Zacks Research Estimates F5’s Q2 Earnings (NASDAQ:FFIV)

F5, Inc. (NASDAQ:FFIV) – Equities research analysts at Zacks Research cut their Q2 2026 earnings per share estimates for F5 in a report released on Tuesday, February 10th. Zacks Research analyst Team now expects that the network technology company will post earnings of $2.44 per share for the quarter, down from their prior estimate of $2.48. Zacks Research has a “Hold” rating on the stock. The consensus estimate for F5’s current full-year earnings is $11.20 per share. Zacks Research also issued estimates for F5’s FY2026 earnings at $12.33 EPS, Q1 2027 earnings at $3.02 EPS, Q2 2027 earnings at $2.96 EPS, Q3 2027 earnings at $3.23 EPS, Q4 2027 earnings at $3.45 EPS, FY2027 earnings at $12.67 EPS, Q1 2028 earnings at $3.20 EPS and FY2028 earnings at $13.34 EPS.

F5 (NASDAQ:FFIV) last posted its earnings results on Tuesday, January 27th. The network technology company reported $4.45 EPS for the quarter, topping the consensus estimate of $3.63 by $0.82. F5 had a return on equity of 22.08% and a net margin of 22.45%.The business had revenue of $822.47 million during the quarter, compared to the consensus estimate of $755.97 million. During the same quarter last year, the company earned $3.84 EPS. F5’s revenue was up 7.3% on a year-over-year basis. F5 has set its Q2 2026 guidance at 3.340-3.460 EPS and its FY 2026 guidance at 15.650-16.050 EPS.

A number of other brokerages have also recently issued reports on FFIV. Weiss Ratings cut F5 from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, January 27th. Evercore reissued a “cautious” rating on shares of F5 in a report on Tuesday, October 28th. The Goldman Sachs Group lifted their price target on shares of F5 from $285.00 to $320.00 and gave the stock a “neutral” rating in a report on Wednesday, January 28th. JPMorgan Chase & Co. upgraded F5 from a “neutral” rating to an “overweight” rating and increased their price objective for the company from $295.00 to $345.00 in a report on Thursday, January 15th. Finally, Barclays lifted their target price on F5 from $267.00 to $283.00 and gave the stock an “equal weight” rating in a report on Wednesday, January 28th. Five analysts have rated the stock with a Buy rating, six have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $309.89.

F5 Price Performance

F5 stock opened at $273.93 on Friday. F5 has a 52-week low of $223.76 and a 52-week high of $346.00. The firm has a market capitalization of $15.48 billion, a P/E ratio of 22.66, a P/E/G ratio of 7.76 and a beta of 1.00. The stock has a fifty day moving average price of $266.74 and a two-hundred day moving average price of $285.07.

Insider Activity at F5

In related news, EVP Thomas Dean Fountain sold 3,343 shares of the stock in a transaction dated Monday, January 26th. The stock was sold at an average price of $261.87, for a total transaction of $875,431.41. Following the sale, the executive vice president owned 8,060 shares of the company’s stock, valued at approximately $2,110,672.20. This represents a 29.32% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, 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 value of $310,376.99. Following the transaction, the director directly owned 8,610 shares of the company’s stock, valued at $2,041,517.10. The trade was a 13.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 20,301 shares of company stock worth $5,204,053. Corporate insiders own 0.48% of the company’s stock.

Institutional Trading of F5

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Whipplewood Advisors LLC increased its holdings in F5 by 275.0% during the 2nd 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 period. Hazlett Burt & Watson Inc. bought a new stake in F5 during the fourth quarter worth about $26,000. Hantz Financial Services Inc. grew its stake in shares of F5 by 109.8% in the fourth quarter. Hantz Financial Services Inc. now owns 107 shares of the network technology company’s stock worth $27,000 after acquiring an additional 56 shares during the last quarter. Elyxium Wealth LLC bought a new stake in shares of F5 during the fourth quarter valued at approximately $28,000. Finally, Abich Financial Wealth Management LLC bought a new position in F5 in the 3rd quarter valued at approximately $37,000. Hedge funds and other institutional investors own 90.66% of the company’s stock.

F5 News Roundup

Here are the key news stories impacting F5 this week:

• Positive Sentiment: Zacks Research raised several near‑term and multi‑year EPS forecasts for F5 (including FY2026–FY2028 and certain quarterly tweaks), which supports upside to consensus earnings expectations and helped sentiment. Zacks estimates summary
• Positive Sentiment: Institutional buying reported in Q4 (notable positions added by Northwestern Mutual, Norges Bank, Deutsche Bank and UBS) signals strong fund conviction and may underpin the share price. Institutional ownership details
• Positive Sentiment: F5’s January quarter earlier this year beat EPS and revenue estimates and management set FY26 guidance above some expectations — a fundamental driver supporting the recent rally. Quarterly results and guidance
• Neutral Sentiment: Short‑interest reporting for mid‑February shows anomalous zero values in some feeds (likely a reporting glitch); treat the strange numbers cautiously and rely on the January short‑interest snapshot instead.
• Negative Sentiment: Multiple law firms have filed or are soliciting lead‑plaintiff claims in a securities class action alleging F5 misled investors about security issues in its BIG‑IP products (claims reference an alleged long‑term undetected intrusion). The Feb. 17 lead‑plaintiff deadline is driving a cluster of notices and heightening litigation risk and reputational uncertainty. Hagens Berman filing GlobeNewswire notice
• Negative Sentiment: Clustered insider selling disclosed Feb. 10 (including sales by the CTO and multiple EVPs) can spook investors even if sales are for diversification/liquidity — review the Form 4s for context. SEC Form 4

About F5

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.