16 stories mentioning FFIV
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Elizabeth Buse, Director, on June 10, 2026, sold 1,000 shares in F5 (FFIV) for $399,349. Following the Form 4 filing with the SEC, Buse has control over a total of 4,947 common shares of the company, with 4,947 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1048695/000142842526000004/xslF345X05/wk-form4_1781300372.xml
F5 (FFIV) is positioned for a potentially extended growth cycle, driven by a "refresh plus" dynamic in its installed base as customers upgrade legacy systems while also expanding capacity for AI-driven and future workloads, reflecting a shift toward infrastructure expansion rather than simple replacement, RBC Capital Markets said in a Tuesday note.The analysts said hybrid multi-cloud is a key driver of demand for F5's ADC platform, supported by data sovereignty, security and cost factors, while competitive displacement from legacy and cloud-native solutions is also boosting growth as enterprises pursue unified policy control across environments.RBC noted F5 is in early AI monetization but is seeing traction in data delivery, runtime security and GPU load balancing, with initial revenue emerging and broader adoption expected as workloads move to edge and private cloud.The firm said management expects product revenue to grow at a double-digit rate through fiscal 2029 and services revenue at a mid-single-digit CAGR, while RBC believes overall revenue growth could exceed the company's high-single-digit outlook amid security, AI, hybrid multi-cloud adoption and potential future demand tied to post-quantum cryptography.RBC maintained its outperform rating on the stock and raised its price target to $450 from $425.Price: $395.14, Change: $-1.05, Percent Change: -0.27%
Werner Edward Cooper, Chief Financial Officer, on June 02, 2026, sold 2,500 shares in F5 (FFIV) for $1,000,000. Following the Form 4 filing with the SEC, Werner Edward Cooper has control over a total of 406 common shares of the company, with 406 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1048695/000204264726000012/xslF345X05/wk-form4_1780522311.xml
F5 (FFIV) expects accelerating revenue and earnings growth as it continues to capitalize on the shift to hybrid multicloud architectures, capture demand for application delivery controllers, and drive platform adoption via product families, RBC Capital Markets said in a Thursday research report.The company is also capturing new AI opportunities in data delivery, runtime security, and factory load balancing, according to the note.Cost optimization, regulation, and data governance in AI are driving enterprises to reinvest in private infrastructure, accelerating data center capacity growth and creating a backdrop for faster revenue growth, analysts wrote.The brokerage said it reiterated its outperform rating on the stock and price target of $425 per share.Price: $384.29, Change: $+0.86, Percent Change: +0.22%
F5 (FFIV) is in the early stages of a multi-quarter hardware "refresh plus" cycle, amplified by rising artificial intelligence workloads, RBC Capital Markets said Monday in a note.The roughly 100 customers using F5 for AI use cases likely include hyperscalers and large enterprises with on-premises GPU infrastructure. However, RBC believes the opportunity will expand as inference shifts to the edge and into private clouds, according to the note.Model endpoints, API gateways serving inference traffic, and agentic workflows are becoming vulnerable to cyber attacks. F5 has the capacity to offer traffic inspection and policy enforcement as enterprises deploy LLM-powered applications, the brokerage said.Beyond the hardware refresh, RBC said Software revenue could increase in 2027 as a larger base of 3-year term deals comes up for renewal. At that point, the hardware refresh and software renewal tailwinds are expected to overlap, it added.F5's analyst day on May 28 could serve as a catalyst for bringing in new investors that were unfamiliar with its evolving thesis, the brokerage said.RBC kept an outperform rating on F5 and raised the price target to $425 from $375.Price: $382.75, Change: $+3.01, Percent Change: +0.79%
F5 (FFIV) has an average rating of overweight and mean price target of $351.44, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
Edward Cooper Werner, Chief Financial Officer, on May 08, 2026, sold 1,500 shares in F5 (FFIV) for $525,000. Following the Form 4 filing with the SEC, Werner has control over a total of 2,906 common shares of the company, with 2,906 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1048695/000204264726000010/xslF345X05/wk-form4_1778617151.xml
Thomas Dean Fountain, Executive Vice President, Global Services & Strategy, on May 05, 2026, sold 1,328 shares in F5 (FFIV) for $439,010. Following the Form 4 filing with the SEC, Fountain has control over a total of 8,060 common shares of the company, with 8,060 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1048695/000172833026000012/xslF345X05/wk-form4_1778191084.xml
Francois Locoh-Donou, Director, President, CEO & Director, on May 05, 2026, sold 3,783 shares in F5 (FFIV) for $1,276,359. Following the Form 4 filing with the SEC, Locoh-Donou has control over a total of 188,989 common shares of the company, with 146,989 shares held directly and 42,000 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1048695/000152662426000010/xslF345X05/wk-form4_1778191160.xml
John Anthony Maddison, Chief Product Marketing Officer, on May 01, 2026, sold 1,000 shares in F5 (FFIV) for $322,330. Following the Form 4 filing with the SEC, Maddison has control over a total of 2,149 common shares of the company, with 2,149 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1048695/000204605426000006/xslF345X05/wk-form4_1778017364.xml
Kunal Anand, Chief Technology Officer, on May 01, 2026, sold 3,123 shares in F5 (FFIV) for $1,006,637. Following the Form 4 filing with the SEC, Anand has control over a total of 12,194 common shares of the company, with 12,194 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1048695/000201685726000006/xslF345X05/wk-form4_1778017126.xml
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target price by $15 to $345, 20.9x our FY 26 EPS estimate, a slight premium to its one-year forward average P/E at 18.8x. We increase our FY 26 EPS estimate by $1.29 to $16.49 and raise FY 27's by $1.11 to $17.48. The expanding threat landscape, fueled in part by more frequent and sophisticated attacks enabled by AI, is resulting in greater demand for best-in-class application and API security solutions. F5 is experiencing substantial growth in its security offerings, with notable increases in customer adoption for web application firewalls, API security, and bot defense. F5 is gaining share from competitors who lack the breadth and depth of capabilities across on-premises, software, and SaaS, particularly as customers consolidate toward unified platforms to reduce complexity and improve security. F5 continues to innovate, rapidly integrating AI capabilities into its solutions, such as AI-powered web application firewalls, Agentic Bot Defense, and AI Remediate.
F5's (FFIV) fiscal Q2 results exceeded expectations, driven by outperformance in its hardware segment, Morgan Stanley analysts said in a Wednesday note.Analysts said the reasons for F5's continued strength include product refreshes, market share gains as hybrid architectures are built out, and growing use cases for artificial intelligence.The company quantified that AI use cases are now expected to contribute about $50 million to revenue in the first half of the year, up more than 200% from a year earlier, analysts said.Morgan Stanley said it was encouraged by the company's commentary on continued hardware growth next year, but said volatility in the software line item remains a challenge.Analysts retained an equal-weight rating on the stock but increased their price target to $340 from $305.Price: $324.20, Change: $+20.55, Percent Change: +6.77%
F5 (FFIV) has an average rating of Hold and mean price target of $334.22, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $329.20, Change: $+25.55, Percent Change: +8.41%
F5 (FFIV) has an average rating of Hold and mean price target of $334.22, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $326.00, Change: $+22.35, Percent Change: +7.36%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:F5 delivered exceptional Q2 results with revenue of $812M (+11% Y/Y), marking the seventh consecutive quarter of double-digit product revenue growth. Product revenue surged 22% to $411M, driven by 26% systems growth to $226M and 17% software growth to $184M, significantly outpacing 2% services growth. The company's strategic positioning around structural trends including hybrid multicloud adoption, cybersecurity threats, and AI inference workloads continues to drive robust demand. F5 raised FY 26 revenue guidance to 7%-8% from 5%-6% and increased EPS guidance to $16.25-$16.55 from $15.65-$16.05, reflecting increased confidence in its market positioning. Non-GAAP operating margin expanded 190 bps to 33.8% with EPS growing 14% to $3.90, demonstrating strong operational leverage. We expect continued momentum as enterprises accelerate digital transformation and AI adoption initiatives, with the company well positioned around durable technology transformation trends.