F5 Inc

F5 Inc

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Market Cap$22.71B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
F5 IncF5 Inc31.7-19%6.90.4

Earnings Call Q3 2026

July 27, 2026 - AI Summary

Q3 performance beat + momentum in demand (good/surprising): - Revenue $865M (+11% YoY), above top-end guidance; product revenue $463M (+19% YoY) drove results. - 11% total growth and 8 consecutive quarters of double-digit product growth. - Recurring revenue was 69% of Q3 revenue; software subscription revenue $201M (+9% YoY) and represented 90% of software. - Earnings: GAAP EPS $3.62 (+?; Non-GAAP EPS $4.73, +14%) with 14% non-GAAP earnings growth.
Full-year outlook raised (good): - FY26 revenue growth now ~9% to 10%, up from 7% to 8% (company said it expects to finish ahead of prior guidance). - Q4 guidance: revenue $870M–$890M (~just under 9% YoY growth at midpoint). - FY26 non-GAAP EPS now $17.21–$17.33 (raised from $16.25–$16.55). - FY26 non-GAAP gross margin expected 83.5%–84%; non-GAAP operating margin 34.5%–35.5%.
AI and threat-tailwind narrative is translating into commercial traction (opportunity): - Company emphasized 3 secular drivers: hybrid multi-cloud adoption, expanding threat landscape, AI inference inflection. - Direct AI use case momentum: cumulative customer count for direct AI use cases grew 50% in Q3 alone. - Notable AI/security momentum examples: AI-powered WAF adoption accelerating; AI security customers grew 100% in the quarter. - They also highlighted indirect AI tailwind via ADC/hardware expansion: hardware growth ~32% YoY in Q3; >30% earlier in year.

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$395.83

Target Price by Analysts

1.7% downsideF5 Target Price DetailsTarget Price
$495.85

Current Fair Value

23.2% upside

Undervalued by 23.2% based on the discounted cash flow analysis.

Share Statistics

Market cap$22.71 Billion
Enterprise Value$22.62 Billion
Dividend Yield$- (-)
Earnings per Share$11.96
Beta1.03
Outstanding Shares57,031,000

Return

Return on Equity18.84%ROE
Return on Assets10.64%
Return on Invested Capital16.66%

Valuation & Multiples

P/E Ratio31.7P/E Ratio
PEG329.03PEG
Price to Sales6.94Price to Sales
Price to Book Ratio6.01Price to Book Ratio
Enterprise Value to Revenue6.83
Enterprise Value to EBIT26.83
Enterprise Value to Net Income31
Total Debt to Enterprise0.07
Debt to Equity0.39Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
July 29, 2026
EPS Estimate
$3.98
Average shareholder expectation
Revenue Estimate
$834.60 M
Average shareholder expectation

Next Earnings Call

Expected Date
October 26, 2026
EPS Estimate
$4.22
Average shareholder expectation
Revenue Estimate
$884.03 M
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.0000▼ 80.71%
Total Calls-▼ 100.00%
Total Puts-▼ 100.00%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %4.95%▼ 93.25%
Total Invested$1.16B▼ 92.89%
Investors Holding284▼ 456.00%

ESG Score

No data

About F5 Networks, Inc.

Relevant Senate Committees

Joint Committee on Taxation

This committee provides critical analysis and revenue estimates for all tax legislation, directly influencing corporate tax structures and capital investment credits. Its work has a direct and significant impact on F5's financial planning and profitability.

Finance

This is a powerful committee controlling taxation and trade policy. Its decisions on corporate tax rates, trade agreements, and tariffs directly impact F5's profitability, global operations, and overall corporate valuation.

Judiciary

This committee oversees antitrust laws, intellectual property, and M&A. As a technology company, F5 could be subject to antitrust scrutiny, benefit from intellectual property protection, or be involved in mergers and acquisitions, all directly influenced by this committee.

Select Committee on Intelligence

This committee oversees the Intelligence Community and receives classified briefings on global threats, including cybersecurity. Given F5's role in professional technical services, potentially including cybersecurity solutions, committee members could possess non-public information directly impacting the demand for and regulatory environment of F5's offerings.

Commerce, Science, and Transportation

This committee has vast jurisdiction over interstate commerce, the FCC, and FTC, directly impacting 'Big Tech' through privacy, cybersecurity, and telecommunications regulations. F5, as a technology company offering custom computer programming and technical services, falls squarely within this committee's regulatory scope.