Allot Ltd. Reports Strong Q4 2025 Earnings with Significant Growth in Cybersecurity Revenue
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 25 2026
0mins
Should l Buy ALLT?
Source: seekingalpha
- Significant Revenue Growth: Allot Ltd. reported fourth-quarter revenue of $28.4 million, up 14% year-over-year, with total annual revenue reaching $102 million, reflecting an 11% increase, showcasing the company's strong performance in the cybersecurity sector.
- Expansion of Cybersecurity Services: Cybersecurity as a Service (SECaaS) revenue hit $8.1 million in Q4, a 70% year-over-year increase, comprising 28% of total quarterly revenue, indicating the company's competitive edge in this rapidly growing market.
- Improved Profitability: The company achieved a non-GAAP net income of $4.1 million in Q4, translating to $0.08 per diluted share, a 105% increase from the previous year, while non-GAAP gross margin rose to 71.9%, reflecting improvements in cost control and profitability.
- Optimistic Future Outlook: Management projects 2026 revenues between $113 million and $117 million, with SECaaS expected to drive continued double-digit growth, despite challenges from AI data center spending and supply chain pressures.
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Analyst Views on ALLT
Wall Street analysts forecast ALLT stock price to rise
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 7.860
Low
12.50
Averages
14.63
High
18.00
Current: 7.860
Low
12.50
Averages
14.63
High
18.00
About ALLT
Allot Ltd is an Israel-based company engaged primarily in the software solutions for the communication sector. The Company is a provider of security solutions and network intelligence solutions for mobile, fixed and cloud service providers as well as enterprises worldwide. The Company's solutions are deployed globally for network-based security, including mobile security, distributed denial of service (DDoS) protection and Internet of Things (IoT) security, network and application analytics, traffic control and shaping, and more. The Company delivers a unified security service for individual consumers and small and medium-sized businesses (SMBs), at home, at work and on the go, with the Allot Secure product family.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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See More
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- Significant Revenue Growth: The company achieved revenue of $26.4 million in the first quarter, marking a 13.8% year-over-year increase and surpassing market expectations by $0.28 million, indicating strong demand and competitive positioning.
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See More
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See More
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- Surge in Security Services Revenue: The Security-as-a-Service (SECaaS) revenue reached $8.7 million, up 71% year-over-year, highlighting the increasing adoption of telco-provided cybersecurity services and further optimizing the company's revenue structure.
- Record Operating Cash Flow: The operating cash flow for the first quarter hit $10.6 million, a substantial increase from $1.7 million in Q1 2025, demonstrating significant improvements in profitability and cash management.
- Optimistic Future Outlook: Allot reaffirmed its 2026 revenue guidance of $113 million to $117 million, with expectations of over 40% growth in SECaaS revenue, showcasing the company's confidence in future growth and market potential.
See More
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- Conference Details: Allot Ltd. will participate in the 21st Annual Needham Technology, Media, & Consumer Conference in New York from May 12-14, 2026, where CEO Eyal Harari and CFO Liat Nahum will present on May 13 at 9:30am ET, showcasing the company's latest SECaaS and network intelligence solutions.
- Investor Engagement: Management will be available for one-on-one meetings with institutional investors during the conference, allowing for enhanced interaction and communication with investors through scheduling with Needham representatives or Allot's investor relations team.
- Technological Innovation: Allot's network-native security-as-a-service solution is already utilized by millions of subscribers globally, demonstrating its leading position in the cybersecurity and traffic control sectors, thereby reinforcing the company's competitive advantage in the industry.
- Market Reach: Allot's multi-service platforms are deployed by over 500 mobile, fixed, and cloud service providers and more than 1,000 enterprises, showcasing its extensive influence and customer base in the global market, which drives the company's future growth potential.
See More
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- Earnings Expectations: The company is expected to report quarterly earnings of $0.17 per share, reflecting a year-over-year increase of 13.3%, with revenues projected at $10.54 million, up 8.3%, highlighting sustained growth potential in both revenue and profitability.
- Earnings Estimate Revisions: Despite optimistic earnings and revenue forecasts, the consensus EPS estimate for AudioEye has been revised down by 6.7% over the past 30 days, which typically does not correlate with stock price appreciation, prompting investors to monitor future trends closely.
- Market Ranking: AudioEye currently holds a Zacks Rank of #2 (Buy), indicating a positive outlook from analysts, while other companies in the same sector, such as Allot Communications, have shown relatively weaker performance with a Zacks Rank of #3 (Hold).
See More
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- Financial Information Access: Investors can access the report via the SEC's website and Allot's investor relations site, enhancing communication between the company and its investors, thereby boosting investor confidence.
- Commitment to Shareholders: Allot offers free hard copies of the annual report to shareholders, further demonstrating the company's commitment to its shareholders and enhancing shareholder loyalty.
- Strengthened Market Position: As a leading global provider of Security-as-a-Service and Deep Network Intelligence solutions, Allot's multi-service platforms are deployed by over 500 service providers and more than 1,000 enterprises, solidifying its competitive advantage in the cybersecurity market.
See More
