What the Street Thinks About F5, Inc. (FFIV) After a Strong Quarter

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What the Street Thinks About F5, Inc. (FFIV) After a Strong Quarter

Rameen Kasana

Thu, February 19, 2026 at 2:14 PM GMT+9 2 min read

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FFIV

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F5, Inc. (NASDAQ:FFIV) is among the most profitable software stocks to buy now. On January 28, Matthew Hedberg of RBC Capital Markets raised the price target on F5, Inc. (NASDAQ:FFIV) to $345 from $325 and maintained an Outperform rating. This follows the company’s strong beat-and-raise quarter, with the October 2025 security incident having a limited impact on results. That said, the firm noted that the company’s raised FY26 guidance now reflects “essentially no conservatism for the incident.”

On the same day, Evercore ISI reiterated its In Line rating and a price target of $320 on F5, Inc. (NASDAQ:FFIV), which matches the consensus estimate, suggesting an upside potential of 16.02%. Similarly, Piper Sandler raised the price target on the company to $325 from $295 and kept an Overweight rating on January 28.

Mizuho Cautious on Valuation but Backs Palantir Technologies’ (PLTR) Growth Outlook

The firm pointed out that F5, Inc. (NASDAQ:FFIV) is expanding its core offerings to include hybrid multi-cloud, AI advancement, and delivery/security convergence. Piper Sandler advises owning the stock, citing “Year of Refresh, F5’s own refresh/EoSS, estimates de-risked, software acceleration coming” among its rationale for the bullish guidance.

F5, Inc. (NASDAQ:FFIV) is a Washington-based provider of multicloud application security and delivery solutions. Founded in 1996, the company offers distributed cloud services, multi-cloud networking, domain name system, and content delivery network.

While we acknowledge the potential of FFIV as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.

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