Is Radware Ltd. (NASDAQ:RDWR) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating Radware Ltd. at current levels.
A neglected Israeli cyber play with a fattening cloud subscription tail, hiding in plain sight at a third of CrowdStrike's multiple.
Where RDWR is headed
Radware in 2028 looks nothing like the appliance vendor that traded sideways for most of the last decade. The Tel Aviv-based DDoS specialist has been pivoting its revenue mix toward cloud security subscriptions for three years, and the shape of the income statement is finally bending. Cloud ARR is running well above blended revenue growth, and as that mix crosses 50% of total revenue, gross margins stay pinned in the low 80s while operating leverage finally shows up. A company doing roughly $300m in revenue today with 6% operating margins becomes a $400m+ business with mid-teens operating margins by FY28, and that is the entire re-rating story.
Read the full Compass Direction on RDWR
The complete destination call, the overlooked angle, milestones, and bull, base, and bear price scenarios (around $31.69).
See the full RDWR analysisGet calls like this, free
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Frequently asked questions
Is Radware Ltd. (NASDAQ:RDWR) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating Radware Ltd. at current levels. A neglected Israeli cyber play with a fattening cloud subscription tail, hiding in plain sight at a third of CrowdStrike's multiple.
What is RDWR's Compass Score?
Radware Ltd. scores 82/100 on Alexandria's Compass, placing it in the "True North" tier. Scores blend eight factors and update weekly.
What is the price target for RDWR?
Alexandria's full Compass Direction includes bull, base, and bear price scenarios with the valuation math behind each. Read the full breakdown on the RDWR page.
Compass verdicts are AI-generated, forward-looking editorial research from publicly available data, not investment advice or a recommendation regarding any security. Scores and verdicts update as the data changes.