Allot（ALLT）株式概要
Allot Ltd.は、その子会社とともに、イスラエル、ヨーロッパ、アジア、オセアニア、アメリカ大陸、中東、アフリカにおいて、ネットワーク・インテリジェンスおよびセキュリティ・ソリューションの開発、販売、マーケティングを行っている。 詳細
ALLT Community Fair Values
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Analyst Price Targets
Allot Ltd. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$8.43 |
| 52週高値 | US$11.92 |
| 52週安値 | US$6.12 |
| ベータ | 1.47 |
| 1ヶ月の変化 | 8.63% |
| 3ヶ月変化 | 18.57% |
| 1年変化 | -1.17% |
| 3年間の変化 | 181.00% |
| 5年間の変化 | -56.39% |
| IPOからの変化 | -38.96% |
最新ニュース
ナラティブの更新 • Jul 02
ALLT: Share Buyback And Earnings Outlook Will Support Bullish Repricing
Analysts have reduced their price target for Allot from $12.50 to $10.50, reflecting updated assumptions for revenue growth, profit margins, the discount rate, and the future P/E ratio in their valuation models. What’s in the News for Allot The Board of Directors of Allot Ltd.Seeking Alpha • Jun 22
Allot: Strong SECaaS Momentum Supports Improving Outlook
Summary Allot is showing strong momentum in its transition to a high-margin, recurring revenue SECaaS model. SECaaS revenue grew 71% YoY in Q1 FY26, with ARR up 59%, now comprising 67% of total revenue. Allot returned to GAAP operating profitability in Q1 FY26, but execution and competitive risks remain material. Valuation reflects improved fundamentals and ongoing uncertainty; current risk/reward is attractive but not deep value. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 18
ALLT: Reaffirmed 2026 Guidance And Capital Allocation Will Drive Further Upside
Analysts have maintained their $13.50 price target for Allot with only minor adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions, rather than any change in their overall view of the stock. What’s in the News for Allot Allot reaffirmed earnings guidance for 2026, keeping its revenue outlook at US$113 million to US$117 million and indicating an expectation of continued profitability improvements throughout the year.Recent updates
ナラティブの更新 • Jul 02
ALLT: Share Buyback And Earnings Outlook Will Support Bullish Repricing
Analysts have reduced their price target for Allot from $12.50 to $10.50, reflecting updated assumptions for revenue growth, profit margins, the discount rate, and the future P/E ratio in their valuation models. What’s in the News for Allot The Board of Directors of Allot Ltd.Seeking Alpha • Jun 22
Allot: Strong SECaaS Momentum Supports Improving Outlook
Summary Allot is showing strong momentum in its transition to a high-margin, recurring revenue SECaaS model. SECaaS revenue grew 71% YoY in Q1 FY26, with ARR up 59%, now comprising 67% of total revenue. Allot returned to GAAP operating profitability in Q1 FY26, but execution and competitive risks remain material. Valuation reflects improved fundamentals and ongoing uncertainty; current risk/reward is attractive but not deep value. Read the full article on Seeking Alphaナラティブの更新 • Jun 18
ALLT: Reaffirmed 2026 Guidance And Capital Allocation Will Drive Further Upside
Analysts have maintained their $13.50 price target for Allot with only minor adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions, rather than any change in their overall view of the stock. What’s in the News for Allot Allot reaffirmed earnings guidance for 2026, keeping its revenue outlook at US$113 million to US$117 million and indicating an expectation of continued profitability improvements throughout the year.ナラティブの更新 • Jun 02
ALLT: 2026 Guidance And Capital Allocation Will Drive Further Upside
Analysts have adjusted their price target on Allot to $13.50 from $13.10, reflecting updated assumptions around revenue growth, profit margins, and a lower projected future P/E multiple. What's in the News Allot reaffirmed its 2026 revenue guidance at US$113 million to US$117 million, with management indicating an expectation of continued profitability improvements throughout the year.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.新しいナラティブ • 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?ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...新しいナラティブ • 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.分析記事 • 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...分析記事 • 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 AlphaSeeking 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分析記事 • 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分析記事 • 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 AlphaSeeking 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分析記事 • 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...分析記事 • 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分析記事 • 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...分析記事 • 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...分析記事 • 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...分析記事 • 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...株主還元
| ALLT | US Software | US 市場 | |
|---|---|---|---|
| 7D | 7.9% | 4.9% | 1.6% |
| 1Y | -1.2% | -21.4% | 18.6% |
業界別リターン: ALLT過去 1 年間で-21.4 % の収益を上げたUS Software業界を上回りました。
リターン対市場: ALLTは、過去 1 年間で18.6 % のリターンを上げたUS市場を下回りました。
価格変動
| ALLT volatility | |
|---|---|
| ALLT Average Weekly Movement | 8.1% |
| Software Industry Average Movement | 10.2% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: ALLT 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ALLTの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1996 | 362 | Eyal Harari | www.allot.com |
Allot Ltd.は、その子会社とともに、イスラエル、ヨーロッパ、アジア、オセアニア、アメリカ大陸、中東、アフリカにおいて、ネットワーク・インテリジェンスおよびセキュリティ・ソリューションの開発、販売、マーケティングを行っている。同社のAllot Secure Managementプラットフォームは、Allot NetworkSecure、Allot HomeSecure、Allot DNSecure、Allot IoTSecure、Allot EndpointSecure、Allot BusinessSecure、Allot Secure Cloud、Allot Network Protection as a Serviceで構成されるエンドツーエンドのセキュリティ管理インフラを提供する。また、攻撃の検知と緩和サービスを提供するソリューション「DDoS Secure」、ネットワークインフラ、加入者、アプリケーションに対するマルチベクトル攻撃からの保護を提供する「NetProtect」、5G SAアーキテクチャ向けソリューション「5GNetProtect」も提供している；AllotSmartソリューション（Smart5G、SmartVisibility、SmartTraffic QoE、SmartPCC、SmartSentinelを含む）により、通信プロバイダーは、公衆の安全を確保するために政府を支援することを目的としたさまざまな規制要件に準拠することができます。同社は、直販、販売代理店、再販業者、相手先商標製品製造業者、システム・インテグレーターを通じて、モバイルおよび固定ブロードバンド・サービス・プロバイダー、ケーブル事業者、衛星サービス・プロバイダー、プライベート・ネットワーク、データセンター、政府機関、金融機関、教育機関向けに製品を販売している。アロット・リミテッドは、以前はアロット・コミュニケーションズ・リミテッドとして知られていたが、2018年10月にアロット・リミテッドに社名を変更した。同社は1996年に法人化され、イスラエルのホド・ハシャロンに本社を置いている。
Allot Ltd. 基礎のまとめ
| ALLT 基礎統計学 | |
|---|---|
| 時価総額 | US$412.42m |
| 収益（TTM） | US$5.98m |
| 売上高(TTM) | US$105.27m |
69.0x
PER（株価収益率3.9x
P/SレシオALLT は割高か？
公正価値と評価分析を参照収益と収入
| ALLT 損益計算書（TTM） | |
|---|---|
| 収益 | US$105.27m |
| 売上原価 | US$30.02m |
| 売上総利益 | US$75.25m |
| その他の費用 | US$69.27m |
| 収益 | US$5.98m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.12 |
| グロス・マージン | 71.48% |
| 純利益率 | 5.68% |
| 有利子負債／自己資本比率 | 0% |
ALLT の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/04 05:30 |
| 終値 | 2026/07/02 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Allot Ltd. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15
| アナリスト | 機関 |
|---|---|
| Joseph Wolf | Barclays |
| Tal Liani | BofA Global Research |
| Jonathan Ruykhaver | Cantor Fitzgerald & Co. |