Earnings1:02 PM ET

F5 stock plunges 19% on weak profit outlook tied to AI spending

By BORSA NewsroomPublished Oct 28, 2026, 1:02 PM EDTUpdated Oct 28, 2026, 1:10 PM EDT

F5 shares fell 19% to $373.03, the worst S&P 500 performer, after fiscal Q4 earnings beat was overshadowed by a subdued fiscal 2027 EPS outlook and higher operating expenses from its AI security push. J.P. Morgan kept an Overweight rating with a $515 target; Evercore raised its target to $500.

Sentimentbearish 20

Strongly bearish · 20 of 100

Impact70

medium · sector-wide

Confidence85%

high confidence · single wire

Eventdeveloping

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WHAT WE KNOW

F5 stock fell 19% to $373.03, worst S&P 500 performer.
Fiscal Q4 adjusted EPS: $4.42; revenue: $917 million.