F5 Beat on Revenue and Still Dropped 20%. One Soft Guide Was All It Took for a Stock Up 80% This Year.

F5 (NASDAQ:FFIV | FFIV Price Prediction) reported fiscal fourth-quarter results after the close on October 27, 2026 and beat on both revenue and earnings. In the next session the stock fell 20%.

24/7 Wall Street • 11 hours ago

First F5, Now Fortinet: Wall Street Has Stopped Paying Security Stocks for Beating Earnings

Fortinet (NASDAQ:FTNT | FTNT Price Prediction) beat Wall Street on earnings and revenue after the close on October 28, 2026 and raised its full-year revenue outlook. Shares then fell 26% in premarket trading on October 29, 2026.

24/7 Wall Street • 11 hours ago

Why F5 Stock Is Getting Crushed Today

Artificial intelligence technology services company F5 topped its Q4 revenue and earnings outlooks. Guidance for the quarter and year ahead, however, implies an important growth-driving refresh cycle may have already run its full course.

The Motley Fool • Oct 28, 2026

F5 stock suffers worst day in more than a decade as AI spending shakes investors

F5 shares fell about 20% Wednesday after the company forecast slower revenue growth and lower margins for fiscal 2027, despite beating Wall Street's estimates for its fiscal fourth quarter.

GeekWire • Oct 28, 2026

F5, Inc. (FFIV) Q4 2026 Earnings Call Transcript

F5, Inc. ( FFIV ) Q4 2026 Earnings Call October 27, 2026 4:30 PM EDT Company Participants Suzanne DuLong - Vice President of Investor Relations François Locoh-Donou - President, CEO & Chairman Cooper Werner - Executive VP & Chief Financial Officer Conference Call Participants Matthew Hedberg - RBC Capital Markets, Research Division Joseph Cardoso - JPMorgan Chase & Co, Research Division Timothy Long - Barclays Bank PLC, Research Division George Notter - Wolfe Research, LLC James Fish - Piper Sandler & Co., Research Division Meta Marshall - Morgan Stanley, Research Division John Jeffrey Hopson - Needham & Company, LLC, Research Division Presentation Operator Good afternoon and welcome to the F5, Inc. Fourth Quarter Fiscal 2026 Financial Results Conference Call. [Operator Instructions] Also, today's conference is being recorded.

Seeking Alpha • Oct 28, 2026

FFIV Q4 Earnings Beat Estimates on Strong Systems Growth

F5 beats Q4 earnings and revenue estimates as systems growth surges 29%, AI demand accelerates and management projects 8-9% revenue growth in fiscal 2027.

Zacks Investment Research • Oct 28, 2026

F5 and Oracle Collaborate to Strengthen Application Security in the AI Era

SEATTLE--(BUSINESS WIRE)--F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, and Oracle today announced a planned collaboration intended to bring next-generation web application and API protection (WAAP) to customers running applications on Oracle Cloud Infrastructure (OCI). Under the parties' non-binding MOU, this planned collaboration is expected to help organizations protect critical applications and APIs against sophisticated attacks while helping reduce oper.

Business Wire • Oct 28, 2026

What F5 (FFIV) Said on Its Q4 Earnings Call

F5 NASDAQ: FFIV reported fourth-quarter fiscal 2026 revenue of $917 million, up 13% from a year earlier and above the high end of its guidance range, as product revenue increased 23%. The company said it has now recorded nine consecutive quarters of double-digit product revenue growth.

MarketBeat • Oct 28, 2026

F5 Reports Fourth Quarter Results with 23% Product Revenue Growth

SEATTLE--(BUSINESS WIRE)--F5, Inc. (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced financial results for its fourth quarter and fiscal year 2026 ended September 30, 2026. “Q4 closed out an exceptional fiscal year. In the quarter, we delivered 23% product revenue growth driving 13% total revenue growth year over year. Nine consecutive quarters of double-digit product revenue growth reflect F5's expanding strategic role as our customers navigate hyb.

Business Wire • Oct 27, 2026

F5 (FFIV) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Although the revenue and EPS for F5 (FFIV) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Zacks Investment Research • Oct 27, 2026