Analyst consensus for the Q2 2026 period anticipates revenue of $8.93 million and EPS of $0.46, with the current stock price of $26.44 trading at a significant discount to the $31.50 average analyst price target.
Investors are primarily focused on the growth trajectory of NetNut, the company’s enterprise proxy network, which has become the primary engine for Alarum's recent pivot to profitability. Recent performance has been bolstered by a 47% year-over-year revenue increase in the previous quarter, driven by surging demand for high-quality web data in AI model training. This earnings report is expected to confirm whether the company can sustain its high-margin software-as-a-service (SaaS) profile as it scales its global infrastructure.