Allot Ltd.
- Open
- 8.90
- Day high
- 9.12
- Day low
- 8.84
- Prev close
- 8.85
- Volume
- 148K
- Mkt cap
- $441M
- P/E (TTM)
- 71.6
- EPS (TTM)
- $0.13
- P/B
- 3.8
- P/S
- 4.2
- Yield
- —
- Per share
- —
- ▼Insiders net selling -$374K over the last 3 months (0 open-market buys, 8 sales)
- 🏛Institutions mixed (13F)
Allot Ltd. (ALLT) is a Technology company listed on NASDAQ. The stock is up 6% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 8 sales (SEC Form 4).
Allot Ltd. (ALLT) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 2 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
ALLT earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 12, 2026 | $0.05 | $0.06 | +20.0% | $26M | +1.2% |
| Feb 25, 2026 | $0.07 | $0.06 | -16.8% | $28M | +7.9% |
| Nov 20, 2025 | $0.04 | $0.10 | +150.0% | $26M | -5.4% |
| Aug 14, 2025 | $-0.02 | $0.03 | +250.0% | $24M | +5.0% |
| Jun 4, 2025 | $-0.05 | $-0.06 | -20.0% | $23M | — |
| Nov 19, 2024 | $-0.03 | $0.03 | +200.0% | $23M | -2.8% |
| May 29, 2024 | $-0.10 | $-0.03 | +70.0% | $22M | +14.6% |
| Feb 15, 2024 | $-0.14 | $-0.43 | -207.1% | $24M | +9.4% |
| Nov 16, 2023 | $-0.35 | $-0.28 | +20.0% | $23M | -9.6% |
| Aug 31, 2023 | $-0.16 | $-0.49 | -206.2% | $25M | -0.2% |
| May 16, 2023 | $-0.24 | $-0.21 | +12.5% | $21M | -12.6% |
| Feb 28, 2023 | $-0.17 | $-0.13 | +23.5% | $33M | -1.5% |
ALLT insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 16, 2026 | Shteiman Markofficer: Chief Product Officer | Sell | 2,000 | $7.50 |
| Jun 2, 2026 | Lelah Noamofficer: SVP Customer Success & Ops | Sell | 21,000 | $8.48 |
| May 26, 2026 | Shteiman Markofficer: Chief Product Officer | Sell | 6,000 | $7.58 |
| May 26, 2026 | Shteiman Markofficer: Chief Product Officer | Sell | 5,000 | $7.39 |
| May 21, 2026 | Grossman Boazofficer: Senior Vice President R&D | Sell | 5,000 | $7.37 |
| May 20, 2026 | Shteiman Markofficer: Chief Product Officer | Sell | 5,000 | $7.32 |
| May 19, 2026 | Shteiman Markofficer: Chief Product Officer | Sell | 3,000 | $7.13 |
| May 13, 2026 | Harari Eyal Davidofficer: Chief Executive Officer | Grant | 72,259 | — |
| May 4, 2026 | Charash Inbarofficer: General Counsel | Sell | 556 | $7.40 |
| Sep 19, 2007 | Gemini Israel Funds Ltd.10 percent owner | Sell | 27,450 | $6.80 |
| Sep 19, 2007 | Gemini Israel Funds Ltd.10 percent owner | Sell | 100,000 | $6.80 |
| Sep 19, 2007 | Gemini Israel Funds Ltd.10 percent owner | Sell | 115,000 | $6.30 |
| Sep 19, 2007 | Gemini Israel Funds Ltd.10 percent owner | Sell | 16,550 | $6.80 |
| Sep 19, 2007 | Gemini Israel Funds Ltd.10 percent owner | Sell | 150,000 | $6.40 |
Source: ALLT SEC Form 4 filings, latest Jun 16, 2026. For informational purposes only — not investment advice.
See the full ALLT insider & 13F page →Allot Ltd. company profile
Overview
Allot Ltd. (NASDAQ:ALLT) is an Israeli technology company founded in 1996 that provides network intelligence and cybersecurity solutions to telecommunications operators worldwide. Originally established as Allot Communications Ltd., the company rebranded to Allot Ltd. in 2018 and went public on NASDAQ in 2006. Based in Hod Hasharon, Israel, Allot has evolved from a traditional network traffic management company into a security-focused enterprise, serving carriers, mobile and fixed service providers, cable operators, and enterprise customers across Europe, Asia, the Americas, and other regions.
Business
Allot operates in the telecommunications infrastructure software industry, providing two primary categories of solutions to network operators and service providers. The company's core business revolves around Deep Packet Inspection (DPI) technology, which allows network operators to analyze, manage, and secure internet traffic flowing through their networks. DPI technology examines the data content of network packets in real-time, enabling operators to understand what applications their customers are using, manage network congestion, and implement security policies. Allot's product portfolio is organized into two main business segments: 1. Allot Smart (DPI Business) - Approximately 80% of revenue: This traditional business provides network intelligence solutions including traffic management, analytics, and quality of service optimization. The Allot Smart platform helps telecom operators understand network usage patterns, manage bandwidth allocation, and optimize network performance. Products include centralized management solutions like Allot NetXplorer for network-wide monitoring, reporting, and policy provisioning. 2. Allot Secure (Security-as-a-Service or SECaaS) - Approximately 20% of revenue: This growing segment offers cybersecurity services that telecom operators can provide to their end customers. The platform includes various security modules such as NetworkSecure, HomeSecure, DNSecure, EndPoint Secure, BusinessSecure, IoTSecure, and Secure Cloud. These solutions protect consumers and businesses from cyber threats including malware, phishing, DDoS attacks, and other security risks. The company also offers DDoS Secure/5G Protect for attack detection and mitigation. The SECaaS business model represents Allot's strategic pivot toward becoming a "security-first" company, as traditional DPI markets face headwinds while cybersecurity demand grows rapidly.
Revenue model
Allot generates revenue through multiple business models depending on the product segment and customer type. For the Allot Smart (DPI) business, the company primarily earns money through one-time product sales of software licenses and hardware appliances, along with ongoing support and maintenance contracts. Customers are typically large telecommunications operators who purchase these solutions to manage their network infrastructure. This segment has faced declining revenues due to market saturation and reduced capital expenditure by telecom operators. The Allot Secure (SECaaS) business operates on a recurring revenue model where Allot provides cybersecurity services that telecom operators offer to their end customers. The company typically receives a percentage of the monthly subscription fees that consumers pay for security services, creating an Annual Recurring Revenue (ARR) stream. For example, if a mobile operator charges customers $5 per month for cybersecurity protection, Allot might receive $1-2 of that fee. This business model has shown strong growth, with SECaaS ARR reaching $17.2 million by Q3 2024. Several factors influence Allot's profitability margins. Positive margin drivers include the shift toward higher-margin SECaaS services, improved operational efficiency through cost reduction programs, and economies of scale as existing customers expand their service offerings. The company has successfully reduced operating expenses by approximately 29% year-over-year while growing its higher-margin security business. Negative margin pressures come from competitive pricing in the traditional DPI market, longer sales cycles requiring sustained investment in customer acquisition, currency fluctuations affecting international revenues, and the need for continued R&D investment to stay competitive in the rapidly evolving cybersecurity landscape. Additionally, the company faces challenges from macroeconomic conditions affecting telecom operator capital spending and the need to provide customer support across multiple time zones and languages.
Competitive moat
Allot's competitive moat is moderate but faces significant challenges. The company's primary defensive advantage lies in its deep technical expertise in DPI technology and established relationships with major telecommunications operators worldwide. Having served carriers like Verizon, Vodafone, Telefónica, and others for years, Allot has built institutional knowledge about telecom network operations and regulatory requirements that creates switching costs for customers. The company's integrated approach combining network intelligence with cybersecurity provides some differentiation, as few competitors offer both DPI and security services from a single platform. This integration allows telecom operators to leverage existing network infrastructure for security services, potentially creating operational efficiencies. However, Allot's moat is not particularly strong. In the traditional DPI market, the company faces intense competition from larger players with more resources, and the market itself is experiencing headwinds as operators reduce infrastructure spending. The cybersecurity market, while growing rapidly, is highly competitive with numerous established players including both specialized security companies and large technology conglomerates. The company's small size (approximately $355 million market cap) limits its ability to compete on R&D spending and sales resources against larger competitors. Additionally, the shift toward cloud-based and software-defined networking technologies poses potential disruption risks to Allot's traditional appliance-based business model. The most significant competitive threat comes from larger cybersecurity companies that could offer more comprehensive security solutions or technology giants that could bundle security services with other offerings at competitive prices. Telecom operators might also choose to develop security capabilities in-house or partner with multiple specialized vendors rather than relying on a single provider like Allot.
Risks & safety
Allot presents a moderate margin of safety with improving but still fragile financial metrics. Overall Assessment: The company has stabilized operationally after significant restructuring but remains in a transitional phase with limited financial cushion. • Cash and Liquidity: $16.1 million cash position as of Q4 2024, down from $23.9 million in Q1 2024, indicating ongoing cash consumption despite positive operating cash flow of $4.8 million for the year • Debt and Solvency: Debt-to-equity ratio of 0.93, current ratio of 2.51, suggesting adequate short-term liquidity but elevated leverage; no immediate solvency risk given current cash generation • Valuation Metrics: Trading at 4.7x book value and 25.3x EV/EBITDA, indicating premium valuation relative to modest profitability; Graham number suggests significant overvaluation at current price levels • Profitability Trends: Achieved first profitable year on non-GAAP basis in 2024 with positive free cash flow of $2.7 million, marking significant improvement from previous losses • Other Considerations: Heavy dependence on successful SECaaS growth to justify valuation; limited diversification with concentration in telecom operator customers; currency exposure from international operations
Recent development
Over the past few years, Allot has undergone a significant strategic transformation from a traditional network infrastructure company to a cybersecurity-focused enterprise. The most notable pivot has been the emphasis on Security-as-a-Service (SECaaS), which has grown from minimal revenues to representing 20% of total revenue by 2024. Key strategic developments include major customer wins that validate the company's security strategy. The Verizon Business partnership launched cybersecurity services for 30 million mobile business customers, representing one of Allot's most significant commercial successes. Additionally, partnerships with Vodafone UK for fixed broadband security services and O2 Czech Republic for mobile and fixed broadband protection demonstrate expanding market acceptance. The company implemented substantial operational restructuring, reducing headcount by 35% from 749 to 559 employees between 2022 and 2023, and achieving a 29% reduction in operating expenses year-over-year. This cost optimization program enabled the company to reach its first profitable year on a non-GAAP basis in 2024. Allot has also evolved its go-to-market strategy, shifting from broad market pursuit to focusing on strategic, high-potential customers with proven revenue commitments. The company reorganized into a more customer-centric structure with regional focus, consolidating business units to improve efficiency. Recent product development efforts have concentrated on expanding the security portfolio beyond basic protection services. The company is developing solutions to provide security protection even when customers are off the network, addressing a key limitation of current network-based security offerings. Leadership changes included the appointment of CEO Eyal Harari and incoming CFO Liat Nahum, signaling fresh strategic direction.
ALLT company profile · for informational purposes only — not investment advice.
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