ALLT
Allot Ltd.

Allot Ltd.ALLT

Technology · Software - Infrastructure
8.48USD
-2.42%
Sep 23, 2026
ALLT overview ready
Carrier-Deployed Cybersecurity Platforms Enabling Recurring Telecom Security Services
Allot provides carrier-deployed cybersecurity platforms, including network-based threat protection, DNS and IoT security, DDoS protection, and subscriber-facing HomeSecure and BusinessSecure offerings.
Narrative is still early
Exposed to the Carrier-Distributed Network Cybersecurity narrative through Telecom Security-as-a-Service for Consumer and SMB Subscribers — pure play.
An early price trend
Longer-term context reads mature trend, with a near-term setup of failed reclaim.
Attractive valuation
Current market expectations look undemanding relative to how much growth and cash flow it delivers per turn of revenue multiple.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Intense competition in cybersecurity and network management markets.
Market Jul 10Price action Jul 10Research Jul 16

Conviction Level

Theme Heat has no canonical measurement for this company — a research-profile dimension, not an input to this score.

NarrativeHeat8.0ThemeHeat—PriceAction2.0Valuation8.5CompanyPosition7.3
Price
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Price Action

An early price trend
Longer-term context reads mature trend, with a near-term setup of failed reclaim.

Key Financials

Market Cap
$418.7M
Avg Volume (60D)
438.1K
60 sessions
Revenue Growth YoY
+14.3%
Trailing twelve months
Gross Margin
+71.3%
Operating Margin
+6.7%
Trailing twelve months
Free Cash Flow Yield
+4.7%
P/E
40.4x
EV / EBITDA
31.1x
EV / Sales
2.9x
Market metrics as of Jul 10, 2026

Fundamentals & Valuation

Both valuation perspectives agree this company is cheap.
Allot Ltd. has a Cheap valuation stance because current market expectations look undemanding relative to how much growth and cash flow it delivers per turn of revenue multiple.

Company Research

Thesis
Allot provides carrier-deployed cybersecurity platforms, including network-based threat protection, DNS and IoT security, DDoS protection, and subscriber-facing HomeSecure and BusinessSecure offerings. Its products enable operators to package and manage security services as recurring offerings rather than merely sell connectivity.
Opportunity
Moderate opportunity
Telecom operators are seeking recurring, value-added security revenue by bundling network-level and endpoint protection for residential, mobile, and small-business subscribers, while reducing fraud, malware, phishing, DDoS, and IoT-related network risk.
Key risk
Intense competition in cybersecurity and network management markets.

Narrative & Theme

Carrier-Distributed Network Cybersecurity
Part of Telecom Security-as-a-Service for Consumer and SMB Subscribers, with moderate fit.
ALLT has a real, relatively differentiated exposure to telecom-delivered cybersecurity rather than generic enterprise cyber spending.
Narrative HeatHeating up8.0 / 10
Theme HeatUnavailable

Business & Markets

Technology · Software - Infrastructure
What they do

Allot Ltd. develops, sells, and markets network intelligence and security solutions globally, providing platforms and services that enable end-to-end security management for networks and endpoints.

How it earns

The company primarily generates revenue through subscription and service-based sales of its security and network management solutions.

Products & services
Allot Secure Management platform
Allot NetworkSecure
Allot HomeSecure
Allot DNSecure
Allot IoTSecure
Allot EndpointSecure
Allot BusinessSecure
Allot Secure Cloud
Allot Network Protection as a Service
DDoS Secure
Customers & end markets
Telecommunications operators
Enterprises
Service providers
Market position

Niche player specializing in network security and intelligence solutions with a global presence.

Demand drivers
Low cyclicality

Demand for cybersecurity and network management solutions tends to be stable and driven by ongoing security needs rather than economic cycles.