ALLT 6-K SEC Filing Analysis

Latest settled — T+5d

ALLT ▼ -14.32% at T+5d

LONG call ✗ call lost -14.32% · α vs SPY -14.40% · entry $8.38 → $7.18

Next anchor: T+20d in 6h

Last close $7.51 (close Jun 8) · -10.38% from $8.38 entry

Entry anchored
May 11, 03:59 PM ET
via Databento tick

T+1d

-10.74%

call -10.74% · α -11.32%

$7.48

settled 28d ago

T+5d

-14.32%

call -14.32% · α -14.40%

$7.18

settled 22d ago

T+20d

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call — · α —

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in 6h

T+60d

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call — · α —

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in 8w

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Executive Summary

Allot Ltd. reported Q1 2026 results with revenue of $26.4 million, up 14% YoY, and GAAP net income of $1.9 million vs. a net loss of $0.3 million in Q1 2025. The company also reported record operating cash flow of $10.6 million and reaffirmed full-year 2026 revenue guidance of $113-$117 million.

Actionable Insight

Strong Q1 beat with accelerating revenue growth, profitability inflection, and record cash flow. The 71% SECaaS growth and 59% ARR increase signal durable recurring revenue momentum. Reaffirmed guidance with management leaning toward the upper end — watch for potential upward revision on the next call. The stock has historically reacted well to this pattern (prior neutral reports saw +19% T+20).

Key Facts

Q1 2026 revenue of $26.4 million, up 14% YoY from $23.2 million
GAAP net income of $1.9 million ($0.04/diluted share) vs. net loss of $0.3 million ($0.01 loss/basic share) in Q1 2025
Non-GAAP net income of $3.1 million ($0.06/diluted share) vs. $0.8 million ($0.02/diluted share) in Q1 2025
Record operating cash flow of $10.6 million vs. $1.7 million in Q1 2025
SECaaS revenue of $8.7 million, up 71% YoY; SECaaS ARR of $33.7 million, up 59% YoY
Recurring revenue reached 67% of total revenue
Reaffirmed FY2026 revenue guidance of $113-$117 million
Cash and equivalents, bank deposits, restricted deposits and investments totaled $98 million as of March 31, 2026

Financial Impact

Revenue growth of 14% YoY to $26.4M; GAAP net income swing of +$2.2M YoY from a loss to profit; operating cash flow increased 6.2x to $10.6M

revenuenet incomeoperating cash flowSECaaS revenueSECaaS ARR

Risk Factors

Customer concentration: top 10 customers represent 46% of revenue
Dependence on telco-provided cybersecurity adoption cycle
Foreign exchange exposure and geopolitical risk (Israel-based operations)

Market Snapshot

Exchange

Nasdaq

Sector

Computer Communications Equipment

Analyst Consensus

92% bullish (12 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

Document	Accession Number
6-K Filing (Primary)	0001178913-26-002548
Document: zk2635239.htm	0001178913-26-002548
Document: 0001178913-26-002548-index-headers.html	0001178913-26-002548
Document: 0001178913-26-002548-index.html	0001178913-26-002548
Document: 0001178913-26-002548.txt	0001178913-26-002548

5 reports for ALLT

T+1T+5T+20T+60

Filters

Reports for ALLT — sortable, filterable
	Type				Now
May 26, 2026 14d ago	Insider Cluster NEUTRAL ★ 2/10	$7.69 $8.18	▲ +6.37%	▲ +5.16%	$7.51 (−2.34%)
May 21, 2026 19d ago	Insider Cluster NEUTRAL ★ 2/10	$7.40 $7.94	▲ +7.30%	▲ +5.70%	$7.51 (+1.49%)
May 12, 2026 28d ago	6-K BULLISH ★ 7/10	$8.38 $7.18	▼ −14.32%	▼ −14.40%	$7.51 (−10.38%)
Apr 27, 2026 6w ago	Press Release NEUTRAL ★ 2/10	$7.47 $7.58	▲ +1.47%	▲ +1.07%	$7.51 (+0.54%)
Mar 27, 2026 10w ago	Press Release NEUTRAL ★ 3/10	$6.25 $7.16	▲ +14.56%	▲ +10.70%	$7.51 (+20.16%)

US Market Status

Market Closed — Opens in 7h 22m

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