F5, Inc.: Long-Term Growth Outlook Has Gotten Better Due To AI-Related Demand

I recommended a buy rating for F5, Inc. (NASDAQ: FFIV ) when I wrote about it last October, as I expected it to achieve its FY25 guidance, driven by a better macro environment and an increase inI consider an investment ideal if it performs its core business in a sector projected to experience structural (organic) growth in excess of GDP growth over the next 5-10 years; profits from sustainable competitive advantages that translate into attractive unit economics; In the hands of competent, ethical, and long- ...