Allot's Zero-CAC Arbitrage Driving Structural SaaS Re-Rating [Seeking Alpha]
Allot Ltd. - Ordinary Shares (ALLT)
Last allot ltd. - ordinary shares earnings: 2/4 05:00 am
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US:NASDAQ Investor Relations:
investors.allot.com/investor-relations
Company Research
Source: Seeking Alpha
ALLT's SECaaS ARR is growing over 60% year-over-year, driving operating leverage, gross margins above 72%, and a non-linear expansion in free cash flow margins. Sum-of-the-Parts analysis indicates 42% upside, with intrinsic equity value at $12.94/share versus the current $9.14, if SECaaS multiples re-rate. Key risks include technological obsolescence in legacy DPI and channel concentration with Tier-1 CSPs, requiring close monitoring of SECaaS ARR growth and gross margins. Just_Super/E+ via Getty Images Based on my assessment, I rate Allot Ltd. ( ALLT ) stock is a Buy based on a structural advantage within its business model shift from low-multiple hardware DPI to high-margin Security-as-a-Service (SECaaS). I do not consider Allot This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and
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ALLT
News
- Allot Files Annual Report on Form 20-F for the Year Ended December 31, 2025GlobeNewswire
- Allot to Participate in the 38th Annual Roth Conference on March 23-24, 2026GlobeNewswire
- Allot Ltd (ALLT) Q4 2025 Earnings Call Highlights: Strong Revenue Growth and Strategic Flexibility [Yahoo! Finance]Yahoo! Finance
- Allot to Participate at the Cantor Fitzgerald Global Technology Conference on March 11, 2026 in NYCGlobeNewswire
- Allot (ALLT) had its price target lowered by Needham & Company LLC from $12.50 to $8.50. They now have a "buy" rating on the stock.MarketBeat
ALLT
Earnings
- 2/25/26 - Beat
ALLT
Sec Filings
- 3/31/26 - Form 20-F/A
- 3/26/26 - Form S-8
- 3/26/26 - Form 20-F
- ALLT's page on the SEC website