Key Takeaways Allot posted Q4 EPS of 8 cents on $28.4M revenues, both above estimates and up Y/Y.Allot's SECaaS revenues jumped 68.8% year over year, making up 28% of total sales.ALLT guides 2026 revenues of $113-$117M, with the consensus estimate for EPS pegged at 28 cents.Allot Ltd. (ALLT) reported better-than-expected fourth-quarter 2025 results, wherein both top and bottom lines surpassed the Zacks Consensus Estimate.Allot’s fourth-quarter non-GAAP earnings of 8 cents per share surpassed the Zacks Conse ...

Core Viewpoint - Cantor Fitzgerald initiated coverage of Allot Ltd. (ALLT) with an Overweight rating and a price target of $15, highlighting the company's transition to a security-first consumer company with Security as a Service (SECaaS) as the main growth driver [1] Group 1: Company Transition and Growth - Allot is moving from being a mature network intelligence vendor to focusing on security services, indicating a strategic shift in its business model [1] - The primary growth driver for Allot is identified as SECaaS, which is expected to enhance the company's fundamentals and recurring revenue [1] Group 2: Market Position and Valuation - Despite the strong momentum and carrier-led wins, Allot's shares are trading at a significant discount compared to its peers, suggesting potential for growth and a re-rating of its market multiple [1] - The analyst notes that the combination of improving fundamentals and rising recurring revenue positions Allot for renewed growth [1]

Group 1 - The bullish thesis on Allot Ltd. has strengthened following its Q2 2025 results, indicating a successful transformation to Security as a Service (SECaaS) [1] - The company's performance reflects a significant shift in its business model towards providing security solutions [1]