F5 Förvaltning
Förvaltning kriterier kontrolleras 0/4
F5 VD är Francois Locoh-Donou, utsedd i Apr 2017, har en mandatperiod på 9.25 år. totala årliga ersättningen är $ 23.04M, bestående av 4.2% lön 95.8% bonusar, inklusive företagsaktier och optioner. äger direkt 0.33% av företagets aktier, värda $ 76.25M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 1.8 år respektive 2.8 år.
Viktig information
Francois Locoh-Donou
Verkställande direktör
US$23.0m
Total ersättning
| VD-lön i procent | 4.18% |
| Anställning som VD | 9.3yrs |
| Ägande av VD | 0.3% |
| Ledningens genomsnittliga anställningstid | 1.8yrs |
| Styrelsens genomsnittliga mandatperiod | 2.8yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • 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.Seeking Alpha • Jul 21
F5: Strong Fundamentals, Uninspiring Entry Point
Summary F5 is experiencing a robust hardware refresh cycle, driving double-digit product and systems revenue growth and prompting raised full-year guidance. FFIV expects upper-single-digit revenue growth through fiscal 2029, with software poised for double-digit growth and AI-related use cases beginning to contribute. Margins and cash flow remain industry-leading, but near-term margin pressure from component cost inflation is anticipated. Despite operational strength, FFIV trades at a valuation that prices in sustained growth, leaving limited upside; I maintain a hold rating. Read the full article on Seeking AlphaUppdatering av berättelse • 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.
Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.
Ny berättelse • 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?Ny berättelse • 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?Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| 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$428m |
Ersättning vs marknad: Francois s total kompensation ($USD 23.04M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 14.63M ).
Ersättning vs inkomst: Ersättningen för Francois har ökat med mer än 20 % det senaste året.
VD OCH KONCERNCHEF
Francois Locoh-Donou (55 yo)
9.3yrs
Anställning
US$23,039,819
Kompensation
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...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| President | 9.3yrs | US$23.04m | 0.33% $ 76.2m | |
| Executive VP & Chief Financial Officer | 1.7yrs | US$3.66m | 0.00071% $ 162.8k | |
| Executive VP & COO | 1.8yrs | US$8.25m | 0.014% $ 3.3m | |
| Executive VP & Chief Marketing Officer | less than a year | US$5.38m | 0.0038% $ 866.6k | |
| Executive VP & Chief Revenue Officer | 1.8yrs | US$6.53m | 0.037% $ 8.4m | |
| Executive VP & Chief Technology Operations Officer | less than a year | US$367.66k | 0.015% $ 3.5m | |
| Vice President of Investor Relations | no data | inga uppgifter | inga uppgifter | |
| Executive VP | 1.3yrs | inga uppgifter | 0.0037% $ 850.6k | |
| Director of Corporate Communications | no data | inga uppgifter | inga uppgifter | |
| Executive VP & Chief People Officer | no data | inga uppgifter | inga uppgifter | |
| Senior Vice President of Sales for Asia Pacific | 9.3yrs | inga uppgifter | inga uppgifter | |
| Executive VP & Chief Product Officer | 1.8yrs | inga uppgifter | 0.021% $ 4.9m |
1.8yrs
Genomsnittlig anställningstid
52.5yo
Genomsnittlig ålder
Erfaren ledning: FFIV s ledningsgrupp anses inte vara erfaren ( 1.8 års genomsnittlig anställningstid), vilket föreslår ett nytt team.
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| President | 9.3yrs | US$23.04m | 0.33% $ 76.2m | |
| Independent Director | 2.8yrs | US$358.71k | 0.010% $ 2.3m | |
| Independent Director | 7.5yrs | US$367.66k | 0.019% $ 4.5m | |
| Independent Director | 5.8yrs | US$392.66k | 0.0087% $ 2.0m | |
| Independent Director | 2.8yrs | US$367.66k | 0.0050% $ 1.1m | |
| Independent Director | 3.8yrs | US$387.66k | 0.0038% $ 864.3k | |
| Independent Director | 1.8yrs | US$466.08k | 0.0025% $ 570.9k | |
| Director | less than a year | inga uppgifter | inga uppgifter | |
| Director | less than a year | inga uppgifter | inga uppgifter | |
| Independent Director | 1.8yrs | US$478.91k | 0.0025% $ 570.9k |
2.8yrs
Genomsnittlig anställningstid
55yo
Genomsnittlig ålder
Erfaren styrelse: FFIV s styrelse anses inte vara erfaren ( 2.8 års genomsnittlig mandatperiod), vilket föreslår en ny styrelse.
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/07/29 23:19 |
| Aktiekurs vid dagens slut | 2026/07/29 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2025/09/30 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
F5, Inc. bevakas av 43 analytiker. 11 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Jayson Noland | Baird |
| Jeffrey Kvaal | Barclays |
| Timothy Long | Barclays |