Highlights

  • Allot, an Israeli provider of network security and intelligence software for communications service providers, last reported results on 12 August 2026 for the quarter ended 30 June.
  • Allot shares closed at $8.60 on Wednesday 14 October 2026, down 2.60%, according to StockAnalysis.com.
  • Revenue was $27.7 million, up 15% year on year.
  • Gross margin was 71.3% on a GAAP basis and 71.8% non-GAAP.

Allot (NASDAQ:ALLT), an Israeli provider of network security and intelligence software for communications service providers, last reported results on 12 August 2026 for the quarter ended 30 June. The reviewed material identified no newer company announcement in the sources reviewed, so the second-quarter report and its raised full-year revenue outlook remain the latest verified developments. Chief executive Eyal Harari said the company was excited to report its fourth consecutive quarter of double-digit growth.

What the Share Price Shows

Allot shares closed at $8.60 on Wednesday 14 October 2026, down 2.60%, according to StockAnalysis.com. The same source showed a pre-market quote of $8.41 on Thursday 15 October, which is not a trading session close. The market capitalisation was about $424.7 million and the 52-week range ran from $6.12 to $11.92, so the shares were about 28% below the high on a calculation from the reported figures.

The reviewed material did not find a sourced explanation for the recent move. Membership of a named index is not verified for Allot, so the Nasdaq Composite is used only as a general benchmark for Nasdaq-listed companies.

Inside the Latest Results

Revenue was $27.7 million, up 15% year on year. Security as a service, which Allot calls SECaaS, contributed $9.4 million, up 47%, or about 34% of revenue on a calculation from the reported figures. SECaaS annual recurring revenue reached $36.1 million in June 2026, up 44%.

Margins and profit improved. Gross margin was 71.3% on a GAAP basis and 71.8% non-GAAP. GAAP operating income was $1.1 million, a 4.0% margin, compared with a loss in the second quarter of 2025, and non-GAAP operating income was $2.7 million, a 9.9% margin. Diluted earnings per share were $0.05 on a GAAP basis and $0.09 non-GAAP.

The gap between GAAP and non-GAAP operating income was $1.6 million, and the release summary reviewed did not itemise the adjustments, so readers should check the reconciliation tables in the full release.

Cash generation and capital return

Operating cash flow was $8.5 million, more than double the prior-year quarter. Cash and investments totalled $107 million at 30 June 2026, equal to roughly a quarter of the current market capitalisation on a calculation from the reported figures. Readers should note that the release summary reviewed did not detail debt or other liabilities.

On 23 June 2026 the board approved a share repurchase programme of up to $40 million. At the 14 October closing price and market value above, that authorisation would equal roughly 9% of the company's market capitalisation, although the sources reviewed did not state how much has been repurchased, so no conclusion should be drawn about its pace or completion.

Guidance and what to watch

Allot raised its 2026 revenue guidance to a range of $115 million to $118 million and said it expects SECaaS growth of 40% or more for the year. The midpoint is $116.5 million, whereas annualising the second quarter alone gives about $110.8 million on a calculation from the reported figures, so the guide implies some growth in later quarters, although quarterly phasing was not available. These are management expectations, not reported results, and they depend on customer demand and contract timing.

The first quarter of 2026, according to the headline of the company's earlier release, showed revenue growth accelerating to 14%. The second quarter therefore extended that pace to 15%, although a single quarter does not establish a trend. The reviewed material did not find a date for the third-quarter report, so any timing remains unconfirmed.

Investors are likely to follow whether SECaaS keeps growing near 40%, whether the improved operating margins are sustained as the mix shifts, and how the repurchase programme is used. Cash flow, margins and the buyback authorisation are company-reported or company-approved figures, and they could well change if conditions shift. As always, primary filings should take precedence over summaries when checking figures.