TickerTalks
Browse all tickers →
TickerTalks›$FFIV
FFFFIV

F5, Inc.

Hot onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growthPrice and volume picking up
$FFIV·$23B·Software - Infrastructure·Technology
$386.95-4.1%YTD+57.7%1Y+33.8%
Mentions · last 7 days
2026-07-22: 1 posts2026-07-23: 1 posts2026-07-24: 6 posts2026-07-25: 4 posts2026-07-26: 10 posts2026-07-27: 86 posts2026-07-28: 27 posts135
Price updated 16m ago·X counts updated 23h ago
FFFFIV
$FFIVF5, Inc.
$386.95-4.09%135 posts
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $FFIV, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-29

The move is getting stronger, with heavier trading behind it.

F5 posted a Q3 blowout — up 58% YTD as the hardware-plus-software franchise becomes a key AI-application-delivery play.

F5 is the application-delivery-and-security networking leader — hardware (BIG-IP appliances) plus software (NGINX, Distributed Cloud) — positioned squarely in the AI-application-delivery / security stack that hyperscalers and enterprises need for AI inference at scale.

  • Q3 was a clean beat: revenue of $865M beat $833.62M (+11% YoY), adjusted EPS of $4.73 beat $4.00 (+18% beat), product revenue of $462.8M grew 19% YoY — hardware momentum is defying gravity as the AI-application-delivery use case creates fresh demand.
  • Management raised the FY26 EPS guide to $17.21-$17.33 (from a lower prior range) — the operating leverage from the product mix is landing, and consensus $17.12 FY26 EPS growing to $18.01 in FY27 supports the multiple.
  • The valuation is reasonable for the growth: 31.8x TTM P/E, 6.9x sales, 4.3% FCF yield with an 82% gross margin and 24.5% operating margin — expensive for a networking name but justified by the AI-driven product-revenue re-acceleration.
  • The tape confirms the up-trend: 85% of the 52-week range with the stock +0.9% vs the 50-day and +30% vs the 200-day on 2.6x volume — high-conviction accumulation into the print, exactly what a re-rating looks like.
  • Board and officer additions: new officers Peterman and Munroe filed Form 3s in early July — governance refresh alongside the operating turn.

The Oct 26 Q4 FY26 print has to sustain the product-revenue growth and give commentary on the AI-application-delivery pipeline; a beat with a raised FY27 guide extends the trend toward $450+, and any product-revenue deceleration or SaaS-transition timing softness could stall the tape at fresh highs and pull FFIV back toward the 50-day near $370.

Agrees with X sentimentX's read on the Q3 double beat, the raised FY26 guide, the 19% product-revenue growth, and the AI-application-delivery framing all match the fundamentals cleanly. This is one of the cleanest networking-name-turning-into-AI-beneficiary setups this quarter.

What to watch: Oct 26 Q4 FY26 earnings. Watch product-revenue growth vs Q3's +19%, software subscription growth, operating margin, and FY27 guide — a beat with a raise extends the trend toward $450+; product deceleration or SaaS-timing softness pulls FFIV to the 50-day near $370.

On the calendar: 2026-10-26 — Q4 FY26 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment10 posts analyzed · as of 2026-07-28

F5 Networks beat Q3 with revenue of $865M beating $833.62M (+11% YoY) and adj EPS of $4.73 beating $4.00 (+14% YoY), with product revenue of $462.8M (+19% YoY). Company raised FY26 guidance ($17.21-$17.33 EPS vs. lower prior). Hardware momentum defies gravity as F5 became a key play in the AI application-delivery/security stack. Sentiment is decisively bullish.

Read the AI verdict + X sentiment for $FFIV

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Enterprise application delivery and multi-cloud security solutions provider protecting critical digital infrastructure.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Infrastructure sits in its cycle right now — and what that implies for $FFIV.

Software - Infrastructure · Technology

No material change from last week — Enterprise software infrastructure is in a multiple compression phase (-16.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-13.8%YTD
-18.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
31.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
13.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
24.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
19.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
82.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 27, 2026$4.73$4.00+18.3%
Q1 2026Apr 28, 2026$3.90$3.46+12.7%
Q4 2025Jan 27, 2026$4.45$3.64+22.3%
Q3 2025Oct 27, 2025$4.39$3.97+10.6%
Next earningsMon, Oct 26·consensus EPS $4.26

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$865.1M+10.9%82.2%24.7%$3.67$280.6M
Q2 FY26$811.7M+11.0%82.8%22.0%$2.61$347.6M
Q1 FY26$822.5M+7.3%81.5%26.0%$3.12$149.5M
Q4 FY25$810.1M+8.5%82.2%25.4%$3.30$191.9M

Forward consensus

4-year forecast · up to 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.4B$3.4B – $3.4B$17.12$17.06 – $17.1910
FY27$3.6B$3.5B – $3.7B$18.01$17.34 – $18.4510
FY28$3.9B$3.6B – $4.0B$20.22$18.27 – $22.179
FY29$4.0B$3.9B – $4.1B$21.61$20.71 – $22.327

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.85%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+30.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 56.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.035-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 10Elizabeth BuseDirector1.0K sh$399KSellJun 2Werner Edward CooperCFO2.5K sh$1.0MSellMay 8Whalen Chad MichaelEVP, Worldwide Sales6.2K sh$2.2MSellMay 8Werner Edward CooperCFO1.5K sh$525KSellMay 5Francois Locoh-donouCEO3.8K sh$1.3MSellMay 5Fountain Thomas DeanEVP Global Services & Strategy1.3K sh$439KSellMay 4Whalen Chad MichaelEVP, Worldwide Sales704 sh$233KSellMay 4Werner Edward CooperCFO599 sh$193KSellMay 4Angelique M OkekeEVP, General Counsel842 sh$271KSellMay 4Maddison John AnthonyChief Product Mkting Officer1.0K sh$322K
+ 14 other (7 exempts · 7 inkinds) in window

See when $FFIV insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJul 213
AI summary

Catherine A. Peterman filed Form 3 as a new reporting person (officer or director) at F5 Inc. (FFIV), listing an address at F5's Seattle, WA headquarters. No securities are listed as held in the form excerpt; this is a routine initial insider ownership disclosure required upon becoming a Section 16 reporting person.

3New insider — initial holdingsJul 13
AI summary

Gavin Munroe filed Form 3 as a new reporting person at F5 Inc. (FFIV) on June 17, 2026, the date of his appointment as an independent director by F5's Board. Munroe's address is listed at F5's Seattle, WA headquarters. No securities are listed as held in the form; the form reflects his initial insider ownership upon appointment. Routine director-appointment insider disclosure.

8-KOfficer or director changeJun 238-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

F5 Inc.'s (FFIV) Board appointed Gavin Munroe as an independent director on June 17, 2026. Munroe will serve on the Risk and Audit Committees and will receive an annual cash retainer of $60,000 plus $20,000 per committee (Risk and Audit), and a $275,000 RSU grant effective July 1, 2026 under F5's Non-Employee Director Program. A press release was issued June 23, 2026 and furnished as a Reg FD exhibit. This is a routine board appointment with standard director compensation; Munroe brings governance and financial oversight expertise.

3New insider — initial holdingsMay 43
8-KOfficer or director changeApr 288-K — Item 5.02: Officer or director change · Item 8.01: Other event
8-KOfficer or director changeMar 138-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
+ 13 other (6 13Gs · 2 earnings 8-Ks · 2 10-Qs · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

FFIV Beats Q3 Earnings Estimates on Systems Strength, Raises Viewzacks.com·1d agoThese Analysts Increase Their Forecasts On F5 Following Upbeat Q3 Earningsbenzinga.com·1d agoF5 Inc (FFIV) Q3 2026 Earnings Call Highlights: Strong Product Revenue Growth and Raised Fiscal Outlookgurufocus.com·2d agoF5, Inc. (FFIV) Q3 2026 Earnings Call Transcriptseekingalpha.com·2d agoF5 Networks (FFIV) Beats Q3 Earnings and Revenue Estimateszacks.com·2d ago

In themes

Explore the broader themes this ticker is being talked about under.

Cybersecurity

More in Software - Infrastructure

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$MSFT$NBIS$PLTR$ORCL$CRWV$NET$CRWD$PANW
Voices on X · top 12 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport