Allot Ltd. (NASDAQ:ALLT) Reports Q2 2025 Earnings: Revenue and EPS Beat Estimates, but Market Reaction Mixed
Allot Ltd. (NASDAQ:ALLT) released its second-quarter 2025 financial results, showcasing a solid performance with both revenue and earnings per share (EPS) surpassing analyst expectations. However, the market’s reaction in pre-market trading has been muted, with shares dipping slightly despite the positive figures.
Key Earnings Highlights
- Revenue: Reported at $24.05 million, exceeding the consensus estimate of $23.36 million.
- EPS: Came in at $0.03, beating the estimated $0.00.
- SECaaS ARR Growth: The company highlighted an exceptional 73% year-over-year increase in its Security-as-a-Service (SECaaS) annual recurring revenue, signaling strong traction in its security solutions segment.
Market Reaction
Despite the earnings beat, ALLT shares were down approximately 0.38% in pre-market trading. This muted reaction could reflect broader market sentiment, profit-taking after recent gains, or investor caution despite the positive results. Over the past month, the stock has declined by 8.2%, though it has seen modest gains in the last two weeks (2.98%) and over the past week (3.79%).
Forward-Looking Estimates vs. Company Outlook
Allot raised its full-year guidance, indicating confidence in continued growth, particularly in its security services. Analysts currently project:
- Full-year 2025 revenue: $100.57 million
- Full-year 2025 EPS: $0.102
- Q3 2025 revenue estimate: $26.42 million
- Q3 2025 EPS estimate: $0.0306
The company’s upward revision suggests it may outperform these estimates, but investors will be watching execution closely in the coming quarters.
Press Release Takeaways
- Strong growth in SECaaS ARR (73% YoY) underscores Allot’s positioning in the cybersecurity and network intelligence space.
- The company is raising full-year guidance, reflecting optimism about demand for its security and analytics solutions.
- Enterprise and service provider adoption of Allot’s solutions remains a key driver.
For a deeper dive into Allot’s earnings and future estimates, visit the earnings and estimates page.
Disclaimer: This article is for informational purposes only and does not constitute investment advice. Investors should conduct their own research or consult a financial advisor before making any decisions.
