Allot (NASDAQ:ALLT) Releases Earnings Results, Meets Estimates

Allot (NASDAQ:ALLT) released its quarterly earnings results on Thursday. The communications equipment provider reported $0.09 EPS for the quarter, meeting the consensus estimate of $0.09, FiscalAI reports. The business had revenue of $30.59 million for the quarter, compared to analysts’ expectations of $30.03 million. Allot had a net margin of 9.40% and a return on equity of 9.64%.

Here are the key takeaways from Allot’s conference call:

• Growth continued across both business lines: Revenue rose 16% year over year, while SECaaS revenue increased 37% and ARR grew 41% to $38.8 million. Recurring revenue represented 64% of total revenue.
• Allot narrowed its 2026 revenue outlook to $116 million–$118 million, the upper end of its prior range, and expects SECaaS revenue growth above 40%. The outlook implies continued double-digit year-over-year revenue growth in Q4.
• The company reported $7.4 million in operating cash flow for the quarter and ended September with $112 million in cash, deposits, and investments and no debt. It also began executing its $40 million share-repurchase program, buying back $1.6 million of shares during the quarter.
• Management cited SMART customer expansion orders, a new SECaaS carrier win in Southeast Asia, and a broad pipeline, while saying existing customers are adding subscribers and services. It expects these deployments and expansions to support growth into 2027, though new carrier wins take time to contribute revenue.
• Non-GAAP operating expenses rose to $18 million from $15.4 million a year earlier, partly due to planned R&D and sales investments and one-time prior-period costs. Operating margin was 12.9%, down from 14% in the year-ago quarter.

Allot Price Performance

Shares of NASDAQ ALLT traded down $0.98 during mid-day trading on Thursday, hitting $7.99. The company’s stock had a trading volume of 611,321 shares, compared to its average volume of 432,637. The stock has a market cap of $393.93 million, a price-to-earnings ratio of 36.37 and a beta of 1.51. Allot has a one year low of $6.12 and a one year high of $11.92. The company’s fifty day simple moving average is $8.44 and its 200-day simple moving average is $7.97.

Insider Transactions at Allot

In related news, insider Gili Groner sold 26,666 shares of the business’s stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $7.86, for a total transaction of $209,594.76. Following the completion of the sale, the insider directly owned 59,467 shares of the company’s stock, valued at $467,410.62. The trade was a 30.96% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Eyal Harari sold 28,923 shares of the stock in a transaction that occurred on Monday, November 9th. The shares were sold at an average price of $8.92, for a total transaction of $257,993.16. Following the completion of the transaction, the chief executive officer owned 1,070,195 shares in the company, valued at $9,546,139.40. This represents a 2.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 66,144 shares of company stock worth $548,205 in the last quarter. 3.40% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on ALLT. Northland Securities set a $17.00 price objective on shares of Allot in a research report on Thursday, August 13th. Weiss Ratings reiterated a “sell (d+)” rating on shares of Allot in a research report on Tuesday, September 22nd. Four analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $13.38.

Allot Company Profile

Allot Ltd. develops network intelligence, optimization and cybersecurity solutions for communications service providers, enterprises and public-sector organizations. Its software and platforms help customers manage network traffic, monitor service performance and protect users and networks from online threats. Its offerings include network traffic management and analytics, as well as security services such as protection against distributed denial-of-service attacks and threats delivered through domain name system (DNS) traffic.