Hod Hasharon, Israel, July 29, 2025 (GLOBE NEWSWIRE) -- Allot Ltd. (NASDAQ: ALLT, TASE: ALLT), a leading global provider of innovative security-as-a-service (SECaaS) and network intelligence solutions for communication service providers (CSPs) and enterprises, announced today that it will host a conference call to discuss its second quarter 2025 results on Thursday, August 14, 2025 at 9:00AM ET (2:00PM UK, 4:00PM Israel). The unaudited financial results of the quarter will be published prior to the commenc ...

Volatility can present an opportunity to buy compelling securities at a comparably low price, provided that an investor is willing to take on a certain degree of risk. Of course, it's not a guarantee that a company with a falling share price will reverse course and yield returns, but investors set themselves up with better chances of success when they identify strong candidates. Three firms experiencing recent dips may give investors a chance to buy at a bargain, if bullish analysts are to be believed. The ...

Latest agreement expands existing Allot cybersecurity partnership with Play.Hod Hasharon, Israel, July 16, 2025 (GLOBE NEWSWIRE) -- Allot Ltd. (NASDAQ: ALLT) (TASE: ALLT), a leading global provider of innovative security-as-a-service (SECaaS) and network intelligence solutions for communication service providers and enterprises, today announced that Play, a leading convergent operator in Poland, has selected DNS Secure from Allot to offer its fixed broadband customers cybersecurity protection services. This ...

Market Overview - Wall Street reached record-high levels despite a turbulent first half of 2025, with the second quarter being the best for U.S. stocks in the past year due to expectations of key trade deals and reduced recession fears [1] - The Federal Reserve indicated two more cuts in the benchmark lending rate for the second half of the year, contributing to a continued bull run in July, with the S&P 500 and Nasdaq Composite hitting all-time highs [2] Stock Performance - A selection of stocks has shown significant price strength, particularly those on a recent bull run, indicating potential for continued momentum [3] - Notable stocks include RF Industries Ltd. (RFIL), Legacy Education Inc. (LGCY), Primoris Services Corp. (PRIM), Allot Ltd. (ALLT), and Euroseas Ltd. (ESEA) [3] Stock Screening Criteria - Stocks must show a percentage change in price greater than zero over the last four weeks and greater than 10% over the last 12 weeks to indicate sustained momentum [5] - Stocks should have a Zacks Rank of 1 (Strong Buy) and an average broker rating of 1, indicating strong future performance expectations [6] - Stocks must be trading at a minimum price of $5 and be within 85% of their 52-week high to ensure they are strong performers [7] Individual Stock Highlights - **RF Industries Ltd. (RFIL)**: Stock surged 74% in four weeks, with expected earnings growth over 100% for the current fiscal year [8][10] - **Legacy Education Inc. (LGCY)**: Stock price increased by 29.6% in four weeks, with an expected earnings growth rate of 0.8% [12] - **Primoris Services Corp. (PRIM)**: Stock climbed 23.4% in four weeks, with an expected earnings growth rate of 15.8% [14] - **Allot Ltd. (ALLT)**: Stock surged 19.8% in four weeks, with expected earnings growth over 100% [17] - **Euroseas Ltd. (ESEA)**: Stock advanced 12.6% in four weeks, with an expected earnings growth rate of 1.2% [19]

Core Viewpoint - The article emphasizes the importance of identifying sustainable trends in short-term investing to maximize profits, highlighting the challenges investors face in maintaining momentum in stock prices [1][2]. Group 1: Stock Performance - Allot Communications (ALLT) has shown a significant price increase of 58.3% over the past 12 weeks, indicating strong investor interest [4]. - In addition to the long-term trend, ALLT has maintained a price increase of 2.9% over the last four weeks, suggesting that the upward trend is still intact [5]. - Currently, ALLT is trading at 90.5% of its 52-week high-low range, indicating a potential breakout opportunity [5]. Group 2: Fundamental Strength - ALLT holds a Zacks Rank 1 (Strong Buy), placing it in the top 5% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises [6]. - The stock also has an Average Broker Recommendation of 1 (Strong Buy), reflecting high optimism from the brokerage community regarding its near-term price performance [7]. Group 3: Investment Strategy - The "Recent Price Strength" screen is a useful tool for identifying stocks like ALLT that have sufficient fundamental strength to sustain their recent uptrends [3]. - The article suggests that there are multiple stocks passing through this screening process, providing additional investment opportunities for trend-focused investors [8].

Company Overview - Allot Communications (ALLT) shares increased by 8% to $9.21 in the last trading session, following a period of 4.6% loss over the past four weeks, indicating a significant recovery in investor sentiment [1] - The rise in stock price is attributed to recent analyst upgrades, promising earnings potential, an expanding customer base, and effective rollout of security solutions [1] Earnings Expectations - Allot Communications is expected to report break-even quarterly earnings per share, reflecting a year-over-year change of +100% [2] - Projected revenues for the upcoming report are $22.9 million, which is a 3.3% increase from the same quarter last year [2] Stock Performance Indicators - The consensus EPS estimate for Allot Communications has remained unchanged over the last 30 days, suggesting that stock price movements may not sustain without trends in earnings estimate revisions [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating strong market confidence [4] Industry Context - Allot Communications operates within the Zacks Technology Services industry, where Ibotta (IBTA) is another player, having experienced a 3.3% decline in the last trading session and a -26.1% return over the past month [4] - Ibotta's consensus EPS estimate has also remained unchanged, with a projected change of +113.6% year-over-year [5]

Core Insights - Allot Ltd. has secured its largest customer win in five years, signing a multi-year agreement valued at tens of millions of dollars with a Tier-1 telecom operator in EMEA for integrated network intelligence and cybersecurity solutions [1][3]. Group 1: Agreement Details - The agreement includes Allot Smart solutions for Traffic Management, Policy & Charging Control, Network Visibility and Analytics, as well as cybersecurity services such as DDoS attack protection, anti-botnet, and reputation protection [2]. - The solution will utilize the SG Tera-III platform, which is noted as the highest capacity multiservice gateway in the telecommunications market [2]. Group 2: Strategic Importance - This partnership is pivotal for Allot as it aims to expand its security and network intelligence presence across EMEA, leveraging its technological advantages and core expertise [3]. - The integrated solutions will support both fixed fiber and mobile 5G and 4G networks, aiming to reduce access bandwidth costs, defer capacity expansion, cut operational expenses through automation, and ensure high Quality of Experience (QoE) for the telecom operator's customers [3]. Group 3: Company Overview - Allot Ltd. is recognized as a leading provider of innovative converged cybersecurity solutions and network intelligence for service providers and enterprises globally, with deployments across over 500 mobile, fixed, and cloud service providers [4]. - The company's solutions enhance value for customers through network-native cybersecurity services, network and application analytics, and traffic control [4].

Core Viewpoint - Allot Ltd. is conducting a public offering of 5,000,000 ordinary shares priced at $8.00 per share, with an additional option for underwriters to purchase up to 750,000 shares [1][2]. Group 1: Offering Details - The gross proceeds from the offering are expected to be $40.0 million, assuming no exercise of the underwriters' option [2]. - The net proceeds will be used to repay $31.41 million of principal outstanding under the Lynrock Note and the remainder for general corporate purposes [2][3]. - The offering is expected to close on June 26, 2025, subject to customary closing conditions [1]. Group 2: Lynrock Note Conversion - Lynrock has agreed to convert the remaining $8.59 million of principal under the Lynrock Note into 1,249,995 ordinary shares [3]. - Following the repayment and conversion of the Lynrock Note, the company will have no outstanding indebtedness for borrowed money [3]. Group 3: Underwriters and Registration - TD Cowen and William Blair are acting as joint book-running managers, with Needham & Company as lead manager and Northland Capital Markets as co-manager for the offering [4]. - The public offering is made pursuant to an effective shelf registration statement filed with the SEC [5].

Core Viewpoint - Allot Ltd. announced a proposed public offering of its ordinary shares, with all shares being sold by the Company [1]. Group 1: Use of Proceeds - The net proceeds from the public offering are expected to be used to repay $31.41 million of principal outstanding under the Lynrock Note, which has a face value of $40 million, and the remaining balance will be allocated for general corporate purposes [2]. - Lynrock has agreed to convert the remaining $8.59 million of principal outstanding under the Lynrock Note into ordinary shares, and will enter into a lock-up agreement for 75 days following the final prospectus supplement [3]. Group 2: Offering Details - The Company plans to grant underwriters a 30-day option to purchase up to an additional 15% of the ordinary shares sold in the public offering at the public offering price, less underwriting discounts and commissions [4]. - The public offering is being made under an effective shelf registration statement on Form F-3 filed with the SEC, declared effective on April 3, 2025 [5]. Group 3: Company Overview - Allot Ltd. is recognized as a leading global provider of innovative network intelligence and security solutions for service providers and enterprises worldwide [7].

[ALLOT LTD. CONDENSED CONSOLIDATED FINANCIAL STATEMENTS](index=1&type=section&id=ALLOT%20LTD.%20CONDENSED%20CONSOLIDATED%20FINANCIAL%20STATEMENTS) [Condensed Consolidated Balance Sheets](index=3&type=section&id=Condensed%20Consolidated%20Balance%20Sheets) Allot Ltd.'s total assets marginally increased to **$140.3 million** by March 31, 2025, with liabilities decreasing and equity rising Consolidated Balance Sheet Summary (in thousands USD) | Balance Sheet Item | March 31, 2025 | December 31, 2024 | Change | | :--- | :--- | :--- | :--- | | **Total Current Assets** | $94,127 | $90,176 | +$3,951 | | Cash and cash equivalents | $10,061 | $16,142 | -$6,081 | | Available-for-sale marketable securities | $33,372 | $26,470 | +$6,902 | | Trade receivables, net | $19,234 | $16,482 | +$2,752 | | **Total Non-Current Assets** | $46,218 | $49,465 | -$3,247 | | **Total Assets** | **$140,345** | **$139,641** | **+$704** | | **Total Current Liabilities** | $37,877 | $35,970 | +$1,907 | | Deferred revenues (Current) | $20,013 | $17,054 | +$2,959 | | **Total Long-Term Liabilities** | $52,467 | $53,862 | -$1,395 | | Convertible debt | $40,000 | $39,973 | +$27 | | **Total Liabilities** | **$90,344** | **$89,832** | **+$512** | | **Total Shareholders' Equity** | **$50,001** | **$49,809** | **+$192** | [Condensed Consolidated Statements of Comprehensive Loss](index=5&type=section&id=Condensed%20Consolidated%20Statements%20of%20Comprehensive%20Loss) Allot Ltd. significantly improved Q1 2025 financial performance, with revenues up **5.8%** and net loss narrowing to **$0.33 million** Statement of Comprehensive Loss (in thousands USD, except per share data) | Metric | Q1 2025 | Q1 2024 | YoY Change | | :--- | :--- | :--- | :--- | | **Total Revenues** | **$23,150** | **$21,890** | **+5.8%** | | - Products | $6,465 | $7,400 | -12.6% | | - Services | $16,685 | $14,490 | +15.1% | | **Gross Profit** | **$16,047** | **$15,098** | **+6.3%** | | **Total Operating Expenses** | **$16,756** | **$17,841** | **-6.1%** | | - Research and development | $5,991 | $7,149 | -16.2% | | - Sales and marketing | $7,338 | $7,790 | -5.8% | | **Operating Loss** | **($709)** | **($2,743)** | **+74.2%** | | **Net Loss** | **($332)** | **($2,510)** | **+86.8%** | | **Net Loss Per Share (Basic & Diluted)** | **($0.01)** | **($0.07)** | **+85.7%** | | **Total Comprehensive Loss** | **($1,027)** | **($2,879)** | **+64.3%** | [Condensed Consolidated Statements of Changes in Shareholders' Equity](index=6&type=section&id=Condensed%20Consolidated%20Statements%20of%20Changes%20in%20Shareholders'%20Equity) Shareholders' equity increased by **$0.2 million** in Q1 2025 to **$50.0 million**, primarily due to share-based compensation and option exercises Reconciliation of Shareholders' Equity for Q1 2025 (in thousands USD) | Description | Amount | | :--- | :--- | | **Balance as of January 1, 2025** | **$49,809** | | Exercise of share options and RSUs | $238 | | Share-based compensation | $981 | | Other comprehensive loss | ($695) | | Net loss | ($332) | | **Balance as of March 31, 2025** | **$50,001** | [Condensed Consolidated Statements of Cash Flows](index=7&type=section&id=Condensed%20Consolidated%20Statements%20of%20Cash%20Flows) Allot generated **$1.7 million** in operating cash flow in Q1 2025, a significant turnaround, resulting in a **$6.1 million** decrease in cash and equivalents Cash Flow Summary (in thousands USD) | Cash Flow Activity | Q1 2025 | Q1 2024 | | :--- | :--- | :--- | | Net cash provided by (used in) operating activities | $1,685 | ($2,309) | | Net cash provided by (used in) investing activities | ($8,004) | $10,835 | | Net cash provided by financing activities | $238 | $0 | | **Increase (decrease) in cash and cash equivalents** | **($6,081)** | **$8,526** | | **Cash and cash equivalents at end of period** | **$10,061** | **$22,718** | [Notes to Condensed Consolidated Financial Statements](index=9&type=section&id=Notes%20to%20Condensed%20Consolidated%20Financial%20Statements) Detailed notes explain Allot's accounting policies, financial instruments, and key financial figures, including a **$40 million** convertible note [Note 1: Organization and Business Description](index=9&type=section&id=NOTE%201%3A%20-%20ORGANIZATION%20AND%20DESCRIPTION%20OF%20BUSINESS) Allot Ltd. specializes in developing and marketing network intelligence and security solutions for service providers and enterprises globally - The company's core business is providing innovative **network intelligence and security solutions** for mobile/fixed service providers and enterprises[15](index=15&type=chunk) [Note 2: Summary of Significant Accounting Policies](index=9&type=section&id=NOTE%202%3A%20-%20SUMMARY%20OF%20SIGNIFICANT%20ACCOUNTING%20POLICIES) The company recognized **$7.125 million** in deferred revenue in Q1 2025 and has **$64.84 million** in remaining performance obligations - In Q1 2025, the company recognized **$7.125 million** in revenue that was included in the deferred revenue balance at the beginning of the period[20](index=20&type=chunk) - As of March 31, 2025, the company has **$64.84 million** in remaining performance obligations, with approximately **$48.56 million** expected to be recognized as revenue within the next 12 months[21](index=21&type=chunk) - The company is currently evaluating the impact of new accounting standards **ASU 2024-03 (Expense Disaggregation)** and **ASU 2023-09 (Income Tax Disclosures)**[22](index=22&type=chunk)[23](index=23&type=chunk) [Note 5: Derivative Instruments](index=12&type=section&id=NOTE%205%3A%20-%20DERIVATIVE%20INSTRUMENTS) Allot uses derivative instruments, primarily forward contracts and options, to hedge foreign currency risks for up to two years - The company hedges future foreign currency exposures (primarily salaries and related expenses) for up to **two years** using forward contracts and options[30](index=30&type=chunk)[31](index=31&type=chunk) - As of March 31, 2025, the company had outstanding hedge transactions with a net notional amount of **$28.5 million**[33](index=33&type=chunk) - The company also uses non-designated forward contracts to mitigate currency variability on monetary assets and liabilities, with **$11.4 million** in outstanding transactions as of March 31, 2025[38](index=38&type=chunk)[39](index=39&type=chunk) [Note 9: Commitments and Contingent Liabilities](index=17&type=section&id=NOTE%209%3A%20-%20COMMITMENTS%20AND%20CONTINGENT%20LIABILITIES) Allot has provided **$880,000** in bank guarantees and is involved in an ongoing legal proceeding with former Netonomy Ltd. employees - The company has provided bank guarantees of approximately **$463,000** for customer performance obligations and **$417,000** for lease agreements[44](index=44&type=chunk) - A civil claim from former employees of Netonomy Ltd. is ongoing, and the potential outcome cannot be estimated[44](index=44&type=chunk)[45](index=45&type=chunk) [Note 10: Shareholders' Equity](index=17&type=section&id=NOTE%2010%3A%20-%20SHAREHOLDERS'%20EQUITY) Shareholders' equity details include RSU and option plans, with **$10.05 million** in unrecognized RSU compensation cost RSU Activity for Q1 2025 | RSU Activity | Number of Shares | | :--- | :--- | | Outstanding at beginning of year | 3,047,441 | | Granted | 922,688 | | Vested | (173,398) | | Forfeited | (92,670) | | **Unvested at end of year** | **3,704,061** | - As of March 31, 2025, unrecognized compensation cost related to RSUs is **$10.05 million**, to be recognized over a weighted average of **2.09 years**[52](index=52&type=chunk) - In Q1 2025, **40,000** share options were exercised, reducing the outstanding options to **20,000**[48](index=48&type=chunk) [Note 12: Geographic and Segment Information](index=19&type=section&id=NOTE%2012%3A%20-%20GEOGRAPHIC%20AND%20SEGMENT%20INFORMATION) Allot operates as a single segment, with Europe as its largest market (**52.7%** of Q1 2025 revenues), and two customers contributing **25%** of total revenues Revenues by Geographic Region (in thousands USD) | Region | Q1 2025 | Q1 2024 | | :--- | :--- | :--- | | Europe | $12,213 | $10,206 | | Asia and Oceania | $3,740 | $5,128 | | Americas | $2,639 | $4,286 | | Middle East and Africa | $4,558 | $2,270 | | **Total** | **$23,150** | **$21,890** | - In Q1 2025, two customers accounted for **14%** and **11%** of total revenues, respectively[58](index=58&type=chunk) - For Q1 2025, revenues were split between **network intelligence solutions (60%)** and **security solutions (40%)**[58](index=58&type=chunk) [Note 14: Convertible Notes](index=21&type=section&id=NOTE%2014%3A%20-%20CONVERTIBLE%20NOTES) The company has a **$40 million** senior unsecured convertible note with Lynrock Lake Master Fund LP, extended to February 2026 - On February 14, 2022, the company issued a **$40,000 thousand** convertible note to Lynrock Lake Master Fund LP[62](index=62&type=chunk) - The note has an initial conversion price of **$10.30 per share**, and its maturity was extended to **February 14, 2026**[62](index=62&type=chunk) - Amortization expenses related to the note's issuance costs were **$27 thousand** for Q1 2025, compared to **$50 thousand** for Q1 2024[65](index=65&type=chunk)