| FFIV |
Report |
Revenue (Q3 FY2026) |
BEAT |
pred ~$845M vs. cons $835M |
MEDIUM |
| FFIV |
Report |
Systems Revenue (Q3 FY2026) |
BEAT |
pred ~$218M vs. cons $212M |
MEDIUM |
| FFIV |
Report |
Non-GAAP EPS (Q3 FY2026) |
IN-LINE |
pred ~$4.05 vs. cons $4.01 |
MEDIUM |
| FFIV |
Guide |
Q4 FY2026 Revenue (Q4 FY2026) |
LOWER |
guide ~$830M vs. cons ~$849M |
MEDIUM |
| FFIV |
Guide |
Q4 FY2026 Non-GAAP EPS (Q4 FY2026) |
LOWER |
guide ~$4.05 vs. cons ~$4.11 |
MEDIUM |
| FFIV |
Guide |
FY2026 Non-GAAP EPS (FY2026) |
UNCHANGED |
guide ~$16.40 vs. cons $16.51 |
MEDIUM |
| FFIV |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.0% |
— |
MEDIUM |
| FFIV |
Return |
5-day cumulative residual |
-5.0% (FADE) |
FADE — sell-side cuts Q4 EPS on memory cost step-up; FY maintained but implied Q4 below street; no short-squeeze fuel; +29% run leaves no cushion |
MEDIUM |