F5 (NASDAQ:FFIV) Price Target Raised to $283.00 at Barclays

F5 (NASDAQ:FFIV) had its target price increased by Barclays from $267.00 to $283.00 in a report issued on Wednesday,Benzinga reports. The firm currently has an equal weight rating on the network technology company’s stock.

Other equities analysts have also recently issued reports about the stock. Wall Street Zen cut shares of F5 from a “buy” rating to a “hold” rating in a research note on Friday, November 28th. Morgan Stanley dropped their price target on shares of F5 from $336.00 to $296.00 and set an “equal weight” rating on the stock in a research note on Wednesday, December 17th. Piper Sandler reaffirmed an “overweight” rating and issued a $325.00 price objective (up previously from $295.00) on shares of F5 in a report on Wednesday. JPMorgan Chase & Co. raised F5 from a “neutral” rating to an “overweight” rating and increased their target price for the stock from $295.00 to $345.00 in a research note on Thursday, January 15th. Finally, Royal Bank Of Canada upgraded F5 from a “sector perform” rating to an “outperform” rating and lifted their price target for the company from $315.00 to $325.00 in a research note on Monday, January 5th. Five research analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $309.89.

F5 Stock Performance

Shares of NASDAQ:FFIV opened at $292.30 on Wednesday. F5 has a one year low of $223.76 and a one year high of $346.00. The stock has a market capitalization of $16.61 billion, a price-to-earnings ratio of 24.75, a PEG ratio of 8.48 and a beta of 0.98. The company has a 50-day simple moving average of $257.61 and a 200-day simple moving average of $286.92.

F5 (NASDAQ:FFIV) last issued its quarterly earnings results on Tuesday, January 27th. The network technology company reported $4.45 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.63 by $0.82. F5 had a return on equity of 22.20% and a net margin of 22.45%.The firm had revenue of $822.47 million for the quarter, compared to analysts’ expectations of $755.97 million. During the same quarter in the previous year, the firm posted $3.84 EPS. The firm’s revenue for the quarter was up 7.3% on a year-over-year basis. F5 has set its Q2 2026 guidance at 3.340-3.460 EPS and its FY 2026 guidance at 15.650-16.050 EPS. As a group, research analysts forecast that F5 will post 11.2 EPS for the current fiscal year.

Insiders Place Their Bets

In other F5 news, EVP Thomas Dean Fountain sold 3,343 shares of the firm’s stock in a transaction dated Monday, January 26th. The shares were sold at an average price of $261.87, for a total transaction of $875,431.41. Following the completion of the transaction, the executive vice president directly owned 8,060 shares in the company, valued at approximately $2,110,672.20. This trade represents a 29.32% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Alan Higginson sold 1,309 shares of the company’s stock in a transaction dated Wednesday, December 3rd. The shares were sold at an average price of $237.11, for a total transaction of $310,376.99. Following the completion of the sale, the director directly owned 8,610 shares in the company, valued at $2,041,517.10. This trade represents a 13.20% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 37,158 shares of company stock worth $9,319,717. 0.52% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the business. Norges Bank purchased a new stake in F5 in the 2nd quarter valued at approximately $207,492,000. M&T Bank Corp raised its holdings in shares of F5 by 17,181.1% in the fourth quarter. M&T Bank Corp now owns 309,158 shares of the network technology company’s stock worth $78,916,000 after acquiring an additional 307,369 shares during the last quarter. Caisse de depot et placement du Quebec lifted its position in shares of F5 by 169.2% in the third quarter. Caisse de depot et placement du Quebec now owns 462,740 shares of the network technology company’s stock valued at $149,553,000 after acquiring an additional 290,828 shares in the last quarter. Victory Capital Management Inc. boosted its stake in shares of F5 by 422.7% during the third quarter. Victory Capital Management Inc. now owns 347,125 shares of the network technology company’s stock valued at $112,187,000 after acquiring an additional 280,719 shares during the last quarter. Finally, Robeco Institutional Asset Management B.V. boosted its stake in shares of F5 by 40.8% during the second quarter. Robeco Institutional Asset Management B.V. now owns 789,283 shares of the network technology company’s stock valued at $232,302,000 after acquiring an additional 228,790 shares during the last quarter. 90.66% of the stock is owned by hedge funds and other institutional investors.

F5 News Roundup

Here are the key news stories impacting F5 this week:

• Positive Sentiment: F5 beat Q1 expectations and raised guidance — reported $4.45 EPS vs. ~$3.63 consensus and $822.5M revenue vs. ~$756M; company raised FY26 EPS guidance to 15.65–16.05 and Q2 EPS to 3.34–3.46, driving the rally. Press Release
• Positive Sentiment: RBC Capital raised its price target to $345 and maintained an outperform rating — implies meaningful upside (~18% from recent levels) and supports further upside momentum. RBC PT Raise
• Positive Sentiment: Zacks upgraded FFIV to a #1 (Strong Buy), adding sell-side optimism to the post-earnings momentum. Zacks Upgrade
• Neutral Sentiment: Barclays raised its price target modestly to $283 but kept an equal-weight rating — a mild offset to bullish activity. Barclays Note
• Neutral Sentiment: An F5 EVP sold 3,343 shares at ~$261.87 (SEC Form 4 filed). Insider sales can be neutral/benign but are monitored by investors. SEC Form 4
• Neutral Sentiment: Post-earnings commentary (e.g., Seeking Alpha) points to strong systems/product demand and AI tailwinds but also flags margin pressure from memory costs and competitive/operational risks — suggests a wait-on-valuation posture for some investors. Seeking Alpha Analysis
• Negative Sentiment: Multiple law firms have issued investor alerts and are soliciting plaintiffs in securities-class actions tied to a prior material cybersecurity incident and an earlier stock decline; deadlines to seek lead-plaintiff status are approaching — this raises legal and reputational risk that could weigh on the stock. Hagens Berman Alert Rosen Notice

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.