Allot

ALLT

Market cap $352M

Allot Ltd. (ALLT) is entering a multi-year growth cycle, driven by surging SECaaS ARR (+69% YoY) and robust DNI bookings, with $88 million net cash and zero debt. Our $18.50 SOTP price target is based on 2025 trailing numbers, with potential upside from accelerating Verizon and Vodafone SECaaS adoption. CRPO now covers 97% of 2026 DNI revenue guidance versus 52% - 66% historically, signaling unprecedented forward visibility and suggesting management's outlook is highly conservative.

Hod Hasharon, Israel, March 27, 2026 (GLOBE NEWSWIRE) -- Allot (NASDAQ: ALLT) (TASE: ALLT), a leading global provider of innovative Security-as-a-Service (SECaaS) and Deep Network Intelligence solutions for communication service providers and enterprises, today announced that it has filed its annual report on Form 20-F for the fiscal year ended December 31, 2025 with the U.S. Securities and Exchange Commission ("SEC").

Hod Hasharon, Israel, March 04, 2026 (GLOBE NEWSWIRE) -- Allot Ltd. (NASDAQ: ALLT, TASE: ALLT), a leading global provider of innovative Security-as-a-Service (SECaaS) and network intelligence solutions for communications service providers and enterprises, today announced that management will be meeting with investors at the Cantor Fitzgerald Global Technology Conference in New York City on March 11, 2026.

ALLT beats Q4 estimates as revenues rise 14% Y/Y, fueled by 69% SECaaS growth and expanding margins.

Allot Ltd. (ALLT) Q4 2025 Earnings Call Transcript

Allot Communications (ALLT) came out with quarterly earnings of $0.08 per share, beating the Zacks Consensus Estimate of $0.07 per share. This compares to earnings of $0.05 per share a year ago.

69% YoY SECaaS ARR growth in 2025, with strong revenue growth and record profitability Guiding for revenue growth acceleration to $113-$117 million in 2026 HOD HASHARON, Israel, Feb. 25, 2026 /PRNewswire/ -- Allot Ltd. (NASDAQ: ALLT) (TASE: ALLT), a leading global provider of innovative Security-as-a-Service (SECaaS) and network intelligence solutions for communications service providers and enterprises, today announced its unaudited financial results for the fourth quarter and full year of 2025.

ALLT's SECaaS ARR jumps 60% in Q3 2025, lifting recurring revenues to 63% and nearing 30% of sales as new telecom deals fuel growth.

ALLT heads into Q4 with double-digit revenue growth expected as SECaaS momentum builds, while valuation remains below peers.

ALLT outpaces CRWD with surging SECaaS growth and lower valuation as CrowdStrike faces slowing revenue momentum.