F5 Networks Stock News

REDWOOD CITY, Calif. , Dec. 17, 2024 /PRNewswire/ -- MinIO, the leader in high-performance, Kubernetes-native object storage, today announced a strategic partnership with F5, the global leader in multicloud application security and delivery.

After a solid Q1, we think Zscaler stock (NASDAQ: ZS), a cloud-based security platform, is currently a better pick over its peer – F5 stock (NASDAQ: FFIV). ZS stock trades at 14x trailing revenues, versus 5x for FFIV stock, thanks to Zscaler's superior revenue growth.

SEATTLE--(BUSINESS WIRE)--F5, Inc. (NASDAQ: FFIV) today announced that it will participate in two upcoming financial conferences: Raymond James 2024 TMT & Consumer Conference – Tuesday, December 10, 2024 F5's presentation will be webcast live beginning at 1:40 p.m. ET. Interested attendees can access the live webcast via the Events & Presentations tab within the Investor Relations section of f5...

SEATTLE--(BUSINESS WIRE)--F5 (NASDAQ: FFIV) today announced the appointment of John Maddison as the company's new Chief Product Marketing and Technology Alliances Officer, reporting to CEO François Locoh-Donou. Maddison will lead a new organization responsible for increasing F5's market impact and delivering on the company's brand promise through its products and partnerships. “For over 25 year...

SEATTLE--(BUSINESS WIRE)--F5 (NASDAQ: FFIV) announced early access of F5 AI Gateway to streamline interactions between applications, APIs, and large language models (LLMs) driving enterprise AI adoption. This powerful containerized solution optimizes performance, observability, and protection capabilities—all leading to reduced costs. Integrated with F5's portfolio, AI Gateway gives security an...

F5 stock (NASDAQ: FFIV) was up 10% on Tuesday, October 29, after the company posted upbeat Q4 results and a better than anticipated guidance for 2025. It posted revenue of $747 million and adjusted earnings of $3.67 per share, compared to the consensus estimate of $730 million and $3.45, respectively.

F5 Networks saw stabilized System demand and robust Software growth in Q4, supported by AI use cases, leading to a return to topline growth. Much of this is the result of improved market conditions, with F5 now moving past COVID related supply chain bullwhip headwinds. Infrastructure demands created by the deployment of AI are also creating an opportunity for F5's app and API security and deliv...

I recommend a buy rating for FFIV, expecting a 15% one-year upside driven by enterprise spending recovery and margin expansion. FFIV's 4Q24 results exceeded expectations with strong revenue and profitability, indicating robust demand and successful cross-selling during renewals. Potential risks include declining ARR, macroeconomic headwinds, and higher tariffs, but growth acceleration and margi...