Core Insights - Más Móvil is the first network operator in Panama to implement network-native, zero-touch cybersecurity for its subscribers [1][2] - Allot NetworkSecure provides protection against various cyber threats, including malware and phishing attacks, without requiring application installation [2][3] - The service includes parental control features to enhance online safety for families [2][3] Company Overview - Allot Ltd. is a global provider of innovative Security-as-a-Service (SECaaS) and network intelligence solutions, serving over 500 service providers and 1000 enterprises worldwide [5] - The company's solutions are designed to enhance customer value through network-native cybersecurity services and analytics [5] Service Details - The initial phase of Más Móvil's cybersecurity offering will focus on residential postpaid customers, with plans to expand to prepaid mobile and fixed-line segments [1] - The Defender+ service reflects Más Móvil's commitment to digital security, providing effective protection without the need for application installation [3][4]

Core Viewpoint - Allot Ltd. will host a conference call to discuss its second quarter 2025 results on August 14, 2025, at 9:00 AM ET, with unaudited financial results to be published prior to the call [1][2]. Company Overview - Allot Ltd. is a leading global provider of innovative security-as-a-service (SECaaS) and network intelligence solutions for communication service providers (CSPs) and enterprises [1][3]. - The company offers solutions for network and application analytics, traffic control and shaping, and network-based security services, enhancing value for customers [3]. - Allot's multi-service platforms are utilized by over 500 mobile, fixed, and cloud service providers, as well as over 1000 enterprises globally [3]. - The company's network-based security as a service solution is used by millions of subscribers worldwide [3].

Group 1: Allot Ltd. (ALLT) - Allot has seen a significant rise of over 26% since the beginning of 2025, but shares have recently dropped by about 16% in the last month [2][3] - The latest earnings report showed an earnings per share (EPS) of 2 cents, beating predictions of a loss, and revenue of $24.9 million, exceeding the expected $24.4 million [3] - A strategic shift away from core products towards services has led to year-over-year revenue decline in the products segment, but may allow for better adaptability to customer demands [3][4] Group 2: Ardent Health Services (ARDT) - Ardent has recently reached its lowest share price since going public, with a decline of over 15% in the last month amid challenges in the healthcare sector [6][7] - The company reported an EPS of 29 cents, exceeding predictions by 8 cents, and has shown consistent revenue growth [7][8] - Analysts anticipate a nearly 60% increase in earnings over the next year, and the stock is attractively priced with a P/E ratio of 6.8 compared to the sector average of 28.1 [8][9] Group 3: Group 1 Automotive (GPI) - Group 1's shares are down only 1% year-to-date, despite an 8% drop in the last month due to inflation concerns [11] - The company exceeded analyst expectations for first-quarter EPS by 49 cents, with quarterly revenue growth of over 23% year-over-year [12] - Upcoming Q2 2025 earnings report on July 24 could act as a catalyst for a rebound, with analysts predicting roughly 14% upside in GPI shares [13]

Core Insights - Allot Ltd. has expanded its cybersecurity partnership with Play, a leading operator in Poland, to include DNS Secure for fixed broadband customers, enhancing existing services for mobile customers [1][3] - The agreement, signed in April 2025, aims to provide comprehensive cybersecurity protection against various threats such as malware and phishing, utilizing a network-based approach [1][2] Company Overview - Allot Ltd. is a global provider of innovative security-as-a-service (SECaaS) and network intelligence solutions, serving communication service providers and enterprises [1][4] - The company has a significant presence, with over 500 service providers and more than 1000 enterprises utilizing its solutions globally [4] Product Details - DNS Secure is designed for communication service providers (CSPs) to protect fixed broadband subscribers, offering features like content filtering and protection against cyber threats [2] - The solution can be deployed as a standalone service or integrated with other Allot solutions, such as NetworkSecure, to provide a unified user experience [2][3] Customer Satisfaction - Play's Director of Home Services expressed satisfaction with Allot's existing NetworkSecure solution for mobile customers, leading to the decision to extend these services to fixed broadband customers [3] - The partnership emphasizes a commitment to customer satisfaction and success, aiming to deliver a seamless cybersecurity experience across different service platforms [3]

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].