Radware (NASDAQ:RDWR) Issues Quarterly Earnings Results, Beats Estimates By $0.02 EPS

Radware (NASDAQ:RDWR) released its quarterly earnings results on Wednesday. The information technology services provider reported $0.32 EPS for the quarter, beating analysts’ consensus estimates of $0.30 by $0.02, FiscalAI reports. The company had revenue of $80.25 million during the quarter, compared to analysts’ expectations of $78.65 million. Radware had a return on equity of 6.73% and a net margin of 5.66%.The firm’s revenue was up 9.9% compared to the same quarter last year. During the same period last year, the business posted $0.27 earnings per share.

Here are the key takeaways from Radware’s conference call:

• Radware reported record financials — Q4 revenue rose 10% y/y to $80M and non-GAAP EPS increased 19% to $0.32, with full-year revenue of $302M and EPS of $1.15.
• Cloud momentum is a key growth driver as cloud ARR accelerated to $95M (+23% y/y, +7% sequentially), helping subscription revenue grow 21% y/y.
• Product and portfolio expansion — launched Radware API Security Service, acquired Pynt to add API testing/full lifecycle coverage, and introduced Agentic AI Protection, positioning the company to capture new TAMs around API and AI security.
• Strong bookings and balance-sheet flexibility — RPO hit a record $400M, adjusted EBITDA increased materially for the year, cash and equivalents were ~$461M, and the company executed share repurchases.
• Near-term headwinds and regional softness — Americas revenue declined 4% in Q4 (despite strong bookings), APAC was down 3%, and management plans higher 2026 investments (Q1 OPEX guidance up, including ~$1.5M FX impact) that may pressure near-term margins.

Radware Stock Performance

Shares of Radware stock traded up $1.37 during trading on Wednesday, hitting $27.65. 112,674 shares of the company’s stock were exchanged, compared to its average volume of 219,148. The stock has a market capitalization of $1.18 billion, a price-to-earnings ratio of 72.75 and a beta of 0.95. The business has a 50-day simple moving average of $24.26 and a 200-day simple moving average of $24.83. Radware has a 52-week low of $18.46 and a 52-week high of $31.57.

Hedge Funds Weigh In On Radware

A number of institutional investors have recently modified their holdings of the stock. Global Retirement Partners LLC purchased a new stake in shares of Radware in the fourth quarter worth about $49,000. Inceptionr LLC purchased a new position in Radware during the third quarter valued at approximately $212,000. Kestra Private Wealth Services LLC acquired a new position in Radware in the third quarter valued at approximately $237,000. Aquatic Capital Management LLC purchased a new stake in Radware in the 3rd quarter worth approximately $290,000. Finally, Squarepoint Ops LLC grew its stake in shares of Radware by 4.5% during the 3rd quarter. Squarepoint Ops LLC now owns 12,308 shares of the information technology services provider’s stock worth $326,000 after purchasing an additional 527 shares during the period. Hedge funds and other institutional investors own 73.12% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages recently commented on RDWR. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Radware in a research report on Monday, December 29th. Wall Street Zen lowered shares of Radware from a “buy” rating to a “hold” rating in a research note on Saturday, January 31st. Finally, Jefferies Financial Group set a $25.00 price objective on shares of Radware in a research note on Tuesday, December 16th. Two research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $30.00.

About Radware

Radware Ltd. provides cybersecurity and application delivery solutions designed to ensure the availability, performance and security of mission‐critical applications. Its product portfolio includes on‐premises and cloud‐based offerings such as Alteon application delivery controllers, DefensePro network behavior analysis for DDoS mitigation and AppWall web application firewall. The company’s platforms use real‐time behavioral analysis, machine learning and automation to protect against distributed denial‐of‐service attacks, application layer threats and network intrusions.

Founded in 1997, Radware is co-headquartered in Tel Aviv, Israel, with a principal U.S.