Analysts Issue Forecasts for F5’s Q1 Earnings (NASDAQ:FFIV)

F5, Inc. (NASDAQ:FFIV) – Research analysts at William Blair dropped their Q1 2025 earnings per share (EPS) estimates for shares of F5 in a research note issued to investors on Tuesday, October 29th. William Blair analyst J. Ader now expects that the network technology company will post earnings per share of $2.55 for the quarter, down from their prior forecast of $2.71. The consensus estimate for F5’s current full-year earnings is $10.91 per share. William Blair also issued estimates for F5’s Q2 2025 earnings at $2.41 EPS, Q3 2025 earnings at $2.84 EPS, Q4 2025 earnings at $3.12 EPS, FY2025 earnings at $10.92 EPS and FY2026 earnings at $11.86 EPS.

F5 (NASDAQ:FFIV) last issued its quarterly earnings data on Monday, October 28th. The network technology company reported $3.67 EPS for the quarter, topping analysts’ consensus estimates of $3.45 by $0.22. F5 had a net margin of 20.13% and a return on equity of 20.80%. The firm had revenue of $747.00 million for the quarter, compared to analyst estimates of $730.43 million. During the same quarter in the prior year, the firm earned $2.76 EPS. The company’s revenue was up 5.7% on a year-over-year basis.

A number of other analysts have also commented on FFIV. JPMorgan Chase & Co. lifted their price objective on F5 from $225.00 to $250.00 and gave the stock a “neutral” rating in a research report on Tuesday. Piper Sandler boosted their price target on shares of F5 from $186.00 to $246.00 and gave the stock a “neutral” rating in a research note on Tuesday. Royal Bank of Canada raised their price objective on shares of F5 from $205.00 to $240.00 and gave the company a “sector perform” rating in a research note on Tuesday. StockNews.com raised F5 from a “buy” rating to a “strong-buy” rating in a research note on Tuesday. Finally, Evercore ISI lifted their price objective on F5 from $180.00 to $210.00 and gave the stock an “in-line” rating in a research note on Tuesday, July 30th. Seven analysts have rated the stock with a hold rating, two have given a buy rating and one has assigned a strong buy rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and an average price target of $233.56.

F5 Stock Performance

Shares of FFIV opened at $232.20 on Friday. The business’s fifty day moving average price is $214.78 and its two-hundred day moving average price is $189.96. The firm has a market capitalization of $13.53 billion, a price-to-earnings ratio of 24.29, a PEG ratio of 3.26 and a beta of 1.06. F5 has a 52 week low of $149.40 and a 52 week high of $250.46.

F5 announced that its Board of Directors has initiated a stock repurchase plan on Monday, October 28th that authorizes the company to repurchase $1.00 billion in shares. This repurchase authorization authorizes the network technology company to purchase up to 7.9% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company’s management believes its stock is undervalued.

Insider Buying and Selling

In other news, CEO Francois Locoh-Donou sold 1,450 shares of the company’s stock in a transaction dated Monday, August 5th. The stock was sold at an average price of $188.35, for a total transaction of $273,107.50. Following the completion of the transaction, the chief executive officer now directly owns 124,022 shares of the company’s stock, valued at $23,359,543.70. This represents a 0.00 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. In other news, Director Alan Higginson sold 1,000 shares of the firm’s stock in a transaction dated Monday, September 9th. The stock was sold at an average price of $201.65, for a total value of $201,650.00. Following the completion of the transaction, the director now owns 10,707 shares in the company, valued at $2,159,066.55. This trade represents a 0.00 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Francois Locoh-Donou sold 1,450 shares of the company’s stock in a transaction dated Monday, August 5th. The stock was sold at an average price of $188.35, for a total value of $273,107.50. Following the sale, the chief executive officer now owns 124,022 shares in the company, valued at $23,359,543.70. The trade was a 0.00 % decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders sold 5,700 shares of company stock valued at $1,170,702. Company insiders own 0.58% of the company’s stock.

Institutional Investors Weigh In On F5

A number of institutional investors and hedge funds have recently made changes to their positions in FFIV. Wealth Enhancement Advisory Services LLC lifted its stake in F5 by 36.2% in the first quarter. Wealth Enhancement Advisory Services LLC now owns 11,324 shares of the network technology company’s stock valued at $2,147,000 after acquiring an additional 3,008 shares during the last quarter. Norden Group LLC acquired a new position in shares of F5 during the 1st quarter worth approximately $317,000. Van ECK Associates Corp raised its stake in F5 by 6.6% in the 1st quarter. Van ECK Associates Corp now owns 10,362 shares of the network technology company’s stock valued at $1,965,000 after acquiring an additional 642 shares during the period. Mirae Asset Global Investments Co. Ltd. raised its position in shares of F5 by 10.6% in the first quarter. Mirae Asset Global Investments Co. Ltd. now owns 84,242 shares of the network technology company’s stock valued at $14,602,000 after purchasing an additional 8,058 shares during the period. Finally, BNP Paribas Financial Markets boosted its holdings in shares of F5 by 28.1% during the first quarter. BNP Paribas Financial Markets now owns 89,906 shares of the network technology company’s stock worth $17,045,000 after acquiring an additional 19,746 shares during the period. Institutional investors own 90.66% of the company’s stock.

F5 Company Profile

F5, Inc provides multi-cloud 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.