On Oct 30, major Wall Street analysts update their ratings for $F5 Inc (FFIV.US)$, with price targets ranging from $230 to $285.
Morgan Stanley analyst Meta Marshall maintains with a hold rating, and adjusts the target price from $200 to $230.
J.P. Morgan analyst Samik Chatterjee maintains with a hold rating, and adjusts the target price from $225 to $250.
BofA Securities analyst Tal Liani maintains with a sell rating.
Barclays analyst Tim Long maintains with a hold rating, and adjusts the target price from $214 to $246.
Evercore analyst Amit Daryanani maintains with a hold rating, and adjusts the target price from $210 to $240.
Furthermore, according to the comprehensive report, the opinions of $F5 Inc (FFIV.US)$'s main analysts recently are as follows:
The emphasis of the recent quarterly performance for F5 Networks lies in the notable software growth in Q4, which surged by 19% year-over-year, considerably surpassing the anticipated 6.4%. Despite the stock's impressive 46% rise over the past year, concerns remain regarding the anticipated growth rate and the quality of revenue growth, leading to an unfavorable view on the stock's attractiveness.
F5 Networks' steady growth in software is expected to contribute to a potential reevaluation of the company's shares as it continues its shift towards a software-centric business model.
F5 Networks' Q4 results surpassed expectations, largely due to software performance, with an improved outlook influenced by a somewhat more favorable enterprise spending scenario and anticipated share gains alongside impending price hikes. Nevertheless, given the stock's approximate 20% rise in the past three months, a stronger belief in the software narrative is necessary to further elevate the valuation multiple.
F5 Networks' September quarter outcomes exceeded expectations on both revenue and earnings, driven by robust software performance. Sales growth is projected to reach 4.5% by fiscal 2025, bolstered by the sustained strength in software and a recovery in systems from their low point.
F5 Networks concluded its fiscal year on a strong note, surpassing general expectations and its own guidance on key financial indicators. The company's initial guidance for FY25 also exceeded expectations. The consistent performance and raised outlook are positive signals, though there is an awareness of the heavier emphasis on the latter half of the year, anticipated new business, and current stock valuation.
Here are the latest investment ratings and price targets for $F5 Inc (FFIV.US)$ from 7 analysts:
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美東時間10月30日，多家華爾街大行更新了$F5 Inc (FFIV.US)$的評級，目標價介於230美元至285美元。
摩根士丹利分析師Meta Marshall維持持有評級，並將目標價從200美元上調至230美元。
摩根大通分析師Samik Chatterjee維持持有評級，並將目標價從225美元上調至250美元。
美銀證券分析師Tal Liani維持賣出評級。
巴克萊銀行分析師Tim Long維持持有評級，並將目標價從214美元上調至246美元。
Evercore分析師Amit Daryanani維持持有評級，並將目標價從210美元上調至240美元。
此外，綜合報道，$F5 Inc (FFIV.US)$近期主要分析師觀點如下：
F5 Networks最近一個季度的重點在於Q4軟件的顯著增長，同比增長19%，遠遠超過預期的6.4%。儘管過去一年股價大漲46%，但對預期增長率和營業收入增長質量的擔憂仍然存在，這導致人們對股票吸引力持不利觀點。
F5 Networks在軟件方面的穩健增長有望爲公司股票的重新評估做出貢獻，因爲它繼續向以軟件爲中心的業務模式轉變。
F5 Networks Q4的業績超出預期，主要歸功於軟件表現，受到相對更有利的企業支出情況和預期的股票收益以及即將到來的價格上漲的影響，展望得以改善。然而，鑑於過去三個月股價大約上漲20%，更強烈地相信軟件敘事是提高估值倍數的必要條件。
F5 Networks九月季度的業績超出預期，營業收入和盈利均增長，主要受強勁的軟件表現推動。銷售增長預計將在2025財年達到4.5%，得益於軟件業務的持續實力和系統從低點開始的復甦。
F5 Networks在本財年取得了強勁的成績，超出了一般預期和自身對主要財務指標的指引。公司對2025財年的初步指引也超出了預期。持續的業績和提高的展望是積極的信號，儘管有人意識到後半年更加重視、預期的新業務以及當前股票估值。
以下爲今日7位分析師對$F5 Inc (FFIV.US)$的最新投資評級及目標價：
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
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