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F5 (FFIV) reports Q3: everything you need to know ahead of earnings

Application security provider F5 (NASDAQ:FFIV) will be announcing earnings results this Tuesday afternoon. Here’s what to expect.

Yahoo·05:26FFIV▼−2.4%

F5 to Report Q4 Earnings: What's in the Cards for the Stock?

FFIV heads into its fiscal Q4 earnings report with demand for application security, cloud and AI solutions supporting growth.

Yahoo·08:54FFIV▼−2.4%

F5 and Telenor Partner to Build the AI Service Plane for Sovereign AI on NVIDIA-powered AI Factory Infrastructure

SEATTLE, October 21, 2026--F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced that Telenor AI Factory has selected F5 BIG-IP Next for Kubernetes as an intelligent AI service plane for its NVIDIA-powered sovereign AI infrastructure. Telenor AI Factory is designed to help Norwegian and European organizations access secure, high-performance AI services while maintaining control over where data is processed, stored, and accessed.

Yahoo·00:00FFIV▼−2.4%

Why Did Lumentum Stock Fall?

Shares of Lumentum (LITE) fell 25.3% in the five trading sessions from October 9 to October 16, 2026. The S&P 500 lost 1.9% over the same stretch. Although the company's chief executive stated on Friday, October 9, that AI demand had booked capacity through early 2029—lifting the shares 5.2% that session—the slide began the following trading day, Monday, October 12. So what changed between that Friday and the following Monday.

Yahoo·13:32

Here’s How Much You Would Have Made Owning F5 Stock In The Last 5 Years

F5 (NASDAQ:FFIV) has outperformed the market over the past 5 years by 5.77% on an annualized basis producing an average annual return of 16.89%. Currently, F5 has a market capitalization of $25.89 billion. Buying $100

Benzinga·12:45FFIV▼−2.4%

Trading Halt: Halt status updated at 10:10:00 AM ET: Quotation Resumption: IPO security released for quotation

Benzinga·08:45

How F5’s (FFIV) Application Delivery Rails Drive Multi-Year Growth

Reaves W H & Co Inc released its third-quarter 2026 investor letter for “Reaves Long-Term Value Strategy”. The letter can be downloaded here. The Reaves Long-Term Value Wrap Composite saw an 11.83% decline before fees in Q3, underperforming the MSCI USA Infrastructure Index’s -5.73%, though it gained 7.88% in the first nine months of 2026, […]

Yahoo·08:22FFIV▼−2.4%

VTEX or FFIV: Which Is the Better Value Stock Right Now?

VTEX vs. FFIV: Which Stock Is the Better Value Option?

Yahoo·10:40FFIV▼−2.4%

3 Reasons FFIV is Risky and 1 Stock to Buy Instead

What a time it’s been for F5. In the past six months alone, the company’s stock price has increased by a massive 59.1%, reaching $474.15 per share. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Yahoo·11:07FFIV▼−2.4%

Should FFIV Stock's New High Stop You From Buying?

Investors are often warned to buy low and avoid purchasing at the top. F5 (FFIV) stock closed at a 52-week high of $479.83 on October 9, 2026. By traditional logic, this is the wrong time to buy. Rather than debate the current share price, historical trading data reveals what happened to investors who bought F5 at its previous highs. Does the rule hold for F5 stock.

Yahoo·10:42FFIV▼2.4%

What Did Fastly Stock Investors Miss Before The Run?

Fastly (FSLY) stock returned 241.5% in the twelve months to October 9, 2026, easily outpacing the 17.0% gain for the S&P 500. Buyers appear to have been paying for a clear shift in the underlying business: sales began growing faster again, and losses shrank. Investors stepping in today are betting that this momentum will hold, while observers who missed the rally might wonder if the company offered advance warning. How early did Fastly show that its sales were turning.

Yahoo·18:20

RBC Capital Maintains Outperform on F5, Raises Price Target to $525

RBC Capital analyst Matthew Hedberg maintains F5 (NASDAQ:FFIV) with a Outperform and raises the price target from $508 to $525.

Benzinga·05:36FFIV▼−2.4%

F5 to Report Fourth Quarter and Fiscal Year 2026 Financial Results

SEATTLE, October 08, 2026--F5, Inc. (NASDAQ: FFIV), the global leader in delivering and securing every app and API, announced it will report its fourth quarter and fiscal year 2026 financial results on Tuesday, October 27, 2026, following the market close. F5 will host a live webcast to discuss its results with investors and analysts beginning at 4:30 p.m. ET on October 27, 2026.

Yahoo·16:05FFIV▼−2.4%

2 Cash-Producing Stocks with Exciting Potential and 1 We Avoid

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

Yahoo·04:24

F5 Cloud-Native Network Functions Target Kubernetes Efficiency for Service Providers

F5 says its enhanced BIG-IP Cloud-Native Edition brings critical networking and security services into Kubernetes, with independent testing showing lower infrastructure requirements for selected DNS and CGNAT workloads. Key Investor TakeawaysF5 (NASDAQ:FFIV) has expanded its cloud-native network functions as service providers shift critical services from virtual machines to Kubernetes.

Yahoo·10:00FFIV▼−2.4%

F5 Helps Service Providers Modernize Critical Network Services With Greater Infrastructure Efficiency and Control

SEATTLE, October 07, 2026--F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced enhanced cloud-native network functions and new observability capabilities that help service providers modernize critical network services as they move from virtualized infrastructure to Kubernetes and cloud-native architectures.

Yahoo·09:00FFIV

What to Expect From F5, Inc.'s Q4 2026 Earnings Report

F5, Inc. is expected to announce its fourth-quarter earnings soon, and Wall Street expects the company’s EPS to decrease by a single-digit percentage.

Yahoo·06:00

The S&P 500 Is Partying at Record Highs: Only 3% of Its Stocks Were Invited

The S&P 500 hit a record high Tuesday, but only 15 of its 504 stocks did too. The median member trades 25% below its own peak.

Benzinga·11:29

F5 (FFIV) Wins IDC MarketScape Nod On A Story That Looks Fully Valued

F5 (FFIV) just picked up another industry credential, being named a Leader in the IDC MarketScape 2026 assessment for web application and API protection platforms for the second time. Recent trading has been choppy for F5, with the share price slipping 0.3% on the day and 0.6% over the past week, despite a 12.1% 30 day share price return and a 72.9% year to date share price gain. These gains have helped underpin a 35.6% one year total shareholder return and a 185.2% three year total...

Yahoo·07:10FFIV▼−2.4%

Is Corning (GLW) Stock Outpacing Its Computer and Technology Peers This Year?

Here is how Corning (GLW) and F5 Networks (FFIV) have performed compared to their sector so far this year.

Yahoo·08:40FFIV▼−2.4%

These Tech Stocks Trade Near Buy Points. One Sees 80% To 100% Core Income Growth.

The technology sector led the stock market's gains this week, with three tech names making new highs.

Yahoo·14:39

How Is F5's Stock Performance Compared to Other Software - Infrastructure Stocks?

Despite F5’s strong performance relative to its peers over the past year, Wall Street analysts remain cautiously optimistic about the stock’s prospects

Yahoo·10:28

1 Cash-Heavy Stock to Own for Decades and 2 We Turn Down

A cash-heavy balance sheet is often a sign of strength, but not always. Some companies avoid debt because they have weak business models, limited expansion opportunities, or inconsistent cash flow.

Yahoo·10:16

F5 Positioned as Market Shaper in the Gartner Emerging Market Quadrant™ for AI Application Security

SEATTLE, September 17, 2026--F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced it has been positioned by Gartner® in the Market Shapers quadrant of the September 2026 Emerging Market Quadrant for AI Application Security—one of only two vendors to be recognized in that position.[1]

Yahoo·13:30FFIV▼−2.4%

F5 Announces Strategic Partnership With Omnissa to Deliver Secure, High-Performance Digital Workspaces

SEATTLE, September 16, 2026--F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced a strategic partnership with Omnissa, a leader in digital work platforms, to help enterprises build secure, resilient, and scalable virtual desktop and application delivery architectures. Supported by leading global channel and systems integration partners—such as Presidio—the collaboration combines F5’s advanced application delivery and Zero Trust security capabilities

Yahoo·09:00FFIV▼−2.4%

F5 (FFIV) Launches New AI Security Tools Following A Run That Looks Fully Valued

F5 (FFIV) is pushing deeper into application and AI security, rolling out new Distributed Cloud Bot Defense features alongside Workforce AI Security to monitor devices, score risk in real time, and govern AI-driven activity. The recent AI security launches arrive alongside strong price momentum. F5’s share price return is up 4.71% over 1 day and 10.59% over 7 days. The year-to-date share price return of 67.90% sits against a 1-year total shareholder return of 33.10%, indicating that gains...

Yahoo·

Is F5’s (FFIV) AI Security Push Quietly Redefining Its Long-Term Competitive Edge?

F5 recently expanded its application and AI security portfolio, enhancing Distributed Cloud Bot Defense with persistent device intelligence and launching Workforce AI Security to monitor and control workforce and agentic AI usage across enterprises. Together with its MuleSoft Agent Fabric integration, these releases show F5 moving deeper into inline AI governance, securing prompts, agents, and applications within a unified platform. We’ll now explore how F5’s push into agent-aware AI...

Yahoo·23:21FFIV▼−2.4%

F5 (FFIV) Adds AI Guardrails And Bot Defenses As Enterprise AI Risks Grow

F5 (NasdaqGS:FFIV) announced new AI-driven cybersecurity upgrades to its Distributed Cloud Bot Defense and enterprise security platform. The firm introduced persistent device intelligence and agentic AI detection aimed at curbing automated fraud and abuse across client applications. F5 launched Workforce AI Security to provide oversight of workforce AI usage, and integrated with MuleSoft's Agent Fabric for AI Guardrails. These Workforce AI Security and agentic AI bot protections are only...

Yahoo

F5 Agentic AI Detection Expands Bot Defense Against Automated Account Abuse

F5 added agentic AI protections and new device intelligence capabilities to Distributed Cloud Bot Defense, extending its security controls as autonomous AI agents increase interactions with websites, applications and APIs. Key Investor TakeawaysF5 (NASDAQ:FFIV) has expanded Distributed Cloud Bot Defense with agentic AI detection designed to distinguish trusted AI agents from malicious automated activity.

Yahoo·10:51FFIV▼−2.4%

BILL vs. FFIV: Which Stock Is the Better Value Option?

BILL vs. FFIV: Which Stock Is the Better Value Option?

Yahoo·12:40FFIV▼−2.4%

Unpacking Q2 Earnings: F5 (NASDAQ:FFIV) In The Context Of Other Content Delivery Stocks

As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the content delivery industry, including F5 (NASDAQ:FFIV) and its peers.

Yahoo·15:35FFIV▼−2.4%

F5: Governing AI Will Be Lucrative If Executed Correctly

F5 (FFIV) benefits from AI-driven infrastructure upgrades, strong margins, and a $1.6B net cash balance. Read here for a detailed investment analysis.

SeekingAlpha·22:32FFIV▼−2.4%

F5 and MuleSoft, a Salesforce Company, Collaborate to Deliver Inline Security and Governance for Agent Fabric and Agentic AI Applications

SEATTLE, September 02, 2026--F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced a technology integration with MuleSoft, a Salesforce company, bringing F5 AI Guardrails—part of the F5 AI Security Platform—directly into Agent Fabric. As enterprises rapidly scale AI agents and large language model (LLM) applications, this native integration provides security and platform engineering teams with centralized policy enforcement, real-time protection again

Yahoo·10:00FFIV2.4%

F5 to Participate in Upcoming Financial Conference

SEATTLE, September 01, 2026--F5, Inc. (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced that it will participate in the Goldman Sachs Communacopia + Technology Conference 2026. F5’s presentation will be webcast live on Wednesday, September 9, 2026, at 1:10 p.m. ET. Interested attendees can access the live webcast via the Events & Presentations tab within the Investor Relations section of f5.com or via this link. An archived version of the webcast wil

Yahoo·17:05FFIV▼−2.4%

1 Mid-Cap Stock on Our Buy List and 2 Facing Headwinds

Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities. However, their paths to becoming $100 billion corporations are ripe with competition, ranging from giants with vast resources to agile upstarts eager to disrupt the status quo.

Yahoo·12:54

F5’s (FFIV) Commitment to Customer Excellence in Technology

Hotchkis & Wiley, an investment management company, released its second-quarter 2026 investor letter for the “Large Cap Fundamental Value Fund.” A copy can be downloaded here. Equity markets posted strong returns, with the Russell 1000 Value Index rising by 13.9%, although many individual stocks lagged. Notably, semiconductor stocks and AI-related sectors saw exceptional gains. The rally […]

Yahoo·11:06FFIV▼−2.4%

F5 Accelerates Virtual Patching to Manage Emerging Cyber Risks With AI-Powered WAF and Runtime Security

SEATTLE, September 01, 2026--F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced innovations to block frontier AI-driven threats in the data path and enable faster virtual patching, giving security leaders time to make intelligent risk-based decisions rather than reactive operational compromises. With new features such as anomaly detection and agentic threat intelligence, F5’s AI-powered web application firewall (WAF) is uniquely capable in deliveri

Yahoo·10:00

If You Invested $100 In F5 Stock 20 Years Ago, You Would Have This Much Today

F5 (NASDAQ:FFIV) has outperformed the market over the past 20 years by 5.69% on an annualized basis producing an average annual return of 14.97%. Currently, F5 has a market capitalization of $22.43 billion. Buying $100

Benzinga·06:30FFIV▼−2.4%

Why Is Tenable (TENB) Up 15.6% Since Last Earnings Report?

Tenable (TENB) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Yahoo·12:30

F5 (FFIV) Could Be 8% Undervalued As Guidance Rises After Q3 Beat

F5 (FFIV) is back in focus after reporting third quarter fiscal 2026 revenue and non GAAP earnings that topped expectations, followed by higher full year growth guidance and fresh commentary on hybrid multicloud and AI driven demand. The strong third quarter update and new AI Security Platform features have arrived on top of a powerful run in F5’s stock. The year-to-date share price return is 55.71% and the three-year total shareholder return is 145.54%. However, the one-month share price...

Yahoo·11:15FFIV▼−2.4%

2 Software Stocks to Target This Week and 1 We Brush Off

Software is eating the world, and virtually no business is left untouched by it. Companies bringing it to life have been rewarded with explosive earnings growth, and the upward trend shows no signs of stopping as the industry has posted a 44.6% gain over the past six months, beating the S&P 500 by 32.9 percentage points.

Yahoo·09:49

DV or FFIV: Which Is the Better Value Stock Right Now?

DV vs. FFIV: Which Stock Is the Better Value Option?

Yahoo·12:40FFIV▼−2.4%

F5 Unleashes Next-Generation, Agentic-Ready AI Gateway to Optimize the Economics and Governance of Enterprise AI Costs

SEATTLE, August 18, 2026--F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today introduced significant enhancements to the F5 AI Gateway and integrated the solution into the F5 AI Security Platform. The enhanced F5 AI Gateway seamlessly enforces policies on every AI request, giving enterprises a unified control plane to govern how AI models, agents, and tools are accessed and used, while optimizing the economics of AI at scale.

Yahoo·10:00FFIV▼−2.4%

1 Profitable Stock to Consider Right Now and 2 We Turn Down

Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.

Yahoo·15:29

If You Invested $100 In F5 Stock 20 Years Ago, You Would Have This Much Today

F5 (NASDAQ:FFIV) has outperformed the market over the past 20 years by 5.82% on an annualized basis producing an average annual return of 15.09%. Currently, F5 has a market capitalization of $23.44 billion. Buying $100

Benzinga·15:30FFIV▼−2.4%

Cloudflare Surges 65% in 3 Months: Should You Still Buy the Stock?

NET's AI security demand and large-customer growth are fueling gains, while its premium valuation reflects high expectations for future growth.

Yahoo·09:14

Unlocking F5 (FFIV) International Revenues: Trends, Surprises, and Prospects

Evaluate F5's (FFIV) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.

Yahoo·09:15FFIV▼−2.4%

F5 Inc (NASDAQ:FFIV) Shines as a Quality Investment

F5 (FFIV) passes a quality screen: 71% ROIC, zero debt, strong cash conversion. Profitability supports long-term compounding; valuation is fair.

ChartMill·05:41FFIV▼−2.4%

F5 (FFIV) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

The headline numbers for F5 (FFIV) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Yahoo·17:00FFIV▼−2.4%

What Lumentum Stock Adds To A Portfolio Is Not Safety

This optical supplier retains behavior of its own next to the broad market, and its swings run far wider than the index's.

Yahoo·12:05

Director At F5 Sells $1.56M Of Stock

RAMESH NIKHIL MEHTA, Director at F5 (NASDAQ:FFIV), executed a substantial insider sell on August 3, according to an SEC filing. What Happened: A Form 4 filing from the U.S. Securities and Exchange Commission on Monday

Benzinga·07:01FFIV▼−2.4%