Company Performance - Dave Inc. (DAVE) shares have increased by 112.3% over the past month, reaching a new 52-week high of $201.45 [1] - Since the beginning of the year, DAVE has gained 127%, significantly outperforming the Zacks Business Services sector (2.5%) and the Zacks Technology Services industry (3%) [1] Earnings and Revenue - DAVE has consistently exceeded earnings expectations, reporting EPS of $2.48 against a consensus estimate of $1.54 in its last earnings report [2] - The company is projected to achieve earnings of $8.41 per share on revenues of $466.5 million for the current fiscal year, reflecting a 60.5% increase in EPS and a 34.4% increase in revenues [3] - For the next fiscal year, DAVE is expected to earn $10.68 per share on revenues of $570.73 million, indicating year-over-year changes of 26.93% and 22.34%, respectively [3] Valuation Metrics - DAVE currently trades at 23.5 times the current fiscal year EPS estimates, which is above the peer industry average of 19.9 times [6] - On a trailing cash flow basis, DAVE trades at 39.3 times compared to the peer group's average of 10.3 times, suggesting a premium valuation [6] Zacks Rank and Style Scores - DAVE holds a Zacks Rank of 1 (Strong Buy) due to rising earnings estimates, indicating strong potential for further gains [7] - The company has a Value Score of F, but its Growth and Momentum Scores are both A, resulting in a combined VGM Score of B [6][7] Industry Comparison - The Technology Services industry is performing well, ranking in the top 21% of all industries, providing favorable conditions for DAVE and its peers [10] - Allot Ltd. (ALLT), a peer in the industry, also has a Zacks Rank of 1 and has shown strong earnings performance, indicating a competitive landscape [8][9]

Core Insights - Allot Ltd. has successfully deployed its Network Protection and Deep Network Intelligence solutions for Rakuten Mobile as part of their transition to a cloud-native platform, Rakuten Symphony [1][3] - The collaboration between Allot and Rakuten Mobile has been highlighted as a smooth migration process, showcasing Allot's capabilities in network protection and management [2][3] Group 1: Deployment and Technology - Allot's solutions are now fully containerized and operational within the commercial Rakuten network, marking a significant step in the migration from a Network Functions Virtualization (NFV) architecture [1][3] - The Allot Smart NetProtect solution utilizes machine learning and artificial intelligence to detect and mitigate network anomalies and attacks, ensuring service quality and protecting the network's reputation [3] Group 2: Partnership and Support - Rakuten Mobile expressed appreciation for Allot's efforts in facilitating a seamless migration, emphasizing the importance of Allot's comprehensive solutions in supporting their cloud-native platform [2] - Allot's role as a close technology partner during the migration process has been acknowledged, demonstrating its capability to support top-tier communications service providers [3] Group 3: Company Overview - Allot Ltd. is recognized as a leading provider of innovative cybersecurity solutions and network intelligence, serving over 500 service providers and more than 1000 enterprises globally [4] - The company's solutions enhance value for customers through network-native cybersecurity services, analytics, and traffic management [4]

Company Overview - Allot Ltd. is a leading global provider of innovative network intelligence and security solutions for service providers and enterprises worldwide [3] - The company offers converged cybersecurity solutions, network and application analytics, traffic control, and shaping services [3] - Allot's solutions are deployed by over 500 mobile, fixed, and cloud service providers, as well as over 1000 enterprises globally [3] - The company's security-as-a-service solution is utilized by millions of subscribers worldwide [3] Upcoming Events - Allot's management will be meeting with investors at the 37th Annual Roth Conference from March 16 to 18, 2025 [1] - CEO Eyal Harari will participate in one-on-one meetings with investors on March 17 [1]