
F5 Networks (FFIV) Stock Forecast & Price Target
F5 Networks (FFIV) Analyst Ratings
Bulls say
F5's stock outlook is bolstered by a strong performance in software revenue, which grew 16% year-over-year to $207 million, along with a notable 24% year-over-year increase in billings, exceeding estimates significantly. The company experienced robust sales growth of 12% year-over-year, driven primarily by a remarkable 39% increase in Systems revenue, indicating strong demand and market positioning. Additionally, F5's cash and marketable securities rose by $168 million quarter-over-quarter to $1.427 billion, reflecting solid financial health and the potential for future growth as the company anticipates further gains in both software and systems segments.
Bears say
F5 is facing a negative outlook due to a projected revenue growth of only 0%-4% for fiscal 2026, which is below the consensus expectation of 4.5%, largely attributed to sales disruptions and new operational challenges, including a network breach and potential impacts from a U.S. Federal Government shutdown. Additionally, while F5 exceeded consensus estimates in the fourth quarter of 2025, its forward guidance for the first quarter and fiscal year 2026 fell significantly short, indicating heightened concerns about the company's near-term performance amidst competitive pressures and a declining interest in its software and systems growth. Furthermore, continued weaknesses in its software business hinder prospects for a positive valuation re-rating, suggesting that F5 may struggle to regain investor confidence as it navigates these headwinds.
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