Israel's Radware Q4 revenue beats estimates on cloud security growth
Overview
Israel-based application security firm's Q4 revenue rose 10%, beating analyst expectations
Non-GAAP diluted EPS for Q4 rose to $0.32 from $0.27 in Q4 2024
Cloud ARR increased 23% yr/yr, reaching $95.2 mln
Outlook
Radware enters 2026 with a healthy pipeline and enhanced cloud platform
Company sees growing customer adoption of cloud-based security solutions
Radware aims to sustain growth through cloud security expansion
Result Drivers
CLOUD SECURITY GROWTH - Radware's cloud ARR rose 23% year-over-year, driven by expansion in cloud security business
EMEA REVENUE INCREASE - Revenue in the EMEA region increased by 38% in Q4 2025 compared to Q4 2024
PLATFORM ENHANCEMENTS - Co advanced its cloud application platform with API security and agentic-AI protection
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $80.25 mln | $78.58 mln (3 Analysts) |
Q4 Net Income |
| $6.04 mln |
|
Q4 Gross Profit |
| $64.77 mln |
|
Q4 Operating Income |
| $3.94 mln |
|
Q4 Pretax Profit |
| $8.51 mln |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy"
Wall Street's median 12-month price target for Radware Ltd is $32.00, about 21.8% above its February 10 closing price of $26.28
The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 22 three months ago
Press Release: ID:nGNXbPq8xP
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
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