Allot (ALLT) Sees 9% Q2 Revenue Growth, Analysts Predict 88.68% Upside

Allot Ltd (ALLT) reported a 9% increase in Q2 revenue, driven by a 73% YoY surge in its SECaaS segment, which now accounts for 27% of total revenue. Analysts set an average one-year price target of $15.00, indicating an 88.68% upside potential from the current price. However, GuruFocus estimates suggest a potential downside of 63.02% based on the GF Value metric.

Allot Ltd (ALLT) has reported a 9% increase in Q2 revenue, driven by a 73% year-over-year surge in its Software as a Service (SECaaS) segment, which now accounts for 27% of total revenue [1]. The company's CEO, Eyal Harari, highlighted the strong performance of the cybersecurity as a service (CCaaS) business, which has contributed significantly to the overall revenue growth.

The company's full-year 2025 revenue guidance was raised to $98-102 million, reflecting the strong momentum in its cybersecurity services. This represents a 55-60% growth in SECaaS ARR [1]. The company's strategic partnership with Verizon Business, which includes the launch of Verizon's MyDisPlan service, has been a key driver of revenue growth [2].

Analysts have set an average one-year price target of $15.00 for Allot Ltd, indicating an 88.68% upside potential from the current price. However, GuruFocus estimates suggest a potential downside of 63.02% based on the GF Value metric [3].

The company's strong financial performance has been supported by a solid balance sheet, with over $72 million in net cash and no debt at the end of Q2. This strong financial position will enable Allot to continue investing in its growth strategy and expanding its customer base.

References:
[1] https://www.tradingview.com/news/reuters.com,2025:newsml_PLXD11B83:0-cybersecurity-firm-allot-s-q2-revenue-beats-estimates-raises-guidance/
[2] https://www.marketscreener.com/news/allot-ltd-introduces-revenue-guidance-for-the-full-year-of-2025-ce7c51d9d88af722
[3] https://www.marketbeat.com/earnings/reports/2025-8-14-allot-communications-ltd-stock/