Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$371.4M
49M shares
52-week range
$6.12 – $11.92
36% from low
Exchange
NASDAQ
CS
P/S (TTM)
3.8
EV / FCF (TTM)
13.9
Allot Ltd is a provider of security and network intelligence solutions for mobile, fixed, and cloud service providers, as well as enterprises. It offers network-based security solutions such as mobile security, DDoS protection, and IoT security, along with network analytics and traffic management. It focuses on expanding its Security-as-a-Service (SECaaS) offerings through the Allot Secure product family, which delivers unified protection for consumers and SMBs across mobile, fixed, and 5G networks. Its Allot Smart solutions enable service providers to analyze and manage network data, optimize performance, reduce costs, and enhance user experience. It has a customer base in Europe, which generates maximum revenue, as well as in Asia and Oceania, the Americas, the Middle East, and Africa.
www.allot.comNo one on the platform currently holds ALLT.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 985,098 | $6.6M |
No one on the platform has traded ALLT yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 2.7% | — | — | — | ||
| Rev. Growth % | 10.6% | -5.6% | ||||
| Profit Margin % | 3.6% | -21.3% | -16.3% | |||
| Free Cash Flow Margin % | 15.2% | -11.7% | -7.4% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +15.5% on the P/E track.
At today's price, your expected annual return is +21.6% on the P/E track.
At today's price, your expected annual return is +26.8% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $116M | +14.7% | $0.34 | $0.30–$0.36 | 23.9× | 3 |
| 2027 | $131M | +12.5% | $0.40 | $0.34–$0.44 | 20.4× | 3 |
| 2028 | $146M | +11.8% | $0.47 | $0.46–$0.48 | 17.3× | 1 |
| 2029 | $166M | +13.4% | $0.81 | $0.79–$0.83 | 10.1× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-12 | $0.06 | $0.09 | +57.0% |
| 2026-05-12 | $0.05 | $0.06 | +20.0% |
| 2026-02-25 | $0.07 | $0.08 | +14.3% |
| 2025-11-20 | $0.04 | $0.10 | +150.0% |
| 2025-08-14 | $-0.02 | $0.03 | +250.0% |
| 2025-05-27 | $-0.05 | $0.02 | +140.0% |
| 2025-05-12 | $-0.05 | $0.02 | +140.0% |
| 2024-11-19 | $-0.03 |
| $0.03 |
| +200.0% |
| $679M |
| — |
| CGNTCognyte Software Ltd. | $8.33 | +3.87% | $614M | — |
| FNCHFFINEOS Corporation Holdings plc | $2.16 | +0.00% | $745M | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$ALLT arranged its annual shareholders meeting for Oct 22, 2026.
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Wall St is expecting 0.09 EPS for $ALLT Q3 [Reporting 11/18 BMO] http://www.estimize.com/intro/allt?chart=historical&metric_name=eps&utm_co
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ALLT Q2 2026 Earnings Summary $ALLT https://stocktwits.com/news/earnings/ai summaries/allt-q2-2026-earnings-summary/cZo8TfSRJg8
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$ALLT Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $0.05 up 225.00% YoY • Reported revenue of $27.74M up 15.33% YoY • Allot Ltd. is raising its 2026 revenue guidance to between $115 million and $118 million, with continued improvement in profitability and expects SECaaS revenue growth for 2026 to be 40% or more.
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$ALLT earnings on 8/12/26 before market open bullish baby
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$ALLT Perhaps this weekends news is seen as favorable for Israeli companies. I think everyone just wants the whole thing to be OVER AND RESOLVED.
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$ALLT taking a hit today, down 3.5% and 8.4% over the last five sessions Short term downtrend confirmed Noticing some interesting call action Spotted two unusual ask-side sweeps, 1,009 contracts in the 21 Aug $10 calls on InsiderFinance Looks like speculative plays, not institutional size, just modest upside bets The rest of the flow is mostly zero-DTE $8 calls with big open interest This is typical of intraday scalping or gamma hedging No strong signal here yet Keep it on the watchlist but don't chase unless we see more serious call buying soon
View on StockTwits ↗We called $VZ expanding with $ALLT to business mobile (30m lines vs. 1.5m FWA lines) back in May 2024 and the stock has more than 3x'd since then. We're now calling it again. Based on our research, $ALLT is likelyto win $T and expand to $VZ consumer network in 2H26. Combined with continued rapid growth (SECaaS +59% ARR in Q1) in the base business and strong FCF, this stock is going much much higher. Bullish
View on StockTwits ↗We called $VZ expanding with $ALLT to business mobile (30m lines vs. 1.5m FWA lines) back in May 2024 and the stock has more than 3x'd since then. We're now calling it again. Based on our research, $ALLT is likelyto win $T and expand to $VZ consumer network in 2H26. Combined with continued rapid growth (SECaaS +59% ARR in Q1) in the base business and strong FCF, this stock is going much much higher.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.