Earnings report 📈 Stocks 🌍 Israel

Allot Q3 Revenue Rises 16% to $30.6 Million, Raises 2026 Guidance

Allot reported strong Q3 2026 results with $30.6 million in revenue and a 41% jump in SECaaS ARR, prompting management to raise the midpoint of its full-year 2026 revenue guidance.

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ALLT
Bullish 🤖 85%
⚡ Intraday 🌍 IL · Explicit

Third-quarter 2026 revenue rose 16% year-over-year to $30.6 million and SECaaS ARR grew 41% to $38.8 million, while the company raised the midpoint of its 2026 guidance to a narrowed $116-118 million range and expects SECaaS revenue growth above 40%. GAAP operating income improved to $2.8 million and operating cash flow jumped 85% to $7.4 million, supporting the profitability claims with figures rather than only tone. Non-GAAP EPS of $0.09 was slightly below the $0.10 a year earlier, a mild offset.

Catalysts
  • ▲ 2026 revenue guidance raised and narrowed to $116-118 million
  • ▲ Q3 revenue of $30.6 million, up 16% year-over-year
Risk Factors
  • ▼ Non-GAAP EPS of $0.09 was below $0.10 in Q3 2025 despite higher revenue
  • ▼ Non-GAAP operating margin fell to 12.9% from 14.0% a year earlier

🎯 Key Takeaways

  • Third-quarter 2026 revenue reached $30.6 million, marking a 16% increase compared to the same period in 2025.
  • SECaaS ARR grew 41% year-over-year to $38.8 million as of September 2026.
  • Operating cash flow surged 85% to $7.4 million in the third quarter of 2026.
  • Management raised and narrowed 2026 revenue guidance to between $116 million and $118 million.

📝 Executive Summary

Allot Ltd. reported third-quarter 2026 revenue of $30.6 million, a 16% increase year-over-year, driven by strong performance in its Security-as-a-Service (SECaaS) segment. Following these results, the company raised and narrowed its 2026 revenue guidance to a range of $116 million to $118 million.

❓ FAQ

How strong were Allot's third-quarter results?

Revenue was $30.6 million, up 16% from $26.4 million a year earlier, with SECaaS revenue of $9.9 million up 37% and SECaaS ARR of $38.8 million up 41%. GAAP net income was $3.4 million, or $0.07 per diluted share, and operating cash flow was $7.4 million, up 85%.

Did Allot change its outlook for 2026?

Yes. Management raised the midpoint and narrowed the range of 2026 revenue guidance to between $116 million and $118 million, and expects 2026 SECaaS revenue growth to be above 40%.