F5 Networks (FFIV) AI Stock Analysis

• Market Cap: $15.00B
• Dividend Yield: N/A
• Average Volume (3M): 1.21M
• Price to Earnings (P/E): 21.7
• Beta (1Y): 0.80
• Revenue Growth: 9.66%
• EPS Growth: 23.87%
• Country: US
• Employees: 6,114
• Sector: N/A
• Sector Strength: N/A
• Industry: Software - Infrastructure
• EPS (TTM): 4.39
• Shares Outstanding: 58,089,615
• 10 Day Avg. Volume: 1,300,435
• 30 Day Avg. Volume: 1,208,788
• PEG Ratio: 1.13
• Price to Book (P/B): 5.19
• Price to Sales (P/S): 6.03
• P/FCF Ratio: 20.56
• Enterprise Value/Market Cap: 1.19
• Enterprise Value/Revenue: 5.76
• Enterprise Value/Gross Profit: 7.05
• Enterprise Value/Ebitda: 20.24
• 1Y Price Target: $282.86
• Price Target Upside: 10.46% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 10
• EPS Forecast (FY): 15.04
• Revenue Forecast (FY): $3.14B

• Rating: 74 Outperform
• Price Target: $278.00 ▲(8.56% Upside)

F5 Networks' strong financial performance and strategic leadership changes are significant positives. However, technical indicators suggest bearish momentum, and cautious guidance due to a recent security incident introduces some risk. The stock's valuation is reasonable, but the lack of a dividend yield may deter income-focused investors.

F5 Networks Business Overview & Revenue Model

Company Description

F5 Networks, Inc. (FFIV) is a multinational company specializing in application services and delivery, focusing on application security, multi-cloud management, and network performance. Established in 1996, F5 provides a range of products and services designed to enhance the security, performance, and availability of applications across various environments, including on-premises and cloud settings. Its core offerings include application delivery controllers (ADCs), security solutions, and cloud-native application services, which help organizations optimize and secure their applications in an increasingly digital landscape.

How the Company Makes Money

F5 Networks generates revenue primarily through the sale of its software and hardware products, licensing fees, and subscription services. The company operates a hybrid revenue model that includes both on-premises solutions and cloud-based services, allowing it to cater to a diverse range of customer needs. Key revenue streams include software licensing for its application delivery and security solutions, subscription fees for cloud services, and professional services for implementation and support. Additionally, F5 has formed strategic partnerships with major cloud providers and technology firms, enhancing its market presence and driving revenue growth through integrated solutions and co-marketing initiatives.

F5 Networks Financial Statement Overview

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F5 Networks Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 256.07
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For FFIV, the sentiment is Neutral. The current price of 256.07 is above the 20-day moving average (MA) of 245.78, below the 50-day MA of 264.84, and below the 200-day MA of 285.78, indicating a neutral trend. The MACD of 1.07 indicates Negative momentum. The RSI at 53.11 is Neutral, neither overbought nor oversold. The STOCH value of 71.88 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for FFIV.

F5 Networks Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
Sector *	―	―	―	―	―	―	―
FFIV	74 Outperform	$15.00B	21.70	20.60%	―	9.66%	23.87%
PANW	73 Outperform	$130.40B	116.35	15.33%	―	15.30%	-60.71%
FTNT	71 Outperform	$61.33B	32.68	228.04%	―	14.78%	22.52%
CRWD	67 Neutral	$123.16B	―	-8.88%	―	22.05%	-341.24%
NET	61 Neutral	$69.19B	―	-8.88%	―	28.06%	-7.44%
ZS	60 Neutral	$37.12B	-862.92	-2.41%	―	23.24%	-8.83%

F5 Networks Corporate Events

F5 Networks CEO to Also Chair Board

On October 24, 2025, F5’s Board of Directors announced that François Locoh-Donou, the current CEO and President, will also become the Chair of the Board following the company’s Annual Meeting in March 2026, succeeding Alan J. Higginson. This transition is part of a broader strategy to ensure independent oversight and continuity in leadership. Additionally, F5 reported strong financial results for the fourth quarter and fiscal year 2025, with an 8% increase in quarterly revenue and a 10% annual growth, driven by significant product revenue growth and transformative industry trends. The company is also focusing on enhancing security measures following a recent security incident, emphasizing customer support and innovation in protecting critical infrastructure.

F5 Networks to Acquire Calypso AI for $180 Million

On September 11, 2025, F5 announced its intention to acquire Calypso AI Corp, a company specializing in enterprise AI security, for $180 million. This acquisition aims to integrate CalypsoAI’s adaptive AI security solutions into F5’s platform, enhancing the security of AI inference and providing enterprises with advanced protection against AI threats. The move is expected to bolster F5’s position in the market by addressing the evolving security needs of enterprises deploying AI technologies, although it is anticipated to have minimal impact on F5’s financial results.