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    How Alleged Concealment of a Major BIG-IP Cyber Breach At F5 (FFIV) Has Changed Its Investment Story

    Simply Wall St·12/25/2025 10:20:32
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    • In the past year, multiple law firms, including Levi & Korsinsky and Rosen Law Firm, have launched securities class actions alleging F5 misled investors about a significant cybersecurity breach affecting its BIG-IP product and the company’s security capabilities.
    • The lawsuits center on claims that F5’s delayed and incomplete disclosure of a nation-state attack and its impact on growth expectations left investors unaware of the risks tied to the company’s highest-revenue offering.
    • We’ll now examine how the alleged concealment of a major BIG-IP security breach could reshape F5’s investment narrative and risk profile.

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    F5 Investment Narrative Recap

    To own F5, you need to believe that multicloud application delivery and security remain essential, and that F5 can regain trust after the BIG-IP breach while continuing its shift toward higher margin software and SaaS. In the near term, the key catalyst is how quickly customers resume normal sales and renewal cycles, while the biggest risk is that the alleged concealment and ongoing remediation around BIG-IP deepen customer hesitation and compress growth more than expected.

    The most relevant recent announcement is F5’s October 27, 2025 Q4 results, where the company paired an earnings beat with much weaker fiscal 2026 growth expectations tied to breach related sales disruptions, longer deal cycles, and higher remediation costs. That update effectively reset near term expectations and put the security incident at the center of F5’s story, with future quarters likely judged on whether the BIG-IP driven drag eases or becomes a more persistent headwind.

    But investors should also be aware that the concentration of risk in BIG-IP as F5’s highest revenue product means...

    Read the full narrative on F5 (it's free!)

    F5's narrative projects $3.7 billion revenue and $1.0 billion earnings by 2028.

    Uncover how F5's forecasts yield a $287.50 fair value, a 10% upside to its current price.

    Exploring Other Perspectives

    FFIV 1-Year Stock Price Chart
    FFIV 1-Year Stock Price Chart

    Four members of the Simply Wall St Community currently see F5’s fair value anywhere between about US$152 and US$321, showing how far apart views can be. Set that against the new lawsuit focused on the BIG-IP security breach and its impact on growth, and you can see why it is worth weighing several different risk and return expectations before deciding where you stand.

    Explore 4 other fair value estimates on F5 - why the stock might be worth as much as 22% more than the current price!

    Build Your Own F5 Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your F5 research is our analysis highlighting 4 key rewards that could impact your investment decision.
    • Our free F5 research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate F5's overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.