These Analysts Slash Their Forecasts On F5 Following Q4 Results

Core Viewpoint - F5 Inc reported strong fourth-quarter earnings but provided a weak outlook for the current quarter, leading to a decline in share price [1][3]. Financial Performance - The company posted quarterly earnings of $4.39 per share, exceeding the analyst consensus estimate of $3.97 per share [1]. - Quarterly sales reached $810.090 million, surpassing the analyst consensus estimate of $793.431 million, reflecting an 8% year-over-year growth [1][3]. - Product revenue grew by 16%, with systems revenue increasing by 42% [3]. - For the full year, F5 achieved a 10% revenue growth and an 18% growth in non-GAAP earnings [3]. Future Outlook - F5 expects first-quarter adjusted EPS to be between $3.35 and $3.85, below the analyst estimate of $4.03 [2]. - The company anticipates sales in the range of $730 million to $780 million, compared to the analyst estimate of $791.412 million [2]. Analyst Ratings and Price Targets - Morgan Stanley maintained an Equal-Weight rating and lowered the price target from $352 to $336 [5]. - Piper Sandler kept a Neutral rating and reduced the price target from $355 to $277 [5]. - B of A Securities maintained an Underperform rating and cut the price target from $260 to $250 [5]. - RBC Capital maintained a Sector Perform rating and lowered the price target from $350 to $315 [5]. - Barclays maintained an Equal-Weight rating and reduced the price target from $321 to $267 [5].