Allot (NASDAQ:ALLT) Issues Quarterly Earnings Results

Posted by George Bondi on Aug 13th, 2026

Allot (NASDAQ:ALLT – Get Free Report) announced its quarterly earnings results on Wednesday. The communications equipment provider reported $0.09 EPS for the quarter, beating analysts’ consensus estimates of $0.06 by $0.03, FiscalAI reports. Allot had a net margin of 5.68% and a return on equity of 7.38%. The firm had revenue of $27.74 million during the quarter, compared to analysts’ expectations of $27.45 million.

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

Revenue and guidance increased: Q2 revenue rose 15% year over year to $27.7 million, and full-year 2026 revenue guidance was raised to $115 million–$118 million from $113 million–$117 million.
Security-as-a-Service remained the primary growth engine, with revenue up 47% to $9.4 million, ARR up 44% to $36.1 million, and recurring revenue comprising 67% of total quarterly revenue. Management expects SECaaS revenue growth of at least 40% for the full year.
North America delivered a significant acceleration, contributing 31% of quarterly revenue versus 17% a year earlier, supported by strong Tera III and Allot Smart product sales, a healthy backlog, and continued SECaaS demand.
Profitability and cash generation improved materially: non-GAAP operating margin increased to 9.9% from 5.0% a year ago, operating cash flow more than doubled to $8.5 million, and the company ended the quarter with $107 million in cash and no debt.
Non-GAAP gross margin declined to 71.8% from 73.4% because of product mix, although management maintained its approximately 70% full-year margin expectation; regional revenue may continue to fluctuate based on the timing of large product deals.

Allot Trading Up 3.0%

Shares of ALLT traded up $0.23 on Thursday, reaching $7.93. 246,788 shares of the company’s stock traded hands, compared to its average volume of 432,504. The stock has a market cap of $385.79 million, a PE ratio of 61.00 and a beta of 1.48. The stock’s 50 day simple moving average is $7.84 and its two-hundred day simple moving average is $7.86. Allot has a 52-week low of $6.12 and a 52-week high of $11.92.

Allot declared that its board has initiated a stock repurchase plan on Tuesday, June 23rd that allows the company to repurchase $40.00 million in shares. This repurchase authorization allows the communications equipment provider to repurchase up to 11.7% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company’s leadership believes its stock is undervalued.

Insiders Place Their Bets

In other Allot news, SVP Boaz Grossman sold 5,000 shares of the company’s stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $7.37, for a total value of $36,850.00. Following the completion of the transaction, the senior vice president owned 192,000 shares in the company, valued at $1,415,040. This represents a 2.54% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Mark Shteiman sold 6,000 shares of the business’s stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $7.58, for a total transaction of $45,480.00. Following the completion of the transaction, the insider directly owned 214,000 shares in the company, valued at $1,622,120. This trade represents a 2.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 76,667 shares of company stock worth $597,095 in the last ninety days. Company insiders own 3.40% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the stock. QVT Financial LP raised its stake in shares of Allot by 22.2% in the second quarter. QVT Financial LP now owns 4,505,793 shares of the communications equipment provider’s stock valued at $36,598,000 after buying an additional 817,938 shares during the period. Millennium Management LLC increased its holdings in Allot by 239.4% in the 3rd quarter. Millennium Management LLC now owns 753,393 shares of the communications equipment provider’s stock worth $7,971,000 after acquiring an additional 531,412 shares during the last quarter. Boothbay Fund Management LLC bought a new stake in Allot in the 2nd quarter valued at about $3,164,000. Marshall Wace LLP bought a new stake in Allot in the 2nd quarter valued at about $2,320,000. Finally, JPMorgan Chase & Co. bought a new position in Allot during the second quarter worth about $2,225,000. 51.50% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of research firms recently commented on ALLT. Northland Securities set a $17.00 price target on Allot in a report on Thursday. Needham & Company LLC lifted their price target on shares of Allot from $8.50 to $10.50 and gave the company a “buy” rating in a research report on Wednesday, May 13th. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $15.00 price objective on shares of Allot in a report on Wednesday, May 13th. Wall Street Zen upgraded Allot from a “hold” rating to a “buy” rating in a research report on Saturday, May 16th. Finally, Weiss Ratings reissued a “sell (d+)” rating on shares of Allot in a report on Friday, June 26th. Five equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $13.38.

Check Out Our Latest Research Report on ALLT

Allot Company Profile

(Get Free Report)

Allot Ltd. is a provider of network intelligence and security solutions designed for service providers and enterprises worldwide. The company delivers software and cloud-based services that enable customers to gain real-time visibility into network traffic, enforce security policies and optimize bandwidth usage. Its platforms support a wide range of applications, from DDoS protection and threat prevention to subscriber experience management and network analytics.

Allot’s product portfolio includes managed solutions for mobile and fixed-line operators, as well as cloud-native services that can be deployed across private, public and hybrid environments.