Allot Commun

Allot reported adjusted EPS of $0.2681 for Q2 on revenue of $82.64 million, both above analysts’ estimates. Security-as-a-Service revenue grew 47% and accounted for 34% of sales; recurring revenue was 67%. Management raised the 2026 revenue forecast to $115–118 million, and the company finished the quarter debt-free with $107 million in cash. The stock rose 3.8% after the results. » Więcej na de.investing.com

Riverwater Partners' Micro Opportunities strategy increased its position in Allot following the company's substantial share buyback announcement. Allot, a network intelligence and security software provider, closed at $7.65 on July 24 with a market cap around $374 million and has seen recent short-term and 12-month share declines. The fund said the move modestly raised its technology exposure amid a quarter where the strategy lagged the Russell Microcap Index. » Więcej na finance.yahoo.com

Allot received board approval to repurchase up to $40 million of ordinary shares, enabling opportunistic buybacks alongside continued investments in growth initiatives. CEO Eyal Harari cited consecutive quarters of double-digit revenue growth, improving profitability and stronger cash generation as rationale for the program. Repurchases may be executed via open market purchases, private negotiations or other permitted methods. » Więcej na finance.yahoo.com

Allot reported Q1 2026 EPS of $0.06 versus $0.04 expected and revenue of $26.4 million (+14% YoY). The SECaaS segment grew 71% and contributed materially to record operating cash flow of $10.6 million. The company is debt-free, holds $98 million in cash and gave an optimistic outlook for further SECaaS growth; the stock rose about 5.2% in pre-market trading. » Więcej na de.investing.com

Allot reported Q4 2025 revenue of $28.4m (+14% y/y) and a non-GAAP operating profit of $3.6m, giving the company its highest profitability in more than ten years. Full-year 2025 revenue was $102m with a non-GAAP operating profit of $8.9m; SECaaS revenue rose 69% during the year to $30.8m and now represents 28% of total revenue. Recurring revenue in Q4 stood at 62% and net cash at year-end was $88m with no debt. For 2026 Allot guided revenue of $113–117m (+11–15%); however, the stock fell sharply in trading. » Więcej na de.investing.com