Allot 과거 순이익 실적
과거 기준 점검 3/6
Allot은 연평균 14%의 비율로 수입이 증가해 온 반면, Software 산업은 수입이 22.1% 증가했습니다. 매출은 연평균 10.3%의 비율로 감소했습니다. Allot의 자기자본이익률은 5.2%이고 순이익률은 5.7%입니다.
핵심 정보
14.02%
순이익 성장률
14.64%
주당순이익(EPS) 성장률
| Software 산업 성장률 | 17.33% |
| 매출 성장률 | -10.32% |
| 자기자본이익률 | 5.18% |
| 순이익률 | 5.68% |
| 최근 순이익 업데이트 | 31 Mar 2026 |
최근 과거 실적 업데이트
Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • 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?내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...매출 및 비용 세부 내역
매출 및 비용 세부 내역
Allot가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 31 Mar 26 | 105 | 6 | 45 | 25 |
| 31 Dec 25 | 102 | 4 | 44 | 24 |
| 30 Sep 25 | 99 | 1 | 43 | 24 |
| 30 Jun 25 | 95 | -2 | 43 | 25 |
| 31 Mar 25 | 93 | -4 | 44 | 25 |
| 31 Dec 24 | 92 | -6 | 44 | 26 |
| 30 Sep 24 | 92 | -24 | 55 | 28 |
| 30 Jun 24 | 91 | -37 | 57 | 32 |
| 31 Mar 24 | 94 | -54 | 74 | 36 |
| 31 Dec 23 | 93 | -63 | 79 | 39 |
| 30 Sep 23 | 102 | -51 | 73 | 44 |
| 30 Jun 23 | 104 | -52 | 76 | 47 |
| 31 Mar 23 | 112 | -37 | 64 | 48 |
| 31 Dec 22 | 123 | -32 | 65 | 50 |
| 30 Sep 22 | 131 | -29 | 68 | 50 |
| 30 Jun 22 | 144 | -19 | 68 | 50 |
| 31 Mar 22 | 146 | -17 | 68 | 49 |
| 31 Dec 21 | 146 | -15 | 67 | 47 |
| 30 Sep 21 | 144 | -13 | 64 | 47 |
| 30 Jun 21 | 140 | -12 | 62 | 46 |
| 31 Mar 21 | 138 | -12 | 62 | 45 |
| 31 Dec 20 | 136 | -9 | 61 | 43 |
| 30 Sep 20 | 127 | -9 | 61 | 40 |
| 30 Jun 20 | 120 | -9 | 63 | 36 |
| 31 Mar 20 | 114 | -7 | 59 | 33 |
| 31 Dec 19 | 110 | -9 | 54 | 31 |
| 30 Sep 19 | 106 | -9 | 57 | 29 |
| 30 Jun 19 | 103 | -9 | 54 | 28 |
| 31 Mar 19 | 99 | -10 | 53 | 27 |
| 31 Dec 18 | 96 | -10 | 51 | 25 |
| 30 Sep 18 | 92 | -13 | 53 | 24 |
| 30 Jun 18 | 89 | -15 | 51 | 23 |
| 31 Mar 18 | 85 | -17 | 50 | 22 |
| 31 Dec 17 | 82 | -18 | 49 | 22 |
| 30 Sep 17 | 82 | -13 | 45 | 22 |
| 30 Jun 17 | 82 | -12 | 44 | 22 |
| 31 Mar 17 | 86 | -9 | 45 | 23 |
| 31 Dec 16 | 90 | -8 | 45 | 24 |
| 30 Sep 16 | 92 | -19 | 49 | 25 |
| 30 Jun 16 | 95 | -19 | 52 | 26 |
| 31 Mar 16 | 93 | -24 | 54 | 27 |
| 31 Dec 15 | 100 | -20 | 56 | 26 |
| 30 Sep 15 | 105 | -12 | 56 | 27 |
| 30 Jun 15 | 112 | -8 | 57 | 28 |
양질의 수익: ALLT는 고품질 수익을 보유하고 있습니다.
이익 마진 증가: ALLT는 과거에 흑자전환했습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: ALLT는 지난 5년 동안 흑자전환하며 연평균 14%의 수익 성장을 기록했습니다.
성장 가속화: ALLT는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.
수익 대 산업: ALLT는 지난해 흑자전환하여 지난 해 수익 성장률을 Software 업계(14.2%)와 비교하기 어렵습니다.
자기자본이익률
높은 ROE: ALLT의 자본 수익률(5.2%)은 낮음으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/13 03:42 |
| 종가 | 2026/05/13 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Allot Ltd.는 15명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Joseph Wolf | Barclays |
| Tal Liani | BofA Global Research |
| Jonathan Ruykhaver | Cantor Fitzgerald & Co. |