Allot (NASDAQ:ALLT) Issues Earnings Results

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

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 Stock Down 12.0%

Shares of NASDAQ ALLT traded down $1.07 during midday trading on Thursday, reaching $7.89. The company had a trading volume of 691,275 shares, compared to its average volume of 432,904. The stock has a market cap of $389.25 million, a PE ratio of 35.64 and a beta of 1.51. Allot has a one year low of $6.12 and a one year high of $11.92. The firm’s fifty day moving average price is $8.44 and its 200-day moving average price is $7.97.

Analyst Ratings Changes

A number of analysts recently commented on ALLT shares. Weiss Ratings restated a “sell (d+)” rating on shares of Allot in a research note on Tuesday, September 22nd. Northland Securities set a $17.00 price objective on shares of Allot in a research note on Thursday, August 13th. Four equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Allot has an average rating of “Moderate Buy” and an average price target of $13.38.

Insider Activity

In other Allot news, CEO Eyal Harari sold 28,923 shares of the firm’s stock in a transaction on Monday, November 9th. The shares were sold at an average price of $8.92, for a total value of $257,993.16. Following the sale, the chief executive officer owned 1,070,195 shares of the company’s stock, valued at $9,546,139.40. This trade represents a 2.63% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Boaz Grossman sold 4,000 shares of the business’s stock in a transaction dated Friday, August 28th. The shares were sold at an average price of $7.80, for a total value of $31,200.00. Following the transaction, the senior vice president owned 182,000 shares in the company, valued at approximately $1,419,600. This represents a 2.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 66,144 shares of company stock valued at $548,205. 3.40% of the stock is currently owned by company insiders.

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.