F5 (NASDAQ:FFIV) Raised to Overweight at JPMorgan Chase & Co.

F5 (NASDAQ:FFIV) was upgraded by equities research analysts at JPMorgan Chase & Co. from a “neutral” rating to an “overweight” rating in a research report issued on Thursday, MarketBeat.com reports. The firm presently has a $345.00 target price on the network technology company’s stock, up from their previous target price of $295.00. JPMorgan Chase & Co.‘s price objective would suggest a potential upside of 28.63% from the stock’s current price.

Other equities analysts have also issued reports about the company. Weiss Ratings reissued a “buy (b-)” rating on shares of F5 in a report on Monday, December 29th. Morgan Stanley decreased their price target on F5 from $336.00 to $296.00 and set an “equal weight” rating for the company in a research note on Wednesday, December 17th. Evercore ISI reissued a “cautious” rating on shares of F5 in a report on Tuesday, October 28th. Bank of America reduced their price objective on shares of F5 from $260.00 to $250.00 and set an “underperform” rating for the company in a report on Tuesday, October 28th. Finally, Wall Street Zen lowered shares of F5 from a “buy” rating to a “hold” rating in a research report on Friday, November 28th. Six investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, F5 presently has an average rating of “Hold” and an average price target of $299.78.

F5 Stock Down 2.1%

FFIV stock opened at $268.22 on Thursday. The stock has a market cap of $15.58 billion, a PE ratio of 22.71, a price-to-earnings-growth ratio of 8.73 and a beta of 0.98. The firm’s 50-day simple moving average is $252.23 and its 200 day simple moving average is $288.72. F5 has a fifty-two week low of $223.76 and a fifty-two week high of $346.00.

F5 (NASDAQ:FFIV) last posted its earnings results on Monday, October 27th. The network technology company reported $4.39 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.96 by $0.43. F5 had a net margin of 22.42% and a return on equity of 21.76%. The firm had revenue of $810.09 million during the quarter, compared to analyst estimates of $794.06 million. During the same period in the previous year, the business posted $3.67 EPS. F5’s revenue was up 8.5% on a year-over-year basis. F5 has set its FY 2026 guidance at 14.500-15.500 EPS and its Q1 2026 guidance at 3.350-3.850 EPS. Equities analysts forecast 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 the business’s stock in a transaction that occurred on Wednesday, December 3rd. The shares were sold at an average price of $237.11, for a total value of $310,376.99. Following the sale, the director directly owned 8,610 shares in the company, valued at $2,041,517.10. The trade was a 13.20% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Thomas Dean Fountain sold 8,318 shares of the firm’s stock in a transaction that occurred on Monday, November 3rd. The stock was sold at an average price of $249.78, for a total transaction of $2,077,670.04. Following the sale, the executive vice president owned 22,493 shares of the company’s stock, valued at $5,618,301.54. The trade was a 27.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 32,705 shares of company stock worth $8,152,655. 0.52% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On F5

Large investors have recently modified their holdings of the stock. Whipplewood Advisors LLC lifted its holdings in shares of F5 by 275.0% during the second quarter. Whipplewood Advisors LLC now owns 90 shares of the network technology company’s stock valued at $26,000 after purchasing an additional 66 shares during the last quarter. Abich Financial Wealth Management LLC acquired a new stake in F5 during the 3rd quarter worth about $37,000. Geneos Wealth Management Inc. raised its holdings in F5 by 288.1% during the 1st quarter. Geneos Wealth Management Inc. now owns 163 shares of the network technology company’s stock worth $43,000 after buying an additional 121 shares during the period. CYBER HORNET ETFs LLC purchased a new stake in F5 during the second quarter valued at about $45,000. Finally, CNB Bank acquired a new position in shares of F5 in the second quarter worth about $49,000. 90.66% of the stock is owned by institutional investors.

F5 News Summary

Here are the key news stories impacting F5 this week:

• Positive Sentiment: J.P. Morgan upgraded F5 to “overweight” and raised its price target (to $345), a bullish analyst action that can support buying interest and offset some negative headlines. Read More.
• Positive Sentiment: Product momentum: F5 highlighted advances in AI/security and NGINXaaS for Google Cloud that support long‑term cloud adoption and recurring revenue potential (business growth catalyst). Read More.
• Neutral Sentiment: Insider selling: EVP Thomas Dean Fountain sold 1,110 shares on Jan. 12 (part of a series of periodic sales) — a disclosed sale investors often view as neutral-to-mildly negative absent further context. Read More.
• Neutral Sentiment: Analyst/estimate moves: Zacks and some research houses have trimmed near‑term estimates or ratings recently, signaling caution but not large downward revisions. Read More.
• Negative Sentiment: Multiple plaintiff firms have filed or are soliciting plaintiffs in securities‑fraud suits tied to F5’s disclosed “material cybersecurity incident” (discovered Aug. 9, 2025) and subsequent revenue impacts; notices (Hagens Berman, Kuehn Law, Robbins, Rosen, Faruqi, Bragar, others) allege misstatements about security and seek lead‑plaintiff status (Feb. 17, 2026 deadline). Litigation risk, potential financial exposure, and reputational damage are the primary negative drivers today. Representative notices: Read More. Read More.

F5 Company Profile

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.