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Radware (RDWR)
NASDAQ:RDWR
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Radware (RDWR) Price & Analysis

283 Followers

RDWR Stock Chart & Stats

$29.51
$0.00(0.00%)
At close: 4:00 PM EDT
$29.51
$0.00(0.00%)

Bulls Say, Bears Say

Bulls Say
Cloud ARR GrowthA 23% rise in cloud ARR to $98M signals durable shift toward recurring, subscription revenue that improves revenue visibility and retention. Cloud mix supports higher lifetime value, recurring margin stability, and provides a scalable base for cross-sell of API and application security over the next 2–6 months.
Balance-Sheet Liquidity & Low LeverageVery low leverage and a sizable cash position (~$430M range per quarter commentary) give the company flexibility to invest in R&D, defend pricing, pursue targeted M&A or sustain buybacks. This structural financial strength reduces solvency risk and supports multi-quarter strategy execution.
Product & Channel MomentumStrong refresh demand for DefensePro X and rapid API security adoption reflect product differentiation and sticky enterprise relationships. Paired with growing MSSP/channel traction, this hybrid on‑premise plus cloud strategy supports durable renewals, upsell opportunities and competitive positioning over several quarters.
Bears Say
Regional Revenue ImbalanceSharp EMEA decline and APAC stagnation create geographic concentration risk as Americas drives near-term growth. Dependence on one region makes overall results more sensitive to North American cycles and raises execution risk for sustaining global ARR expansion and diversified end-market penetration.
Supply-Chain & Hardware Margin PressurePersistent component cost inflation and announced 5–8% hardware price increases risk dampening demand and compressing margins if customers resist pass-through. Longer-lasting memory cost pressure can slow appliance sales and delay transitions to higher-margin subscriptions, pressuring near-term profitability.
Volatile Cash Flow & Uneven ProfitabilityHistory of negative FCF in 2023 and declining FCF growth recently indicates cash conversion volatility despite current liquidity. Inconsistent cash generation reduces predictable funding for investments and buybacks, and heightens the importance of sustaining ARR and margin improvements to stabilize long-term cash returns.

Radware News

RDWR FAQ

What was Radware’s price range in the past 12 months?
Radware lowest stock price was $21.68 and its highest was $32.79 in the past 12 months.
    What is Radware’s market cap?
    Radware’s market cap is $1.08B.
      When is Radware’s upcoming earnings report date?
      Radware’s upcoming earnings report date is Nov 04, 2026 which is in 95 days.
        How were Radware’s earnings last quarter?
        Radware released its earnings results on Jul 29, 2026. The company reported $0.3 earnings per share for the quarter, beating the consensus estimate of $0.283 by $0.017.
          Is Radware overvalued?
          According to Wall Street analysts Radware’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Radware pay dividends?
            Radware does not currently pay dividends.
            What is Radware’s EPS estimate?
            Radware’s EPS estimate is 0.29.
              How many shares outstanding does Radware have?
              Radware has 43,145,970 shares outstanding.
                What happened to Radware’s price movement after its last earnings report?
                Radware reported an EPS of $0.3 in its last earnings report, beating expectations of $0.283. Following the earnings report the stock price went down -17.228%.
                  Which hedge fund is a major shareholder of Radware?
                  Currently, no hedge funds are holding shares in RDWR
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Radware

                    Radware Ltd. and its affiliated companies are dedicated to the development, production, and distribution of advanced cybersecurity and application management tools. These sophisticated solutions cater to applications hosted across global cloud infrastructures, traditional physical data centers, and modern software-defined environments. The company's security offerings encompass DefensePro for immediate network attack defense, AppWall serving as a Web Application Firewall (WAF), and the Radware Kubernetes WAF, specifically engineered for WAF protection within Kubernetes-orchestrated CI/CD pipelines. Additionally, DefenseFlow provides comprehensive cyber command and control capabilities. In terms of application delivery, Radware supplies Alteon, an application delivery controller and load balancer essential for web, cloud, and mobile applications, alongside LinkProof NG, a multi-homing and enterprise gateway ensuring robust connectivity for both on-premise and cloud-based applications. Radware further enhances its portfolio with specialized subscriptions and services. These include a Security Updates Subscription, designed to shield network elements, hosts, and applications from emerging threats and vulnerabilities. The ERT Active Attackers Feed offers clients critical intelligence regarding attack sources recently involved in DDoS and web attacks. The Alteon Global Elastic License provides adaptable ADC services across diverse private, public cloud, and data center environments. For monitoring, APSolute Vision serves as a network surveillance tool for cybersecurity and application delivery solutions, while the MSSP Portal streamlines DDoS detection and mitigation services. Moreover, clients can access Radware's Cloud DDoS Protection Service, delivering top-tier distributed denial-of-service defense via the cloud. Complementing these products, the company offers a full spectrum of customer support, including technical assistance, professional services, managed services, and various training and certification programs. Radware's products are primarily sold through independent distributors, such as value-added resellers (VARs), original equipment manufacturers (OEMs), and system integrators (SIs). Established in 1996, Radware Ltd. is headquartered in Tel Aviv, Israel.

                    Radware (RDWR) Earnings & Revenues

                    RDWR Company Deck

                    RDWR Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call highlights strong cloud-driven growth (Cloud ARR +23%), significant Americas acceleration (+40% revenue), rapid API security adoption, robust hybrid refresh activity (DefensePro X), solid liquidity (~$434M) and meaningful MSSP/partner momentum. Offsetting these positives are regional softness in EMEA (-11%) and flat APAC, supply-chain/memory cost pressures prompting 5%–8% hardware price increases, FX-related margin headwinds (‑$2.6M) and modest declines in cash flow and EPS versus prior year. On balance, the positives—particularly the accelerating cloud ARR, large Americas growth, product wins and healthy balance sheet—outweigh the lowlights, though management cautions on near-term cost and FX impacts.View all RDWR earnings summaries
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                    Ownership Overview

                    5.81%6.75%0.74%59.73%
                    0.74% Other Institutional Investors
                    59.73% Public Companies and
                    Individual Investors
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