Is Cybersecurity as a Service Becoming Allot's Core Growth Engine?

ALLT's SECaaS ARR jumps 60% in Q3 2025, lifting recurring revenues to 63% and nearing 30% of sales as new telecom deals fuel growth.

Zacks Investment Research • 12 hours ago

Allot Pre-Q4 Earnings Analysis: Should You Hold or Fold the Stock?

ALLT heads into Q4 with double-digit revenue growth expected as SECaaS momentum builds, while valuation remains below peers.

Zacks Investment Research • Feb 20, 2026

CrowdStrike vs. Allot: Which Cybersecurity Stock Has an Edge Right Now?

ALLT outpaces CRWD with surging SECaaS growth and lower valuation as CrowdStrike faces slowing revenue momentum.

Zacks Investment Research • Feb 18, 2026

Allot Rises 15% in 3 Months: Should You Hold or Fold the Stock?

ALLT jumps 15% in three months as SECaaS ARR surges over 60%, lifts 2025 outlook and trades at a discount to peers.

Zacks Investment Research • Feb 11, 2026

Allot's Zero-CAC Arbitrage Driving Structural SaaS Re-Rating

Allot Ltd. is rated Buy, driven by a structural shift from legacy hardware to high-margin Security-as-a-Service (SECaaS) with a Zero-CAC distribution model. 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.

Seeking Alpha • Feb 7, 2026

Allot to Release Fourth Quarter & Full Year 2025 Results and Host Conference Call on February 25, 2026

Hod Hasharon, Israel, Feb. 05, 2026 (GLOBE NEWSWIRE) -- Allot Ltd. (NASDAQ: ALLT, TASE: ALLT), a leading global provider of innovative Security-as-a-Service (SECaaS) and network intelligence solutions for communications service providers and enterprises, announced today that it will host a conference call to discuss its fourth quarter and full year 2025 results on Wednesday, February 25, 2026 at 9:00 AM ET (2:00 PM UK, 4:00 PM Israel).

GlobeNewsWire • Feb 5, 2026

PANW vs. ALLT: Which Network Security Stock is the Better Buy?

Allot's surging SECaaS growth and cheaper valuation give it an edge over Palo Alto Networks as network security demand accelerates.

Zacks Investment Research • Jan 19, 2026

Compax Venture Partners with Allot for its New Mobile Cybersecurity Services

Compax Venture Partners with Allot for its New Mobile Cybersecurity Services. New brand community to be the first MVNO to include Allot NetworkSecure.

GlobeNewsWire • Jan 13, 2026

Allot Rises 21% in 6 Months: Should You Buy the Stock Right Now?

ALLT shares climb 20.6% in six months as surging SECaaS adoption, raised guidance and improving recurring revenue strengthen Allot's growth outlook.

Zacks Investment Research • Jan 13, 2026

Can Allot's Strong SECaaS Momentum Fuel Continued ARR Growth?

ALLT's SECaaS ARR surges about 60% as telecom adoption accelerates, raising hopes for more predictable growth ahead.

Zacks Investment Research • Jan 6, 2026