 |
| 31 Mar 26 | 3,225 | 708 | 1,256 | 565 |
| 31 Dec 25 | 3,144 | 706 | 1,219 | 550 |
| 30 Sep 25 | 3,088 | 692 | 1,183 | 540 |
| 30 Jun 25 | 3,025 | 667 | 1,161 | 527 |
| 31 Mar 25 | 2,940 | 621 | 1,133 | 515 |
| 31 Dec 24 | 2,890 | 595 | 1,117 | 501 |
| 30 Sep 24 | 2,816 | 567 | 1,101 | 490 |
| 30 Jun 24 | 2,776 | 554 | 1,080 | 494 |
| 31 Mar 24 | 2,784 | 499 | 1,080 | 498 |
| 31 Dec 23 | 2,805 | 461 | 1,102 | 518 |
| 30 Sep 23 | 2,813 | 395 | 1,142 | 540 |
| 30 Jun 23 | 2,806 | 332 | 1,182 | 551 |
| 31 Mar 23 | 2,778 | 326 | 1,201 | 561 |
| 31 Dec 22 | 2,709 | 301 | 1,205 | 555 |
| 30 Sep 22 | 2,696 | 322 | 1,195 | 543 |
| 30 Jun 22 | 2,678 | 344 | 1,191 | 530 |
| 31 Mar 22 | 2,655 | 350 | 1,191 | 524 |
| 31 Dec 21 | 2,666 | 337 | 1,190 | 519 |
| 30 Sep 21 | 2,603 | 331 | 1,173 | 500 |
| 30 Jun 21 | 2,536 | 298 | 1,149 | 492 |
| 31 Mar 21 | 2,468 | 278 | 1,131 | 475 |
| 31 Dec 20 | 2,406 | 297 | 1,102 | 453 |
| 30 Sep 20 | 2,351 | 307 | 1,081 | 438 |
| 30 Jun 20 | 2,326 | 325 | 1,078 | 424 |
| 31 Mar 20 | 2,307 | 341 | 1,057 | 425 |
| 31 Dec 19 | 2,268 | 395 | 1,000 | 412 |
| 30 Sep 19 | 2,242 | 428 | 952 | 408 |
| 30 Jun 19 | 2,215 | 466 | 879 | 400 |
| 31 Mar 19 | 2,194 | 503 | 831 | 377 |
| 31 Dec 18 | 2,182 | 496 | 823 | 372 |
| 30 Sep 18 | 2,161 | 454 | 825 | 366 |
| 30 Jun 18 | 2,137 | 457 | 822 | 356 |
| 31 Mar 18 | 2,112 | 431 | 817 | 351 |
| 31 Dec 17 | 2,097 | 415 | 811 | 349 |
| 30 Sep 17 | 2,090 | 421 | 809 | 350 |
| 30 Jun 17 | 2,077 | 394 | 803 | 349 |
| 31 Mar 17 | 2,056 | 388 | 793 | 343 |
| 31 Dec 16 | 2,022 | 370 | 782 | 340 |
| 30 Sep 16 | 1,995 | 366 | 767 | 334 |
| 30 Jun 16 | 1,971 | 354 | 765 | 328 |
| 31 Mar 16 | 1,958 | 355 | 758 | 319 |
| 31 Dec 15 | 1,947 | 366 | 749 | 308 |
| 30 Sep 15 | 1,920 | 365 | 738 | 297 |
Kwaliteitswinsten: FFIV heeft hoge kwaliteitsinkomsten.
Groeiende winstmarge: De huidige netto winstmarges (22%) FFIV } zijn lager dan vorig jaar (22.1%).
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: De winst van FFIV is de afgelopen 5 jaar aanzienlijk gegroeid met 20.4% per jaar.
Versnelling van de groei: De winstgroei van FFIV over het afgelopen jaar ( 8.9% ) ligt onder het 5-jarig gemiddelde ( 20.4% per jaar).
Winst versus industrie: De winstgroei FFIV over het afgelopen jaar ( 8.9% ) overtrof de Communications -sector 14.4%.
Rendement op eigen vermogen
Hoge ROE: Het Rendement op eigen vermogen ( 18.8% ) van FFIV wordt als laag beschouwd.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/12 05:33 |
| Aandelenkoers aan het einde van de dag | 2026/09/11 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/09/30 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
F5, Inc. wordt gevolgd door 43 analisten. 11 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Jayson Noland | Baird |
| Jeffrey Kvaal | Barclays |
| Timothy Long | Barclays |