-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们将F5的12个月目标价上调15美元至345美元，相当于2026财年每股收益预期的20.9倍，略高于其18.8倍的一年期平均市盈率。我们将2026财年每股收益预期上调1.29美元至16.49美元，并将2027财年每股收益预期上调1.11美元至17.48美元。日益严峻的安全威胁形势，部分原因是人工智能驱动的攻击更加频繁和复杂，导致对一流应用和API安全解决方案的需求不断增长。F5的安全产品正经历显著增长，客户对Web应用防火墙、API安全和机器人防御的采用率显著提高。 F5 正在从那些在本地部署、软件和 SaaS 领域缺乏广度和深度的竞争对手手中夺取市场份额，尤其是在客户为了降低复杂性和提高安全性而整合到统一平台的情况下。F5 不断创新，迅速将人工智能功能集成到其解决方案中，例如人工智能驱动的 Web 应用防火墙、智能机器人防御和人工智能修复。
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