Monitor the shareholder vote on October 22, 2026, particularly the board declassification (Proposal 1) which requires a 2/3 supermajority. Given the concentrated activist ownership, passage is likely. The compensation increases are routine and not a trading catalyst.
Price Chart
Executive Summary
Allot Ltd. filed its proxy statement for the 2026 Annual Meeting on Form 6-K. The key proposals include declassifying the board (Proposal 1), reelecting directors, amending the compensation policy, and increasing director compensation—including raising annual RSU grants from $50k to $125k for directors and providing $200k in annual RSUs to the Chairman. The filing is routine governance and compensation, with no financial results disclosed. The presence of activist holders (Lynrock Lake at 20.3%, QVT Financial at 11.6%, and Kanen at 9.7%) adds context, but the proposals themselves are standard and unlikely to move the stock.
Key Facts
- Board proposes declassifying the board so directors are elected annually (Proposal 1).
- Annual RSU grant for non-chair directors proposed to increase from $50,000 to $125,000.
- Chairman of the Board proposed to receive annual RSUs with a grant date value of $200,000.
- Three activist holders collectively own ~41.6% of shares: Lynrock Lake (20.3%), QVT Financial (11.6%), and David Kanen (9.7%).
- Company opted out of Israeli outside director requirements on September 10, 2026.
- 49,303,094 ordinary shares outstanding as of the September 9, 2026 record date.
Financial Impact
Proposed increase in director equity compensation: annual RSU grants rising from $50k to $125k per director (non-chair) and $200k for the Chairman. Total incremental annual cost is modest relative to a $410M market cap.
Risk Factors
- Failure to pass board declassification could signal shareholder dissent.
- Increased equity compensation, while modest, adds to ongoing dilution from the 1.8M unvested RSUs outstanding.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001178913-26-004505 |
| Exhibit: exhibit_99-2.htm | 0001178913-26-004505 |
| Document: zk2636116.htm | 0001178913-26-004505 |
| Document: 0001178913-26-004505-index-headers.html | 0001178913-26-004505 |
| Document: 0001178913-26-004505-index.html | 0001178913-26-004505 |
| Document: 0001178913-26-004505.txt | 0001178913-26-004505 |
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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