ALLT

MKT CAP:$310M

Allot Ltd.

Market Cap

$310M

Technology·Software - Infrastructure·🇮🇱 Israel·NASDAQ

Technology·Software Infra·🇮🇱·NASDAQ

Stock Price

$7.11-$2.55 (-26.40%)

Apr 20, 2026

Company Details

Allot Ltd. provides network intelligence and security solutions to protect and personalize the digital experience in Europe, Asia, Oceania, the Middle East, Africa, and the Americas. The company offers Allot Secure Management platform that ...

CEO

Eyal David Harari

IPO Date

Nov 16, 2006

Website

www.allot.com

Key Metrics TTM

Revenue

$102M

+10.6% YoY

Net Income

$4M

EPS (Diluted)

$0.07

Free Cash Flow

$16M

Revenue / Share

$2.05

Gross Margin

70.3%

Operating Margin

3.5%

Net Margin

3.6%

FCF Margin

16.1%

P/S

3.0x

P/E

83.6x

Earnings Reports

Q1 2026

May 11, 2026

PENDING

FY 2025

Dec 30, 2025

$102M+10.6%EPS $0.08

Q4 2025

Feb 25, 2026

$28M+14.0%EPS $0.06

Q3 2025

Nov 20, 2025

$26M+13.6%EPS $0.07

Q2 2025

Aug 14, 2025

$24M+8.5%EPS -$0.04

Revenue & Profitability

Quarter	Revenue	Gross Profit	Operating Income
Q1 22	$32M	$22M	-$6M
Q2 22	$33M	$23M	-$6M
Q3 22	$25M	$16M	-$13M
Q4 22	$33M	$22M	-$7M
Q1 23	$21M	$13M	-$12M
Q2 23	$25M	$17M	-$21M
Q3 23	$23M	$10M	-$13M
Q4 23	$24M	$11M	-$19M
Q1 24	$22M	$15M	-$3M
Q2 24	$22M	$15M	-$3M
Q3 24	$23M	$16M	-$217.0K
Q4 24	$25M	$17M	$312.0K
Q1 25	$23M	$16M	-$709.0K
Q2 25	$24M	$17M	-$407.0K
Q3 25	$26M	$18M	$2M
Q4 25	$28M	$20M	$3M

Valuation

Quarter	P/S	P/E
Q1 22	2.1x	—
Q2 22	2.2x	—
Q3 22	2.4x	—
Q4 22	2.5x	—
Q1 23	2.8x	—
Q2 23	3.0x	—
Q3 23	3.0x	—
Q4 23	3.3x	—
Q1 24	3.3x	—
Q2 24	3.4x	—
Q3 24	3.4x	—
Q4 24	3.4x	—
Q1 25	3.3x	—
Q2 25	3.2x	—
Q3 25	3.1x	297.1x
Q4 25	3.0x	83.6x

Operating Cash Flow

Quarter	Operating CF	Free CF
Q1 22	-$7M	-$8M
Q2 22	-$8M	-$9M
Q3 22	-$8M	-$10M
Q4 22	-$10M	-$11M
Q1 23	-$9M	-$9M
Q2 23	-$11M	-$12M
Q3 23	-$4M	-$6M
Q4 23	-$5M	-$6M
Q1 24	-$2M	-$3M
Q2 24	$1M	$237.7K
Q3 24	$2M	$2M
Q4 24	$4M	$4M
Q1 25	$2M	$1M
Q2 25	$4M	$4M
Q3 25	$4M	$4M
Q4 25	$8M	$7M

Capital Expenditures

Quarter	CapEx
Q1 22	$1M
Q2 22	$1M
Q3 22	$2M
Q4 22	$2M
Q1 23	$270.0K
Q2 23	$290.0K
Q3 23	$1M
Q4 23	$592.6K
Q1 24	$429.0K
Q2 24	$945.6K
Q3 24	$286.0K
Q4 24	$445.0K
Q1 25	$281.0K
Q2 25	$408.0K
Q3 25	$132.7K
Q4 25	$2M

CapEx

OpEx vs Revenue Growth (YoY)

Quarter	Revenue Growth	OpEx Growth
Q1 22	+2.3%	+7.4%
Q2 22	-7.1%	+0.4%
Q3 22	-34.4%	-5.6%
Q4 22	-19.4%	-10.3%
Q1 23	-33.8%	-12.1%
Q2 23	-23.6%	+18.6%
Q3 23	-9.6%	-7.4%
Q4 23	-26.3%	+7.9%
Q1 24	+3.6%	-25.3%
Q2 24	-11.5%	-45.1%
Q3 24	+2.7%	-33.6%
Q4 24	+2.3%	-43.1%
Q1 25	+5.8%	-3.1%
Q2 25	+8.5%	-4.2%
Q3 25	+13.6%	+3.4%
Q4 25	+14.0%	+5.0%

Stock-Based Compensation

Quarter	SBC ($)	% of Revenue
Q1 22	$3M	8.0%
Q2 22	$2M	6.6%
Q3 22	$2M	8.7%
Q4 22	$2M	6.9%
Q1 23	$3M	16.4%
Q2 23	$2M	9.7%
Q3 23	$1M	5.9%
Q4 23	$2M	6.6%
Q1 24	$1M	6.2%
Q2 24	$2M	9.9%
Q3 24	$1M	5.0%
Q4 24	$1M	5.3%
Q1 25	$981.0K	4.2%
Q2 25	$1M	6.0%
Q3 25	$0	0.0%
Q4 25	$0	0.0%

OpEx Breakdown

Quarter	R&D	G&A	S&M	SG&A
Q1 22	$12M	$4M	$12M	—
Q2 22	$12M	$4M	$12M	—
Q3 22	$13M	$4M	$13M	—
Q4 22	$12M	$4M	$13M	—
Q1 23	$10M	$4M	$11M	—
Q2 23	$11M	$18M	$11M	—
Q3 23	$10M	$3M	$10M	—
Q4 23	$8M	$10M	$12M	—
Q1 24	$7M	$3M	$8M	—
Q2 24	$7M	$3M	$8M	—
Q3 24	$6M	$3M	$8M	—
Q4 24	$6M	$4M	$8M	—
Q1 25	$6M	$3M	$7M	—
Q2 25	$7M	$3M	$7M	—
Q3 25	$5M	—	—	$10M
Q4 25	$6M	—	—	$12M

Rule of 40

Quarter	Rev Growth %	EBITDA Margin %	Rule of 40
Q1 22	2.3%	-12.6%	-10.3
Q2 22	-7.1%	-15.0%	-22.1
Q3 22	-34.4%	-45.8%	-80.2
Q4 22	-19.4%	-11.3%	-30.7
Q1 23	-33.8%	-48.6%	-82.4
Q2 23	-23.6%	-79.4%	-103.0
Q3 23	-9.6%	-49.2%	-58.8
Q4 23	-26.3%	-61.0%	-87.3
Q1 24	3.6%	-6.3%	-2.7
Q2 24	-11.5%	-9.3%	-20.8
Q3 24	2.7%	4.4%	7.1
Q4 24	2.3%	10.5%	12.8
Q1 25	5.8%	2.6%	8.4
Q2 25	8.5%	2.8%	11.3
Q3 25	13.6%	14.6%	28.2
Q4 25	14.0%	14.5%	28.4

Rule of 40

War Chest

Quarter	Cash	Short-term Investments	Total
Q1 22	$21M	$95M	$116M
Q2 22	$15M	$91M	$107M
Q3 22	$9M	$88M	$97M
Q4 22	$12M	$73M	$85M
Q1 23	$15M	$62M	$76M
Q2 23	$15M	$49M	$65M
Q3 23	$22M	$38M	$59M
Q4 23	$16M	$39M	$55M
Q1 24	$24M	$29M	$53M
Q2 24	$17M	$36M	$53M
Q3 24	$28M	$26M	$54M
Q4 24	$16M	$42M	$58M
Q1 25	$10M	$50M	$60M
Q2 25	$27M	$23M	$50M
Q3 25	$25M	$56M	$80M
Q4 25	$21M	$64M	$84M

Shares Outstanding

Quarter	Shares (Diluted)	QoQ Change	YoY Change
Q1 22	37M	+0.3%	+2.8%
Q2 22	37M	+0.8%	+2.5%
Q3 22	37M	+1.0%	+2.5%
Q4 22	37M	+0.3%	+2.5%
Q1 23	37M	+0.3%	+2.4%
Q2 23	38M	+0.9%	+2.5%
Q3 23	38M	+1.1%	+2.6%
Q4 23	38M	+0.3%	+2.6%
Q1 24	38M	+0.3%	+2.6%
Q2 24	39M	+0.8%	+2.6%
Q3 24	39M	+1.3%	+2.7%
Q4 24	42M	+6.6%	+9.1%
Q1 25	40M	-5.2%	+3.1%
Q2 25	40M	+1.3%	+3.7%
Q3 25	43M	+7.8%	+10.3%
Q4 25	50M	+15.3%	+19.3%

Shares Outstanding

Revenue Per Employee

Period	Revenue/Employee	Employees
Q1 22	$43.0K	741
Q2 22	$44.2K	741
Q3 22	$33.8K	741
Q4 22	$44.1K	749
Q1 23	$28.2K	749
Q2 23	$33.4K	749
Q3 23	$30.2K	749
Q4 23	$43.5K	559
Q1 24	$39.2K	559
Q2 24	$39.6K	559
Q3 24	$41.6K	559
Q4 24	$50.3K	495
Q1 25	$46.8K	495
Q2 25	$48.6K	495
Q3 25	$53.3K	495
Q4 25	$57.3K	495

Revenue / Employee