
F5 Networks (FFIV) Stock Forecast & Price Target
F5 Networks (FFIV) Analyst Ratings
Bulls say
F5 demonstrated a robust performance in its most recent quarter, with sales growth of 7% to $822 million, surpassing estimates by over 8%, driven in part by strong hardware sales in its Systems segment, particularly Big-IP, which rose 37% year-over-year. The company's revised guidance for fiscal year 2026 indicates an anticipated revenue growth of 5%-6%, up from a previous forecast of 0%-4%, reflecting confidence in continued demand and operational resilience following a security incident. Notably, strong engagement with large enterprises and significant gains in government bookings suggest a positive trajectory, further solidified by F5's strategic positioning in the growing hybrid multi-cloud and AI modernization markets.
Bears say
F5 is experiencing a slowdown in revenue growth, with guidance for F26 set between 0%-4%, falling short of the consensus estimate of 4.5%. Additionally, the company reported a 3% year-over-year decline in billings, a crucial lead indicator, and has faced adverse impacts from a recent network breach and the potential effects of a US Federal Government shutdown. Despite a slight beat in F4Q25 revenue and EPS, the outlook for the upcoming quarters has been significantly downgraded, raising concerns over the company's ability to capitalize on market demand amid increasing competition and evolving customer priorities towards cloud and AI investments.
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
Start investing in F5 Networks (FFIV)
Order type
Buy in
Order amount
Est. shares
0 shares