FFIVTechnology · Software - InfrastructureThe 13 Wall Street analysts covering F5, Inc. hold a median 12-month price target of $438 — -5.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 90 of 100 as at 8 Oct 2026 — among the strongest tenth. The factors read stronger than the Street's target implies. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores F5, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (98): Analysts have, on balance, been raising their forecasts.
Growth (42): Sales and profits are flat, shrinking, or growing more slowly than they were.
Size (8): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on FFIV, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits −5.1% from it.
Of the 20 most recent actions, 5 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 28 July 2026 | Barclays | Maintains | Equal-Weight | $386 → $397 |
| 28 July 2026 | JP Morgan | Maintains | Overweight | $500 → $515 |
| 28 July 2026 | Morgan Stanley | Maintains | Equal-Weight | $380 → $415 |
| 28 July 2026 | Piper Sandler | Reiterates | Overweight | $423 → $461 |
| 9 June 2026 | RBC Capital | Maintains | Outperform | $425 → $450 |
| 9 June 2026 | RBC Capital | Maintains | Outperform | — |
| 29 May 2026 | Barclays | Maintains | Equal-Weight | — |
| 29 May 2026 | Piper Sandler | Maintains | Overweight | — |
| 29 May 2026 | RBC Capital | Reiterates | Outperform | — |
| 26 May 2026 | B of A Securities | Maintains | Underperform | — |
| 20 May 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 19 May 2026 | RBC Capital | Maintains | Outperform | — |
| 18 May 2026 | Evercore ISI Group | Upgrade | Outperform | — |
| 29 Apr 2026 | Barclays | Maintains | Equal-Weight | — |
| 29 Apr 2026 | JP Morgan | Maintains | Overweight | — |
| 29 Apr 2026 | Needham | Reiterates | Hold | — |
| 29 Apr 2026 | RBC Capital | Maintains | Outperform | — |
| 16 Apr 2026 | JP Morgan | Maintains | Overweight | — |
| 28 Jan 2026 | Barclays | Maintains | Equal-Weight | — |
| 28 Jan 2026 | Goldman Sachs | Maintains | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. FFIV appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 8 Oct 2026, F5, Inc. returned +34.8% against +16.2% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 20% of US stocks
Cheaper than 17% of US stocks
Cheaper than 14% of US stocks
Cheaper than 10% of US stocks
Higher than 55% of US stocks
Higher than 47% of US stocks
Higher than 92% of US stocks
Higher than 84% of US stocks
Higher than 84% of US stocks
Higher than 81% of US stocks
Higher than 88% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
F5, Inc. has a market value of $26.4B and an enterprise value of $25.2B.
Revenue in the twelve months to 30 June 2026: $3.3B. The latest quarter grew 10.9% year on year.
Net income over the same four quarters: $726.5M, a 22.0% net margin.
Diluted earnings per share, trailing twelve months: $12.56.
Free cash flow in the twelve months to 30 June 2026: $969.6M.
F5, Inc. spent $626.1M on share buybacks in the twelve months to 30 June 2026.
Trailing P/E: 37.3×; forward P/E: 25.9× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
F5, Inc. employs 6,512 people — $508K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own F5, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
F5 announced it will report fourth-quarter and fiscal-year 2026 financial results after market close on October 27, 2026. A live webcast for investors and analysts will begin at 4:30 p.m. ET.
Why it matters — FFIV watchers can note the scheduled date and webcast time for the company’s upcoming results discussion.
F5 announced enhanced cloud-native network functions and new observability capabilities to help service providers modernize critical network services as they transition from virtualized infrastructure to Kubernetes and cloud-native architectures.
Why it matters — FFIV watchers may note the announcement as an expansion of F5's offerings for service providers managing 5G, edge, IT, and emerging AI workloads.
F5, Inc. (FFIV) shares have risen 75% year-to-date, driven by AI security demand and institutional inflows. The report also notes F5 shares have climbed 1,595% since the first outlier inflow signal in 2005.
Why it matters — For FFIV watchers, this signals growing investor interest and market momentum tied to AI security and institutional buying.
A Zacks Investment Research piece compares BILL Holdings and F5 Networks as value opportunities within the Internet-Software sector, examining which stock currently offers better value.
Why it matters — FFIV watchers would find this useful as it highlights how F5 is being positioned and evaluated against a peer on value-investing metrics.
F5 announced it has been positioned by Gartner in the Market Shapers quadrant of the September 2026 Emerging Market Quadrant for AI Application Security, one of only two vendors recognized in that position. Gartner evaluates vendors in this quadrant across two axes: potential for market disruption and potential.
Why it matters — This recognition highlights F5's standing in the emerging AI application security market, which could be relevant to investors tracking the company's competitive position.
The 13 Wall Street analysts covering F5, Inc. have a median 12-month price target of $438, with estimates ranging from $300 to $515. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 13 analysts covering F5, Inc., 5 rate it a Buy, 7 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks F5, Inc. 90 out of 100 across roughly 4,600 US stocks as at 8 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 8 Oct 2026, F5, Inc. ranks 90 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (98 of 100).
No one can know that. What the data says: the median 12-month target from 13 analysts implies -5.1% from the last close, and Ticker Nerd's factor model ranks F5, Inc. 90 out of 100 as at 8 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering F5, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for FFIV are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $300 to $515 over the next 12 months.
F5, Inc. returned +34.8% over the 12 months to 8 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
F5, Inc. is a technology company that provides application security and delivery solutions for modern digital environments.
The most recent item we track (Business Wire, 8 Oct 2026): "F5 to Report Fourth Quarter and Fiscal Year 2026 Financial Results". F5 announced it will report fourth-quarter and fiscal-year 2026 financial results after market close on October 27, 2026. A live webcast for investors and analysts will begin at 4:30 p.m. ET.
F5, Inc. is a technology company that provides application security and delivery solutions for modern digital environments. F5’s platform helps organizations manage, protect, and optimize applications and APIs across on-premises systems, public clouds, and edge locations. Its current portfolio includes BIG-IP, NGINX, and F5 Distributed Cloud Services, along with capabilities such as web application and API protection, bot defense, denial-of-service mitigation, zero trust access, and multicloud networking. F5 serves enterprises, service providers, and government organizations that need reliable performance, traffic management, and security for complex application workloads. Headquartered in Seattle, Washington, F5 plays a significant role in the infrastructure software market by supporting the availability, security, and delivery of critical applications across hybrid and multicloud environments.
CEO Mr. Francois Locoh-Donou · 6,512 employees · United States · https://www.f5.com
