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What the Street Thinks About F5, Inc. (FFIV) After a Strong Quarter

F5, Inc. (NASDAQ:FFIV) is among the most profitable software stocks to buy now. On January 28, Matthew Hedberg of RBC Capital Markets raised the price target on F5, Inc. (NASDAQ:FFIV) to $345 from $325 and maintained an Outperform rating. This follows the company’s strong beat-and-raise quarter, with the October 2025 security incident having a limited impact on results. That said, the firm noted that the company’s raised FY26 guidance now reflects “essentially no conservatism for the incident.”

On the same day, Evercore ISI reiterated its In Line rating and a price target of $320 on F5, Inc. (NASDAQ:FFIV), which matches the consensus estimate, suggesting an upside potential of 16.02%. Similarly, Piper Sandler raised the price target on the company to $325 from $295 and kept an Overweight rating on January 28.

The firm pointed out that F5, Inc. (NASDAQ:FFIV) is expanding its core offerings to include hybrid multi-cloud, AI advancement, and delivery/security convergence. Piper Sandler advises owning the stock, citing “Year of Refresh, F5’s own refresh/EoSS, estimates de-risked, software acceleration coming” among its rationale for the bullish guidance.

F5, Inc. (NASDAQ:FFIV) is a Washington-based provider of multicloud application security and delivery solutions. Founded in 1996, the company offers distributed cloud services, multi-cloud networking, domain name system, and content delivery network.

While we acknowledge the potential of FFIV to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than FFIV and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.

Disclosure: None.

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When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
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  • 65 Microsofts
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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

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