Radware Q4 Earnings Exceed Expectations with Strong Growth
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2h ago
0mins
Should l Buy RDWR?
Source: seekingalpha
- Strong Earnings Performance: Radware reported a Q4 non-GAAP EPS of $0.32, beating expectations by $0.02, which reflects the company's ongoing improvement in profitability and boosts investor confidence.
- Significant Revenue Growth: The company achieved Q4 revenue of $80.2 million, a 9.9% year-over-year increase, surpassing market expectations by $1.56 million, indicating robust demand that drives overall business growth.
- Cloud Business Expansion: Cloud ARR reached $95.2 million, up 23% year-over-year, showcasing Radware's increasing competitiveness in the cloud security sector to meet rising market demands.
- Steady Total ARR Increase: Radware's total ARR hit $251 million, an 11% year-over-year growth, demonstrating strong performance in long-term customer relationships and revenue stability, further solidifying its market position.
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Analyst Views on RDWR
Wall Street analysts forecast RDWR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for RDWR is 30.00 USD with a low forecast of 25.00 USD and a high forecast of 35.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
1 Buy
2 Hold
0 Sell
Moderate Buy
Current: 25.450
Low
25.00
Averages
30.00
High
35.00
Current: 25.450
Low
25.00
Averages
30.00
High
35.00
About RDWR
Radware Ltd. is a provider of cyber security and application delivery solutions. The Company's solutions incorporate Distributed Denial of Service protection, Web application firewall (WAF) and Application Delivery Controllers (ADC) technologies to enable its customers to provide cyber-attack mitigation solutions for a range of applications. The Company's products and activities are focused on protecting against cyber-attacks and ensuring optimal application service level for enterprises' and carriers' data centers. Its solutions include application and network security, and application delivery. Its application and network Security products include DefensePro Attack Mitigation Device, AppWall Web Application Firewall, DefenseFlow Cyber Command and Control application, and DefensePipe Cloud Scrubbing Service. Its application delivery products include Alteon NG, LinkProof NG and FastView. Its management solutions include APSolute Vision, application performance monitoring and vDirect.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Radware Set to Announce Q4 Earnings on February 11
- Earnings Announcement: Radware is set to release its Q4 earnings on February 11 before market open, with a consensus EPS estimate of $0.30, reflecting an 11.1% year-over-year increase, which may bolster investor confidence in the company's profitability.
- Revenue Growth Expectations: Analysts project Q4 revenue to reach $78.64 million, up 7.7% year-over-year, indicating strong demand in the cloud security sector, potentially laying the groundwork for future business expansion.
- Consistent Outperformance: Over the past two years, Radware has consistently beaten both EPS and revenue estimates 100% of the time, which not only enhances market confidence in its financial stability but may also attract more institutional investors.
- Enhanced Cloud Security Capacity: Radware has recently boosted its cloud security capacity to 30 Tbps to combat DDoS attacks, a move that not only strengthens its product competitiveness but could also help the company capture a larger share in the rapidly growing cybersecurity market.
See More
Radware Q4 Earnings Exceed Expectations with Strong Growth
- Strong Earnings Performance: Radware reported a Q4 non-GAAP EPS of $0.32, beating expectations by $0.02, which reflects the company's ongoing improvement in profitability and boosts investor confidence.
- Significant Revenue Growth: The company achieved Q4 revenue of $80.2 million, a 9.9% year-over-year increase, surpassing market expectations by $1.56 million, indicating robust demand that drives overall business growth.
- Cloud Business Expansion: Cloud ARR reached $95.2 million, up 23% year-over-year, showcasing Radware's increasing competitiveness in the cloud security sector to meet rising market demands.
- Steady Total ARR Increase: Radware's total ARR hit $251 million, an 11% year-over-year growth, demonstrating strong performance in long-term customer relationships and revenue stability, further solidifying its market position.
See More
Radware Launches Agentic AI Protection Solution to Address Emerging Security Risks
- Market Demand Response: Radware's launch of the Agentic AI Protection Solution addresses the anticipated $2.5 trillion global AI spending in 2026, with $51.3 billion allocated for AI security, demonstrating the company's keen insight into a rapidly growing market.
- Innovative Protection Mechanism: The solution employs real-time algorithmic behavioral analysis to identify malicious intent and misuse, surpassing traditional static defenses, thereby enhancing customer trust in AI technologies during autonomous agent operations.
- Comprehensive Security Coverage: The Agentic AI Protection Solution addresses a wide range of security risks, including direct and indirect prompt injection attacks and tool abuse, ensuring enterprises can effectively mitigate potential data breaches and security threats when utilizing AI agents.
- Industry Standards Alignment: This solution aligns with the OWASP Top 10 for Agentic AI and leverages the AI Vulnerability Scoring System (AIVSS) to assess and prioritize core security risks, assisting enterprises in maintaining control over sensitive data and critical systems while adopting AI agents.
See More
Radware Launches API Security Service for Real-Time API Lifecycle Protection
- API Security Service Launch: Radware has introduced its API Security Service, offering comprehensive protection throughout the API lifecycle by analyzing real-time production traffic to identify actual risks, thereby enhancing overall security against the OWASP Top 10 API security risks.
- Dynamic Risk Identification: The service automatically blocks sophisticated business logic attacks through real-time traffic analysis, significantly reducing false positives and ensuring that organizations can maintain legitimate API traffic even during large-scale HTTPS DDoS attacks.
- Comprehensive Coverage Capabilities: Radware's solution covers all APIs, including shadow APIs and third-party integrations, providing complete visibility and management that helps security teams prioritize actual threats and improve response efficiency.
- Enterprise-Level Security Design: The service is tailored for CISOs and security operations teams, supporting compliance requirements while simplifying collaboration for DevSecOps teams, reducing total cost of ownership, and enhancing security capabilities during digital transformation.
See More
Radware Discovers New AI Vulnerability ZombieAgent Exposing Enterprises to Data Theft
- Vulnerability Overview: Radware's discovery of the ZombieAgent vulnerability represents a zero-click indirect prompt injection flaw that could expose enterprises to invisible data theft and persistent agent hijacking, severely impacting organizational security.
- Attack Mechanism: This vulnerability allows attackers to implant malicious rules directly into an AI agent's long-term memory, enabling hidden actions every time the agent is used, which leads to the automated collection of sensitive information and a worm-like propagation of the attack.
- Security Risks: The ZombieAgent attack occurs within OpenAI's cloud infrastructure, making it undetectable by traditional security tools, thus creating significant blind spots for enterprises and increasing the risk of data breaches.
- Industry Impact: This vulnerability highlights critical structural weaknesses in current AI platforms, prompting Radware to urge enterprises to enhance monitoring of AI agents to prevent potential security threats and protect sensitive systems.
See More
Radware to Announce Q4 and Full Year 2025 Financial Results on February 11, 2026
- Earnings Announcement: Radware will release its Q4 and full year 2025 financial results on February 11, 2026, which is expected to provide critical data regarding the company's financial health, aiding investors in assessing future performance.
- Conference Call Details: Management will host a conference call at 8:30 a.m. EST on the same day to discuss financial results and the outlook for Q1 2026, enhancing transparency and facilitating direct communication with investors.
- Investor Participation: Investors can join the call by registering via a provided link, ensuring they receive timely updates on the company's latest developments and improving investor relations management effectiveness.
- Replay Availability: A replay of the call will be available approximately 24 hours after the live event, allowing investors who could not participate in real-time to access the information, further enhancing information accessibility and transparency.
See More
Radware Set to Announce Q4 Earnings on February 11
- Earnings Announcement: Radware is set to release its Q4 earnings on February 11 before market open, with a consensus EPS estimate of $0.30, reflecting an 11.1% year-over-year increase, which may bolster investor confidence in the company's profitability.
- Revenue Growth Expectations: Analysts project Q4 revenue to reach $78.64 million, up 7.7% year-over-year, indicating strong demand in the cloud security sector, potentially laying the groundwork for future business expansion.
- Consistent Outperformance: Over the past two years, Radware has consistently beaten both EPS and revenue estimates 100% of the time, which not only enhances market confidence in its financial stability but may also attract more institutional investors.
- Enhanced Cloud Security Capacity: Radware has recently boosted its cloud security capacity to 30 Tbps to combat DDoS attacks, a move that not only strengthens its product competitiveness but could also help the company capture a larger share in the rapidly growing cybersecurity market.
See More
Radware Q4 Earnings Exceed Expectations with Strong Growth
- Strong Earnings Performance: Radware reported a Q4 non-GAAP EPS of $0.32, beating expectations by $0.02, which reflects the company's ongoing improvement in profitability and boosts investor confidence.
- Significant Revenue Growth: The company achieved Q4 revenue of $80.2 million, a 9.9% year-over-year increase, surpassing market expectations by $1.56 million, indicating robust demand that drives overall business growth.
- Cloud Business Expansion: Cloud ARR reached $95.2 million, up 23% year-over-year, showcasing Radware's increasing competitiveness in the cloud security sector to meet rising market demands.
- Steady Total ARR Increase: Radware's total ARR hit $251 million, an 11% year-over-year growth, demonstrating strong performance in long-term customer relationships and revenue stability, further solidifying its market position.
See More
Radware Launches Agentic AI Protection Solution to Address Emerging Security Risks
- Market Demand Response: Radware's launch of the Agentic AI Protection Solution addresses the anticipated $2.5 trillion global AI spending in 2026, with $51.3 billion allocated for AI security, demonstrating the company's keen insight into a rapidly growing market.
- Innovative Protection Mechanism: The solution employs real-time algorithmic behavioral analysis to identify malicious intent and misuse, surpassing traditional static defenses, thereby enhancing customer trust in AI technologies during autonomous agent operations.
- Comprehensive Security Coverage: The Agentic AI Protection Solution addresses a wide range of security risks, including direct and indirect prompt injection attacks and tool abuse, ensuring enterprises can effectively mitigate potential data breaches and security threats when utilizing AI agents.
- Industry Standards Alignment: This solution aligns with the OWASP Top 10 for Agentic AI and leverages the AI Vulnerability Scoring System (AIVSS) to assess and prioritize core security risks, assisting enterprises in maintaining control over sensitive data and critical systems while adopting AI agents.
See More
Radware Launches API Security Service for Real-Time API Lifecycle Protection
- API Security Service Launch: Radware has introduced its API Security Service, offering comprehensive protection throughout the API lifecycle by analyzing real-time production traffic to identify actual risks, thereby enhancing overall security against the OWASP Top 10 API security risks.
- Dynamic Risk Identification: The service automatically blocks sophisticated business logic attacks through real-time traffic analysis, significantly reducing false positives and ensuring that organizations can maintain legitimate API traffic even during large-scale HTTPS DDoS attacks.
- Comprehensive Coverage Capabilities: Radware's solution covers all APIs, including shadow APIs and third-party integrations, providing complete visibility and management that helps security teams prioritize actual threats and improve response efficiency.
- Enterprise-Level Security Design: The service is tailored for CISOs and security operations teams, supporting compliance requirements while simplifying collaboration for DevSecOps teams, reducing total cost of ownership, and enhancing security capabilities during digital transformation.
See More
Radware Discovers New AI Vulnerability ZombieAgent Exposing Enterprises to Data Theft
- Vulnerability Overview: Radware's discovery of the ZombieAgent vulnerability represents a zero-click indirect prompt injection flaw that could expose enterprises to invisible data theft and persistent agent hijacking, severely impacting organizational security.
- Attack Mechanism: This vulnerability allows attackers to implant malicious rules directly into an AI agent's long-term memory, enabling hidden actions every time the agent is used, which leads to the automated collection of sensitive information and a worm-like propagation of the attack.
- Security Risks: The ZombieAgent attack occurs within OpenAI's cloud infrastructure, making it undetectable by traditional security tools, thus creating significant blind spots for enterprises and increasing the risk of data breaches.
- Industry Impact: This vulnerability highlights critical structural weaknesses in current AI platforms, prompting Radware to urge enterprises to enhance monitoring of AI agents to prevent potential security threats and protect sensitive systems.
See More
Radware to Announce Q4 and Full Year 2025 Financial Results on February 11, 2026
- Earnings Announcement: Radware will release its Q4 and full year 2025 financial results on February 11, 2026, which is expected to provide critical data regarding the company's financial health, aiding investors in assessing future performance.
- Conference Call Details: Management will host a conference call at 8:30 a.m. EST on the same day to discuss financial results and the outlook for Q1 2026, enhancing transparency and facilitating direct communication with investors.
- Investor Participation: Investors can join the call by registering via a provided link, ensuring they receive timely updates on the company's latest developments and improving investor relations management effectiveness.
- Replay Availability: A replay of the call will be available approximately 24 hours after the live event, allowing investors who could not participate in real-time to access the information, further enhancing information accessibility and transparency.
See More
