FFIV
FY2026 Q2 · Calendar Q2 2026
F5, Inc.
F5 delivered a strong Q2 FY2026, with 11% revenue growth driven by accelerating product demand across systems (+26%) and software (+17%). The company beat consensus EPS by 12.7% and revenue by 3.6%, prompting a raised full-year outlook to 7-8% revenue growth. Three secular trends—hybrid multicloud adoption, an expanding threat landscape, and AI inference workloads—are reinforcing each other, creating durable demand for F5's converged delivery and security platform. The stock responded with an 8% abnormal move on the print and has drifted 16.8% higher subsequently, with analyst consensus targets at $416.60 versus a current price of $388.75.
EPS surprise+12.7%
Market move+8.0%
