Core Insights - Radware has discovered a zero-click vulnerability named "ShadowLeak" affecting the ChatGPT Deep Research agent, allowing attackers to exfiltrate sensitive information without any user interaction [1][2][3] - This vulnerability represents a new class of attack on AI agents, which can bypass traditional security measures and operate covertly [2][4] Company Insights - Radware disclosed the vulnerability to OpenAI under responsible disclosure protocols, highlighting the importance of collaboration in cybersecurity [2][8] - The research emphasizes that enterprises adopting AI must not solely rely on built-in safeguards, as the integration of AI with sensitive data sources introduces new risks [4][8] - Radware's Security Research Center (RSRC) aims to provide insights into vulnerabilities and threats, ensuring that security professionals are informed about potential risks [7][10] Industry Insights - The discovery of ShadowLeak comes at a critical time for enterprise AI adoption, with ChatGPT reportedly having 5 million paying business users, indicating a significant potential exposure to such vulnerabilities [4] - The findings suggest that traditional security tools may not be sufficient to protect against emerging AI-driven attack vectors, necessitating a reevaluation of security strategies [4][8]

Core Insights - Radware has discovered a zero-click vulnerability named "ShadowLeak" affecting the ChatGPT Deep Research agent, allowing attackers to exfiltrate sensitive data without user interaction [1][2][3] - This vulnerability represents a new class of attack on AI agents, which can bypass traditional security measures and operate covertly [2][4] - The research highlights the risks associated with AI autonomy and integration with sensitive data sources, emphasizing that enterprises cannot solely rely on built-in safeguards [4] Company Insights - Radware is a leading provider of cybersecurity and application delivery solutions, focusing on uncovering vulnerabilities in both traditional web applications and emerging AI systems [9][10] - The company has committed to responsible disclosure protocols, having reported the vulnerability to OpenAI and collaborated on a fix [8] - Radware's Security Research Center (RSRC) aims to provide insights into zero-day and zero-click threats, helping organizations defend against emerging cybersecurity challenges [9] Industry Insights - The discovery of ShadowLeak comes at a critical time as enterprise adoption of AI continues to grow, with ChatGPT reportedly having 5 million paying business users [4] - The findings suggest that traditional security tools may not be sufficient to protect against new AI-driven attack vectors, indicating a need for enhanced security measures in the industry [4] - Radware will host a webinar to discuss the implications of the ShadowLeak vulnerability and best practices for securing AI agents, highlighting the importance of ongoing education in cybersecurity [6]

Core Insights - QKS Group has recognized Radware as a leader in the SPARK Matrix™: Bot Management for the fourth consecutive year [1][8] Company Overview - Radware is a global leader in application security and delivery solutions for multi-cloud environments, utilizing AI-driven algorithms for real-time protection against sophisticated cyber threats [4] Product Features - Radware's Bot Manager employs real-time, AI-powered protection to combat advanced bot attacks on websites, mobile applications, and APIs, utilizing CAPTCHA-less AI-based behavioral algorithms for accurate identification of bad bots [2][3] - The solution integrates real-time automation with intelligent behavioral analysis, allowing legitimate users access while blocking malicious traffic [2] Competitive Positioning - The QKS Group SPARK Matrix™ provides a detailed analysis of market dynamics, trends, and vendor landscape, ranking Radware with the strongest rating for technology excellence and customer impact [2][8] - Radware's multi-layered, AI-driven approach combines behavioral intent-based analysis with proactive mitigation strategies, distinguishing it from traditional defenses [3]

Industry Overview - Cybersecurity has become a top priority for organizations due to the increasing frequency and sophistication of cyberattacks, which threaten financial stability and brand reputation [1] - The global cybersecurity market is projected to grow from $193.73 billion in 2024 to $562.77 billion by 2032, reflecting a robust CAGR of 14.4% [2] Technological Advancements - Traditional security tools are becoming inadequate against modern threats, leading to a shift towards artificial intelligence (AI) for proactive threat detection and response [3] - AI enables companies to analyze large volumes of data, automating detection and response processes, which is essential given the rapid emergence of threats [3] Key Players - CrowdStrike Holdings (CRWD) is a leader in endpoint protection and is leveraging AI to enhance its Falcon platform for real-time threat detection and automated responses [6][7] - Qualys (QLYS) focuses on vulnerability management and cloud security, enhancing its AI capabilities to improve threat detection and remediation [9][10] - Radware (RDWR) provides cybersecurity solutions and is integrating AI to enhance its product offerings, including DDoS protection and traffic management [12][13] Competitive Positioning - CrowdStrike's deep integration of AI not only enhances its competitive edge but also supports sustainable revenue growth, positioning it as a strong buy [8] - Qualys' AI-powered platform is expected to drive customer adoption and long-term revenue growth, also classified as a strong buy [11] - Radware's AI-driven tools improve scalability and customer loyalty, creating opportunities for recurring revenues through subscription services [14]

Core Insights - Radware Ltd is recognized as a leading cybersecurity stock, emphasizing its commitment to global expansion and enhanced attack mitigation capabilities [1][2] - The company has opened two new cloud security centers in Tel Aviv, Israel, and Bogota, Colombia, increasing its total to 50 centers worldwide [2][3] - The expansion has boosted Radware's attack mitigation capacity to over 15 terabytes per second, improving response times for application and denial-of-service attacks [2] Company Overview - Radware Ltd specializes in application security and delivery solutions for multi-cloud environments, utilizing artificial intelligence algorithms to protect against various cyber threats [4] - The company aims to strengthen its presence in the EMEA and Latin America regions through its recent expansion efforts [3]

Core Insights - Radware has launched two new cloud security centers in Tel Aviv, Israel, and Bogotá, Colombia, expanding its global footprint in cybersecurity [1][2][3] - The new centers are part of Radware's strategy to enhance its global cloud security network, which now includes over 50 centers worldwide with a total attack mitigation capacity exceeding 15 Tbps [2][3] - The company aims to provide local customers with advanced cyber protection while ensuring compliance with data privacy regulations [3] Company Expansion - The addition of the second center in Tel Aviv and the new site in Bogotá is part of Radware's ongoing global expansion efforts, particularly in the EMEA and Latin America regions [3] - Recent expansions also included new cloud security centers in India, Kenya, and Peru, indicating a robust growth strategy [2][3] Cybersecurity Landscape - According to Radware's 2025 Global Threat Analysis Report, web DDoS attacks surged by 550% globally, while web application and API attacks increased by 41% from 2023 to 2024, highlighting the growing threat landscape [4] - The company's solutions are designed to mitigate various types of attacks, including denial-of-service and web application attacks, thereby improving application response times and reducing mitigation response times [3] Industry Recognition - Radware has received multiple awards for its cybersecurity solutions, including DDoS mitigation and application protection, and is recognized as a market leader by industry analysts such as Forrester and Gartner [5]

Core Insights - Radware has been recognized as an Overall Leader in the 2025 KuppingerCole Leadership Compass Report for Web Application and API Protection, excelling in Product, Innovation, and Market Leadership categories [1][2][3] - The report highlights Radware's comprehensive suite of application protection services, including Cloud WAF, Bot Manager, and DDoS Protection [2][3] - Radware's solutions utilize AI-driven algorithms for real-time protection against sophisticated cyber threats, including zero-click and zero-day attacks [3][5] Company Recognition - Radware has received multiple awards for its DDoS mitigation, application and API protection, web application firewall, and bot detection solutions [4] - Industry analysts from Aite-Novarica Group, Forrester, Gartner, GigaOm, IDC, and QKS Group consistently recognize Radware as a market leader in cybersecurity [4] Product Offerings - The company's application protection services include Cloud Application Protection Services, AppWall standalone WAF, Alteon application delivery controller, and DefensePro X DDoS Protection [2][3] - Radware's Bot Manager employs a semi-supervised machine learning algorithm for intent-based traffic classification [7] Market Context - The 2025 KuppingerCole Leadership Compass Report assesses the WAAP market and evaluates solutions that protect cloud-native applications throughout their development and production lifecycle [3]

Core Viewpoint - Radware and EPIC Cloud Company have entered into a managed security service provider (MSSP) agreement to enhance cloud application security through AI-powered services [1][4]. Company Overview - Radware is a global leader in application security and delivery solutions for multi-cloud environments, utilizing AI-driven algorithms for real-time protection against sophisticated cyber threats [7]. - EPIC Cloud specializes in enterprise applications, cloud reliability hosting, information security management, and project software development, aiming to strengthen security for its cloud-based platform [2][6]. Partnership Details - The agreement allows EPIC Cloud to incorporate Radware's Cloud Application Protection Services into its managed services portfolio, enhancing its security offerings [1][3]. - Radware's Cloud Application Protection Service provides a comprehensive solution for application security, including web application firewall, bot detection, API protection, and DDoS protection [3]. Strategic Goals - The MSSP model is designed to help partners meet customer expectations for advanced AI-powered cyber defense technologies without significant infrastructure investments [4]. - Radware aims to assist EPIC Cloud in mitigating security risks amid challenges such as shrinking security teams and an expanding threat landscape [4]. Infrastructure and Capacity - Radware has established a cloud security service center in Taipei, part of a global network of over 50 centers, with a mitigation capacity of up to 15 Tbps [4]. - This network is intended to improve application response times and reduce mitigation response times against various cyber threats [4]. Industry Recognition - Radware has received accolades from various industry analysts, including Aite-Novarica Group, Forrester, Gartner, KuppingerCole, and QKS Group, for its application and network security solutions [5].

Core Insights - Radware and Tet have signed a managed security service provider (MSSP) agreement to enhance Tet's security offerings with Radware's AI-powered Cloud Application Protection Services [1][2] - The partnership builds on an existing relationship, with Tet already utilizing Radware's DefensePro® DDoS Protection for its business customers [2][3] - The collaboration aims to address the increasing threat of web DDoS attacks, which surged by 550% from 2023 to 2024, primarily driven by hacktivist groups [3][4] Company Overview - Radware is a global leader in application security and delivery solutions for multi-cloud environments, utilizing AI-driven algorithms for real-time protection against sophisticated cyber threats [7] - Tet is one of Latvia's largest technology companies, providing a wide range of ICT and pay-TV services, as well as cloud and cybersecurity solutions [6] Market Context - The MSSP model offered by Radware provides ISPs like Tet a low-risk method to introduce proven security services while creating new revenue streams [4] - The growing threat landscape and shortage of in-house security staff are prompting organizations to seek alternative strategies to enhance their security posture [4] Technology and Services - Radware's Cloud Application Protection Service includes a comprehensive suite of security solutions such as web application firewall (WAF), bot detection, API protection, and application-layer DDoS protection [4] - The service is designed to defend against over 150 known attack vectors, including the OWASP's Top 10 Web Application Security Risks [4]

Core Viewpoint - Radware (RDWR) has experienced significant selling pressure, resulting in a 15.2% decline over the past four weeks, but analysts anticipate better earnings than previously predicted, indicating a potential turnaround for the stock [1]. Technical Analysis - The Relative Strength Index (RSI) is a momentum oscillator that helps identify whether a stock is oversold, with readings below 30 indicating oversold conditions [2]. - RDWR's current RSI reading is 28.35, suggesting that the heavy selling may be exhausting itself and a trend reversal could be imminent [5]. Fundamental Analysis - Over the past 30 days, the consensus EPS estimate for RDWR has increased by 26.8%, indicating strong agreement among analysts regarding improved earnings [7]. - An upward trend in earnings estimate revisions typically correlates with price appreciation in the near term [7]. - RDWR holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate trends and EPS surprises, further supporting the potential for a turnaround [8].