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).
Price Chart
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.
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
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
Investment Themes
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 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 15, 2026 17d ago | 6-K | $8.08 $8.00 | ▼ −0.99% | ▼ −1.81% | $8.43 (+4.33%) |
Sep 10, 2026 22d ago | 6-K | $7.47 $8.09 | ▲ +8.30% | ▲ +8.80% | $8.43 (+12.85%) |
Aug 12, 2026 7w ago | Press Release | $7.70 $7.69 | ▼ −0.13% | ▲ +0.31% | $8.43 (+9.48%) |
Jul 27, 2026 9w ago | Press Release | $7.63 $7.61 | ▼ −0.26% | ▼ −1.34% | $8.43 (+10.48%) |
Jun 23, 2026 14w ago | Press Release | $7.43 $8.67 | ▲ +16.69% | ▲ +15.68% | $8.43 (+13.46%) |
Jun 23, 2026 14w ago | 6-K | $7.43 $8.67 | ▲ +16.69% | ▲ +15.68% | $8.43 (+13.46%) |
Jun 15, 2026 15w ago | 6-K | $7.38 $7.01 | ▼ −5.01% | ▼ −3.63% | $8.43 (+14.23%) |
May 26, 2026 18w ago | Insider Cluster | $7.69 $8.18 | ▲ +6.37% | ▲ +5.16% | $8.43 (+9.62%) |
May 21, 2026 19w ago | Insider Cluster | $7.40 $7.94 | ▲ +7.30% | ▲ +5.70% | $8.43 (+13.92%) |
May 12, 2026 20w ago | 6-K | $8.38 $7.18 | ▼ −14.32% | ▼ −14.40% | $8.43 (+0.60%) |
US Market Status
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