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Allot

ALLT on Nasdaq. Computer communications equipment. Market value $412m.

Watch this stockFree. We tell you when something changes.

This company reports once a year (it is based outside the US), so every figure comes from its annual report for the year to December 2025.

We can't read total debt from the filing, so debt is left out.

Should I look at this?

Not a fit for our list right now

Why it could be worth it

Nothing stands out yet.

What to watch out for

See Technology stocks that passed both tests

This is not advice. Check the numbers below.

Compare with another stock

Cash yield
annual report to December 2025
3.8%fair

For every $100 of what the whole company costs, it produced $3.82 of spare cash last year. A savings account pays about $4.

Price to profit
annual report to December 2025
n/a

The filings do not give us enough to work this out.

Return on capital
five annual reports to December 2025
n/a

The filings do not give us enough to work this out.

Quality score: 28 of 100. Price score: 42 of 100. Our list needs 70 on quality and 60 on price.

$8.34 a share, 36% above its 1-year low

Over the past year the price has ranged from $6.12 to $11.92.

Pays no dividend

Prices from Tuesday’s close (6 October).

Five years of cash, in billions

-0.0
-0.0
-0.0
0.0
0.0
20212022202320242025
Revenue
$146m$123m$93m$92m$102m
Operating margin
-9.3%-26.3%-69.7%-6.5%3.5%
Debt to equity
n/an/an/an/an/a
Shares outstanding
0.04bn0.04bn0.04bn0.04bn0.05bn

Health checks

  • Free cash flow positive2 of 5 years
  • Accounting looks honest (Beneish)Not enough data
  • Financial strength (Piotroski)6 of 8 checks we could run
  • Profit backed by cash (accruals)Yes
  • DebtUnknown
  • Revenue growth, five yearsShrinking, 5.6% a year
  • Buying back its own sharesNo, 33% more shares since 2021

Dates

Next results (estimated)
n/a
Last annual report (10-K)
26 March 2026
Next quarterly (estimated, 10-Q)
n/a

Who owns it

None of the long-term investors we follow own it. 84 funds in all.

Jun '25
Dec '25
Jun '26

Sold out this quarter

Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

5 investors own more than 5%.

  • Lynrock Lake Partners LLC
    Passive investor
    at least 20.7%−1.1 pts
    (filed with 1 related holder)
    Since 12 November 2025
  • Lynrock Lake LP
    Passive investor
    at least 20.5%−0.2 pts
    (filed with 2 related holders)
    Since 15 June 2026
  • QVT Financial LP
    Passive investor
    11.7%+1.3 pts
    Since 24 August 2026
    What they said

    The Reporting Persons expect to review on a continuing basis their investment in the Ordinary Shares and the Issuer's business, affairs, operations, financial position, capital needs, governance, management, strategy and future plans. As part of their review, they may from time…

    Read the filing
  • Kanen David
    Passive investor
    at least 10.5%+1.0 pts
    (filed with 2 related holders)
    Since 14 April 2025
  • Kanen David
    Passive investor
    at least 9.8%+3.9 pts
    (filed with 3 related holders)
    Since 18 June 2026
    What they said

    The Reporting Persons recently engaged with the Issuer's management and Board of Directors regarding opportunities for value creation. Following the Issuer's announcement on June 23, 2026 that it has authorized a share repurchase program of up to $40 million of the Shares, the…

    Read the filing

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

No insider bought shares on the open market in the last 12 months. 6 sold $886,625, $209,547 of it under preset trading plans.

  • Grossman Boaz
    Senior Vice President R&D
    Sold
    Date
    28 August 2026
    Shares
    4,000
    Price
    $7.80
    Value
    $31,200
  • Grossman Boaz
    Senior Vice President R&D
    Sold
    Date
    21 August 2026
    Shares
    6,000
    Price
    $7.45
    Value
    $44,700
  • Groner Gili
    Chief Human Resources Officer
    Sold
    under a preset trading plan
    Date
    18 August 2026
    Shares
    26,666
    Price
    $7.86
    Value
    $209,547
  • Harari Eyal David
    Chief Executive Officer
    Sold
    Date
    6 August 2026
    Shares
    29,111
    Price
    $7.64
    Value
    $222,379
  • Charash Inbar
    General Counsel
    Sold
    Date
    3 August 2026
    Shares
    556
    Price
    $7.80
    Value
    $4,335
  • Shteiman Mark
    Chief Product Officer
    Sold
    Date
    15 June 2026
    Shares
    2,000
    Price
    $7.50
    Value
    $15,000
  • Lelah Noam
    SVP Customer Success & Ops
    Sold
    Date
    1 June 2026
    Shares
    21,000
    Price
    $8.48
    Value
    $178,080
  • Shteiman Mark
    Chief Product Officer
    Sold
    Date
    22 May 2026
    Shares
    6,000
    Price
    $7.58
    Value
    $45,480
  • Shteiman Mark
    Chief Product Officer
    Sold
    Date
    21 May 2026
    Shares
    5,000
    Price
    $7.39
    Value
    $36,950
  • Grossman Boaz
    Senior Vice President R&D
    Sold
    Date
    20 May 2026
    Shares
    5,000
    Price
    $7.37
    Value
    $36,850

From Form 4 filings: insiders must report trades in their own company's shares within two days.

Warning signs in its filings

Problems the company itself reported to the SEC, in its own words.

Allot doesn’t file a US annual report (10-K), so we haven’t checked it.

A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.

What could go wrong

  • Sales have shrunk: 5.6% a year.

Whether the price already reflects the risks is what the deep dive is for.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.