F5, INC.
No SEC Form 4 filings for $FFIV in the last 30 days.
US stocks rose Monday as tech led gains and oil prices eased amid optimism about US-Iran talks. The S&P 500 rose 0.7% to a record close and the Nasdaq gained 1.2% to a new high. Micron surged about 20% to a $1 trillion market cap. WTI fell 3% to ~$93/bbl; Fed rate-cut odds shifted higher, per CME FedWatch.
F5 said it acquired Dublin-based CalypsoAI in September to expand into AI security, citing an estimated $10bn+ AI security market over the next 3–4 years. F5 CEO François Locoh-Donou said Calypso’s adaptive platform helps protect AI models and data from threats like jailbreaks and prompt injection. F5 also has a “fast lane” integration process; its SaaS unit is about $200m annual recurring revenue.
On May 26, analysts adjusted price targets across multiple stocks. Royal Bank raised AutoCanada to C$23. JPMorgan cut Array Digital Infrastructure to $54 and Amentum to $31, but raised Analog Devices to $450. Other changes included BofA lifting Ciena to $660 and Cisco to $135, and Stifel trimming CAE to C$47.
