As the new trading year gets underway, investors may want to keep an eye on some software names that could benefit if a pickup in transaction activity materializes in the months ahead. "We see software as a key area of in 2025 as animal spirits remain strong, capital markets reawaken, and with a friendlier FTC/DOJ," the firm said in a note to clients this week.
However, most analysts on Wall Street have stepped to the sidelines on F5. According to data from LSEG, 12 of the 14 total analysts covering it have a hold rating, while only one has a buy rating. Not only that, its average price target of about $244 implies around 6% downside potential, as of Monday's close. By contrast, most of the Street is bullish on Box , another name on the list.