ALLT
Allot Ltd.

Allot Ltd.ALLT

Technology · Software - Infrastructure
8.56USD
+4.65%
Nov 08, 2026
ALLT overview ready
Carrier-Deployed Network Cybersecurity Platforms for Telecom Operators
Allot supplies the network-native security platform and service-enablement layer through which telecom operators can distribute and monetize cybersecurity subscriptions for residential and SMB customers.
Primary theme is weakening
Cybersecurity is weakening (-3.1pp vs SPY over 21 sessions; 8 of 20 members ahead of SPY).
Constructive pullback in an uptrend
Longer-term context reads mature trend, with a near-term setup of constructive pullback.
The setup is constructive, but the underlying structure is still poor.
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
Dependence on telecom operator partnerships for distribution.
Market Nov 6Price action Nov 7Research Nov 4

Conviction Level

PriceAction8.0BusinessPerformance—BusinessQuality—Valuation8.4ThemeMomentum3.0Business Performance not yet available.

Conviction uses Price Action, Business Performance, Business Quality, Valuation. Theme Momentum is research context, not an input.

Theme momentumPrimary theme · group context, not entry timing
CybersecurityWeakening
vs SPY
−3.1pp
Theme return
−8.1%
Beating SPY
8 of 20
21 sessions to Nov 6, 2026 · Theme Leadership V2
Price
Loading price history…

Price Action

Constructive pullback in an uptrend
Longer-term context reads mature trend, with a near-term setup of constructive pullback.
The setup is constructive, but the underlying structure is still poor.
EntryReset + recovery

The stock remains extended from its long-term weekly base, but the recent reset toward the daily SMA200 aligned with support at the weekly EMA21. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap
$422.7M
Avg Volume (60D)
503.2K
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%
Distance from 200DMA
+7.4%
Next Earnings
2026-11-12
P/E
40.8x
EV / EBITDA
31.4x
EV / Sales
3.0x
Market metrics as of Nov 7, 2026

Business Performance

Business Quality

Not assessed

Not assessed — the company files under a regime the financial record does not cover yet.

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 supplies the network-native security platform and service-enablement layer through which telecom operators can distribute and monetize cybersecurity subscriptions for residential and SMB customers.
Opportunity
Moderate opportunity
Communications service providers are packaging network-native cybersecurity, DNS, endpoint, home-network, DDoS, and managed protection into recurring services for consumer and SMB subscribers, seeking both risk reduction and value-added service revenue.
Key risk
Dependence on telecom operator partnerships for distribution.

Economic classification

Loading the economic classification…

Business & Markets

Technology · Software - Infrastructure
What they do

Allot Ltd. develops and markets network intelligence and security solutions globally, primarily through carrier partners, enabling telecom operators to offer managed cybersecurity services to their subscribers.

How it earns

The company generates revenue mainly through recurring subscription and service-based contracts with telecom operators and service providers.

Products & services
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
Telecom operators
Mobile network operators
Internet service providers
Small and medium-sized business subscribers
Residential consumers
Market position

Niche provider specializing in carrier-distributed network cybersecurity solutions.

Demand drivers
Low cyclicality

Driven by steady telecom operator demand for security services and recurring revenue models.