Core Insights - Allot Ltd. announced that its NetworkSecure offering is enhancing Verizon Business' cybersecurity capabilities to protect customers from mobile cyber threats [1][2] Company Overview - Allot Ltd. is a global provider of security-as-a-service (SECaaS) and network intelligence solutions for communication service providers and enterprises [1][3] - The company has over 500 mobile, fixed, and cloud service providers and more than 1000 enterprises using its solutions globally [3] Product Details - NetworkSecure is a monetizable, network-based solution that operates without requiring application installation by end customers, providing zero-touch, clientless operation [2] - The solution protects against various cyber threats, including viruses, malware, phishing, and ransomware attacks [2] - It features a user-friendly branded interface that offers alerts and reporting, enhancing brand loyalty among customers, particularly small and medium-sized businesses (SMBs) [2] Strategic Collaboration - The collaboration between Allot and Verizon Business aims to enhance mobile security offerings for businesses, addressing a mass market need [2]

Core Viewpoint - Allot Ltd. is set to report its fourth-quarter 2024 results on February 25, with expectations of slight revenue growth and a potential breakeven bottom line compared to a loss in the previous year [1][5]. Revenue Expectations - The Zacks Consensus Estimate for Allot's Q4 2024 revenues is $24.4 million, indicating a slight year-over-year increase [3]. - The growth in Security as a Service (SECaaS) revenues is anticipated due to an expanding customer base and increased adoption of security solutions among subscribers [3][4]. Earnings Performance - Allot has a strong earnings surprise history, having beaten the Zacks Consensus Estimate in three of the last four quarters, with an average earnings surprise of 28.2% [2]. - The consensus mark for this quarter is breakeven, contrasting with a loss of 43 cents per share reported a year ago [5]. Earnings Prediction Model - The current model does not predict a definitive earnings beat for Allot, as it has an Earnings ESP of 0.00% and a Zacks Rank of 3 (Hold) [6].

Company Overview - Allot is an Israeli company established in 1996, specializing in security solutions for mobile, fixed, and cloud service providers globally [1] - The company is currently transitioning to a Software-as-a-Service (SaaS) model [1] Investment Position - The analyst has a beneficial long position in Allot shares, indicating confidence in the company's future performance [2]

Core Viewpoint - Allot Ltd. will host a conference call to discuss its fourth quarter and full year 2024 results on February 25, 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 provider of innovative network-native cybersecurity and network intelligence solutions for communication service providers (CSPs) and enterprises [3]. - The company's solutions are deployed globally, enhancing value for customers through services such as network-native cybersecurity, network and application analytics, and traffic control [3]. - Allot's multi-service platforms are utilized by over 500 mobile, fixed, and cloud service providers, as well as over 1000 enterprises, with its security-as-a-service solution serving millions of subscribers worldwide [3].

Core Viewpoint - Allot Ltd. will host a conference call to discuss its fourth quarter and full year 2024 results on February 25, 2025, at 9:00 AM ET [1]. Group 1: Financial Results Announcement - The unaudited financial results for the quarter and year will be published prior to the conference call [2]. - Access to the conference call can be made through specific dial-in numbers for the US, UK, and Israel [2]. Group 2: Company Overview - Allot Ltd. is a leading provider of innovative cybersecurity and network intelligence solutions for communication service providers and enterprises globally [3]. - The company's solutions are deployed by over 500 mobile, fixed, and cloud service providers, as well as over 1000 enterprises [3]. - Allot's network-native security-as-a-service solution is utilized by millions of subscribers worldwide [3].

Core Insights - Three stocks are highlighted with strong momentum and a buy rank, including Argenx SE, Allot Ltd., and New Gold Inc. [1][2][3] Company Summaries - **Argenx SE (ARGX)**: - Zacks Rank: 1 - Current year earnings estimate increased by 13.6% over the last 60 days - Share price increased by 14.3% over the last three months, outperforming the S&P 500's 2.3% gain - Momentum Score: A [1] - **Allot Ltd. (ALLT)**: - Zacks Rank: 1 - Current year earnings estimate increased by 85.7% over the last 60 days - Share price surged by 114.5% over the last three months, significantly outperforming the S&P 500's 2.3% gain - Momentum Score: B [2] - **New Gold Inc. (NGD)**: - Zacks Rank: 1 - Next year earnings estimate increased by 7.7% over the last 60 days - Share price rose by 25.5% over the last six months, compared to the S&P 500's 7.6% gain - Momentum Score: B [3]

Group 1 - Grupo Televisa, S.A.B. (TV) has seen a 57.1% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Allot Ltd. (ALLT) has experienced an 85.7% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Claros Mortgage Trust, Inc. (CMTG) has seen a 13.2% increase in the Zacks Consensus Estimate for its next year earnings over the last 60 days [2] - Plumas Bancorp (PLBC) has experienced a 14.5% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - argenx SE (ARGX) has seen a 13.6% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2]

Group 1 - The core concept of momentum investing is to follow a stock's recent price trends, aiming to buy high and sell higher, capitalizing on established price movements [1][2] - Allot Communications (ALLT) currently holds a Momentum Style Score of B and a Zacks Rank of 2 (Buy), indicating potential for outperformance in the market [2][3] - The stock has shown significant price increases, with a 14.9% rise over the past week and a 52.95% increase over the past month, outperforming the Zacks Technology Services industry, which declined by 5.03% and only increased by 0.2% respectively [5] Group 2 - Over the past quarter, ALLT shares have increased by 117.68%, and over the last year, they have gained 359.33%, while the S&P 500 has only moved 2% and 26.18% respectively [6] - The average 20-day trading volume for ALLT is 1,007,522 shares, which is a bullish indicator when combined with rising stock prices [7] - Earnings estimates for ALLT have improved, with one estimate moving higher in the past two months, raising the consensus estimate from -$0.07 to -$0.01 [9] Group 3 - The overall assessment suggests that ALLT is a promising stock with a Momentum Score of B, making it a potential candidate for investors looking for short-term gains [11]

Earnings Estimates and Stock Performance - The consensus EPS estimate for Allot Communications has remained unchanged over the last 30 days, indicating no significant trend in earnings estimate revisions [1] - Allot Communications' stock price rallied 5.2% in the last trading session, closing at $7.87, with notable trading volume [3] - The stock has gained 41.9% over the past four weeks, driven by robust growth in the company's Concrete Waste Management business [3] - Cipher Mining's consensus EPS estimate for the upcoming report remains unchanged at -$0.10, representing a -300% change from the previous year [2] - Cipher Mining's stock closed 3.4% lower at $4.81 in the last trading session and has returned -18.8% over the past month [1] Industry and Company Analysis - Allot Communications is part of the Zacks Technology Services industry and currently holds a Zacks Rank 2 (Buy) [1] - Cipher Mining, another company in the same industry, has a Zacks Rank of 5 (Strong Sell) [2] - Allot Communications is expected to post break-even quarterly earnings per share in its upcoming report, representing a year-over-year change of +100% [4] - Revenues for Allot Communications are expected to be $24.4 million, up 0.3% from the year-ago quarter [4] Market Trends and Correlations - Empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements [4] - The recent jump in Allot Communications' stock price may indicate potential strength, but further observation is needed to confirm sustained growth [1]

Company Announcement - Allot Ltd announced that O2 Czech Republic has launched Allot DNS Secure, enhancing cybersecurity protection services for mobile and fixed broadband consumer customers [1] - The service launch is a result of an agreement between Allot and O2 Czech Republic, and an umbrella agreement with PPF Group to supply cybersecurity solutions to its telecom provider subsidiaries [2] - Allot will benefit from a recurring monthly fee for cybersecurity protection services provided to O2 Czech Republic [2] Partnership and Adoption - O2 Czech Republic chose to partner with Allot based on positive feedback from PPF Group colleagues and the impressive value offered by Allot [2] - O2 Czech Republic is the fifth operator within the PPF Group to adopt Allot's security services, indicating growing adoption of DNS Secure [2] - The Allot DNS Secure solution is scalable, telco-grade, and network-native, tailored for the mass consumer market [2] Product Features - Allot DNS Secure provides protection against a range of cyber threats including viruses, ransomware, trojans, and phishing attacks [3] - The solution also includes parental controls to help parents manage inappropriate content for their children [3] Company Overview - Allot Ltd is a global provider of innovative network intelligence and converged network-native security solutions for communication service providers and enterprises [4] - The company's solutions are deployed globally for network and application analytics, traffic control and shaping, and network-native security services [4] - Allot's multi-service platforms are used by over 500 mobile, fixed, and cloud service providers and over 1000 enterprises [4] - The company's network-native security-as-a-service solution is used by many millions of subscribers globally [4]