F5 (FFIV) Expected to Announce Quarterly Earnings on Tuesday

F5 (NASDAQ:FFIV) is projected to issue its Q1 2026 results after the market closes on Tuesday, January 27th. Analysts expect the company to announce earnings of $3.63 per share and revenue of $755.9730 million for the quarter. Interested persons can check the company’s upcoming Q1 2026 earning summary page for the latest details on the call scheduled for Tuesday, January 27, 2026 at 4:30 PM ET.

F5 (NASDAQ:FFIV) last issued its quarterly earnings results on Monday, October 27th. The network technology company reported $4.39 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.96 by $0.43. The firm had revenue of $810.09 million during the quarter, compared to analyst estimates of $794.06 million. F5 had a return on equity of 21.76% and a net margin of 22.42%.F5’s quarterly revenue was up 8.5% compared to the same quarter last year. During the same period last year, the company earned $3.67 EPS. On average, analysts expect F5 to post $11 EPS for the current fiscal year and $12 EPS for the next fiscal year.

F5 Stock Down 1.0%

Shares of F5 stock opened at $259.26 on Monday. The stock’s fifty day moving average is $254.60 and its two-hundred day moving average is $287.26. F5 has a 52 week low of $223.76 and a 52 week high of $346.00. The company has a market capitalization of $15.06 billion, a PE ratio of 21.95, a price-to-earnings-growth ratio of 8.13 and a beta of 0.98.

Analyst Upgrades and Downgrades

FFIV has been the topic of a number of research analyst reports. Wall Street Zen cut shares of F5 from a “buy” rating to a “hold” rating in a report on Friday, November 28th. Weiss Ratings reissued a “buy (b-)” rating on shares of F5 in a research report on Monday, December 29th. Evercore ISI restated a “cautious” rating on shares of F5 in a research note on Tuesday, October 28th. Needham & Company LLC reaffirmed a “hold” rating on shares of F5 in a research note on Tuesday, October 28th. Finally, Zacks Research upgraded F5 from a “strong sell” rating to a “hold” rating in a report on Friday, January 9th. Six equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $299.78.

Key Stories Impacting F5

Here are the key news stories impacting F5 this week:

• Positive Sentiment: Analysts expect F5 to beat or at least print resilient metrics in the coming Q1 release; commentary highlights the company’s history of earnings surprises and favorable metric-level projections that could support upside if results and guidance come in strong. Read More.
• Positive Sentiment: Preview pieces are flagging the upcoming Q1 report as a catalyst — if F5 repeats its recent earnings-beat pattern or raises forward assumptions, sentiment and the stock could recover from the current pullback. Read More.
• Neutral Sentiment: Insider activity: EVP Thomas Dean Fountain sold 1,110 shares at roughly $262.7 on Jan. 20 — part of a sequence of routine sales; such disposals are often portfolio management and not a definitive signal on company fundamentals. Read More.
• Negative Sentiment: Multiple law firms have launched or solicited participation in securities class actions following F5’s disclosure of a material cybersecurity incident (discovered Aug. 9, 2025) and the company’s guidance hit — litigation risk and potential settlements could be costly and create headline-driven volatility. Read More.
• Negative Sentiment: Additional plaintiff firm notices (Hagens Berman, Rosen, Faruqi, Bragar Eagel & Squire, Pomerantz, Bernstein Liebhard, etc.) are circulating and reminding investors of a Feb. 17, 2026 lead‑plaintiff deadline — continued legal solicitations keep the issue in the news and increase the odds of protracted litigation and settlement costs. Read More.
• Negative Sentiment: Firms highlighting alleged investor harm point to the prior share decline after the breach disclosure; until the company resolves the revenue impact and legal exposure, valuation may face downward pressure and elevated volatility. Read More.

Insider Buying and Selling at F5

In related news, EVP Thomas Dean Fountain sold 8,318 shares of F5 stock in a transaction that occurred on Monday, November 3rd. The shares were sold at an average price of $249.78, for a total transaction of $2,077,670.04. Following the transaction, the executive vice president directly owned 22,493 shares of the company’s stock, valued at $5,618,301.54. This trade represents a 27.00% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, Director Alan Higginson sold 1,309 shares of the company’s stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $237.11, for a total value of $310,376.99. Following the sale, the director owned 8,610 shares of the company’s stock, valued at approximately $2,041,517.10. This represents a 13.20% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 33,815 shares of company stock valued at $8,444,286 in the last ninety days. Company insiders own 0.52% of the company’s stock.

Institutional Investors Weigh In On F5

Institutional investors have recently added to or reduced their stakes in the stock. State Street Corp raised its holdings in F5 by 1.7% in the third quarter. State Street Corp now owns 3,226,326 shares of the network technology company’s stock worth $1,042,716,000 after purchasing an additional 53,712 shares in the last quarter. Northern Trust Corp grew its position in shares of F5 by 2.5% in the 3rd quarter. Northern Trust Corp now owns 1,017,715 shares of the network technology company’s stock worth $328,915,000 after buying an additional 25,052 shares during the last quarter. AQR Capital Management LLC raised its stake in shares of F5 by 4.1% during the 3rd quarter. AQR Capital Management LLC now owns 839,648 shares of the network technology company’s stock worth $271,366,000 after acquiring an additional 32,970 shares in the last quarter. Caisse de depot et placement du Quebec lifted its position in F5 by 169.2% during the third quarter. Caisse de depot et placement du Quebec now owns 462,740 shares of the network technology company’s stock valued at $149,553,000 after acquiring an additional 290,828 shares during the last quarter. Finally, UBS Group AG lifted its position in F5 by 3.5% during the third quarter. UBS Group AG now owns 424,485 shares of the network technology company’s stock valued at $137,189,000 after acquiring an additional 14,539 shares during the last quarter. Institutional investors own 90.66% of the company’s stock.

About F5

F5 Inc (NASDAQ:FFIV) specializes in application services and delivery networking, helping organizations ensure the availability, performance and security of their applications. The company’s core offerings include advanced load balancing, traffic management and application security solutions designed to optimize user experiences and protect against threats such as distributed denial-of-service (DDoS) attacks and web application exploits.

At the heart of F5’s product portfolio is the BIG-IP platform, which provides a suite of software modules for local and global traffic management, secure web application firewalling and DNS service delivery.