| FFIV |
Report |
Revenue |
IN-LINE |
pred ~$842M vs. cons $835.0M |
MEDIUM |
| FFIV |
Report |
Non-GAAP diluted EPS |
BEAT |
pred ~$4.06 vs. cons $4.01 |
MEDIUM |
| FFIV |
Report |
Systems revenue |
BEAT |
pred ~$215M vs. cons $211.7M |
MEDIUM |
| FFIV |
Guide |
Q4 FY26 revenue |
LOWER |
guide ~$840M-$858M vs. cons $858.5M |
MEDIUM |
| FFIV |
Guide |
Q4 FY26 non-GAAP EPS |
LOWER |
guide ~$3.95-$4.07 vs. cons $4.15 |
MEDIUM |
| FFIV |
Guide |
FY26 revenue growth |
UNCHANGED |
guide maintain 7%-8% vs. cons $3.328B |
MEDIUM |
| FFIV |
Guide |
FY26 non-GAAP EPS |
UNCHANGED |
guide maintain $16.25-$16.55 vs. cons $16.51 |
MEDIUM |
| FFIV |
Guide |
Q4 gross-margin commentary |
UNCHANGED |
reiterate sequential Q4 pressure; consensus UNVERIFIED |
LOW |
| FFIV |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.0% |
— |
LOW |
| FFIV |
Return |
5-day cumulative residual |
-1.5% (STABILIZE) |
STABILIZE — partial recovery after initial de-risking |
LOW |