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

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

With a market cap of $25.3 billion, F5, Inc. (FFIV) is a global leader in application delivery and security, helping organizations deliver and secure every app and API across any environment. With three decades of expertise, F5’s Application Delivery and Security Platform (ADSP) enables fast, available, and secure digital experiences across on-premises, cloud, edge, and hybrid multicloud environments. 

Companies valued at $10 billion or more are generally classified as “large-cap” stocks, and F5 fits this criterion perfectly. F5 partners with leading organizations worldwide to drive innovation, strengthen security, and build a better digital future.

More Top Stocks Daily: Go behind Wall Street’s hottest headlines with Barchart’s Active Investor newsletter.

 

Shares of the Seattle, Washington-based company have dipped 2.5% from its 52-week high of $462. Over the past three months, shares of the company have increased 16.6%, lagging behind the State Street SPDR S&P Software & Services ETF’s (XSW) nearly 25% return during the same period.

www.barchart.com

The stock has surged 76.3% on a YTD basis, outperforming XSW’s 6.6% rise. In the longer term, shares of the computer networking company have soared 38.9% over the past 52 weeks, compared to XSW's marginal gain over the same time frame.

FFIV stock has been trading above its 200-day moving average since May.

www.barchart.com

F5 reported better-than-expected Q3 2026 revenue of $865 million and adjusted EPS of $4.73 on Jul. 27. The company raised its annual revenue-growth forecast for the third time in 2026, reflecting strong demand for secure network and application-delivery solutions as businesses respond to rising AI-driven cyberattacks and ransomware. It lifted its annual revenue-growth outlook to 9% - 10% and raised fiscal 2026 adjusted EPS guidance to $17.21 - $17.33.

In comparison, rival Salesforce, Inc. (CRM) has performed weaker than FFIV stock. CRM stock has decreased marginally over the past 52 weeks and 9.7% on a YTD basis. 

Despite the stock’s outperformance over the past year, analysts are autiously optimistic about its prospects. FFIV stock has a consensus rating of “Moderate Buy” from the 13 analysts covering it, and as of writing, the stock is trading above the mean price target of $443.70.


On the date of publication, Sohini Mondal 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.

 

More news from Barchart

A $26.4 Million Reason to Buy GameStop Stock SBUX Stock Alert: What to Know as Starbucks Closes More Than 250 Stores Everpure Stock Just Hit a New All-Time High. What Comes Next. AutoZone Generates Strong Q4 Free Cash Flow - Is AZO Stock Too Cheap?