F5FFIV
FFIV
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
0
Funds holding %
of 7,340 funds
0
Analysts bullish %
of 8 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
167% more funds holding in top 10
Funds holding in top 10: 3 [Q3] → 8 (+5) [Q4]
134% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 47
130% more call options, than puts
Call options by funds: $90.8M | Put options by funds: $39.4M
19% more capital invested
Capital invested by funds: $11.9B [Q3] → $14.1B (+$2.22B) [Q4]
9% more funds holding
Funds holding: 577 [Q3] → 627 (+50) [Q4]
2.29% more ownership
Funds ownership: 92.51% [Q3] → 94.8% (+2.29%) [Q4]
1% less repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 215
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$260
8%
downside
Avg. target
$301
6%
upside
High target
$360
27%
upside
8 analyst ratings
1 positive
13%
6 neutral
75%
1 negative
13%
B of A Securities Tal Liani 68% 1-year accuracy 13 / 19 met price target | 9%downside $260 | Underperform Maintained | 31 Jan 2025 |
RBC Capital Matthew Hedberg 69% 1-year accuracy 144 / 208 met price target | 9%upside $310 | Sector Perform Maintained | 29 Jan 2025 |
Goldman Sachs Michael Ng 64% 1-year accuracy 18 / 28 met price target | 4%upside $295 | Neutral Maintained | 29 Jan 2025 |
Piper Sandler James Fish 46% 1-year accuracy 11 / 24 met price target | 7%upside $304 | Neutral Maintained | 29 Jan 2025 |
Needham Matt Dezort 14% 1-year accuracy 1 / 7 met price target | 27%upside $360 | Buy Maintained | 29 Jan 2025 |
Financial journalist opinion
Based on 11 articles about FFIV published over the past 30 days
Neutral
Business Wire
18 hours ago
F5 Accelerates AI at the Edge for Service Providers with NVIDIA BlueField-3 DPUs
BARCELONA, Spain--(BUSINESS WIRE)--MOBILE WORLD CONGRESS--F5 (NASDAQ: FFIV) today announced BIG-IP Next Cloud-Native Network Functions (CNFs) deployed on NVIDIA BlueField-3 DPUs, deepening the companies' technology collaboration. This solution offers F5's proven network infrastructure capabilities, such as edge firewall, DNS, and DDoS protection, as lightweight cloud-native functions accelerated with NVIDIA BlueField-3 DPUs to deliver optimized performance in Kubernetes environments and support.
Neutral
Business Wire
5 days ago
F5 Unveils Industry's First Converged Application Delivery and Security Platform for the Hybrid Multicloud Infrastructures of the AI Era
LAS VEGAS--(BUSINESS WIRE)--Today at AppWorld, F5 (NASDAQ: FFIV) introduced the F5 Application Delivery and Security Platform, the industry's first Application Delivery Controller (ADC) solution that fully converges high-performance load balancing and traffic management with advanced app and API security capabilities into a single platform. With this platform, F5 is delivering on the promise of a new generation of ADCs—ADC 3.0—purpose-built to meet the extraordinary demands of modern and AI-pow.
Neutral
Business Wire
5 days ago
F5's Multi-terabit VELOS Hardware Powers AI Workloads for Service Providers and Large Enterprises
LAS VEGAS--(BUSINESS WIRE)--Today at AppWorld, F5 (NASDAQ: FFIV) announced powerful new additions to the F5 VELOS product line, giving service providers and large enterprises a unified and customizable solution to optimize modern applications required for AI, safeguard workloads, and reduce downtime across single and multi-tenant application environments. AI applications are highly distributed, with vast amounts of valuable data traveling in complex patterns. As organizations accelerate their u.
Positive
MarketBeat
1 week ago
As the Magnificent 7 Stalls, These 3 Stocks Are Gaining Momentum
In 2023 and 2024, investors didn't have to look very far to find the biggest market gains. In fact, investing in one or more of a small group of seven stocks, known as the Magnificent Seven, would have delivered gains of over 160% during that time.
Neutral
Business Wire
1 week ago
F5 to Participate in Upcoming Financial Conference
SEATTLE--(BUSINESS WIRE)--F5, Inc. (NASDAQ: FFIV) today announced that it will participate in the Morgan Stanley Technology, Media & Telecom Conference. F5's presentation will be webcast live on Tuesday, March 4, 2025 at 1:00 p.m. ET. Interested attendees can access the live webcast via the Events & Presentations tab within the Investor Relations section of f5.com or via this link. An archived version of the webcast will be available on F5's Investor Relations Events & Presentations.
Positive
Zacks Investment Research
1 week ago
DH or FFIV: Which Is the Better Value Stock Right Now?
Investors interested in stocks from the Internet - Software sector have probably already heard of Definitive Healthcare Corp. (DH) and F5 Networks (FFIV). But which of these two stocks presents investors with the better value opportunity right now?
Positive
FXEmpire
2 weeks ago
F5 Earnings Outperform as Software, AI Investments Pay Off
Technology provider F5, Inc. (FFIV) sales and shares jump.
Neutral
Business Wire
2 weeks ago
F5 Redefines ADC for the AI Era
SEATTLE--(BUSINESS WIRE)--F5 (NASDAQ: FFIV) today outlined its vision on how Application Delivery Controllers (ADCs) must transform to meet the extraordinary demands of modern and AI-powered applications. With a platform-based approach that delivers flexibility in form factor, management capabilities, and advanced control over every aspect of application security and delivery, F5 is leading the way and developing this next generation of ADCs. “The rise of AI and modern applications demands a fu.
Neutral
Zacks Investment Research
3 weeks ago
Interpreting F5 (FFIV) International Revenue Trends
Explore F5's (FFIV) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.
Positive
Seeking Alpha
3 weeks ago
F5, Inc.: Long-Term Growth Outlook Has Gotten Better Due To AI-Related Demand
I recommend a buy rating for F5, Inc. stock due to its improved growth outlook driven by strong secular demand tailwinds and AI-related opportunities. FFIV's Q1 results showed strong revenue and margin performance, with notable competitive wins and increased enterprise adoption in key areas. Management's upgraded FY25 guidance and the potential for AI-driven demand support a more attractive growth runway for FFIV.
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