Allot Ltd.

Informe acción NasdaqGS:ALLT

Capitalización de mercado: US$362.0m

Allot Dirección

Dirección controles de criterios 2/4

Actualmente no disponemos de información suficiente sobre el CEO.

Información clave

Eyal Harari

Chief Executive Officer (CEO)

US$1.0m

Compensación total

Porcentaje del salario del CEO24.67%
Permanencia del CEO2yrs
Participación del CEO0.8%
Permanencia media de la dirección1.9yrs
Promedio de permanencia en la Junta Directiva4.3yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Apr 25

ALLT: SECaaS ARR Execution And 2026 Revenue Guidance Will Support Upside

Narrative Update on Allot Analysts have adjusted their views on Allot, with recent price targets ranging from $11 to $19 as they factor in updated SECaaS ARR expectations, market contraction commentary, and the implications of the latest results and guidance. Analyst Commentary Recent research shows a split in how analysts are framing Allot's outlook, with target prices spanning from $11 to $19 as they react to updated SECaaS ARR assumptions and commentary on market conditions.
Actualización de narrativa Apr 11

ALLT: SECaaS Recurring Revenue And 2026 ARR Outlook Will Drive Upside

Narrative Update Allot's consolidated analyst price target has shifted modestly, reflecting a mix of higher targets up to $19 and lower ones to $11, as analysts factor in updated SECaaS ARR estimates, an expanding customer pipeline, and the ongoing transition toward a security focused model. Analyst Commentary Recent research points to a split in views on Allot, with some analysts focusing on upside tied to SECaaS and recurring revenue, and others taking a more guarded stance around sector conditions and valuation risk.
Seeking Alpha Apr 06

Allot: Multiple Inflection Points Support An $18.50 SOTP

Summary Allot Ltd. (ALLT) is entering a multi-year growth cycle, driven by surging SECaaS ARR (+69% YoY) and robust DNI bookings, with $88 million net cash and zero debt. Our $18.50 SOTP price target is based on 2025 trailing numbers, with potential upside from accelerating Verizon and Vodafone SECaaS adoption. CRPO now covers 97% of 2026 DNI revenue guidance versus 52% - 66% historically, signaling unprecedented forward visibility and suggesting management's outlook is highly conservative. AI-driven cyberthreats and traffic growth structurally benefit ALLT, reinforcing its competitive moat and positioning both SECaaS and DNI for sustained outperformance. Read the full article on Seeking Alpha
Actualización de narrativa Mar 27

ALLT: SECaaS Recurring Revenue And 2026 Outlook Will Drive Future Upside

Allot's updated analyst price target has edged down to $13.10 from $13.38, reflecting a blend of higher and lower Street targets as analysts factor in evolving expectations for SECaaS growth, profitability, and long term P/E assumptions. Analyst Commentary Recent research paints a mixed picture, with bullish analysts highlighting improving SECaaS metrics and business mix, while more cautious voices focus on market conditions and valuation reset.
Actualización de narrativa Mar 13

ALLT: SECaaS Recurring Revenue And 2026 Guidance Will Support Future Upside

Analysts have nudged their blended price target for Allot higher into the mid to high teens, reflecting updated views on SECaaS growth potential and recurring revenue momentum, including a raised $19 target at one firm, a trimmed $11 target at another, and a fresh $15 initiation. Analyst Commentary Recent research highlights a mix of optimism around Allot's SECaaS shift and recurring revenue profile, alongside some caution on end market conditions and how that translates into achievable targets.
Actualización de narrativa Feb 27

ALLT: SECaaS ARR Momentum And New Partnerships Will Support Future Upside

Allot's updated analyst price target reflects a mixed reset across the Street. Targets now cluster between $11 and $19 as analysts weigh higher SECaaS ARR estimates, market contraction concerns, and the company’s shift toward a security first, recurring revenue model.
Nueva narrativa Jan 29

Telco Cybersecurity Shift Will Face Adoption Setbacks Yet Eventually Support A Stronger Business

Catalysts About Allot Allot provides cybersecurity and network intelligence solutions to communication service providers and enterprises. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa Jan 05

ALLT: Raised 2025 Revenue Outlook And Governance Changes Will Support Future Upside

Analysts have kept Allot's fair value estimate steady at $13.38, with only very small tweaks to inputs such as discount rate, revenue growth, profit margin and future P/E behind the unchanged price target view. What's in the News Allot raised its revenue guidance for full year 2025 and now expects revenue between US$100 million and US$103 million, updating its outlook for the period (Key Developments).
Actualización de narrativa Dec 17

ALLT: Index Inclusion And Governance Shift Will Support Future Upside

Analysts have modestly raised their price target on Allot, citing slightly stronger projected revenue growth and a marginally higher future P/E multiple, partly offset by a small downgrade to expected profit margins. What's in the News Raised full year 2025 revenue guidance to a range of 100 million dollars to 103 million dollars, signaling stronger demand visibility (company guidance) Called an annual shareholder meeting for December 15, 2025 in Hod Hasharon, Israel, with a proposal to move to annual elections for most directors by eliminating staggered board classes (company announcement) Added as a constituent to the S&P Global BMI Index, potentially increasing visibility and passive fund ownership (index inclusion notice) Valuation Changes The fair value estimate remained unchanged at 13.38 dollars per share, indicating no revision to the intrinsic value assessment.
Actualización de narrativa Dec 03

ALLT: S&P Index Inclusion Will Drive Future Upside Potential

Analysts have modestly reduced their price target on Allot to $13.38 from $13.38, reflecting slightly higher discount rate assumptions, marginally softer revenue growth expectations, and a lower projected future P/E multiple, partially offset by improved long term profit margin forecasts. What's in the News Allot Ltd.
Artículo de análisis Nov 23

Allot Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

Allot Ltd. ( NASDAQ:ALLT ) defied analyst predictions to release its quarterly results, which were ahead of market...
Actualización de narrativa Nov 19

ALLT: Single-Year Board Terms And S&P Inclusion Will Drive Further Upside

Narrative Update on Allot: Analyst Price Target Revision Analysts have reaffirmed Allot's price target at $13.38. Their unchanged outlook reflects marginal adjustments to discount rate and profit margin assumptions rather than a shift in company fundamentals.
Actualización de narrativa Nov 03

ALLT: Addition To S&P Index Will Drive Profitable Expansion In 2025

Narrative Update on Allot Analysts have slightly lowered their price target for Allot from $13.67 to $13.38, reflecting minor adjustments in projected growth and profitability assumptions. What's in the News Allot Ltd.
Actualización de narrativa Oct 20

Telecom-Driven SECaaS Expansion Will Unlock Recurring Market Opportunities

Analyst Price Target Adjusted for Allot Analysts have lowered their price target for Allot from $15.00 to approximately $13.67 per share. This adjustment reflects moderated expectations for revenue growth, while improved profit margin forecasts have partially offset the reduction.
Artículo de análisis Sep 27

Subdued Growth No Barrier To Allot Ltd. (NASDAQ:ALLT) With Shares Advancing 28%

The Allot Ltd. ( NASDAQ:ALLT ) share price has done very well over the last month, posting an excellent gain of 28...
Nueva narrativa Aug 24

Telecom-Driven SECaaS Expansion Will Unlock Recurring Market Opportunities

Key Takeaways Strong growth in security services and major telecom partnerships are driving higher recurring revenue and earnings stability, positioning Allot for continued expansion. Shift toward software and recurring revenue is improving margins, while rising global data traffic sustains demand for Allot's network intelligence and security solutions.
Artículo de análisis Jul 18

Is It Time To Consider Buying Allot Ltd. (NASDAQ:ALLT)?

Allot Ltd. ( NASDAQ:ALLT ), is not the largest company out there, but it received a lot of attention from a substantial...
Artículo de análisis May 09

Allot Ltd. (NASDAQ:ALLT) Shares Fly 30% But Investors Aren't Buying For Growth

Allot Ltd. ( NASDAQ:ALLT ) shareholders are no doubt pleased to see that the share price has bounced 30% in the last...
Seeking Alpha Apr 09

Allot Ltd.: SECaaS Won't Save The Whole Ship

Summary I think Allot’s 45x forward free cash flow multiple just doesn’t make sense for a business with such patchy growth. Even though they’ve turned the corner on profitability, I’m not convinced it’s sustainable. Most of their revenue is coming from segments that aren’t growing, and that worries me. The cash balance is nice, but it’s not enough to outweigh the weak fundamentals and limited visibility. Read the full article on Seeking Alpha
Seeking Alpha Mar 28

Allot: Too Overhyped To Make Buys Worthwhile

Summary Allot's overall revenue growth acceleration is yet to materialize, and unfavorable mix shifts are slowing EBIT margin improvement. There is no direct evidence that Sandvine's bankruptcy has benefited Allot, and I don't think commentary gives any confidence that this may happen either. Valuations appear expensive given flat revenue expectations, but the Verizon deal presents an upside risk for SECaaS revenue over the next year. Relative technical analysis shows a balanced fight between buyers and sellers on ALLT vs. SPX500. Read the full article on Seeking Alpha
Artículo de análisis Mar 18

Health Check: How Prudently Does Allot (NASDAQ:ALLT) Use Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha Mar 07

Allot: Where I Believe I Made A Mistake (Rating Downgrade)

Summary The turnaround for Allot continues as GAAP profitability is reached, along with three consecutive quarters of positive free cash flows. The much speculated partnership with Verizon is formally announced, potentially increasing Allot's market by a huge amount. However, I question the company's valuation, and whether or not the stock is currently cheap. Read the full article on Seeking Alpha
Artículo de análisis Feb 28

Allot Ltd.'s (NASDAQ:ALLT) 32% Dip In Price Shows Sentiment Is Matching Revenues

Allot Ltd. ( NASDAQ:ALLT ) shares have retraced a considerable 32% in the last month, reversing a fair amount of their...
Seeking Alpha Feb 03

Allot Ltd.: Why I'm Staying On The Sidelines

Summary I can't ignore the unpredictable revenue growth rates, which make Allot difficult to classify as a solid growth investment. The company's capex-heavy cycles introduce challenges in forecasting long-term profitability. Valuation concerns at 40x forward free cash flow are hard to justify given the company's untested business model. I need more confidence in Allot's ability to generate sustainable and stable free cash flow before committing. Read the full article on Seeking Alpha
Seeking Alpha Jan 25

Allot: Promising Story Pending Proof Of Execution

Summary Allot is a network security leader with a diversified telecom customer base that is transitioning to a SaaS model, enhancing revenue quality. The growth story and potential is encouraging, and the quality of revenues is indeed improving as the company increases its mix of SaaS revenues. Headcount cuts can pave the way for further margin expansion, but I am disappointed by the lack of gross margin expansion during the transition toward a SaaS model. Valuations are near sector medians, and technicals show bullish momentum, but without a rollover phase, I lack confidence in the buy setups. Execution risks include declining deferred revenues (which can be a leading indicator of SaaS revenues) and the CEO's unimpressive track record at his previous firm. Hence, I prefer to wait for proof of execution. Read the full article on Seeking Alpha
Artículo de análisis Dec 28

Is There Now An Opportunity In Allot Ltd. (NASDAQ:ALLT)?

Allot Ltd. ( NASDAQ:ALLT ), is not the largest company out there, but it led the NASDAQGS gainers with a relatively...
Artículo de análisis Dec 28

There's No Escaping Allot Ltd.'s (NASDAQ:ALLT) Muted Revenues Despite A 35% Share Price Rise

Allot Ltd. ( NASDAQ:ALLT ) shares have continued their recent momentum with a 35% gain in the last month alone. The...
Seeking Alpha Dec 19

Allot Stock: Potential Verizon Expansion Validates The Bull Case

Summary We believe Allot Ltd. recently launched a game-changing SECaaS expansion with Verizon and might now power its Mobile Business Internet Security ("MBIS") product. MBIS could add $11-$18 million of SECaaS ARR by year-end 2025 for Allot, and $90+ million of SECaaS ARR long-term, driving substantial revenue and profitability growth. Allot's DNI business also looks revitalized, with the recent launch of the Tera Service Gateway III potentially boosting revenues and helping to feast on competitor weaknesses. Allot is poised for a breakout year in 2025, making it a must-own for small-cap tech investors ahead of potential 10x returns in the coming years. Read the full article on Seeking Alpha
Artículo de análisis Dec 12

Does Allot (NASDAQ:ALLT) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis Nov 07

Allot Ltd.'s (NASDAQ:ALLT) Share Price Boosted 26% But Its Business Prospects Need A Lift Too

Allot Ltd. ( NASDAQ:ALLT ) shareholders would be excited to see that the share price has had a great month, posting a...
Artículo de análisis Jun 26

What Is Allot Ltd.'s (NASDAQ:ALLT) Share Price Doing?

While Allot Ltd. ( NASDAQ:ALLT ) might not have the largest market cap around , it saw a double-digit share price rise...
Artículo de análisis Mar 03

Is Allot Ltd. (NASDAQ:ALLT) Expensive For A Reason? A Look At Its Intrinsic Value

Key Insights The projected fair value for Allot is US$1.65 based on 2 Stage Free Cash Flow to Equity Current share...
Artículo de análisis Dec 07

Here's Why Shareholders Should Examine Allot Ltd.'s (NASDAQ:ALLT) CEO Compensation Package More Closely

Key Insights Allot to hold its Annual General Meeting on 13th of December Salary of US$286.2k is part of CEO Erez...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Eyal Harari en comparación con los beneficios de Allot?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$6m

Dec 31 2025n/an/a

US$4m

Sep 30 2025n/an/a

US$1m

Jun 30 2025n/an/a

-US$2m

Mar 31 2025n/an/a

-US$4m

Dec 31 2024US$1mUS$258k

-US$6m

Compensación vs. Mercado: La compensación total de Eyal($USD1.04M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD2.65M).

Compensación vs. Ingresos: Datos insuficientes para comparar la compensación de Eyal con los resultados de la empresa.


CEO

Eyal Harari (49 yo)

2yrs
Permanencia
US$1,043,992
Compensación

Mr. Eyal David Harari serves as Chief Executive Officer of Allot Ltd. since May 6, 2024 and is its President since May 2024. He had been Chief Executive Officer of Radcom Ltd.since January 1, 2020 until F...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Eyal Harari
CEO & President2yrsUS$1.04m0.83%
$ 3.0m
Noam Lila
Senior VP of Customer Success & Operations5.3yrsUS$426.67k0.40%
$ 1.5m
Mark Shteiman
Chief Product Officer4.4yrsUS$506.50k0.48%
$ 1.7m
Liat Nahum
Chief Financial Officer1.8yrssin datos0.39%
$ 1.4m
Inbar Charash
VP of Legalless than a yearsin datos0.0033%
$ 12.0k
Gili Groner
Chief Human Resources Officer1.8yrssin datos0.18%
$ 637.4k
Boaz Grossmann
Senior Vice President of R&Dno datasin datos0.24%
$ 865.8k
Angel Fernandez
Assistant Vice President of Security Solutionsno datasin datossin datos
1.9yrs
Permanencia media
49yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de ALLT no se considera experimentado ( 1.9 años antigüedad media), lo que sugiere un nuevo equipo.


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Raphael Kesten
Independent Director4yrsUS$36.78k0.089%
$ 320.7k
David Reis
Independent Chairman of the Board2.7yrsUS$123.26k0.25%
$ 921.3k
Efrat Makov
Lead Independent Outside Director4.5yrsUS$44.69k0.061%
$ 219.7k
Steven Levy
Independent Outside Director18.8yrsUS$30.50k0.066%
$ 237.9k
Cynthia Paul
Independent Director3.4yrsUS$30.53k0.068%
$ 246.7k
Nadav Zohar
Independent Director9.3yrsUS$26.24k0.093%
$ 335.7k
4.3yrs
Permanencia media
64yo
Promedio de edad

Junta con experiencia: La junta directiva de ALLT se considera experimentada (4.3 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/15 08:32
Precio de las acciones al final del día2026/05/15 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Allot Ltd. está cubierta por 15 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Joseph WolfBarclays
Tal LianiBofA Global Research
Jonathan RuykhaverCantor Fitzgerald & Co.