F5 (NASDAQ:FFIV) Updates Q2 2026 Earnings Guidance

by · The Cerbat Gem

F5 (NASDAQ:FFIV – Get Free Report) updated its second quarter 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 3.340-3.460 for the period, compared to the consensus earnings per share estimate of 3.050. The company issued revenue guidance of $770.0 million-$790.0 million, compared to the consensus revenue estimate of $747.8 million. F5 also updated its FY 2026 guidance to 15.650-16.050 EPS.

Analysts Set New Price Targets

A number of research analysts have issued reports on FFIV shares. Zacks Research raised F5 from a “strong sell” rating to a “hold” rating in a research note on Friday, January 9th. Needham & Company LLC restated a “hold” rating on shares of F5 in a research note on Tuesday, October 28th. Evercore ISI reiterated a “cautious” rating on shares of F5 in a research report on Tuesday, October 28th. Bank of America lowered their target price on shares of F5 from $260.00 to $250.00 and set an “underperform” rating on the stock in a research note on Tuesday, October 28th. Finally, JPMorgan Chase & Co. upgraded F5 from a “neutral” rating to an “overweight” rating and upped their target price for the stock from $295.00 to $345.00 in a research report on Thursday, January 15th. Six analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $299.78.

Check Out Our Latest Stock Report on F5

F5 Trading Up 1.1%

NASDAQ FFIV traded up $2.98 during trading on Tuesday, hitting $270.43. 2,212,982 shares of the company traded hands, compared to its average volume of 918,342. F5 has a 12 month low of $223.76 and a 12 month high of $346.00. The business has a fifty day simple moving average of $256.24 and a 200 day simple moving average of $286.88. The company has a market capitalization of $15.71 billion, a P/E ratio of 22.90, a PEG ratio of 8.39 and a beta of 0.98.

F5 (NASDAQ:FFIV – Get Free Report) last released its quarterly earnings results on Tuesday, January 27th. The network technology company reported $4.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.63 by $0.82. F5 had a net margin of 22.42% and a return on equity of 21.76%. The company had revenue of $822.47 million during the quarter, compared to analysts’ expectations of $755.97 million. During the same period in the prior year, the company earned $3.84 earnings per share. The business’s quarterly revenue was up 7.3% compared to the same quarter last year. F5 has set its Q2 2026 guidance at 3.340-3.460 EPS and its FY 2026 guidance at 15.650-16.050 EPS. Equities research analysts predict that F5 will post 11.2 EPS for the current fiscal year.

Insider Buying and Selling at F5

In related news, Director Alan Higginson sold 1,309 shares of F5 stock in a transaction dated Wednesday, December 3rd. The shares were sold at an average price of $237.11, for a total transaction of $310,376.99. Following the completion of the transaction, the director directly owned 8,610 shares of the company’s stock, valued at $2,041,517.10. This trade represents a 13.20% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Francois Locoh-Donou sold 1,300 shares of the business’s stock in a transaction that occurred on Monday, December 1st. The stock was sold at an average price of $236.99, for a total value of $308,087.00. Following the completion of the transaction, the chief executive officer directly owned 150,323 shares in the company, valued at $35,625,047.77. The trade was a 0.86% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 33,815 shares of company stock valued at $8,444,286. 0.52% of the stock is currently owned by corporate insiders.

Trending Headlines about F5

Here are the key news stories impacting F5 this week:

  • Positive Sentiment: Q1 beat — F5 reported $4.45 EPS and $822.5M in revenue, both well above consensus, signaling better margin and top‑line execution. Quarterly results & conference call
  • Positive Sentiment: Raised guidance — F5 set Q2 EPS guidance of $3.34–$3.46 (vs. ~3.05 consensus) and FY 2026 EPS of $15.65–$16.05 (vs. ~13.81 consensus); revenue guidance also topped or matched Street views, which materially improves FY outlook. View Press Release
  • Positive Sentiment: Shares jumped in after‑hours trading on the beat + guidance combo, reflecting strong investor enthusiasm and a re‑rating of growth prospects. F5 stock surges 13% after topping estimates
  • Negative Sentiment: Legal risk — Multiple law firms have filed or are soliciting lead‑plaintiff motions in securities class actions related to a previously disclosed “material cybersecurity incident” and its impact on 2026 revenue expectations; this raises potential litigation costs and distraction risk. Hagens Berman investor alert on FFIV
  • Negative Sentiment: Ongoing investor reminders — Several firms (Rosen, Pomerantz, Bernstein, others) are issuing deadline alerts to F5 shareholders about joining class actions, keeping legal headlines and potential settlements in play. ROSEN investor alert

Hedge Funds Weigh In On F5

Several institutional investors have recently modified their holdings of the stock. Geneos Wealth Management Inc. lifted its stake in F5 by 288.1% in the first quarter. Geneos Wealth Management Inc. now owns 163 shares of the network technology company’s stock valued at $43,000 after acquiring an additional 121 shares during the last quarter. MUFG Securities EMEA plc bought a new position in F5 during the second quarter worth about $50,000. Triumph Capital Management acquired a new position in F5 during the third quarter worth approximately $100,000. Advisory Services Network LLC bought a new stake in F5 in the third quarter valued at approximately $116,000. Finally, Zacks Investment Management acquired a new stake in shares of F5 in the third quarter valued at approximately $202,000. 90.66% of the stock is currently owned by institutional investors and hedge funds.

About F5

(Get Free Report)

F5 Inc (NASDAQ:FFIV) specializes in application services and delivery networking, helping organizations ensure the availability, performance and security of their applications. The company’s core offerings include advanced load balancing, traffic management and application security solutions designed to optimize user experiences and protect against threats such as distributed denial-of-service (DDoS) attacks and web application exploits.

At the heart of F5’s product portfolio is the BIG-IP platform, which provides a suite of software modules for local and global traffic management, secure web application firewalling and DNS service delivery.

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