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Upturn AI SWOT - About
F5 Networks Inc (FFIV)

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Upturn Advisory Summary
12/04/2025: FFIV (5-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $291.5
1 Year Target Price $291.5
| 0 | Strong Buy |
| 1 | Buy |
| 11 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 89.81% | Avg. Invested days 93 | Today’s Advisory PASS |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 14.41B USD | Price to earnings Ratio 21.03 | 1Y Target Price 291.5 |
Price to earnings Ratio 21.03 | 1Y Target Price 291.5 | ||
Volume (30-day avg) 13 | Beta 0.99 | 52 Weeks Range 223.76 - 346.00 | Updated Date 12/5/2025 |
52 Weeks Range 223.76 - 346.00 | Updated Date 12/5/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 11.8 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 22.42% | Operating Margin (TTM) 27.14% |
Management Effectiveness
Return on Assets (TTM) 8.29% | Return on Equity (TTM) 20.6% |
Valuation
Trailing PE 21.03 | Forward PE 16.1 | Enterprise Value 12895621816 | Price to Sales(TTM) 4.67 |
Enterprise Value 12895621816 | Price to Sales(TTM) 4.67 | ||
Enterprise Value to Revenue 4.18 | Enterprise Value to EBITDA 14.59 | Shares Outstanding 58089614 | Shares Floating 57466312 |
Shares Outstanding 58089614 | Shares Floating 57466312 | ||
Percent Insiders 0.66 | Percent Institutions 100.97 |
Upturn AI SWOT
F5 Networks Inc

Company Overview
History and Background
F5 Networks, Inc. was founded in 1996. It initially focused on load balancing solutions and has evolved into a provider of multi-cloud application security and delivery services.
Core Business Areas
- Application Security: Provides security solutions for web applications and APIs, protecting against various threats and vulnerabilities.
- Application Delivery: Offers solutions for optimizing the performance, availability, and management of applications across different environments.
- Multi-Cloud Networking: Enables consistent application services and security across multiple cloud platforms.
- Automation: Offers solutions to automate and orchestrate application delivery and security workflows.
Leadership and Structure
Francois Locoh-Donou is the President and CEO. The company has a typical corporate structure with departments for engineering, sales, marketing, finance, and operations.
Top Products and Market Share
Key Offerings
- BIG-IP: A suite of products providing application delivery and security services. Competitors include Citrix ADC, and A10 Networks Thunder ADC. Market share figures vary, but BIG-IP remains a significant player in the ADC market.
- NGINX: A popular open-source web server, reverse proxy, load balancer, and HTTP cache. Competitors include Apache, IIS, and HAProxy. Nginx is a key component within F5's application delivery portfolio, holding a sizable percentage of the web server marketshare, making it the top web server solution.
- Distributed Cloud Services (formerly Volterra): Offers a unified platform for deploying, securing, and operating applications across multiple clouds and edge locations. Competitors include Akamai and Cloudflare.
- F5 Distributed Cloud Web Application Firewall (WAAP): Provides comprehensive protection against web application attacks and bot traffic. Competitors include Cloudflare and Imperva.
Market Dynamics
Industry Overview
The application security and delivery market is driven by increasing complexity of applications, the rise of cloud computing, and the growing sophistication of cyber threats. Organizations need solutions to ensure the performance, availability, and security of their applications across diverse environments.
Positioning
F5 Networks positions itself as a provider of comprehensive multi-cloud application services. Its competitive advantages include its broad product portfolio, its expertise in application security, and its strong customer relationships.
Total Addressable Market (TAM)
The TAM for application security and delivery is estimated to be worth tens of billions of dollars. F5 is positioned to address a significant portion of this TAM with its broad range of solutions.
Upturn SWOT Analysis
Strengths
- Strong market position in application delivery
- Broad product portfolio
- Expertise in application security
- Strong customer relationships
- Acquisition of NGINX provides access to a large open-source community
Weaknesses
- Transitioning from hardware-based to software and cloud-based solutions
- Competition from cloud providers offering native application services
- Complexity of product portfolio can be challenging for customers
- Slower revenue growth compared to some competitors
Opportunities
- Growing demand for multi-cloud application services
- Increasing adoption of DevOps and automation
- Expanding into new markets and geographies
- Integrating NGINX into F5's broader product portfolio
- Increased need for robust cybersecurity solutions
Threats
- Competition from cloud providers
- Evolving cyber threats
- Economic slowdown could impact IT spending
- Rapid technological changes
- Open-source alternatives gaining traction
Competitors and Market Share
Key Competitors
- CSCO
- AKAM
- CDAY
- FTNT
- CTXS
Competitive Landscape
F5 faces competition from established networking vendors, cloud providers, and specialized security companies. F5's advantages include its broad product portfolio and its expertise in application delivery and security. Disadvantages are that it's slower in cloud transformation than its competitors.
Major Acquisitions
Volterra
- Year: 2021
- Acquisition Price (USD millions): 440
- Strategic Rationale: Expanded F5's cloud and edge capabilities and positioned the company as a leader in multi-cloud application services.
NGINX
- Year: 2019
- Acquisition Price (USD millions): 670
- Strategic Rationale: Expanded F5's reach into the open-source community and added a lightweight application delivery platform to its portfolio.
Growth Trajectory and Initiatives
Historical Growth: F5 experienced moderate growth over the past decade, with recent growth being driven by security and software solutions.
Future Projections: Analysts project continued growth in the single-digit percentages, driven by increasing demand for application security and multi-cloud services.
Recent Initiatives: F5 has focused on expanding its cloud-native offerings, integrating NGINX into its platform, and developing new security solutions.
Summary
F5 Networks is a key player in the application delivery and security market with a strong product portfolio. While the company has shown moderate growth and is transitioning to cloud-based solutions, it faces stiff competition from cloud providers and needs to continue innovating to stay ahead. Its strong customer relationships and expertise position it well for future growth in the multi-cloud environment, and it needs to continue to develop its cloud based technologies for a stronger future.
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Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Earnings Call Transcripts
- Industry Reports
- Analyst Reports
- Company Website
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market share data is approximate and may vary depending on the source. Future performance is not guaranteed and is subject to various risks and uncertainties.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About F5 Networks Inc
Exchange NASDAQ | Headquaters Seattle, WA, United States | ||
IPO Launch date 1999-06-04 | President, CEO & Director Mr. Francois Locoh-Donou | ||
Sector Technology | Industry Software - Infrastructure | Full time employees 6512 | Website https://www.f5.com |
Full time employees 6512 | Website https://www.f5.com | ||
F5, Inc. provides multicloud application security and delivery solutions in the United States, Europe, the Middle East, Africa, and the Asia Pacific region. The company's distributed cloud services enable its customers to deploy, secure, and operate applications in any architecture, from on-premises to the public cloud. It also offers unified, security, networking, and application management solutions, such as web app and API protection; multi-cloud networking; application delivery and deployment; domain name system; content delivery network; and application deployment and orchestration. In addition, the company provides application security and delivery products, including NGINX Plus; NGINX One Console; NGINX Ingress Controller; WAF for NGINX; BIG-IP Packaged Software; and BIG-IP Systems. Further, it provides a range of professional services, including maintenance, consulting, training, and other technical support services. The company sells its products to large enterprise businesses, public sector institutions, governments, and service providers through distributors, value-added resellers, managed service providers, systems integrators, and other indirect channel partners. It has partnerships with public cloud providers, such as Amazon Web Services, Microsoft Azure, and Google Cloud Platform. The company was formerly known as F5 Networks, Inc. and changed its name to F5, Inc. in November 2021. F5, Inc. was incorporated in 1996 and is headquartered in Seattle, Washington.

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