- Investing.com
F5, Inc. provides multicloud application security and delivery solutions in the United States, Europe, the Middle East, Africa, and the Asia Pacific region. The company’s distributed cloud services enable its customers to deploy, secure, and operate applications in any architecture, from on-premises to the public cloud. It also offers unified, security, networking, and application management solutions, such as web app and API protection; multi-cloud networking; application delivery and deployment; domain name system; content delivery network; and application deployment and orchestration. In addition, the company provides application security and delivery products, including NGINX Plus; NGINX One Console; NGINX Ingress Controller; WAF for NGINX; BIG-IP Packaged Software; and BIG-IP Systems. Further, it provides a range of professional services, including maintenance, consulting, training, and other technical support services. The company sells its products to large enterprise businesses, public sector institutions, governments, and service providers through distributors, value-added resellers, managed service providers, systems integrators, and other indirect channel partners. It has partnerships with public cloud providers, such as Amazon Web Services, Microsoft Azure, and Google Cloud Platform. The company was formerly known as F5 Networks, Inc. and changed its name to F5, Inc. in November 2021. F5, Inc. was incorporated in 1996 and is headquartered in Seattle, Washington.
Analyst Outlook | Price targets range from $267 to $290, with most analysts maintaining neutral stances as F5 balances robust hardware demand against software challenges and security breach fallout. |
Software Struggles | Explore the concerning flat performance in F5's software segment, with term-renewals facing delays and the transition to Data Center as a Service creating short-term friction. |
System Strength | Delve into F5's impressive 27% growth in systems revenue, driven by datacenter refresh cycles, enterprise AI infrastructure builds, and favorable competitive positioning. |
Security Setback | F5 faces significant challenges following a BIG-IP security breach, casting a shadow over otherwise strong financial performance and tempering outlook for fiscal year 2026. |
Metrics to compare | FFIV | Sector Sector - Average of metrics from a broad group of related Technology sector companies | Relationship RelationshipFFIVPeersSector | |
|---|---|---|---|---|
P/E Ratio | 22.0x | 21.4x | 12.7x | |
PEG Ratio | 1.08 | 5.32 | 0.01 | |
Price / Book | 4.4x | 4.4x | 2.4x | |
Price / LTM Sales | 4.9x | 3.5x | 2.3x | |
Upside (Analyst Target) | 8.4% | 0.0% | 26.9% | |
Fair Value Upside | Unlock | 22.4% | 3.4% | Unlock |