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Allot Communications (DE:AG6)
NASDAQ:AG6

Allot (AG6) Price & Analysis

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AG6 Stock Chart & Stats

€5.95
€0.40(6.25%)
At close: 4:00 PM EST
€5.95
€0.40(6.25%)

Bulls Say, Bears Say

Bulls Say
SECaaS Revenue And ARR AccelerationRapid SECaaS ARR and revenue growth reflect a recurring, subscription-driven shift in Allot's mix. Strong multi-year ARR expansion supports predictable revenue, higher lifetime value per customer, and scalable margins — structurally improving revenue visibility and long-term growth optionality.
Strong Cash Generation And No Net DebtMaterial operating cash flow and a debt-free balance sheet provide durable financial flexibility. This cash buffer supports continued R&D and S&M investment, opportunistic buybacks, and resilience through CSP go-to-market timing, reducing solvency and funding risk over the medium term.
High Gross Margins And Returning ProfitabilitySustained ~70% gross margins and a return to operating and net profitability indicate inherent software/security economics. This margin profile enables operating leverage as SECaaS scales, supporting durable free cash flow generation and capacity to reinvest in product and sales over time.
Bears Say
Dependence On CSP Launch TimingAllot’s go-to-market relies heavily on communications service providers to launch and market services. That dependency creates structural timing and execution risk: ARR conversion and end-customer adoption can lag operator schedules, making revenue realization uneven across quarters.
Modest Overall Revenue Growth And Low ROEDespite recent acceleration, overall top-line growth remains modest and ROE is low versus capital employed. This suggests the business must sustain higher growth or improve returns to justify ongoing investments; otherwise capital efficiency and shareholder return prospects remain constrained.
Smart Project Revenue Variability And Limited Backlog VisibilityRevenue tied to milestone-driven Smart deals creates recurring quarter-to-quarter volatility and occasional one-time cash spikes. Management’s limited backlog disclosure reduces visibility into future recognition timing, complicating forecasting and hindering assessment of sustainable operating leverage.

Allot News

AG6 FAQ

What was Allot Communications’s price range in the past 12 months?
Allot Communications lowest stock price was €5.25 and its highest was €9.90 in the past 12 months.
    What is Allot Communications’s market cap?
    Allot Communications’s market cap is €365.62M.
      When is Allot Communications’s upcoming earnings report date?
      Allot Communications’s upcoming earnings report date is Aug 19, 2026 which is in 40 days.
        How were Allot Communications’s earnings last quarter?
        Allot Communications released its earnings results on May 12, 2026. The company reported €0.053 earnings per share for the quarter, beating the consensus estimate of €0.039 by €0.014.
          Is Allot Communications overvalued?
          According to Wall Street analysts Allot Communications’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Allot Communications pay dividends?
            Allot Communications does not currently pay dividends.
            What is Allot Communications’s EPS estimate?
            Allot Communications’s EPS estimate is 0.05.
              How many shares outstanding does Allot Communications have?
              Allot Communications has 48,923,100 shares outstanding.
                What happened to Allot Communications’s price movement after its last earnings report?
                Allot Communications reported an EPS of €0.053 in its last earnings report, beating expectations of €0.039. Following the earnings report the stock price went up 6.154%.
                  Which hedge fund is a major shareholder of Allot Communications?
                  Currently, no hedge funds are holding shares in DE:AG6
                  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

                    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 (AG6) Earnings & Revenues

                    AG6 Company Deck

                    AG6 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 DE:AG6 earnings summaries

                    AG6 Stock 12 Month Forecast

                    Average Price Target

                    €12.12
                    ▲(103.73% Upside)
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