Analysts expect Allot Ltd to report Q2 2026 revenue of $26.85 million and non-GAAP EPS of $0.04, while the stock currently trades at $3.72 compared to an average price target of $5.10.
Investors are primarily focused on the growth of Security-as-a-Service (SecaaS) Annual Recurring Revenue (ARR), which serves as the primary validator for the company's business model transformation. Recent performance has been driven by the successful decommissioning of low-margin legacy hardware lines and a shift toward higher-margin software subscriptions.
Market participants will be closely monitoring the status of Tier-1 operator deployments to gauge the long-term scalability of Allot’s cybersecurity offerings.