F5 Networks reported robust third-quarter fiscal 2025 results, with revenue of $780 million surpassing estimates of $757.7 million. The company posted adjusted earnings per share of $4.16, beating the estimated $3.50, and adjusted net income of $243 million compared to the $204 million expected. Net income stood at $190 million with an EPS of $3.25. Revenue grew 12% year-over-year, driven by a 39% increase in systems revenue to $181 million and a 16% rise in software revenue to $208 million. F5 expects fourth-quarter revenue between $780 million and $800 million. Following these results, several analysts raised F5's price targets, with Piper Sandler increasing it to $355 from $304 and Needham to $345 from $320. Separately, Amazon's Q2 2025 earnings highlighted positive developments in its e-commerce segment despite tariff uncertainties. Major financial institutions including Bank of America, Barclays, and DA Davidson maintained Buy ratings and raised price targets for Amazon, with Goldman Sachs increasing its target to $240. These upgrades reflect confidence in Amazon's future growth prospects despite an 8% pre-market stock drop.
Just in: Despite an 8% drop in pre-market, top analysts remain bullish on $AMZN, raising price targets. Bank of America, Barclays, and DA Davidson all reaffirm Buy ratings, citing strong Q2 results and future growth prospects.
$AMZN PT Raised to $240 at Goldman AMZN’s Q2'25 earnings featured several key themes: 1) AMZN framed the current state of the eCommerce operation in broadly positive terms despite continued uncertainty around tariffs; 2) Focused efforts around capturing the market opportunity
$HUM -Morgan Stanley lowers Humana target to $277 from $290 = Weight -Barclays raises target to $275 fro $268 = Weight -Piper Sandler lowers target to $272 from $288 Neutral - $HWM -Vertical Research raises Howmet Aerospace target to $210 from $189 Buy -