FFIV Share Price Performance
US$238.57
-13.57 (-5.38%)
18.2% undervalued intrinsic discount
US$291.50
Fair Value
Price US$238.57
AnalystConsensusTarget US$291.50
Kafka US$255.94
Fair ValueUS$291.50
Share Pricen/a
F5, Inc. Stock Price
- 2 Narratives written by author
- 0 Comments on narratives written by author
- 40 Fair Values set on narratives written by author
FFIV Community Narratives
AN
Fair Value US$291.5 18.2% undervalued intrinsic discount
Sector Demand and Margin Strength Will Outweigh Security Concerns Going Forward
0users have liked this narrative
0users have commented on this narrative
14users have followed this narrative
KA
Fair Value US$255.94 6.8% undervalued intrinsic discount
Scenario: We are approx. at a local bottom, life after the security breach, full recovery within 12-18 months.
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
Scenario: We are approx. at a local bottom, life after the security breach, full recovery within 12-18 months.
Conservative Scenario: On Average for next 5 years (so, next 12 months these might be worse but it will eventually recover and could show these averages over 5 years): 8% yearly Revenue Growth Rate. 22% Margin.Read more
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
KA
US$255.94
6.8% undervalued intrinsic discount
Kafka Fair Value
Revenue
8% p.a.
Profit Margin
22%
Future PE
20.06x
Price in 2030
US$376.05
Sector Demand and Margin Strength Will Outweigh Security Concerns Going Forward
Key Takeaways Strong enterprise demand for hybrid solutions and AI security is driving product, software, and recurring revenue growth while expanding cross-sell opportunities and margins. Growing focus on operational discipline, high-margin software, and strategic partnerships is increasing revenue predictability, diversifying earnings, and supporting long-term shareholder returns.Read more
0users have liked this narrative
0users have commented on this narrative
14users have followed this narrative
AN
US$291.5
18.2% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue
2.6% p.a.
Profit Margin
23.29%
Future PE
26.96x
Price in 2028
US$362.39
Trending Discussion
Recently Updated Narratives
KA
Scenario: We are approx. at a local bottom, life after the security breach, full recovery within 12-18 months.
Fair Value: US$255.94 6.8% undervalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
FFIV: Share Price Will Rebound After Security Breach Disruption Clears
Fair Value: US$291.5 18.2% undervalued intrinsic discount
14 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
F5, Inc. Key Details
About FFIV
- Founded
- 1996
- Employees
- 6545
- CEO
- WebsiteView website
F5, Inc. provides multicloud application security and delivery solutions in the United States, Europe, the Middle East, Africa, and the Asia Pacific region. The company’s distributed cloud services enable its customers to deploy, secure, and operate applications in any architecture, from on-premises to the public cloud. It also offers unified, security, networking, and application management solutions, such as web app and API protection; multi-cloud networking; application delivery and deployment; domain name system; content delivery network; and application deployment and orchestration. In addition, the company provides application security and delivery products, including NGINX Plus; NGINX One Console; NGINX Ingress Controller; WAF for NGINX; BIG-IP Packaged Software; and BIG-IP Systems. Further, it provides a range of professional services, including maintenance, consulting, training, and other technical support services. The company sells its products to large enterprise businesses, public sector institutions, governments, and service providers through distributors, value-added resellers, managed service providers, systems integrators, and other indirect channel partners. It has partnerships with public cloud providers, such as Amazon Web Services, Microsoft Azure, and Google Cloud Platform. The company was formerly known as F5 Networks, Inc. and changed its name to F5, Inc. in November 2021. F5, Inc. was incorporated in 1996 and is headquartered in Seattle, Washington.
