The combination of a 50% EPS beat, raised guidance, accelerating SECaaS ARR growth (44% YoY), and a $40M buyback authorization is a strong bullish signal. Monitor the Q3 earnings call for updates on SECaaS pipeline conversion and margin trajectory, as the stock has historically responded well to fundamental beats (avg T+20 alpha +1.85%).
Price Chart
Executive Summary
Allot reported Q2 2026 revenue of $27.7M (+15% YoY) and non-GAAP EPS of $0.09, beating consensus estimates of $0.06. The company raised its full-year 2026 revenue guidance to $115-118M, citing strong SECaaS growth (+47% YoY to $9.4M) and a $40M share repurchase authorization. The beat, raised guidance, and accelerating subscription revenue are clear positives for the stock.
Key Financial Metrics
Key Facts
- Revenue of $27.7M beat $27.4M consensus and grew 15% YoY
- Non-GAAP EPS of $0.09 beat $0.06 consensus by 50%
- SECaaS revenue of $9.4M grew 47% YoY; SECaaS ARR of $36.1M grew 44% YoY
- Raised FY2026 revenue guidance to $115-118M from prior range
- Operating cash flow of $8.5M more than doubled YoY from $4.0M
- Board authorized $40M share repurchase program on June 23, 2026
- Cash and equivalents totaled $107M as of June 30, 2026
Financial Impact
Revenue beat by ~$0.3M (1.1%); EPS beat by $0.03 (50%); guidance raised by ~$2-3M midpoint
Risk Factors
- Revenue concentration: top 10 customers represent 57% of Q2 revenue, up from 41% in FY2025
- GAAP net income of $0.05 diluted EPS is well below the non-GAAP $0.09 headline
- Americas revenue at 31% of total is still below EMEA's 48%, though growing
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-prn-302849512 |
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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