Will Doubling Cloud DDoS Capacity to 30 Tbps Change Radware's (RDWR) Narrative?

• Radware recently reported that it has doubled the attack mitigation capacity of its global cloud security network from 15 Tbps to 30 Tbps, upgrading all 65 service centers with its latest DefensePro X DDoS mitigation platform.
• By combining expanded physical coverage with AI-driven protection capable of handling very large HTTPS floods while preserving legitimate traffic, Radware is sharpening its role in defending against increasingly complex cyberattacks worldwide.
• Next, we’ll examine how Radware’s doubled cloud mitigation capacity shapes its investment narrative and long-term positioning in cybersecurity.

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What Is Radware's Investment Narrative?

To own Radware, you have to believe that its focus on DDoS and application security, delivered through a growing cloud network, can translate modest top line growth into improving profitability over time despite a relatively high earnings multiple. The recent move to double cloud mitigation capacity to 30 Tbps fits that thesis cleanly, reinforcing the story that Radware is investing ahead of increasingly complex attacks and deepening ties with larger SaaS and financial customers. In the short term, this upgrade could support deal momentum and strengthen the case behind analysts’ higher price targets, but the impact is unlikely to transform the near‑term numbers on its own. The bigger risk is that execution and demand need to justify premium pricing at a time when earnings have been under pressure and include one off items.

However, investors should not ignore how Radware’s premium valuation interacts with its recent profit record. Radware's share price has been on the slide but might be up to 39% below fair value. Find out if it's a bargain.

Exploring Other Perspectives

Five Simply Wall St Community valuations for Radware span roughly US$14.53 to US$32.78 per share, underlining how differently investors see its prospects. Set that against a business investing heavily in cloud capacity while still carrying a high earnings multiple, and you can see why it pays to compare several viewpoints before deciding what the recent news might mean for Radware’s future performance.

Explore 5 other fair value estimates on Radware - why the stock might be worth as much as 36% more than the current price!

Build Your Own Radware Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Radware research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Radware research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Radware's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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