$RDWR

Jefferies raises Radware stock price target on cloud growth

Jefferies raised its price target on Radware (RDWR) to $40 from $27, citing 12.1% revenue growth and 21% cloud ARR growth. The stock trades at $37.16, with some analysts suggesting overvaluation. Radware reported Q3 2026 earnings of $0.32 per share, beating estimates, and revenue of $84.4M, up 12% YoY.

Original reporting
Published Oct 28, 2026, 8:46 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Oct 28, 2026, 9:25 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefEarnings
Primary signal
$RDWR
Bullish
high confidence
Mentioned
$RDWR
Relevance
7/10
AlphAI data visualization · based on investing.com
Decision brief

The 30-second read

$RDWRBullishMed
01

Why it matters

The earnings beat and target raise provide a fresh catalyst that could drive short‑term buying pressure.

02

Market read

Positive earnings and analyst upgrade make RDWR a potential short‑term upside play.

03

What to watch

Potential competition from larger security vendors and macro‑economic headwinds could temper growth.

Relevance 7/10Novelty 7/10Timing: pre‑market today

Background

Radware reported Q3 2026 results with 12% YoY revenue growth and 21% cloud ARR increase, prompting Jefferies to lift its price target.

Company-level read

Ticker impact

$RDWRBullishHigh confidence
Context

Jefferies raised its price target on Radware to $40 and reported Q3 2026 earnings beat with revenue $84.4M and EPS $0.32.

Expected impact

likely upward as the market prices in the higher target and earnings beat

Evidence & confidence

Target raise from $27 to $40 and better‑than‑expected results provide a clear catalyst for buying.

Market effects

Boosts sentiment for the cybersecurity and cloud‑security sector as a peer shows strong ARR growth.

U.S. tech stocks may see modest gains in early trading.

Limited to investors focused on U.S. mid‑cap tech names.

Counterpoint

The price target may be overly optimistic if AI‑driven demand does not materialize as quickly as projected.

Key entities

  • Radware Ltd.

    Cybersecurity firm whose Q3 2026 results and price target raise are reported.

  • Jefferies

    Raised RDWR price target to $40 and maintained Hold rating.

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Radware Ltd (RDWR) reported Q3 2026 revenue of $84.4M, up 12% YoY, with record cloud ARR growth of 21%. Gross margin declined to 81.4% due to FX and supply chain pressures. CEO Roy Zisapel highlighted AI-driven product demand and future growth prospects. Q4 guidance includes revenue of $88M-$90M and EPS of $0.34-$0.35. Investments in AI security and global expansion were discussed.

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Radware Ltd. Q3 2026 Earnings Call Summary

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Radware (RDWR) Q3 2026 Earnings Call Transcript

Radware (RDWR) reported Q3 2026 revenue of $84.4M, up 12% YoY. The company highlighted growth in API security, AI-driven innovations like Xploit Shield, and strong demand for its cloud and on-prem security solutions. ARR reached $266M, with cloud ARR at $107M, up 21% YoY. The company secured notable deals, including with a leading payment provider and a telecom company. IDC and QKS Group recognized Radware as a leader in web application and API protection.

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RADWARE LTD (RDWR): Financial results for Q3 2026

RADWARE LTD (RDWR) furnished an SEC Form 6-K — earnings release. Exhibit 99.1 Radware Reports Third Quarter 2026 Financial Results Third Quarter 2026 Financial Results and Highlights • Record quarterly revenue of $84.4 million, an increase of 12% year-over-year • Cloud ARR of $107 million, an increase of 21% year-over-year • Non-GAAP diluted E

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All eyes on Radware earnings amid surging cyber threats

Radware Ltd (RDWR) reports Q3 earnings Wednesday, with analysts expecting $0.29 EPS on $83.02M revenue, up 4.8% and 10.3% YoY. The company was named a Leader in IDC MarketScape for Web Application and API Protection, highlighting demand for its security solutions amid surging cyber threats. Analysts have a consensus Buy rating with a $30.50 price target, 6% below the current share price.