FFIV

A comparison of two Internet-Software stocks reveals VTEX as the better value opportunity. VTEX holds a Zacks Rank #2 (Buy) with a Value grade of B, featuring a forward P/E of 20.23 and PEG ratio of 0.52.

F5 Networks carries a Zacks Rank #3 (Hold) with a Value grade of F, showing a forward P/E of 26.54 and PEG ratio of 3.54. VTEX's superior valuation metrics and stronger earnings estimate revisions make it the preferred choice for value investors.

F5 Inc. is scheduled to report Q4 fiscal 2026 results on Oct. 27, projecting revenues of $870-$890 million (9% growth) and non-GAAP EPS of $4.14-$4.26. While the company benefits from data center expansion, AI workloads, and infrastructure modernization demand, an Earnings ESP of 0.00% and Zacks Rank #3 suggest no likely earnings beat. Headwinds include slower perpetual software license growth, macroeconomic uncertainty, and integration costs.

Corning (GLW) has significantly outperformed the Computer and Technology sector year-to-date, returning 73.1% compared to the sector average of 21.3%. The stock holds a Zacks Rank #2 (Buy) with improving analyst sentiment, as consensus earnings estimates have increased 2.8% over the past three months. However, GLW is slightly underperforming its Communication - Components industry, which has gained 80.3% year-to-date.