FFIV F5, Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков

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23:08
27 июл
TheValueist Основатель, Atlas Peak Research
Watch FFIV as the primary beneficiary of application security spending surge and security.
Watch FFIV as the primary beneficiary of application security spending surge and security consolidation in hybrid/regulated accounts, supported by strong product adoption and blocking-mode metrics.
FFIV
Сред.
23:08
27 июл
TheValueist Основатель, Atlas Peak Research
Watch FFIV as a beneficiary of enterprise shift to hybrid/private cloud, AI traffic growth.
Watch FFIV as a beneficiary of enterprise shift to hybrid/private cloud, AI traffic growth, and competitive displacement, supported by strong systems growth.
FFIV
Сред.
22:24
27 июл
TheValueist Основатель, Atlas Peak Research
F5 reported strong quarterly results and raised full-year guidance.
F5 reported strong quarterly results and raised full-year guidance, but the tweet is a factual earnings summary without an explicit author position or trade call.
FFIV
Низ.
22:11
27 июл
AlphaSense Платформа рыночной аналитики на базе ИИ
F5 Networks CEO reports passing $50 million in direct AI revenue and 100% growth in AI security.
F5 Networks CEO reports passing $50 million in direct AI revenue and 100% growth in AI security customers with hardware growth above 30% year on year.
FFIV
20:30
27 июл
F5 is raising its full-year revenue guidance to 9-10% and non-GAAP EPS to $17.21-$17.33, reflecting stronger-than-expected product and systems demand. Management cites durable secular tailwinds (hybrid multicloud, threat landscape, AI inference) and strong adoption of new AI-powered security offerings.
FFIV
Выс.
20:09
27 июл
AlphaSense Платформа рыночной аналитики на базе ИИ
F5 Networks reports fiscal third quarter 2026 revenue of 865 million dollars with 11 percent.
F5 Networks reports fiscal third quarter 2026 revenue of 865 million dollars with 11 percent year-over-year growth and strong product revenue performance.
FFIV
13:46
27 июл
KawzInvests Автор, Asymmetrical Bets (Substack)
The author maps a busy earnings week around the Fed decision where major tech firms update AI.
The author maps a busy earnings week around the Fed decision where major tech firms update AI capex guidance, expecting volatility but not taking a directional position.
FFIV
Низ.
23:43
21 июн
Журналы FOIA Комиссии по ценным бумагам и биржам (SEC) указывают на продолжающееся.
Журналы FOIA Комиссии по ценным бумагам и биржам (SEC) указывают на продолжающееся расследование в отношении F5 Inc, спикер не выразил определенного мнения.
FFIV
Низ.
04:19
03 июн
TheValueist Основатель, Atlas Peak Research
Watch F5 as a beneficiary of increased network traffic and security inspection needs.
Watch F5 as a beneficiary of increased network traffic and security inspection needs; no position.
FFIV
Сред.
04:07
22 мая
TheValueist Основатель, Atlas Peak Research
Long F5 as part of the connectivity infrastructure theme.
Long F5 as part of the connectivity infrastructure theme, with exposure to traffic/security and networking in AI data centers.
FFIV
Выс.
08:54
08 мая
Ozark Любитель «бычьего» рынка, криптотрейдер
The author sarcastically lists CDN and cloud stocks in a reply without providing any.
The author sarcastically lists CDN and cloud stocks in a reply without providing any forward-looking opinion or trade thesis.
FFIV
Выс.
03:19
08 мая
Ozark Любитель «бычьего» рынка, криптотрейдер
The author sarcastically suggests $50 is cheap for agentic software stocks like DDOG, AKAM.
The author sarcastically suggests $50 is cheap for agentic software stocks like DDOG, AKAM, DOCN, FFIV, and FSLY, but the hot take lacks a clear directional call.
FFIV
Выс.
02:58
07 мая
Ozark Любитель «бычьего» рынка, криптотрейдер
The author lists CDN and cloud stocks in a reply without providing any directional opinion.
The author lists CDN and cloud stocks in a reply without providing any directional opinion or forward-looking thesis.
FFIV
Выс.
20:30
28 апр
Cooper Warner Executive Vice President and CFO FFIV Q2 FY26 call
Management raised its full-year revenue and EPS guidance, citing strong demand driven by hybrid multicloud adoption, an expanding threat landscape, and AI inference, indicating a confident and positive outlook.
FFIV
Выс.
21:30
27 янв
Management raised full-year revenue and EPS guidance, citing strong demand across hybrid multi-cloud, AI, and converged platforms, and expects continued growth.
FFIV
Выс.
22:00
02 дек
George Kurtz CEO and Founder, CrowdStrike Holdings, Inc. CRWD Q3 FY26 call
The partnership expands F5's security capabilities for its hardware appliances, potentially increasing its value proposition and locking in CrowdStrike protection for its install base, a positive for F5's product stickiness.
FFIV
Выс.

Об аналитическом покрытии FFIV

Buzzberg отслеживает FFIV (F5, Inc.) в 6 источниках. Бычьих сигналов: 0, медвежьих: 0, от 9 аналитиков. Сентимент разделён поровну. Всего отслеживается 16 торговых идей. Последние спикеры: TheValueist, AlphaSense, Francois Locoh-Donou.