F5 (FFIV) Expected to Announce Quarterly Earnings on Tuesday

F5 (NASDAQ:FFIV) is expected to be posting its Q1 2026 results after the market closes on Tuesday, January 27th. Analysts expect F5 to post earnings of $3.63 per share and revenue of $755.9730 million for the quarter. F5 has set its FY 2026 guidance at 14.500-15.500 EPS and its Q1 2026 guidance at 3.350-3.850 EPS. Investors can check the company’s upcoming Q1 2026 earning summary page for the latest details on the call scheduled for Tuesday, January 27, 2026 at 4:30 PM ET.

F5 (NASDAQ:FFIV) last posted its earnings results on Monday, October 27th. The network technology company reported $4.39 EPS for the quarter, topping the consensus estimate of $3.96 by $0.43. F5 had a return on equity of 21.76% and a net margin of 22.42%.The business had revenue of $810.09 million during the quarter, compared to the consensus estimate of $794.06 million. During the same quarter last year, the company earned $3.67 EPS. F5’s revenue was up 8.5% on a year-over-year basis. On average, analysts expect F5 to post $11 EPS for the current fiscal year and $12 EPS for the next fiscal year.

F5 Price Performance

Shares of NASDAQ:FFIV opened at $259.26 on Friday. The stock has a market capitalization of $15.06 billion, a price-to-earnings ratio of 21.95, a price-to-earnings-growth ratio of 8.13 and a beta of 0.98. The business’s fifty day moving average price is $254.60 and its two-hundred day moving average price is $287.37. F5 has a fifty-two week low of $223.76 and a fifty-two week high of $346.00.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on FFIV. Piper Sandler upgraded F5 from a “neutral” rating to an “overweight” rating and raised their target price for the company from $277.00 to $295.00 in a research note on Monday, January 5th. Zacks Research upgraded shares of F5 from a “strong sell” rating to a “hold” rating in a research report on Friday, January 9th. Wall Street Zen downgraded shares of F5 from a “buy” rating to a “hold” rating in a research note on Friday, November 28th. Barclays decreased their price target on shares of F5 from $321.00 to $267.00 and set an “equal weight” rating on the stock in a research note on Tuesday, October 28th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of F5 in a research report on Monday, December 29th. Six investment analysts have rated the stock with a Buy rating, five have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $299.78.

Insider Buying and Selling at F5

In other F5 news, EVP Thomas Dean Fountain sold 1,110 shares of the stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $262.73, for a total value of $291,630.30. Following the transaction, the executive vice president owned 11,403 shares of the company’s stock, valued at approximately $2,995,910.19. This represents a 8.87% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Francois Locoh-Donou sold 1,300 shares of the business’s stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $236.99, for a total value of $308,087.00. Following the transaction, the chief executive officer owned 150,323 shares of the company’s stock, valued at $35,625,047.77. The trade was a 0.86% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 33,815 shares of company stock worth $8,444,286. Insiders own 0.52% of the company’s stock.

Hedge Funds Weigh In On F5

Several institutional investors and hedge funds have recently made changes to their positions in FFIV. Geneos Wealth Management Inc. increased its holdings in shares of F5 by 288.1% in the first quarter. Geneos Wealth Management Inc. now owns 163 shares of the network technology company’s stock worth $43,000 after acquiring an additional 121 shares in the last quarter. MUFG Securities EMEA plc acquired a new position in shares of F5 in the 2nd quarter valued at approximately $50,000. Triumph Capital Management bought a new stake in F5 during the 3rd quarter worth approximately $100,000. Advisory Services Network LLC bought a new stake in F5 during the 3rd quarter worth approximately $116,000. Finally, Zacks Investment Management acquired a new stake in F5 during the 3rd quarter worth approximately $202,000. Institutional investors and hedge funds own 90.66% of the company’s stock.

Key F5 News

Here are the key news stories impacting F5 this week:

• Positive Sentiment: Analysts expect F5 to beat or at least print resilient metrics in the coming Q1 release; commentary highlights the company’s history of earnings surprises and favorable metric-level projections that could support upside if results and guidance come in strong. Read More.
• Positive Sentiment: Preview pieces are flagging the upcoming Q1 report as a catalyst — if F5 repeats its recent earnings-beat pattern or raises forward assumptions, sentiment and the stock could recover from the current pullback. Read More.
• Neutral Sentiment: Insider activity: EVP Thomas Dean Fountain sold 1,110 shares at roughly $262.7 on Jan. 20 — part of a sequence of routine sales; such disposals are often portfolio management and not a definitive signal on company fundamentals. Read More.
• Negative Sentiment: Multiple law firms have launched or solicited participation in securities class actions following F5’s disclosure of a material cybersecurity incident (discovered Aug. 9, 2025) and the company’s guidance hit — litigation risk and potential settlements could be costly and create headline-driven volatility. Read More.
• Negative Sentiment: Additional plaintiff firm notices (Hagens Berman, Rosen, Faruqi, Bragar Eagel & Squire, Pomerantz, Bernstein Liebhard, etc.) are circulating and reminding investors of a Feb. 17, 2026 lead‑plaintiff deadline — continued legal solicitations keep the issue in the news and increase the odds of protracted litigation and settlement costs. Read More.
• Negative Sentiment: Firms highlighting alleged investor harm point to the prior share decline after the breach disclosure; until the company resolves the revenue impact and legal exposure, valuation may face downward pressure and elevated volatility. Read More.

About F5

F5 Inc (NASDAQ:FFIV) specializes in application services and delivery networking, helping organizations ensure the availability, performance and security of their applications. The company’s core offerings include advanced load balancing, traffic management and application security solutions designed to optimize user experiences and protect against threats such as distributed denial-of-service (DDoS) attacks and web application exploits.

At the heart of F5’s product portfolio is the BIG-IP platform, which provides a suite of software modules for local and global traffic management, secure web application firewalling and DNS service delivery.