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F5, Inc.

NASDAQ: FFIV

Stock price

416 USD

(+0%) TODAY

Communications EquipmentSoftware - Infrastructure

Financial Performance

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5Y price score: 138

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The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.

A score of 100 indicates that the stock did as well as the S&P 500 Index.

A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.

10Y return: 233.3%

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    223.7

    52-week range

    435.0

    416

    Your model inputs

    Required return / cost of capital
    %
    FCFF terminal growth rate
    %

    Your fair value & Margin of safety

    To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.

    Forecast:

    Valuation

    Free Cash Flow Yield

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    FCF Yield TTM = Trailing Twelve Months free cash flow per share / current market price per shareLearn more

    4 %

    Dividend Yield TTM

    -

    Market cap $

    $ 23,470

    Price / Earnings TTM

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    P/E TTM = current market price per share / Trailing Twelve Months diluted earnings per shareLearn more

    33.1

    Price / Book TTM

    6.2

    PEG TTM

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    Price/Earnings-to-Growth ratio = P/E TTM divided by most recent annual diluted earnings per share growth rateLearn more

    1.4

    Earnings growth and return

    LTM

    5YR

    10YR

    Total return (price & dividends)

    27.7 %

    103.6 %

    233.3 %

    Free cash flow per share growth

    20.3 %

    57.8 %

    81.5 %

    Earnings per share growth

    23.6 %

    135.5 %

    134.6 %

    Founded: 1,996

    Employees: 6,114

    Business Summary:F5, Inc. is a technology company specializing in comprehensive solutions designed to secure and optimize the delivery of applications across various cloud environments. Their core mission is to guarantee the security, peak performance, and constant availability of critical network applications, servers, and storage systems for their clients. Through their multi-cloud offerings, F5 empowers organizations to seamlessly develop, deploy, operate, secure, and govern their applications, whether these reside in traditional on-premises infrastructures or modern public cloud platforms. The company's extensive product portfolio includes a range of application security and delivery tools: Robust hardware like BIG-IP appliances and VIPRION chassis, complemented by their software modules and virtual editions. Software-defined solutions such as Local Traffic Manager and DNS Services for efficient traffic handling. Advanced network protection with Advanced Firewall Manager and Policy Enforcement Manager. Security and access control via Application Security Manager and Access Policy Manager. The NGINX product family, including NGINX Plus and NGINX Controller, for web serving and application delivery. Sophisticated threat and fraud prevention tools like Shape Defense, Enterprise Defense, Secure Web Gateway, Silverline DDoS, and other application security services. Beyond products, F5 offers a suite of professional services, encompassing expert consulting, training, installation, maintenance, and ongoing technical support. F5 serves a diverse global clientele, including major enterprise businesses, public sector organizations, government bodies, and service providers. Their solutions are distributed through a broad network of partners, including distributors, value-added resellers, managed service providers, and systems integrators, reaching customers across the Americas, Europe, the Middle East, Africa, and the Asia Pacific region. The company also fosters strategic partnerships with leading public cloud providers like Amazon Web Services, Microsoft Azure, and Google Cloud Platform. Established in Seattle, Washington, in 1996, the company officially changed its name from F5 Networks, Inc. to F5, Inc. in November 2021.

    Fair Value Reference Estimate

    Latest Earnings Call Takeaways

    2026 Q3 (Jul 27, 2026)

    1) Strategy & Leadership
    - F5 reported a strong Q3 with 19% product revenue growth and 11% total revenue growth, marking eight consecutive quarters of double-digit product growth.
    - The company is positioned at the intersection of three megatrends: hybrid multi-cloud adoption, an expanding threat landscape, and AI inference.
    - F5 is focused on simplifying application delivery and security across hybrid multi-cloud environments, enhancing its relevance as demand for application security rises.
    - The company is innovating rapidly to meet customer needs, particularly in AI data delivery, runtime security, and load balancing.

    2) Financial & Segment Results
    - Total revenue for Q3 was $865 million, with product revenue at $463 million (up 19% YoY) and services revenue at $402 million (up 3% YoY).
    - Systems revenue increased by 32% YoY to $240 million, while software revenue grew 7% YoY to $223 million.
    - Subscription-based software revenue reached $201 million, representing 90% of software revenue.
    - Revenue distribution by region: Americas (55% of total revenue, up 11% YoY), EMEA (30% of revenue, up 27% YoY), APAC (15% of revenue, down 11% YoY).
    - Non-GAAP net income was $272 million, reflecting 14% EPS growth YoY.

    3) Operational & Product Plans
    - F5 is enhancing its product offerings, particularly in AI security, with a 100% increase in AI security customers in Q3.
    - The company is seeing strong demand for its AI-powered web application firewall (WAF), which has been rapidly adopted by customers.
    - Innovations include a new fleet management capability in F5 Insight, aimed at improving operational efficiency for customers.
    - The company is also focusing on securing AI models and applications, responding to the rising urgency for robust security measures.

    4) Guidance & Outlook
    - F5 raised its fiscal year 2026 revenue growth outlook to 9%-10%, up from 7%-8%.
    - For Q4, revenue is expected to be between $870 million and $890 million, reflecting just under 9% YoY growth at the midpoint.
    - Non-GAAP gross margin for Q4 is projected to be between 83% and 84%, with expectations for continued strong demand driven by hybrid multi-cloud adoption and AI.
    - The company anticipates non-GAAP EPS for Q4 in the range of $4.14 to $4.26.

    5) Problems / Headwinds
    - APAC revenue declined by 11% YoY, indicating potential regional challenges despite strong demand elsewhere.
    - The company is cautious about the dynamic pricing environment for memory and storage components, which could impact future gross margins.
    - There is uncertainty regarding the sustainability of current growth rates post-refresh cycle, though F5 believes that structural drivers will support continued growth.

    Bottom line: F5's robust Q3 results and raised guidance reflect strong alignment with market trends in hybrid multi-cloud and AI, positioning the company for sustained growth. The focus on innovation and security in the AI era enhances its competitive edge, making it an attractive prospect for shareholders.

    Annual Reports, Presentations And IR Contacts

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    F5, Inc. — Financial Overview, Stock Price, Market Cap

    F5, Inc. is a company. Founded in 1996. As of August 14, 2026, the company's market capitalization is $23470387200 with a current stock price of $416.00.