F5 Enhances AI Infrastructure with NVIDIA, Posts Decent Performance with 4.6% Revenue CAGR Over FY 22-25.

Friday, Nov 14, 2025 10:15 am ET1min read

F5 has partnered with NVIDIA to enhance its AI infrastructure with BIG-IP Next for Kubernetes and NVIDIA BlueField-4 DPUs, increasing token generation capacity by up to 30% and multi-tenant networking speeds to 800 Gb/s. The joint solution improves scalability and security for complex AI workloads, empowering businesses to accelerate deployment and optimize GPU utilization. F5's revenue CAGR is expected to reach 4.6% by FY 25, with EBIT growth at 22.4%. The company's stock is trading at a P/E of 22.6x, with a target price of $291.5, implying a 20.8% potential upside.

F5 Enhances AI Infrastructure with NVIDIA, Posts Decent Performance with 4.6% Revenue CAGR Over FY 22-25.

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