Core Insights - F5, Inc. experienced a significant drop in share price following disappointing Q4 2025 results and guidance, attributed in part to a cybersecurity breach discovered in August 2025 [1][5][6] Financial Performance - For Q4 and FY 2025, F5 reported a revenue growth of only 0% to 4% for 2026, a stark contrast to the 10% growth in 2025 [5] - The share price fell by $22.83 (-7.8%) on October 28, 2025, resulting in a loss of over $1.3 billion in shareholder value [1][6] Cybersecurity Incident - F5 disclosed on October 15, 2025, that a nation-state threat actor had maintained long-term access to its systems, leading to a share price decline of $47.82 (-13.9%) over two trading days [4] - The company indicated that the cybersecurity incident could lead to delays in customer approvals and deals, impacting future revenue [6] Legal Investigation - Hagens Berman, a national shareholders rights firm, has initiated an investigation into whether F5 timely reported the cybersecurity breach and its implications for the business [2][3] - The investigation will focus on the materiality of the incident and compliance with SEC disclosure rules [7]

Core Viewpoint - Robbins Geller Rudman & Dowd LLP is investigating potential violations of U.S. federal securities laws involving F5, Inc., focusing on whether F5 and its executives made false or misleading statements or failed to disclose material information to investors [1][2]. Company Overview - F5, Inc. provides multi-cloud application security and delivery solutions [2]. Incident Revelation - On October 15, 2025, F5 disclosed that a sophisticated nation-state threat actor gained unauthorized access to certain F5 systems on August 9, 2025. The investigation revealed that the threat actor maintained long-term access to systems, including the BIG-IP product development environment, and exfiltrated files containing portions of the BIG-IP source code and information about undisclosed vulnerabilities [3]. - Following this revelation, the price of F5 shares experienced a decline [3]. Legal Representation - Robbins Geller Rudman & Dowd LLP is recognized as a leading firm in representing investors in securities fraud and shareholder litigation, having secured over $2.5 billion for investors in 2024 alone [4]. - The firm has been ranked 1 in the ISS Securities Class Action Services rankings for four out of the last five years [4].

Core Viewpoint - Bragar Eagel & Squire, P.C. is investigating potential claims against F5, Inc. regarding possible violations of federal securities laws and unlawful business practices following a significant security breach [1][2]. Investigation Details - On October 15, 2025, F5 disclosed that a sophisticated nation-state threat actor had gained unauthorized access to its systems, maintaining long-term access to critical areas including the BIG-IP product development environment [2]. - The breach resulted in the exfiltration of files, including portions of the BIG-IP source code and information about undisclosed vulnerabilities [2]. - Following this announcement, F5's stock price dropped by $35.40, or approximately 10.70%, from $330.75 to $295.35 per share [2]. Next Steps - Investors who purchased F5 shares and experienced losses are encouraged to contact Bragar Eagel & Squire for more information regarding their rights and potential claims [3]. About the Law Firm - Bragar Eagel & Squire, P.C. is a nationally recognized law firm that represents individual and institutional investors in various complex litigations across state and federal courts [4].

Core Viewpoint - F5, Inc. is under investigation for potential violations of federal securities laws following a significant security breach that resulted in unauthorized access to its systems and the exfiltration of sensitive information, including source code and undisclosed vulnerabilities [2]. Group 1: Company Information - On October 15, 2025, F5 disclosed that a sophisticated nation-state threat actor gained unauthorized access to its systems on August 9, 2025 [2]. - The investigation revealed that the threat actor maintained long-term access to F5 systems, including the BIG-IP product development environment and engineering knowledge management platform [2]. - Certain files were exfiltrated during the breach, which included portions of the BIG-IP source code and information about undisclosed vulnerabilities [2]. Group 2: Market Reaction - Following the disclosure of the security breach, F5's stock price fell over 10%, dropping from a close of $330.75 on October 15, 2025, to $295.35 on October 16, 2025 [2].

Core Viewpoint - The analysis indicates a cautious stance on F5, Inc. (FFIV), suggesting a "wait-and-see" approach until there is evidence of recovery in software momentum and demand [1]. Company Analysis - A hold rating was assigned to F5, Inc. in April, reflecting the need for further observation regarding the company's performance [1]. - The investment strategy emphasizes identifying undervalued companies with long-term growth potential, focusing on quality companies available at a discount to their intrinsic value [1].

Core Insights - Hyundai Motor experienced a 29% decline in third-quarter operating profit, primarily due to the impact of U.S. tariffs on the company [1] Company Summary - The decline in operating profit indicates significant challenges faced by Hyundai Motor in the current market environment [1] - The U.S. tariffs have been identified as a key factor negatively affecting the company's financial performance [1] Industry Summary - The automotive industry is facing increased pressure from tariffs, which can lead to reduced profitability for manufacturers operating in affected markets [1] - The situation highlights the broader implications of trade policies on global automotive companies [1]

Core Insights - F5 Inc. has reported a significant increase in profitability, with revenue rising by 10% and gross margins improving, indicating strong financial performance in recent times [1] Company Performance - The company has achieved one of its most profitable years recently, showcasing a notable growth trajectory [1] Analyst Background - The analysis is conducted by a financial analyst with a background in petroleum and gas engineering, focusing on technology, infrastructure, and internet services, emphasizing the importance of strong fundamentals and long-term investment potential [1]

Core Viewpoint - Bragar Eagel & Squire, P.C. is investigating potential claims against F5, Inc. regarding possible violations of federal securities laws and unlawful business practices following a significant security breach [1][2]. Investigation Details - On October 15, 2025, F5 disclosed that a sophisticated nation-state threat actor had gained unauthorized access to its systems, including the BIG-IP product development environment and engineering knowledge management platform [2]. - The breach resulted in the exfiltration of certain files, including portions of the BIG-IP source code and information about undisclosed vulnerabilities [2]. - Following this announcement, F5's stock price dropped by $35.40, or approximately 10.70%, from $330.75 to $295.35 within a day [2]. Next Steps - Investors who purchased F5 shares and experienced losses are encouraged to contact Bragar Eagel & Squire for more information regarding their rights and potential claims [3]. About the Law Firm - Bragar Eagel & Squire, P.C. is a nationally recognized law firm that represents individual and institutional investors in various complex litigations across state and federal courts [4].

Group 1 - Major U.S. equities indexes reached new intraday highs, driven by strong corporate earnings and the commencement of the Federal Reserve's two-day meeting [6][5] - United Parcel Service (UPS) shares surged following the company's strong quarterly results, indicating successful turnaround efforts [2][6] - Sherwin-Williams (SHW) emerged as the best-performing stock in the Dow after exceeding analysts' earnings estimates for the third quarter [2] Group 2 - PayPal (PYPL) stock experienced a significant increase after announcing a partnership with OpenAI to integrate its digital wallet into ChatGPT for purchases [2] - F5 (FFIV) shares declined due to a soft outlook, as the company anticipates disruptions in sales cycles following a recent cybersecurity incident [3] - Royal Caribbean Cruises (RCL) shares fell after reporting quarterly revenue that did not meet analysts' expectations [3][6]

Core Insights - F5, Inc. (FFIV) reported better-than-expected fourth-quarter results for fiscal 2025, with non-GAAP EPS of $4.39, exceeding the Zacks Consensus Estimate by 10.86% and management's guidance of $3.87-$3.99 [1][10] - The company's revenues for the fourth quarter reached $810 million, surpassing the consensus mark by 2.22% and showing an 8% year-over-year increase [2][10] - Despite strong results, shares of F5 fell 6.8% in after-hours trading due to weaker revenue and EPS guidance for the first quarter of fiscal 2026 and concerns over a recent security incident [3][10] Financial Performance - Product revenues, accounting for 51.1% of total revenues, increased 15.6% year over year to $414.1 million, driven by a 42% surge in Systems revenues, which totaled $186 million [4][5] - Software revenues rose slightly by 0.3% year over year to $229 million, while Global Services revenues grew 2% year over year to $396 million [6] - Non-GAAP gross profit increased 10.3% year over year to $683 million, with a gross margin of 84.3%, up 130 basis points from the previous year [7] Cash Flow and Share Repurchase - F5 ended the September quarter with cash and short-term investments of $1.36 billion, down from $1.44 billion in the previous quarter [8] - The company generated an operating cash flow of $208 million for the quarter and $950 million for the full fiscal 2025 [8] - F5 repurchased shares worth $125 million in the fourth quarter and $502 million during the first nine months of fiscal 2025 [8] Guidance - For the first quarter of fiscal 2026, F5 expects revenues between $730 million and $780 million, below the Zacks Consensus Estimate of $789.4 million [9][11] - The projected non-GAAP EPS for the first quarter is in the range of $3.35-$3.85, compared to the Zacks Consensus Estimate of $4.02 [11] - F5 anticipates fiscal 2026 revenues to grow in the mid-single-digit range, with the Zacks Consensus Estimate pegged at $3.19 billion, indicating a year-over-year growth of 3.9% [11]