F5, IncNasdaq: FFIV
Information Technology · Communications Equipment
$322.42
-0.46%
Vol: 563K
Research Digest
Friday, May 1, 2026
F5 raises FY26 guidance to 7-8% growth after Q2 earnings beat with 22% product growth
F5 reported Q2 2026 revenue of $812M up 11% YoY with 22% product revenue growth—seventh straight quarter of double-digit product growth. Non-GAAP EPS of $3.90 beat consensus of $3.51. Company raised FY26 revenue guidance to 7-8% growth and non-GAAP EPS guidance to $16.25-$16.55 from $15.65-$16.05. Strong performance driven by hybrid multicloud adoption, cybersecurity demand, and AI inference inflection. Consensus PT raised 8.4% to $337 despite no change to earnings estimates.
Previous Market Intelligence
13 daysApr 30F5 Inc beats Q2 earnings, raises FY26 guidance, adds Veeam CEO to boardPositive▶
F5 Inc reported Q2 2026 earnings of $3.90 per share, beating estimates of $3.51, with 11% revenue growth. The company raised fiscal 2026 revenue outlook to 7-8% from 5-6%. Product revenue grew 22% with 26% systems growth and 17% software growth. F5 reported $50 million in direct AI use-case sales YTD with nearly 100 identifiable AI enterprise customers. Anand Eswaran, Veeam CEO, was appointed to F5's board.
Apr 16F5 scheduled Q2 fiscal 2026 earnings announcement for April 28 with strategic AI partnershipsMixed▶
F5 announced it will report second quarter fiscal year 2026 results on Tuesday, April 28, 2026 after market close with a live webcast at 4:30 p.m. ET. The company announced strategic partnerships: collaboration with Forcepoint to secure enterprise AI, and integration with Skyfire Know Your Agent protocol available by April 30. According to 9 analysts, F5 has a Hold consensus rating as of April 9, 2026, with analysts showing mixed sentiment on growth prospects despite upward revisions to revenue guidance.
Apr 15F5 earnings due April 28; analyst consensus Hold with slowing revenue guidance of 0%-4%.Negative▶
F5 Inc will report Q2 fiscal 2026 results on April 28, 2026 after market close. Nine analysts maintain a Hold consensus rating as of April 9. The company faces headwinds with fiscal 2026 guidance projecting only 0%-4% revenue growth and billings down 3% YoY, signaling deceleration. F5 announced strategic AI partnerships with Forcepoint, Skyfire, and NVIDIA on March 17-24, focusing on enterprise AI security and agentic commerce.
Apr 14F5 Inc to report Q2 FY2026 earnings on April 28 with strategic AI partnerships expanding across NVIDIA and Forcepoint.Positive▶
F5 announced its Q2 FY2026 earnings release scheduled for April 28, 2026 after market close. The company has expanded AI partnerships with NVIDIA on inference acceleration (40% higher token throughput, 61% faster time-to-first-token) and Forcepoint on enterprise AI security. A Skyfire integration with F5's Bot Defense platform launches April 30. Raymond James initiated a Buy rating.
Apr 13F5 Inc. scheduled Q2 FY2026 earnings for April 28 with strategic AI security partnerships announced.Neutral▶
F5 Inc. announced Q2 fiscal 2026 results release April 28 after market close. Company announced March partnerships with Forcepoint for AI security and expanded NVIDIA integration showing 40% higher token throughput. Hold consensus from 9 analysts.
Apr 10F5 stock down 3.3% as company announces Q2 fiscal 2026 earnings for April 28; mixed sentiment on growth concerns.Negative▶
F5 Inc announced it will report Q2 fiscal 2026 results on April 28, 2026 after market close. The stock declined 3.3% to $294.59 on April 9 due to concerns over slowing revenue growth, with fiscal 2026 guidance projecting only 0%-4% growth. F5 continues expanding AI security capabilities through partnerships with Forcepoint and NVIDIA.
Apr 9F5 announces NVIDIA Blackwell partnership for 40% faster token throughput; Q2 FY2026 earnings due April 28Positive▶
F5 expanded NVIDIA partnership March 17 integrating Blackwell AI with BIG-IP Next for Kubernetes, achieving 40% higher token throughput, 61% faster time-to-first-token, 34% lower latency. Announced Q2 FY2026 earnings report for April 28 after close. Strategic partnerships with Forcepoint (AI security lifecycle) and Skyfire (Know Your Agent protocol integration by April 30) expand ecosystem. F5 Labs launched AI Leaderboards (CASI and ARS) benchmarking AI model security with monthly updates. Analysts revising price targets upward; stock at $315.49 (PE 25.47) with strong AI integration momentum. New security capabilities in ADSP (AI Remediate, BIG-IP Zero Trust, post-quantum readiness) position strength.
Apr 8F5 and NVIDIA expand integration for AI inference with 40% throughput gains March 17Positive▶
F5 expanded NVIDIA BIG-IP integration March 17 achieving 40% higher token throughput, 61% faster latency, 34% lower inference time. Q2 FY2026 earnings due April 28. Strong focus on AI security with multiple product launches. Stock at $315.49.
Apr 7F5 expands AI partnerships with NVIDIA and Skyfire; Q1 FY2026 shows 7% revenue growth.Positive▶
F5 Inc (FFIV) reported strong Q1 FY2026 with 7% revenue growth including 11% product growth. Expanded NVIDIA integration showing 40% higher token throughput, 61% faster first token, 34% lower latency. Partnership with Skyfire for Know Your Agent protocol (available Apr 30). New security features: AI Remediate, bot defense, post-quantum ciphers. BIG-IP v21.1 planned Q2 2026.
Apr 6F5 announced AI partnerships with Forcepoint and NVIDIA; shares jumped 2.8%.Positive▶
F5 announced strategic AI partnerships: collaboration with Forcepoint on AI security lifecycle; expanded NVIDIA integration showing 40% higher token throughput and 34% lower latency for AI inference. Company raised FY revenue growth outlook to 5-6%. Q2 FY2026 results pending with EPS estimate $2.52.
Apr 3F5 Q1 2026 earnings beat expectations with $4.45 EPS vs. $3.65 forecast, revenue grew 7% to $822M.Positive▶
F5 Networks delivered strong Q1 2026 results, significantly exceeding analyst expectations. The company reported earnings per share of $4.45, well above the forecasted $3.65, and revenue of $822 million, up 7% year-over-year. Strategic partnerships including NVIDIA integration and Skyfire integration with Bot Defense strengthen competitive position.
Apr 2F5 Inc announced new AI security capabilities and expanded partnership with NVIDIA to accelerate AI inference with 40% higher token throughput.Positive▶
F5 Inc announced on March 11, 2026 new security capabilities in its Application Delivery and Security Platform including F5 AI Remediate, AI-powered risk scoring, and post-quantum cryptography support. F5 and NVIDIA expanded integration on March 17 with validated results showing 40% higher token throughput and 61% faster time to first token. F5 and Skyfire announced technology partnership for April 30 integration delivery. Stock at $289.33 has shown resilience despite below-expectations Q4 guidance.
Apr 1F5 launches AI Grid Intelligent Orchestration and post-quantum cryptography support; CEO sells $1M stock.Mixed▶
F5 announced major platform enhancements including AI Grid Intelligent Orchestration and BIG-IP v21.1 with post-quantum cipher support. However, CEO Francois Locoh-Donou sold over $1 million in stock, followed by a 4.2% share decline.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| CSCOCISCO | $91.84 | +0.37% | +13.8% | 20.3x | 0.82 | $361.4B |
| ANETARISTA | $173.08 | +0.21% | +36.8% | 40.1x | 1.48 | $217.5B |
| CIENCIENA | $535.40 | +1.48% | +21.5% | 62.4x | 1.02 | $74.6B |
| MSIMOTOROLA | $436.49 | -0.58% | -0.5% | 24.1x | 0.99 | $73.0B |
| FFIVF5 | $322.42 | -0.46% | +5.3% | 18.5x | 0.93 | $18.4B |
| NVDANVIDIA | $198.66 | -0.46% | +12.3% | 17.8x | 2.33 | $4.85T |
Key Fundamentals
RSI (14-Day)
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Price above both MAs — bullish structure.