RDWR

Radware Ltd

TMT


Presented:05/26/2015
Price:$23.34
Cap:N/A
Current Price:$23.32
Cap:$0.97B

Presented

Date05/26/2015
Price$23.34
Market CapN/A
Ent Value$0.92B
P/E Ratio38.9x
Book Value$7.23
Div YieldN/A
Shares O/S45.03M
Ave Daily Vol345,557
Short Int1.12%

Current

Price$23.32
Market Cap$0.97B
Radware Ltd. is engaged in the development, manufacture and market of integrated networking solutions. Its products include application delivery, and application and network security solutions for virtual and cloud data centers. It also provides integrated application delivery solutions, assures the full availability, maximum performance and complete security of business-critical applications. The company was founded by Roy Zisapel and Yehuda Zisapel on May 16, 1996 and is headquartered in Tel Aviv, Israel.

Publicly traded companies mentioned herein: Radware Ltd. (RDWR), Checkpoint (CKP), Juniper (JNPR), Cisco (CSCO) and Danaher (DHR).

Highlights

Cyber security and applications delivery solutions provider Radware has been something of an ignored stock to this point given its overall performance and relatively small size, according to the presenter. Investors generally have seemed unwilling to give the company much credit, in part as a result of past OEM relationships with Checkpoint (CKP) and Juniper (JNPR) that produced marginal amounts of revenue and otherwise did little to impress. Radware’s current investment in a separate OEM relationship, however - the details of which the company has yet to reveal - would appear to have the potential to be far more promising, in the opinion of the presenter, with the tea leaves as he reads them suggesting the mystery partner in question is likely Cisco (CSCO).

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Idea Discussion

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