AlphaYou
Overview
Smart money at a glance
Filings to Sep 26, 2026Net selling: insiders sold $6.8M and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$6.8M netNet selling
- CongressSTOCK Act, last 180 days
- NoneNo trades disclosed
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 3 added, 3 cutEven
Key stats
Fundamentals Sep 25- Open
- $452.13
- 52-wk high
- $462.00
- High
- $457.70
- 52-wk low
- $223.76
- Low
- $445.00
- Prev close
- $455.99
- Mkt cap
- $25.29B
- P/E
- 36.4x
- Volume
- 550.8K
- Fwd P/E
- 24.6x
- Beta
- 1.03
- P/S
- 7.6x
- P/B
- 6.7x
- Profit margin
- +22.0%
- Op margin
- +24.6%
- ROE
- +19.8%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about FFIV filings
Are insiders buying or selling F5 Networks Inc (FFIV) stock?
Net selling: insiders sold $6.8M and bought $0 of FFIV stock on the open market in the 90 days to Sep 26, 2026, according to SEC Form 4 filings. $5.3M of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Montoya, Michael F (Chief Technology Ops Officer), who sold $1.8M. The latest filing was on Sep 15, 2026.
Which members of Congress have traded FFIV recently?
None. No member of Congress disclosed a FFIV trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.
How current is this FFIV smart-money data?
This summary uses filings available on Sep 26, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Buys/Adds (2)
- MI
Millennium
$122.6M
added
- TS
Two Sigma
$52.9M
added
Sells/Trims (1)
- CI
Citadel
$44.9M
trimmed
What insiders are doing
What Congress is doing
Buys (1)
Sells (2)
How top traders are positioned
No tracked top-trader positions in FFIV right now.
Live Hyperliquid positioning - not every stock is covered
Activist stakes, short interest & more
Earnings
Earnings came in 12.5% above what analysts expected.
Earnings per share
$3.04 expected
Revenue
No comparable estimate
Company adjusted EPS
From the company's release
The company and the analyst consensus count earnings differently, so the two figures differ. The comparison above uses the analyst basis.
Q4 FY2026 guidance
$870.0M to $890.0M
No comparable estimate
Reports Oct 26, 2026, in 30 days
EPS expected
$4.20 to $4.47
Revenue expected
10 analysts
Last 30 days
Analysts raising estimates
What the company said
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $810.1M | $822.5M | $811.7M | $865.1M |
| Cost of what it sold | $143.9M | $151.8M | $139.4M | $153.6M |
| Gross profit | $666.2M | $670.7M | $672.3M | $711.5M |
| What it spent | ||||
| Research and development | $136.4M | $141.2M | $151.0M | $164.7M |
| Sales and admin | $94.0M | $90.6M | $91.6M | $95.6M |
| Other operating costs | $230.1M | $224.8M | $250.9M | $238.0M |
| Total operating expenses | $460.6M | $456.5M | $493.5M | $498.2M |
| What was left | ||||
| Operating profit | $205.7M | $214.1M | $178.7M | $213.3M |
| Profit before tax | $215.1M | $222.9M | $189.2M | $226.2M |
| Tax | $24.6M | $42.9M | $41.5M | $18.0M |
| Net profit | $190.5M | $180.1M | $147.8M | $208.2M |
| EBITDA | $244.6M | $247.5M | $213.8M | $258.6M |
Technicals
Price structure
This stock is in a strong uptrend, and looks overbought after a fast run-up.
Trend
Strong uptrend
85 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage is bullish
Tone of tracked coverage
Attackers hit Check Point Management Servers and Spark firewalls, F5 BIG-IP APM instances
Leans bearishSep 23F5 Patches Critical BIG-IP APM Zero-Day Exploited for Unauthenticated RCE on OAuth Servers
BearishSep 23F5 patches BIG-IP APM zero-day flaw exploited in RCE attacks
BearishSep 23Is Louisiana Contract Win Altering The Investment Case For Motorola Solutions (MSI)?
NeutralSep 23Andra AP fonden Sells 14,160 Shares of F5, Inc. $FFIV
NeutralSep 23Hackers Exploiting F5 BIG-IP OAuth Server 0-day Flaw to Gain Remote Code Execution
BearishSep 23F5 Inc. stock heads into the open after a 2.3 percent gain
Leans bullishSep 23Nykredit A S Takes Position in F5, Inc. $FFIV
NeutralSep 21