We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
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 - Free Report) 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 Consensus Estimate by 14.3%. The company reported earnings of 5 cents per share in the year-ago period.
ALLT’s fourth-quarter 2025 revenues of $28.4 million surpassed the Zacks Consensus Estimate by 1.7%. The top line increased 14% from the year-ago quarter’s revenues of $24.9 million.
Allot’s Q4 Results in Details
Segment-wise, Allot’s revenues from Security as a Service (SECaaS) were $8.1 million, which contributed 28% to its top line, reflecting an increase of 68.8% from the year-ago quarter.
Allot’s Product sales were $8.4 million (30% of the top line), up 71.4% from the prior-year quarter.
Allot’s revenues from Professional Services were $2.9 million, which contributed 10% to its top line, reflecting an increase of 3.6% from the year-ago quarter.
Allot’s revenues from Support & Maintenance sales were $9 million (32% of the top line), down 28% from the prior-year quarter.
Allot’s non-GAAP gross profit increased 18% year over year to $20.4 million, while the gross margin expanded 220 bps to 71.9%.
The non-GAAP operating income was $3.6 million, up from the year-ago quarter’s $1.8 million. The non-GAAP operating margin expanded 550 bps to 12.7%.
Allot’s Balance Sheet Details
As of Dec. 31, 2025, cash and cash equivalents, bank deposits and investment balances were $88 million, up from $81 million as of Sept. 30, 2025.
Allot generated $8.1 million in operating cash flow during the fourth quarter of 2025. In 2025, ALLT generated $17.8 million in operating cash flow.
Allot Initiates 2026 Guidance
For 2026, Allot expects revenues to be in the range of $113-$117 million. The Zacks Consensus Estimate for the same is pegged at $115.21 million, indicating year-over-year growth of 13.3%.
The consensus mark for 2026 is pegged at earnings per share of 28 cents, revised upward by 3 cents over the past 60 days, suggesting a year-over-year increase of 24.3%.
The Zacks Consensus Estimate for Lam Research’s fiscal 2026 earnings is pegged at $5.26 per share, revised upward by 8.5% over the past 30 days and suggests a year-over-year increase of 27.1%. Lam Research shares have soared 229.1% over the past year.
The Zacks Consensus Estimate for Applied Materials’ fiscal 2026 earnings has moved upward by 8 cents over the past seven days to $10.96 per share, calling for an increase of 16.4% year over year. Applied Materials shares have climbed 153.5% in trailing 12 months.
The Zacks Consensus Estimate for Amphenol’s 2026 earnings has been revised upward to $4.32 per share from $4.30 over the past 30 days. Amphenol shares have surged 137.4% over the past year.
Zacks' 7 Best Strong Buy Stocks (New Research Report)
Valued at $99, click below to receive our just-released report
predicting the 7 stocks that will soar highest in the coming month.
View the Zacks #1 Rank List
Image: Bigstock
Allot's Q4 Earnings Surpass Expectations, Revenues Rise Y/Y
Key Takeaways
Allot Ltd. (ALLT - Free Report) 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 Consensus Estimate by 14.3%. The company reported earnings of 5 cents per share in the year-ago period.
ALLT’s fourth-quarter 2025 revenues of $28.4 million surpassed the Zacks Consensus Estimate by 1.7%. The top line increased 14% from the year-ago quarter’s revenues of $24.9 million.
Allot’s Q4 Results in Details
Segment-wise, Allot’s revenues from Security as a Service (SECaaS) were $8.1 million, which contributed 28% to its top line, reflecting an increase of 68.8% from the year-ago quarter.
Allot Ltd. Price, Consensus and EPS Surprise
Allot Ltd. price-consensus-eps-surprise-chart | Allot Ltd. Quote
Allot’s Product sales were $8.4 million (30% of the top line), up 71.4% from the prior-year quarter.
Allot’s revenues from Professional Services were $2.9 million, which contributed 10% to its top line, reflecting an increase of 3.6% from the year-ago quarter.
Allot’s revenues from Support & Maintenance sales were $9 million (32% of the top line), down 28% from the prior-year quarter.
Allot’s non-GAAP gross profit increased 18% year over year to $20.4 million, while the gross margin expanded 220 bps to 71.9%.
The non-GAAP operating income was $3.6 million, up from the year-ago quarter’s $1.8 million. The non-GAAP operating margin expanded 550 bps to 12.7%.
Allot’s Balance Sheet Details
As of Dec. 31, 2025, cash and cash equivalents, bank deposits and investment balances were $88 million, up from $81 million as of Sept. 30, 2025.
Allot generated $8.1 million in operating cash flow during the fourth quarter of 2025. In 2025, ALLT generated $17.8 million in operating cash flow.
Allot Initiates 2026 Guidance
For 2026, Allot expects revenues to be in the range of $113-$117 million. The Zacks Consensus Estimate for the same is pegged at $115.21 million, indicating year-over-year growth of 13.3%.
The consensus mark for 2026 is pegged at earnings per share of 28 cents, revised upward by 3 cents over the past 60 days, suggesting a year-over-year increase of 24.3%.
Zacks Rank & Stocks to Consider
Allot currently carries a Zacks Rank #3 (Hold).
Lam Research (LRCX - Free Report) , Applied Materials (AMAT - Free Report) and Amphenol (APH - Free Report) are some better-ranked stocks that investors can consider in the Zacks Computer and Technology sector. Lam Research, Applied Materials and Amphenol carry a Zacks Rank #2 (Buy) each at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for Lam Research’s fiscal 2026 earnings is pegged at $5.26 per share, revised upward by 8.5% over the past 30 days and suggests a year-over-year increase of 27.1%. Lam Research shares have soared 229.1% over the past year.
The Zacks Consensus Estimate for Applied Materials’ fiscal 2026 earnings has moved upward by 8 cents over the past seven days to $10.96 per share, calling for an increase of 16.4% year over year. Applied Materials shares have climbed 153.5% in trailing 12 months.
The Zacks Consensus Estimate for Amphenol’s 2026 earnings has been revised upward to $4.32 per share from $4.30 over the past 30 days. Amphenol shares have surged 137.4% over the past year.