以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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FFIV
18 atoms · 跨 4 天 · 首见 2026-04-28 · 最近 2026-06-09
三色: 🟦 fact 12 · 🟥 take 6 · stance ▲14/▼0/◆3
来源: X 18
时态: fresh:17 · stale:1
标签: 好数字:11 · 好信源:9 · 好观点:4
叙事 (narrative) (5)
- 2026-05-18 · Evercore ISI PT raised to 475
raises PT to $475
tags: 好数字·好信源 · → daily
value: qty=475
- 2026-05-18 · 被Evercore ISI升级至跑赢大盘
Evercore ISI Upgrades $FFIV to Outperform from In Line
tags: 好信源 · → daily
value: direction=upgrade
- 2026-05-18 · 目标价上调至
Raises PT to $475 from $320
tags: 好信源 · → daily
value: qty=$475 · direction=up
- 2026-05-18 · Evercore ISI upgrade to Outperform
Evercore ISI upgrades to Outperform
tags: 好信源 · → daily
- 2026-05-18 · Analyst sees AI-driven growth supporting re-rating
Analyst sees AI-driven growth, margin expansion, and discounted valuation supporting re-rating potential
tags: 好观点 · → daily
预测 (forecast) (3)
- 2026-06-09 · RBC预期营收增长
Analyst sees upward bias to revenue growth through FY/29, driven by a "refresh plus" cycle and early AI monetization opportunities.
tags: 好观点·好信源 · → daily
value: date=FY29
- 2026-05-18 · AI ADC市场规模预测2028
the AI ADC market scaling to ~$1.5B by 2028
tags: 好数字 · → daily
value: qty=$1.5B · date=2028
- 2026-05-18 · AI ADC市场份额预测2028
with F5 capturing ~$400M-$600M
tags: 好数字 · → daily
value: qty=$400M-$600M · date=2028
立场 (position) (1)
展开 1 条老旧 / 已过期
- 2026-05-19
[老旧] · 目标价
RBC Capital maintains Outperform, raises PT to $425
tags: 好数字 · → daily
value: qty=$425 · date=na
事实 (fact) (9)
- 2026-06-09 · RBC目标价
raises PT to $450 from $425
tags: 好数字·好信源 · → daily
value: qty=$450 · date=当前
- 2026-06-09 · RBC目标价上调幅度
Price Target Change: +5.88%
tags: 好数字·好信源 · → daily
value: qty=+5.88%
- 2026-05-18 · 市盈率折扣
FFIV currently trades at a ~37% discount to its peers across networking and the broader cybersecurity set on a CY27 P/E basis
tags: 好数字·好观点 · → daily
value: qty=~37% · direction=down
- 2026-05-18 · EV/Sales折扣
~43% discount on EV/Sales
tags: 好数字·好观点 · → daily
value: qty=~43% · direction=down
- 2026-06-09 · RBC Capital评级
$FFIV | RBC Capital reiterates 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐅𝟓
tags: 好信源 · → daily
value: direction=Outperform
- 2026-05-18 · H1 FY26 AI订单额
has reached ~$50M in AI bookings for H1 FY26
tags: 好数字 · → daily
value: qty=$50M · date=H1 FY26
- 2026-05-18 · CY27 P/E倍数
~20.5x versus ~33x
tags: 好数字 · → daily
value: qty=~20.5x vs ~33x · date=CY27
- 2026-05-18 · EV/Sales倍数
~5.5x versus ~9.8x
tags: 好数字 · → daily
value: qty=~5.5x vs ~9.8x
- 2026-04-28 · Q2-2026 财报发布
$FFIV | F5 Inc., Q2-2026 Earning Report
tags: 好信源 · → daily
时间轴 (近 20)
- 2026-06-09 ·
fact · RBC Capital评级 · → daily
- 2026-06-09 ·
fact · RBC目标价 · → daily
- 2026-06-09 ·
fact · RBC目标价上调幅度 · → daily
- 2026-06-09 ·
forecast · RBC预期营收增长 · → daily
- 2026-05-19 ·
position · 目标价 · → daily
- 2026-05-18 ·
narrative · 被Evercore ISI升级至跑赢大盘 · → daily
- 2026-05-18 ·
narrative · 目标价上调至 · → daily
- 2026-05-18 ·
fact · H1 FY26 AI订单额 · → daily
- 2026-05-18 ·
forecast · AI ADC市场规模预测2028 · → daily
- 2026-05-18 ·
forecast · AI ADC市场份额预测2028 · → daily
- 2026-05-18 ·
fact · 市盈率折扣 · → daily
- 2026-05-18 ·
fact · CY27 P/E倍数 · → daily
- 2026-05-18 ·
fact · EV/Sales折扣 · → daily
- 2026-05-18 ·
fact · EV/Sales倍数 · → daily
- 2026-05-18 ·
narrative · Evercore ISI upgrade to Outperform · → daily
- 2026-05-18 ·
narrative · Evercore ISI PT raised to 475 · → daily
- 2026-05-18 ·
narrative · Analyst sees AI-driven growth supporting re-rating · → daily
- 2026-04-28 ·
fact · Q2-2026 财报发布 · → daily
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