Radware (RDWR) Up 5.5%: Record Cloud ARR & AI Expansion

Radware is up 5.5% after reporting record 2025 cloud security results. Its cloud Annual Recurring Revenue reached approximately US$95 million in the fourth quarter. What's interesting is Radware's move into new security areas. They've introduced offerings in application, DDoS, and API security. The company also acquired Pynt Security and launched an Agentic AI Protection Solution. These actions aim to address evolving risks in API and AI-driven workloads. The bottom line is that Radware's pivot towards cloud, API, and AI security is reinforcing its investment thesis, despite forecasts for slower revenue growth compared to the broader US market. This could impact how you view the company's future performance.