F5, Inc.

NasdaqGS:FFIV Stok Raporu

Piyasa değeri: US$22.2b

F5 Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 4/6

F5 yıllık ortalama 20.6% oranında kazançlarını artırırken, Communications sektöründe kazançlar declining at 0.3% annual. Gelirler growing yılda ortalama 4.2% oranında artmaktadır. F5'in özkaynak karlılığı 19.4% ve net marjı 22%'dir.

Anahtar bilgiler

20.57%

Kazanç büyüme oranı

21.78%

EPS büyüme oranı

Communications Sektör Büyümesi31.77%
Gelir büyüme oranı4.24%
Özkaynak getirisi19.41%
Net Marj21.96%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

Analiz Makalesi • 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...

Recent updates

Anlatı Güncellemesi • 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.
Yeni Anlatı • 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?
Yeni Anlatı • 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?
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Seeking Alpha • Apr 29

F5: EMEA Regulatory Tailwinds, But High Stock-Based Comp Is Worth Considering

Summary F5, Inc. delivered a strong Q2’26, with 11% revenue growth and robust product momentum, but I rate the stock a 'hold.' EMEA regulatory tailwinds, especially NIS2 and DORA, are fueling multi-year demand for FFIV’s hybrid multi-cloud security solutions. Recurring revenue now comprises 70% of total, with software subscriptions driving margin expansion and operating leverage. Valuation appears stretched at 24.8x EV/EBITDA adjusted for stock-based compensation, limiting near-term upside despite positive guidance. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • Jul 21

With EPS Growth And More, F5 (NASDAQ:FFIV) Makes An Interesting Case

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Analiz Makalesi • Jul 08

Is It Time To Consider Buying F5, Inc. (NASDAQ:FFIV)?

F5, Inc. ( NASDAQ:FFIV ) received a lot of attention from a substantial price increase on the NASDAQGS over the last...
Analiz Makalesi • Jun 24

F5 (NASDAQ:FFIV) Has Some Way To Go To Become A Multi-Bagger

To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Seeking Alpha • Apr 29

F5, Inc. Q2 Earnings: A Strong Free Cash Flow Machine At A Reasonable Price

Summary F5, Inc. raised its fiscal 2025 outlook, showing solid topline growth and strong underlying profitability, yet the market reaction was muted. FFIV operates debt-free with 8% of its market cap in net cash, justifying its 17x forward free cash flow valuation. The company’s new ADSP platform and hardware upgrades drive growth, while its minimal tariff impact and steady demand bolster confidence. Despite slower software growth and competitive pressures, FFIV’s financial strength and reasonable valuation present a compelling investment opportunity. Read the full article on Seeking Alpha

Gelir ve Gider Dağılımı

F5 nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.

Kazanç ve Gelir Geçmişi

NasdaqGS:FFIV Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Mar 263,2257081,256565
31 Dec 253,1447061,219550
30 Sep 253,0886921,183540
30 Jun 253,0256671,161527
31 Mar 252,9406211,133515
31 Dec 242,8905951,117501
30 Sep 242,8165671,101490
30 Jun 242,7765541,080494
31 Mar 242,7844991,080498
31 Dec 232,8054611,102518
30 Sep 232,8133951,142540
30 Jun 232,8063321,182551
31 Mar 232,7783261,201561
31 Dec 222,7093011,205555
30 Sep 222,6963221,195543
30 Jun 222,6783441,191530
31 Mar 222,6553501,191524
31 Dec 212,6663371,190519
30 Sep 212,6033311,173500
30 Jun 212,5362981,149492
31 Mar 212,4682781,131475
31 Dec 202,4062971,102453
30 Sep 202,3513071,081438
30 Jun 202,3263251,078424
31 Mar 202,3073411,057425
31 Dec 192,2683951,000412
30 Sep 192,242428952408
30 Jun 192,215466879400
31 Mar 192,194503831377
31 Dec 182,182496823372
30 Sep 182,161454825366
30 Jun 182,137457822356
31 Mar 182,112431817351
31 Dec 172,097415811349
30 Sep 172,090421809350
30 Jun 172,077394803349
31 Mar 172,056388793343
31 Dec 162,022370782340
30 Sep 161,995366767334
30 Jun 161,971354765328
31 Mar 161,958355758319
31 Dec 151,947366749308
30 Sep 151,920365738297
30 Jun 151,884362717284

Kaliteli Kazançlar: FFIV yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: FFIV 'nin mevcut net kar marjları (22%) geçen yılın (21.1%) sinden daha yüksektir.

Serbest Nakit Akışı ve Kazanç Analizi

Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: FFIV şirketinin kazançları son 5 yılda yılda 20.6% oranında önemli ölçüde arttı.

Büyüme Hızlandırma: FFIV 'un son bir yıldaki kazanç büyümesi ( 14% ) 5 yıllık ortalamasının ( 20.6% /yıl) altındadır.

Kazançlar vs. Sektör: FFIV geçen yılki kazanç büyümesi ( 14% ) Communications sektörünün 11.5% değerini aştı.

Özkaynak Getirisi

Yüksek ROE: FFIV 'nin Özsermaye Getirisi ( 19.4% ) düşük olarak değerlendiriliyor.

Varlık Getirisi

Kullanılan Sermaye Getirisi

Geçmişte güçlü performans gösteren şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/08 11:58
Gün Sonu Hisse Fiyatı2026/06/08 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/09/30

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

F5, Inc. 42 Bu analistlerden 12, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Jayson NolandBaird
Timothy LongBarclays
Jeffrey KvaalBarclays