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

Seattle, Washington-based F5, Inc. (FFIV) provides multicloud application security and delivery solutions in the United States and internationally. The company has a market cap of $26 billion and offers cloud services that enable its customers to deploy, secure, and operate applications in any architecture, from on-premises to the public cloud. The company is expected to release its Q4 2026 earnings soon. 

Ahead of this event, analysts anticipate the company will generate earnings of $3.32 per share, representing a decrease of 2.6% from $3.41 per share reported in the same quarter last year. The company has surpassed the Street’s bottom-line estimates in each of the past four quarters, which is impressive.     

For fiscal 2026, analysts expect the company to report an EPS of $13.65, indicating a 15% rise from $11.87 reported in fiscal 2025. Moreover, its EPS is expected to rise nearly 3.1% year over year (YoY) to $14.07 in fiscal 2027. 

FFIV stock has surged 42.8% over the past 52 weeks, outperforming the S&P 500 Index’s ($SPX) 16% rise and the State Street Technology Select Sector SPDR ETF’s (XLK) 40.5% rise during the same time frame. 

On July 27, F5 shares grew 4% following the release of its better-than-expected Q3 2026 earnings. The company’s revenue for the quarter rose 10.9% from the previous year’s quarter to $865.1 million and surpassed the Street’s estimates. Moreover, its adjusted EPS came in at $4.73, also topping the consensus estimates. F5’s management also raised its full-year adjusted EPS guidance to $17.27 at the midpoint, marking a 5.3% increase. 

Analysts’ consensus opinion on the stock is moderately bullish, with a “Moderate Buy” rating overall. Of the 13 analysts covering the stock, four recommend a “Strong Buy,” one recommends a “Moderate Buy,” seven suggest a “Hold,” and the remaining one rates it a “Moderate Sell.” FFIV’s average analyst price target is $443.70, which is below the current price level. However, its Street-high price target of $515 offers a 9.6% upside potential. 

On the date of publication, Aritra Gangopadhyay did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.