Evercore analyst Amit Daryanani maintains $F5 Inc (FFIV.US)$ with a hold rating, and adjusts the target price from $210 to $240.
According to TipRanks data, the analyst has a success rate of 60.3% and a total average return of 12.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $F5 Inc (FFIV.US)$'s main analysts recently are as follows:
The significant highlight for F5 Networks in the recent quarter was the robust growth of its software sector, which rose by 19% year-over-year, notably surpassing expectations of 6.4%. Despite the stock's impressive 46% climb over the past year, concerns regarding the anticipated growth rate and the revenue growth's sustainability render the stock unappealing from an investment perspective.
The steadfast growth in software is anticipated to contribute to a revaluation of F5 Networks' shares as the company continues its transition towards a software-centric business model.
F5 Networks' Q4 results exceeded expectations, particularly in the software sector, and projections were improved due to a marginally more favorable enterprise spending scenario, market share gains, and impending price hikes. Nevertheless, given the stock's approximately 20% increase in the past three months, a stronger conviction in the software narrative is necessary to enhance its multiple.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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Evercore分析师Amit Daryanani维持$F5 Inc (FFIV.US)$持有评级，并将目标价从210美元上调至240美元。
根据TipRanks数据显示，该分析师近一年总胜率为60.3%，总平均回报率为12.8%。
此外，综合报道，$F5 Inc (FFIV.US)$近期主要分析师观点如下：
F5 Networks在最近一个季度的重要亮点是其软件板块的强劲增长，同比增长19%，明显超出了6.4%的预期。尽管股价在过去一年里大涨46%，但对预期增长率和营业收入增长可持续性的担忧使得该股票在投资角度上不太具吸引力。
软件不断增长预计将有助于重新评估F5 Networks的股票，因为公司继续向以软件为中心的业务模式转型。
F5 Networks的第四季度业绩超出预期，特别是在软件板块，由于较为有利的企业支出情景、市场份额增长和即将发生的价格上涨，预测得到改善。尽管过去三个月股价大涨约20%，但要增强对软件叙事的信心以提升其倍数。
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TipRanks提供每位分析师的星级，分析师星级代表分析师所有推荐的过往表现，通过分析师的总胜率和平均回报率综合计算得出，星星越多，则该分析师过往表现越优异，最高为5颗星。
分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否，取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。
总平均回报率为基于分析师的初始评级创建虚拟投资组合，并根据评级变化对组合进行调整，在近一年中该投资组合所获得的回报率。
