Allot (NASDAQ:ALLT) Posts Quarterly Earnings Results

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

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 Performance

Allot stock opened at $7.75 on Friday. The firm has a market cap of $382.32 million, a price-to-earnings ratio of 35.28 and a beta of 1.51. Allot has a 1 year low of $6.12 and a 1 year high of $11.92. The firm’s 50 day moving average price is $8.44 and its two-hundred day moving average price is $7.96.

Insider Activity

In related news, insider Gili Groner sold 26,666 shares of Allot stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $7.86, for a total value of $209,594.76. Following the transaction, the insider directly owned 59,467 shares in the company, valued at $467,410.62. The trade was a 30.96% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through 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 business’s stock in a transaction on Monday, November 9th. The stock was sold at an average price of $8.92, for a total value of $257,993.16. Following the sale, the chief executive officer directly owned 1,070,195 shares in the company, valued at $9,546,139.40. This trade represents a 2.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 66,144 shares of company stock worth $548,205. Insiders own 3.40% of the company’s stock.

Analyst Upgrades and Downgrades

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

Top Allot Stories

Investors following ALLT have been watching these stories:

• Positive Sentiment: Q3 revenue rose 16% year over year to $30.59 million, topping the roughly $30.03 million analyst estimate. SECaaS annual recurring revenue also increased 41% year over year, indicating continued momentum in the security-services business. Allot Announces Third Quarter 2026 Financial Results
• Neutral Sentiment: Allot forecast 2026 revenue of $116 million to $118 million, a range that brackets the $116.4 million consensus estimate. The outlook signals continued growth but offers little clear upside versus expectations. Allot 2026 outlook
• Neutral Sentiment: Q3 adjusted earnings were $0.09 per share, matching the estimate cited in the earnings report (Zacks cited a $0.08 consensus). This was down from $0.10 a year earlier, tempering the revenue growth. Allot Q3 earnings and revenues

About Allot

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.