Zacks Investment Research·1d ago
Do Options Traders Know Something About F5 Stock We Don't?Investors need to pay close attention to FFIV stock based on the movements in the options market lately.
F5's revenue growth re-accelerated from 5.6% in Q4 FY2024 to 13.2% in Q4 FY2026, and gross margins have held in a tight 80.4% to 82.8% band, suggesting a structurally high-margin software-weighted revenue mix.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth re-accelerated to 13.2% in Q4 FY2026 with gross margins steady near 82%, though operating margin volatility between 21.7% and 26.8% and a 0.9% EPS decline in the latest quarter suggest margin pressure may be emerging beneath the top line.
F5 is recognized as a leader in WAF, API security, app delivery, and bot defense, with award-winning solutions that integrate seamlessly.
F5 reported record quarterly and annual results, surpassing US$3 billion in revenue and showing modest year-on-year growth in net income and EPS.
A bullish case hinges on F5 successfully managing the final stages of its business model transition, ensuring long-term growth.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 27, 2026 | $4.42+3.8% vs $4.26 | $917M+3.8% vs $884M |
Q3 2026 Jul 27, 2026 | $4.73+18.3% vs $4.00 | $865M+3.7% vs $835M |
Q2 2026 Apr 28, 2026 | $3.90+12.7% vs $3.46 | $812M+3.6% vs $784M |
Q1 2026 Jan 27, 2026 | $4.45+22.3% vs $3.64 | $822M+7.6% vs $764M |
Investors need to pay close attention to FFIV stock based on the movements in the options market lately.
Boston Trust Walden Corp decreased its position in shares of F5, Inc. (NASDAQ: FFIV) by 3.6% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 171,076 shares of the network technology company's stock after selling 6,304 shares during the period. Boston
Investors interested in stocks from the Internet - Software sector have probably already heard of Penguin Solutions, Inc. (PENG) and F5 Networks (FFIV). But which of these two stocks presents investors with the better value opportunity right now?
Bank Julius Baer and Co. Ltd Zurich increased its stake in F5, Inc. (NASDAQ: FFIV) by 68.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 25,531 shares of the network technology company's stock after purchasing an additional 10,353 shares during
Benchmark FFIV against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for F5, Inc. (FFIV)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $310.84 | $17.54B | 26.34 | 9.66% | 22.42% | 20.6% | — | |
| $93.85 | $369.9B | 28.18 | 11.77% | 20.95% | 27.39% | 1.75% | |
| $170.80 | $215.07B | 62.11 | 28.6% | 39.97% | 33.29% | — | |
| $31.51 | $2.29B | 24.24 | 4.47% | 13.71% | 7.42% | — | |
| $1.33 | $234.26M | 6.05 | 1.28% | 2.32% | 4.51% | — | |
| $313.84 | $213.89B | 196.15 | 14.87% | 2.67% | 1.68% | — |
F5, Inc. (FFIV) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
F5, Inc. (FFIV) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 27, 2026·SEC
Jul 27, 2026·SEC
Jun 23, 2026·SEC
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F5, Inc. (FFIV) stock FAQ — growth, dividends, profitability & financials explained
F5, Inc. (FFIV) reported $3.42B in revenue over the trailing twelve months. Revenue was $3.09B in fiscal year 2025. That is 64235% more than the $4.8M of fiscal year 1998.
F5, Inc. (FFIV) grew revenue by 9.7% in fiscal year 2025, compared with the prior fiscal year.
Yes. F5, Inc. (FFIV) earned $722.1M in net income over the trailing twelve months (a 21.1% net margin).
F5, Inc. (FFIV) had a return on equity (ROE) of 20.6% in fiscal year 2025. That is well above the market's typical 10-15%.
F5, Inc. (FFIV) generated $868.9M in free cash flow over the trailing twelve months.
