F5FFIV
About: F5 is a market leader in the application delivery controller market. The company sells products for security, application performance, and automation. Its three customer verticals are enterprises, service providers, and government entities. Revenue is evenly split between its services business and products business with revenue trending toward products due to software adoption. The Seattle-based firm was incorporated in 1996, and went public in 1999.
Employees: 6,557
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
167% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 8 (+5) [Q4]
146% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 46
130% more call options, than puts
Call options by funds: $90.8M | Put options by funds: $39.4M
20% more capital invested
Capital invested by funds: $11.8B [Q3] → $14.1B (+$2.31B) [Q4]
10% more funds holding
Funds holding: 577 [Q3] → 633 (+56) [Q4]
2.92% more ownership
Funds ownership: 91.8% [Q3] → 94.73% (+2.92%) [Q4]
1% less repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 216
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
JP Morgan Samik Chatterjee 45% 1-year accuracy 33 / 73 met price target | 7%upside $285 | Neutral Maintained | 17 Apr 2025 |
Morgan Stanley Meta Marshall 44% 1-year accuracy 14 / 32 met price target | 1%upside $269 | Equal-Weight Maintained | 8 Apr 2025 |
Piper Sandler James Fish 41% 1-year accuracy 12 / 29 met price target | 1%downside $262 | Neutral Maintained | 8 Apr 2025 |
B of A Securities Tal Liani 44% 1-year accuracy 7 / 16 met price target | 2%downside $260 | Underperform Maintained | 31 Jan 2025 |
RBC Capital Matthew Hedberg 57% 1-year accuracy 117 / 207 met price target | 17%upside $310 | Sector Perform Maintained | 29 Jan 2025 |
Financial journalist opinion
Based on 10 articles about FFIV published over the past 30 days









