Evercore analyst Amit Daryanani maintains $F5 Inc (FFIV.US)$ with a hold rating, and adjusts the target price from $210 to $240.
According to TipRanks data, the analyst has a success rate of 60.3% and a total average return of 12.8% over the past year.
Furthermore, according to the comprehensive report, the opinions of $F5 Inc (FFIV.US)$'s main analysts recently are as follows:
The significant highlight for F5 Networks in the recent quarter was the robust growth of its software sector, which rose by 19% year-over-year, notably surpassing expectations of 6.4%. Despite the stock's impressive 46% climb over the past year, concerns regarding the anticipated growth rate and the revenue growth's sustainability render the stock unappealing from an investment perspective.
The steadfast growth in software is anticipated to contribute to a revaluation of F5 Networks' shares as the company continues its transition towards a software-centric business model.
F5 Networks' Q4 results exceeded expectations, particularly in the software sector, and projections were improved due to a marginally more favorable enterprise spending scenario, market share gains, and impending price hikes. Nevertheless, given the stock's approximately 20% increase in the past three months, a stronger conviction in the software narrative is necessary to enhance its multiple.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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Evercore分析師Amit Daryanani維持$F5 Inc (FFIV.US)$持有評級,並將目標價從210美元上調至240美元。
根據TipRanks數據顯示,該分析師近一年總勝率為60.3%,總平均回報率為12.8%。
此外,綜合報道,$F5 Inc (FFIV.US)$近期主要分析師觀點如下:
F5 Networks在最新季度的一個重要亮點是其軟件板塊的強勁增長,同比增長19%,明顯超出了6.4%的預期。儘管該股過去一年上漲了令人印象深刻的46%,但對於預期增長率和營業收入增長的可持續性仍存在擔憂,這使得該股從投資角度看並不吸引人。
預計軟件業務的穩定增長將有助於重估F5 Networks的股價,因爲公司在轉向以軟件爲中心的業務模型的過程中持續發展。
F5 Networks第四季度的業績超出預期,特別是在軟件板塊,由於較爲有利的企業支出情況、市場份額增長和即將到來的價格上漲,預測也得到了改善。然而,鑑於股價在過去三個月大約增長了20%,需要更加堅定地相信軟件業務的發展故事,以增強其估值。
提示:
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TipRanks提供每位分析師的星級,分析師星級代表分析師所有推薦的過往表現,通過分析師的總勝率和平均回報率综合計算得出,星星越多,則該分析師過往表現越優異,最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否,取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合,並根據評級變化對組合進行調整,在近一年中該投資組合所獲得的回報率。