Equities Analysts Set Expectations for F5 Q2 Earnings

F5, Inc. (NASDAQ:FFIV) – William Blair reduced their Q2 2025 earnings estimates for shares of F5 in a research report issued to clients and investors on Wednesday, January 29th. William Blair analyst J. Ader now forecasts that the network technology company will earn $2.30 per share for the quarter, down from their prior estimate of $2.41. The consensus estimate for F5’s current full-year earnings is $11.15 per share. William Blair also issued estimates for F5’s Q3 2025 earnings at $2.75 EPS, Q4 2025 earnings at $3.02 EPS, FY2025 earnings at $11.13 EPS and FY2026 earnings at $11.90 EPS.

Several other research firms have also issued reports on FFIV. Bank of America boosted their target price on shares of F5 from $180.00 to $260.00 and gave the company an “underperform” rating in a report on Friday, January 31st. Needham & Company LLC boosted their price objective on F5 from $285.00 to $360.00 and gave the company a “buy” rating in a research note on Wednesday, January 29th. JPMorgan Chase & Co. raised their target price on F5 from $225.00 to $250.00 and gave the stock a “neutral” rating in a research note on Tuesday, October 29th. Morgan Stanley lifted their target price on F5 from $262.00 to $310.00 and gave the stock an “equal weight” rating in a report on Wednesday, January 29th. Finally, Barclays increased their price target on F5 from $246.00 to $296.00 and gave the stock an “equal weight” rating in a report on Wednesday, January 29th. One equities research analyst has rated the stock with a sell rating, seven have assigned a hold rating, one has assigned a buy rating and one has issued a strong buy rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $295.00.

F5 Stock Performance

NASDAQ:FFIV opened at $299.78 on Monday. F5 has a 52 week low of $159.01 and a 52 week high of $308.00. The firm’s fifty day moving average is $262.14 and its 200-day moving average is $230.26. The firm has a market cap of $17.39 billion, a P/E ratio of 29.80, a P/E/G ratio of 3.97 and a beta of 1.06.

Institutional Investors Weigh In On F5

Several institutional investors have recently bought and sold shares of the stock. Amalgamated Bank lifted its stake in F5 by 2.4% during the 4th quarter. Amalgamated Bank now owns 11,729 shares of the network technology company’s stock valued at $2,949,000 after acquiring an additional 270 shares in the last quarter. Edge Capital Group LLC purchased a new stake in shares of F5 in the fourth quarter valued at about $59,623,000. Crestwood Advisors Group LLC bought a new position in shares of F5 during the fourth quarter valued at about $206,000. Fjarde AP Fonden Fourth Swedish National Pension Fund boosted its holdings in F5 by 33.5% during the fourth quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 35,480 shares of the network technology company’s stock worth $8,922,000 after purchasing an additional 8,900 shares during the last quarter. Finally, Lipe & Dalton boosted its holdings in F5 by 19.2% during the fourth quarter. Lipe & Dalton now owns 1,240 shares of the network technology company’s stock worth $312,000 after purchasing an additional 200 shares during the last quarter. Institutional investors own 90.66% of the company’s stock.

Insider Buying and Selling at F5

In other F5 news, Director Marianne Budnik sold 728 shares of the business’s stock in a transaction that occurred on Thursday, January 30th. The stock was sold at an average price of $304.45, for a total transaction of $221,639.60. Following the completion of the sale, the director now directly owns 1,770 shares of the company’s stock, valued at approximately $538,876.50. The trade was a 29.14 % decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Lyra Amber Schramm sold 253 shares of the stock in a transaction that occurred on Saturday, February 1st. The stock was sold at an average price of $297.26, for a total value of $75,206.78. Following the completion of the sale, the insider now directly owns 200 shares of the company’s stock, valued at approximately $59,452. This trade represents a 55.85 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders sold 5,899 shares of company stock valued at $1,682,977. Company insiders own 0.52% of the company’s stock.

F5 announced that its board has approved a stock buyback plan on Monday, October 28th that permits the company to repurchase $1.00 billion in shares. This repurchase authorization permits the network technology company to reacquire up to 7.9% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s board believes its stock is undervalued.

About F5

F5, Inc provides multi-cloud application security and delivery solutions in the United States, Europe, the Middle East, Africa, and the Asia Pacific region. The company’s distributed cloud services enable its customers to deploy, secure, and operate applications in any architecture, from on-premises to the public cloud.