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F5 (FFIV)

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Research analysts who have asked questions during F5 earnings calls.

MN

Michael Ng

Goldman Sachs

8 questions for FFIV

Also covers: AAPL, ANET, AXON +24 more
SC

Samik Chatterjee

JPMorgan Chase & Co.

8 questions for FFIV

Also covers: AAPL, ANET, APH +32 more
Meta Marshall

Meta Marshall

Morgan Stanley

7 questions for FFIV

Also covers: ANET, AXON, BAND +30 more
Ryan Koontz

Ryan Koontz

Needham & Company, LLC

7 questions for FFIV

Also covers: AAOI, ADTN, ANET +27 more
Amit Daryanani

Amit Daryanani

Evercore

6 questions for FFIV

Also covers: AAPL, AKAM, ANET +22 more
James Fish

James Fish

Piper Sandler Companies

6 questions for FFIV

Also covers: AKAM, ANET, BAND +15 more
SL

Simon Leopold

Raymond James

6 questions for FFIV

Also covers: AAOI, ANET, ARM +18 more
GN

George Notter

Jefferies

5 questions for FFIV

Also covers: AAOI, ADTN, ANET +18 more
Tim Long

Tim Long

Barclays

5 questions for FFIV

Also covers: ANET, CIEN, CLS +11 more
Tal Liani

Tal Liani

Bank of America

4 questions for FFIV

Also covers: ANET, CHKP, CIEN +11 more
Tomer Zilberman

Tomer Zilberman

Bank of America

3 questions for FFIV

Also covers: CLBT, EXTR, FTNT +3 more
MD

Matt Dezort

William Blair & Company

2 questions for FFIV

Also covers: CSGS, HCP, S +2 more
MH

Matt Hedberg

RBC

2 questions for FFIV

Also covers: GEN, GTLB, IOT +5 more
MH

Matthew Hedberg

RBC Capital Markets

2 questions for FFIV

Also covers: ADSK, ALTR, BASE +28 more
Timothy Long

Timothy Long

Barclays

2 questions for FFIV

Also covers: ANET, CIEN, DELL +6 more
Brent Bracelin

Brent Bracelin

Piper Sandler Companies

1 question for FFIV

Also covers: ADBE, AMPL, ASAN +20 more
MS

Maryanne Sarfati

Morgan Stanley

1 question for FFIV

MD

Matt Desert

Needham & Company, LLC

1 question for FFIV

Michael Richards

Michael Richards

RBC Capital Markets

1 question for FFIV

Also covers: ADSK, EVCM, NABL +9 more
MN

Mike Ng

Goldman Sachs

1 question for FFIV

Also covers: AXON, CLS, CSCO +1 more
PT

Priyanka Thapa

J.P. Morgan

1 question for FFIV

Also covers: JAMF, KEYS, XRX
SC

Sebastien Cyrus Naji

William Blair & Company, L.L.C.

1 question for FFIV

Also covers: ANET, ARM, CSCO
SN

Sebastien Naji

William Blair

1 question for FFIV

Also covers: ALAB, ANET, ARM +3 more
WC

W. Chiu

Raymond James

1 question for FFIV

Also covers: HLIT, NTNX

Recent press releases and 8-K filings for FFIV.

F5 scrutinized in securities class action over alleged long-term hack
FFIV
Legal Proceedings
  • Hagens Berman has issued notice to investors in F5, Inc. (NASDAQ: FFIV) regarding the February 17, 2026 lead plaintiff deadline in a pending securities class action alleging executives misled the market about BIG-IP security vulnerabilities.
  • The lawsuit claims a nation-state actor maintained persistent access to F5 systems, exfiltrating source code from the BIG-IP product development environment—disclosures in October 2025 triggered share price declines and a fiscal 2026 guidance cut.
  • Investors who purchased FFIV shares between October 28, 2024 and October 27, 2025 and suffered losses are urged to contact Hagens Berman before the deadline.
1 day ago
F5 faces shareholder class action over alleged cybersecurity breach concealment
FFIV
Legal Proceedings
Guidance Update
  • A class action lawsuit was filed on behalf of shareholders who bought F5 securities between October 28, 2024 and October 27, 2025, alleging the company concealed a significant breach in its BIG-IP development environment discovered in August 2025.
  • The complaint claims a nation-state actor maintained “long-term, persistent” access, potentially compromising source code and vulnerability data.
  • Following public disclosure, F5 reportedly saw reduced sales and renewals, elongated sales cycles, and increased remediation costs, prompting a revision of its fiscal 2026 revenue guidance to 0–4% growth, down from mid-single digits.
  • Applications to serve as lead plaintiff must be filed by February 17, 2026.
2 days ago
F5 faces securities class action deadline
FFIV
Legal Proceedings
  • Faruqi & Faruqi is investigating claims that F5 executives made false or misleading statements by failing to disclose a significant security breach affecting its BIG-IP product.
  • The proposed class covers investors who purchased F5 securities between October 28, 2024 and October 27, 2025.
  • On October 27, 2025, F5 reported Q4 FY2025 results and lowered fiscal 2026 guidance due to the breach, and its share price fell 10.9% to $258.76 by October 29, 2025.
  • The deadline to seek lead plaintiff status in the federal securities class action is February 17, 2026.
3 days ago
F5 investors file class action
FFIV
Legal Proceedings
  • The Portnoy Law Firm advises investors who bought F5 securities from Oct 28, 2024 to Oct 27, 2025 to join a class action, with a lead plaintiff motion deadline of Feb 17, 2026.
  • On Oct 15, 2025, F5 disclosed that a nation-state threat actor gained unauthorized access in early August, exfiltrating portions of its BIG-IP source code and undisclosed vulnerability data.
  • Following the disclosure, F5’s share price dropped $35.40 (approx. 10.7%) from $330.75 to $295.35 on Oct 16, 2025.
3 days ago
F5 alerts investors to class action lead plaintiff deadline
FFIV
Legal Proceedings
  • Hagens Berman notified F5 investors of the February 17, 2026 lead plaintiff deadline in a pending securities class action against F5 and certain executives.
  • The lawsuit, spanning October 28, 2024 – October 27, 2025, alleges F5 concealed an August 2025 breach of its BIG-IP systems by a nation-state actor that exfiltrated source code.
  • F5 shares plunged nearly 14% over two days after the breach disclosure and fell another 7% following a 2026 revenue guidance cut, wiping out over $2 billion in market value.
  • Affected investors are urged to contact Hagens Berman partner Reed Kathrein by the deadline to participate in the action.
4 days ago
F5 investor alert over alleged source code breach
FFIV
Legal Proceedings
Guidance Update
  • Hagens Berman has set a February 17, 2026 lead plaintiff deadline in a pending securities class action against F5, Inc. (FFIV) and certain executives.
  • The suit alleges F5 misled the market about the security of its BIG-IP products; in August 2025, a nation-state actor allegedly gained long-term access and exfiltrated source code, revealed on October 15, 2025.
  • The October 15 breach disclosure drove shares down ~14% over two days; on October 27, 2025 F5’s Q4 FY25 results and FY26 guidance cut led to a $22.83 (–7%) drop and wiped out $2 billion in market value.
  • The Class Period runs October 28, 2024 – October 27, 2025; investors who purchased during this window must file by the February 17, 2026 deadline.
7 days ago
F5 faces securities lawsuit over alleged undetected hack
FFIV
Legal Proceedings
Profit Warning
  • Hagens Berman issues notice to F5 investors regarding a February 17, 2026 lead plaintiff deadline in a proposed securities class action alleging F5 executives concealed a major breach of BIG-IP source code.
  • The lawsuit claims a nation-state actor maintained persistent access to F5 systems from August 2025, exfiltrating sensitive source code and prompting an October 2025 guidance cut that wiped out over $2 billion in market value.
  • On October 27, 2025, F5 reported disappointing 4Q FY25 results and lowered FY26 revenue expectations, attributing the shortfall to the breach’s impact on sales, renewals, and remediation costs.
  • The class period spans October 28, 2024 – October 27, 2025, and investors and whistleblowers with relevant information are urged to contact Reed Kathrein or consider the SEC Whistleblower program.
Jan 29, 2026, 2:02 AM
F5 under investigation for alleged security breach disclosures
FFIV
Legal Proceedings
  • Faruqi & Faruqi, LLP is probing potential class claims against F5 for making misleading statements and failing to disclose a significant security breach of its BIG-IP product, F5’s highest‐revenue offering.
  • On October 27, 2025, F5 reported Q4 FY2025 results and issued below-market growth guidance for FY2026, attributing reduced sales, elongated sales cycles and higher remediation costs to the breach.
  • Following the disclosure, F5’s share price fell from $290.41 on October 27, 2025 to $258.76 on October 29, 2025, a 10.9% drop.
  • Investors who acquired F5 securities between October 28, 2024 and October 27, 2025 have until February 17, 2026 to seek lead plaintiff status in the suit.
Jan 28, 2026, 7:27 PM
F5 raises FY26 guidance after strong Q1 results
FFIV
Earnings
Guidance Update
  • F5 reported Q1 FY26 revenue of $822 million (up ~7%), GAAP net income of $180 million, and non-GAAP EPS of $4.45, topping analyst estimates.
  • Systems revenue jumped 37% and product revenue rose 11% in the quarter, while software revenue declined and services saw modest growth.
  • Management raised FY26 guidance to 5–6% revenue growth, non-GAAP operating margin of 34–35%, and EPS of $15.65–$16.05, and set Q2 revenue target at $770–$790 million.
  • Shares climbed roughly 10–12% in after-hours trading, with the stock closing at $270.43 and market cap of $15.54 billion.
Jan 27, 2026, 11:06 PM
F5 Networks reports Q1 FY26 results
FFIV
Earnings
Guidance Update
Share Buyback
  • F5 Networks delivered $822 M in Q1 FY26 revenue, up 7% year-over-year (GAAP).
  • Non-GAAP EPS were $4.45, a 16% increase year-over-year.
  • Product revenue grew 11% year-over-year, marking the sixth consecutive quarter of double-digit product growth.
  • Updated FY26 outlook: total revenue growth now expected at 5–6% (from 0–4%), and non-GAAP EPS guided to $15.65–$16.05.
  • Returned capital: repurchased $300 M of shares in Q1, using 201% of free cash flow.
Jan 27, 2026, 9:30 PM