Allot's Zero-CAC Arbitrage Driving Structural SaaS Re-Rating
AllotAllot(US:ALLT) Seeking Alpha·2026-02-07 13:00

Core Viewpoint - Allot Ltd. (ALLT) stock is rated as a Buy due to its structural advantage from transitioning its business model from low-multiple hardware Deep Packet Inspection (DPI) to high-margin Security-as-a-Service (SECaaS) [1] Company Analysis - The shift in Allot's business model is expected to enhance profitability by focusing on high-margin services rather than traditional hardware solutions [1]