Allot lifts 2026 revenue outlook to $115–$118M on strong Q2 beat
ALLT sits 33% above its 52-week low of $6.12.
Summary
Allot posted Q2 2026 revenue of $27.7M (up 15% YoY), swung to a GAAP operating profit, and raised full-year revenue guidance to $115–$118M. SECaaS ARR reached $36.1M, a 44% increase.
Key Events · Earnings and Guidance · ALLT
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Q2 Revenue Beats, Up 15% YoY
Driven by a 47% surge in SECaaS to $9.4M, total revenue hit $27.7M. The quarter also marked a swing to GAAP operating income of $1.1M, compared with a loss of $0.4M a year ago.
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Full-Year Guidance Raised
Management lifted 2026 revenue guidance to $115–$118M, up from the prior implied range, and now expects SECaaS revenue growth of 40% or more.
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SECaaS ARR Hits $36.1M
As of June 2026, annual recurring SECaaS revenue reached $36.1M, up 44% year-over-year, highlighting strong subscription momentum.
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Strong Cash Generation
Operating cash flow more than doubled to $8.5M in Q2. Cash and equivalents stood at $107M as of June 30, 2026.
Analysis · ALLT · Technology
A beat-and-raise quarter underscores Allot's accelerating momentum: Q2 revenue climbed 15% to $27.7M, SECaaS revenue jumped 47%, and the company flipped to a GAAP operating profit. Management's decision to raise full-year revenue guidance to $115–$118M signals conviction in the trajectory. While the $107M cash balance and $40M buyback program provide a solid floor, the stock's reaction will ultimately depend on whether the market views the SECaaS growth as sustainable.
At the time of this filing, ALLT was trading at $8.12 on NASDAQ in the Technology sector, with a market capitalization of approximately $392.4M. The 52-week trading range was $6.12 to $11.92. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.