$FFIV

F5 (FFIV) reported Q2 revenue of $865.1M, up 10.9% YoY, beating estimates by 3.6%. Fastly (FSLY) saw 23.3% YoY revenue growth, exceeding expectations by 5.3%. Akamai (AKAM) reported 5.4% YoY growth, slightly beating estimates. Cloudflare (NET) grew 35.9% YoY, surpassing estimates by 4.7%. Despite strong earnings, shares of these content delivery stocks have declined since reporting.

Shares of F5 (FFIV), Braze (BRZE), CrowdStrike (CRWD), MongoDB (MDB), and Cloudflare (NET) fell due to geopolitical tensions and rising bond yields. CrowdStrike's stock is volatile, with recent gains tied to new product launches and partnerships. The company's shares are up 88.6% year-to-date.

APPS and FFIV are evaluated for value investors. APPS has a forward P/E of 8.00, PEG of 0.19, and P/B of 1.66, earning a Value grade of B. FFIV has a forward P/E of 18.21, PEG of 6.26, and P/B of 4.62, with a Value grade of D. Both have solid earnings outlooks, but APPS is deemed the better value.

F5, Inc. (FFIV), a $21.5B market cap provider of multicloud application security, reported Q3 2026 revenue of $865M and adjusted EPS of $4.73, beating estimates. The company raised its annual revenue growth forecast to 9-10% and adjusted EPS guidance to $17.21-$17.33. Analysts expect 15% Y/Y EPS growth for FY2026. The stock has gained 20.9% over 52 weeks, outperforming the S&P 500. The consensus rating is 'Moderate Buy' with a mean price target of $439.50, a 15% premium to current levels.

Akamai (AKAM) and peers reported Q2 earnings. Akamai's revenue grew 5.4% YoY, beating estimates by 0.6%, but missed on operating income and guidance. Fastly (FSLY) saw 23.3% revenue growth, beating estimates by 5.3%. F5 (FFIV) and Cloudflare (NET) also reported earnings, with Cloudflare up 35.9% YoY. Despite strong results, shares of Akamai, Fastly, and F5 declined since reporting.

F5 (FFIV) launched an enhanced AI Gateway, integrated into its AI Security Platform, to optimize AI costs and governance. The solution provides a unified control point for managing AI models, agents, and tools, addressing challenges in tokenomics, security, and policy enforcement. According to F5, the AI Gateway can reduce token spend by up to 60%. The company cites Gartner's report on the growing importance of AI gateways.

F5 (FFIV) enhanced its AI Gateway, integrating it into the F5 AI Security Platform. The upgrade provides enterprises with a unified control plane to manage AI model access, optimize costs, and improve security. According to F5, 77% of organizations prioritize AI inference, with an average of seven models in use, highlighting the need for better governance and cost management.

Simply Wall St reports F5 (FFIV) launched general availability tests for its F5 AI Guardrails integrated with NVIDIA NeMo Guardrails. The article cites recent stock performance, including 59.76% YTD, and discusses valuation, including a fair value estimate of $409 versus a last close of $409.99 and a DCF value of $313.94.

F5 reported Q3 net revenues for services of $402.25 million versus a $402.31 million analyst average, up 2.7% year over year. Products were $462.83 million versus $429.8 million estimated, up 19% year over year. Software net product revenues were $223.31 million versus $219.37 million estimated, up 7.4% year over year.

F5, Inc. (FFIV) said it launched F5 AI Guardrails, integrated with NVIDIA NeMo Guardrails, to centrally inspect prompts and LLM responses and enforce enterprise AI security policies. The company also reported stronger Q3 results and raised its FY2026 revenue growth outlook to about 9% to 10%, with Q3 revenue of $865.08M and net income of $208.21M.