F5 Inc's stock is up 9.83% in pre-market trading, reaching a 20-day high amid positive market conditions.
The recent class action lawsuit filed against F5 Inc by Pomerantz LLP alleges securities fraud related to a significant security breach affecting its BIG-IP product. This breach has raised concerns about the company's operational integrity and future sales, leading to a volatile stock price. Despite the ongoing legal challenges, the stock's current rise can be attributed to broader market strength, as the Nasdaq-100 is up 0.67% and the S&P 500 is up 0.21%.
Investors are closely monitoring the situation as the class action progresses, which could impact F5's reputation and financial stability. The market's positive sentiment may provide temporary support for the stock, but the underlying issues related to the security breach remain a significant concern.
Wall Street analysts forecast FFIV stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for FFIV is 287.56 USD with a low forecast of 260.00 USD and a high forecast of 320.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Analyst Rating
Wall Street analysts forecast FFIV stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for FFIV is 287.56 USD with a low forecast of 260.00 USD and a high forecast of 320.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Buy
8 Hold
1 Sell
Hold
Current: 292.300
Low
260.00
Averages
287.56
High
320.00
Current: 292.300
Low
260.00
Averages
287.56
High
320.00
Goldman Sachs
Michael Ng
Neutral
maintain
$285 -> $320
2026-01-28
New
Reason
Goldman Sachs
Michael Ng
Price Target
$285 -> $320
AI Analysis
2026-01-28
New
maintain
Neutral
Reason
Goldman Sachs analyst Michael Ng raised the firm's price target on F5 to $320 from $285 and keeps a Neutral rating on the shares. F5 reported a strong Q1, with EPS and revenue both above consensus, driven by 37% growth in its Systems business, the analyst tells investors in a research note The company raised its FY26 revenue and EBIT margin guidance, citing continued demand from hybrid multicloud adoption, enterprise AI investments, and simplified tech portfolios, while noting gross margin pressure from memory costs, Goldman says.
Morgan Stanley
Meta Marshall
Equal Weight
maintain
$296 -> $305
2026-01-28
New
Reason
Morgan Stanley
Meta Marshall
Price Target
$296 -> $305
2026-01-28
New
maintain
Equal Weight
Reason
Morgan Stanley analyst Meta Marshall raised the firm's price target on F5 to $305 from $296 and keeps an Equal Weight rating on the shares following what the firm calls "a very strong" fiscal Q1. The firm needs a greater sense of software growth picking up and AI use cases becoming more sizeable to turn positive at the after-hours valuation, but it walked away from the report "encouraged," the analyst tells investors.
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RBC Capital
Matthew Hedberg
Outperform
maintain
$325 -> $345
2026-01-28
New
Reason
RBC Capital
Matthew Hedberg
Price Target
$325 -> $345
2026-01-28
New
maintain
Outperform
Reason
RBC Capital analyst Matthew Hedberg raised the firm's price target on F5 to $345 from $325 and keeps an Outperform rating on the shares. The company delivered a strong beat and raise quarter as the October 2025 security incident had minimal impact on results, the analyst tells investors in a research note. F5's FY26 guidance was raised and now reflects "essentially no conservatism for the incident", RBC added.
Barclays
Tim Long
Equal Weight
maintain
$267 -> $283
2026-01-28
New
Reason
Barclays
Tim Long
Price Target
$267 -> $283
2026-01-28
New
maintain
Equal Weight
Reason
Barclays analyst Tim Long raised the firm's price target on F5 to $283 from $267 and keeps an Equal Weight rating on the shares. The company reported a December quarter beat on margins and systems performance, the analyst tells investors in a research note.
About FFIV
F5, Inc. is a provider of multi-cloud application security and delivery solutions. The Company enables its customers to deploy, operate, secure, optimize, and govern every application and application programming interface (API) across any architecture, on-premises, in the cloud, at the edge and across hybrid, multi-cloud environments. Its enterprise-grade application services are available as hardware, software, and software-as-a-service solutions optimized for hybrid, multicloud environments, with modules that can run independently, or as part of an integrated solution on its high-performance appliances. Through its BIG-IP, F5 NGINX and F5 Distributed Cloud Services products, it offers a range of integrated, artificial intelligence- and machine learning-driven solutions that support performance and protect applications and APIs across data center, cloud, and edge locations. Its products and solutions also include F5 Distributed Cloud CDN and F5 NGINX Ingress Controller, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
