ALLT's SECaaS ARR jumps 60% in Q3 2025, lifting recurring revenues to 63% and nearing 30% of sales as new telecom deals fuel growth.
ALLT heads into Q4 with double-digit revenue growth expected as SECaaS momentum builds, while valuation remains below peers.
ALLT jumps 15% in three months as SECaaS ARR surges over 60%, lifts 2025 outlook and trades at a discount to peers.
Allot Ltd. is rated Buy, driven by a structural shift from legacy hardware to high-margin Security-as-a-Service (SECaaS) with a Zero-CAC distribution model. ALLT's SECaaS ARR is growing over 60% year-over-year, driving operating leverage, gross margins above 72%, and a non-linear expansion in free cash flow margins. Sum-of-the-Parts analysis indicates 42% upside, with intrinsic equity value at $12.94/share versus the current $9.14, if SECaaS multiples re-rate.
ALLT shares climb 20.6% in six months as surging SECaaS adoption, raised guidance and improving recurring revenue strengthen Allot's growth outlook.
ALLT's SECaaS ARR surges about 60% as telecom adoption accelerates, raising hopes for more predictable growth ahead.
Here is how Allot Communications (ALLT) and CyberArk (CYBR) have performed compared to their sector so far this year.
Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:
Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:
The mean of analysts' price targets for Allot Communications (ALLT) points to a 55% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Here is how Allot Communications (ALLT) and Navitas Semiconductor Corporation (NVTS) have performed compared to their sector so far this year.
Small-cap stocks ALLT, SHIP, ISBA, OWLT and IDN are surging in 2025 and seeing analysts lift earnings views for next year.