Allot Ltd. Enters Multi-Year Growth Cycle with $18.50 Price Target

Key Facts

1SECaaS Annual Recurring Revenue (ARR) grew by 69% year-over-year.

2The company holds $88 million in net cash with zero debt.

3Current Remaining Performance Obligations (CRPO) cover 97% of 2026 DNI revenue guidance.

4A Sum-of-the-Parts (SOTP) price target of $18.50 has been set for the stock.

Allot Ltd. (ALLT) is positioned for a significant multi-year growth phase, driven by its expanding cybersecurity services and network intelligence segments. The company reported a 69% year-over-year increase in its SECaaS Annual Recurring Revenue (ARR), highlighting strong adoption by major carriers like Verizon and Vodafone. Financial stability remains a core strength, with Allot holding $88 million in net cash and maintaining a debt-free balance sheet. Furthermore, the company's Current Remaining Performance Obligations (CRPO) now cover 97% of its 2026 DNI revenue guidance, providing high visibility for future earnings. Based on a Sum-of-the-Parts (SOTP) valuation, analysts have set a price target of $18.50 for the stock. This bullish outlook reflects the company's successful transition toward a high-margin, recurring revenue model.