F5 Guides Q4 Revenue to $870M-$890M, Above Consensus
FFIV sits 81% above its 52-week low of $223.76 on elevated volume (2.2× avg).
Summary
F5 issued Q4 revenue guidance of $870M-$890M, exceeding the $865M consensus. This follows a strong Q2 where the company raised its annual growth forecast to 7-8%, and Q3 revenue of $865M, up 11% year-over-year, with non-GAAP EPS of $4.73. F5 raised FY2026 revenue growth guidance to 9-10% and non-GAAP EPS to $17.21-$17.33. The midpoint of $880M implies roughly 10% year-over-year growth, reinforcing the demand momentum in application security and delivery. The guidance arrives amid a series of strategic moves, including the SurePath AI acquisition and Red Hat collaboration, which are expanding F5's AI security capabilities. With shares at $405.50, the outlook supports the premium valuation and suggests continued execution strength.
Updated with an SEC 8-K filing · What changed
Updates
· SEC 8-K — Q3 revenue was $865M, up 11% YoY, with non-GAAP EPS of $4.73. F5 raised FY2026 revenue growth guidance to 9-10% and non-GAAP EPS to $17.21-$17.33.
At the time of this announcement, FFIV was trading at $405.50 on NASDAQ in the Technology sector, with a market capitalization of approximately $23B. The 52-week trading range was $223.76 to $435.00. This news item was assessed with positive market sentiment and an importance score of 7 out of 10. Source: Dow Jones Newswires.