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Allot Communications Ltd (IL:ALLT)
TASE:ALLT

Allot (ALLT) Price & Analysis

5 Followers

ALLT Stock Chart & Stats

2343.00
-51.00(-2.18%)
At close: 4:00 PM EDT
2343.00
-51.00(-2.18%)

Bulls Say, Bears Say

Bulls Say
SECaaS Revenue AccelerationRapid SECaaS adoption and ARR expansion indicate a structural shift toward recurring, higher-margin SaaS revenue sold via CSP channels. Durable ARR growth supports predictable cash flows, upsell potential, and operating leverage as subscription penetration increases over multiple quarters.
Strong Cash Generation & Debt-free Balance SheetConsistent positive operating and free cash flow combined with a cash-rich, debt-free balance sheet materially improves financial flexibility. This supports R&D and sales investments, opportunistic buybacks, and resilience to demand swings without relying on external financing.
High Gross Margin And Recurring Revenue MixA ~71% gross margin and two‑thirds recurring revenue create durable margin tailwinds and predictable revenue streams. This structural profile enables scalable unit economics, supports long‑term profitability improvement, and cushions operating leverage as subscription volumes grow.
Bears Say
Dependence On CSP Launch TimingAllot's go‑to‑market relies heavily on communications service providers to launch, market, and adopt SECaaS offerings. Delays or weak operator activation materially shift ARR recognition and revenue timing, creating structural execution risk across multi‑quarter sales cycles.
Modest Top-line Growth And Low ROEWhile profitability returned, revenue growth and returns on equity remain constrained. A low ROE versus a large equity base implies limited capital efficiency; sustaining long‑term shareholder returns requires faster revenue expansion or materially higher margins.
Smart Project Lumpiness And One-time Cash EffectsSmart/Tera project milestone payments create lumpier revenue and cash patterns and increase deferred revenue. One‑off cash boosts complicate forecasting and may overstate recurring cash generation in any single quarter, weakening predictability of long‑term cash trends.

Allot News

ALLT FAQ

What was Allot Communications Ltd’s price range in the past 12 months?
Allot Communications Ltd lowest stock price was 1887.00 and its highest was 3716.00 in the past 12 months.
    What is Allot Communications Ltd’s market cap?
    Allot Communications Ltd’s market cap is ₪1.11B.
      When is Allot Communications Ltd’s upcoming earnings report date?
      Allot Communications Ltd’s upcoming earnings report date is Aug 12, 2026 which is in 11 days.
        How were Allot Communications Ltd’s earnings last quarter?
        Allot Communications Ltd released its earnings results on May 12, 2026. The company reported 18.39 earnings per share for the quarter, beating the consensus estimate of 13.486 by 4.904.
          Is Allot Communications Ltd overvalued?
          According to Wall Street analysts Allot Communications Ltd’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Allot Communications Ltd pay dividends?
            Allot Communications Ltd does not currently pay dividends.
            What is Allot Communications Ltd’s EPS estimate?
            Allot Communications Ltd’s EPS estimate is 17.47.
              How many shares outstanding does Allot Communications Ltd have?
              Allot Communications Ltd has 48,923,100 shares outstanding.
                What happened to Allot Communications Ltd’s price movement after its last earnings report?
                Allot Communications Ltd reported an EPS of 18.39 in its last earnings report, beating expectations of 13.486. Following the earnings report the stock price went up 5.677%.
                  Which hedge fund is a major shareholder of Allot Communications Ltd?
                  Currently, no hedge funds are holding shares in IL:ALLT
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Allot Communications Ltd

                    Allot Ltd., an Israeli company established in 1996 and headquartered in Hod Hasharon, delivers intelligent networking and robust security solutions to markets worldwide. The firm's primary objective is to safeguard and personalize digital experiences for users across Europe, Asia, Oceania, the Middle East, Africa, and the Americas. Its comprehensive product suite features the Allot Secure Management platform, an umbrella offering that includes specialized security tools like Allot NetworkSecure, Allot HomeSecure, Allot DNSecure, EndPoint Secure, Allot BusinessSecure, Allot IoTSecure, and Allot Secure Cloud. Furthermore, Allot provides attack detection and mitigation capabilities through its Allot DDoS Secure/5G Protect solution, alongside integrated network intelligence applications. For centralized oversight, the company offers management systems such as Allot NetXplorer, which serves as a pivotal hub for monitoring, reporting, analytics, troubleshooting, accounting, and quality of service policy provisioning across an entire network. Allot utilizes a multi-channel sales strategy, engaging directly with customers and partnering with distributors, resellers, original equipment manufacturers, and system integrators. Their diverse client base spans telecommunication carriers, mobile and fixed service providers, cable and satellite operators, private networks, data centers, various financial and educational institutions, and government organizations. Originally known as Allot Communications Ltd., the company officially adopted the name Allot Ltd. in October 2018.

                    Allot (ALLT) Earnings & Revenues

                    ALLT Company Deck

                    ALLT Earnings Call

                    Q1 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    Overall the call was positive: the company reported accelerating revenue growth (14% YoY), strong and fast-growing SECaaS performance (SECaaS revenue +71% YoY; ARR +59% YoY; guidance for 40%+ SECaaS growth), improved margins and record operating cash flow, plus a healthy cash position and no debt. Offsetting factors include dependency on CSPs for service launches and timing, some one-time cash items and deferred revenue, Smart revenue timing variability, modestly higher operating investments and an inconsistency in stated full-year revenue ranges during the call. On balance, the positives — especially the rapid SECaaS adoption, improved profitability and strong cash generation — materially outweigh the risks and uncertainties discussed.View all IL:ALLT earnings summaries

                    ALLT Stock 12 Month Forecast

                    Average Price Target

                    4,226.81
                    ▲(80.40% Upside)
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7,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":3136,"date":1761955200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 10,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":3065,"date":1764547200000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 10,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 0, \t&nbsp;</span>\n       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