
F5 Networks (FFIV) Stock Forecast & Price Target
F5 Networks (FFIV) Analyst Ratings
Bulls say
F5 demonstrated robust financial performance, with software revenue increasing by 16% year-over-year to $207 million and a significant 24% year-over-year growth in billings, which surpassed estimates. The company reported a sales growth of 12% year-over-year, driven largely by its Systems segment, which saw an impressive 39% growth, marking the highest growth rate in 14 years. Additionally, F5's cash and marketable securities rose by $168 million quarter-over-quarter to reach $1.427 billion, providing a strong liquidity position that supports future growth prospects.
Bears say
F5's outlook is negatively impacted by anticipated revenue growth of only 0%-4% for F26, which falls short of the consensus estimate of 4.5%, primarily due to sales disruptions and a challenging refresh cycle exacerbated by a recent network breach and the potential US Federal Government shutdown. Additionally, the company's guidance for F1Q26, with projected revenue of $730-$780 million, is below the consensus figure of $794 million, indicating a decline in customer focus on new investments as they prioritize remediation efforts following the breach. The observed weakness in the software segment further dims prospects for a valuation re-rating, raising concerns about F5's ability to meet rising enterprise cloud demands amidst broader market shifts.
This aggregate rating is based on analysts' research of F5 Networks and is not a guaranteed prediction by Public.com or investment advice.
F5 Networks (FFIV) Analyst Forecast & Price Prediction
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