F5 Inc vs Palantir Technologies Inc — how do they compare? F5 Inc trades at $402.9 (market cap $23.79B), while Palantir Technologies Inc trades at $133.93 (market cap $320.66B). The key difference: Palantir Technologies Inc is far larger — about 13.5× F5 Inc's market cap, and F5 Inc is trading nearer its 52-week high, Palantir Technologies Inc nearer its low. Which is the better fit depends on your goals.
| FFIV | PLTR | |
|---|---|---|
Market Cap | $23.79B | $320.66B |
Sector | Technology | Technology |
52-Week High | $431.26 | $207.18 |
52-Week Low | $223.99 | $107.27 |
Enterprise Value | $22.60B | $312.85B |
Signals from Pluang's Aura AI — not financial advice
F5 (FFIV) trades at $403.30, down 6.48% on the day, yet maintains a bullish technical trend with strong fundamental performance. The company has consistently beaten earnings estimates in recent quarters, with Q1 2026 EPS of $3.90 surpassing the $3.46 expectation. Revenue growth is steady, reaching $3.09 billion in 2025, supported by strategic expansions into AI security, including the acquisition of SurePath AI and new platform launches.
The outlook is positive, driven by robust profitability and strategic positioning in application security. However, risks include high valuation multiples and competitive pressures. Analyst consensus is a 'Hold' with a $397 price target, slightly below the current price, indicating cautious optimism amid growth initiatives.
Palantir (PLTR) trades at $133.01, down 0.53% on the day, showing resilience near key support at $133 after recent volatility. The stock maintains a bullish technical trend with strong moving average signals, while fundamentals reveal explosive growth with 2025 revenue reaching $4.48 billion and net income surging to $1.63 billion. Recent partnerships with Nvidia and consistent earnings beats highlight ongoing business momentum, though valuation multiples remain elevated at 150x P/E and 66x P/S ratios.
The outlook remains positive given strong earnings trajectory and AI infrastructure demand, with analyst consensus target at $185.75 suggesting 40% upside potential. Primary risks include premium valuation sensitivity, competitive pressures in AI software, and execution challenges in sustaining high growth rates. Second quarter 2026 earnings on August 3 will be critical for validating current momentum.
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Latest headlines on both assets
F5 is a market leader in the application delivery controller market. The company sells products for networking traffic, security, and policy management. Its products ensure applications are safely routed in efficient manners within on-premises data centers and across cloud environments. More than half of its revenue is based on providing services, and its three customer verticals are enterprises, service providers, and government entities. The Seattle-based firm was incorporated in 1996 and generates sales globally.
Read more on FFIV →Palantir Technologies provides organizations with solutions to manage large disparate data sets in an attempt to gain insight and drive operational outcomes. Founded in 2003, Palantir released its Gotham software platform in 2008, which focuses on the government intelligence and defense sectors. Palantir expanded into various commercial markets with its Foundry software platform in 2016 with the intent of becoming the data operating system for companies and industries. The Denver company had 125 customers as of its initial public offering and roughly splits its revenue between commercial and government customers.
Read more on PLTR →