Allot Ltd. (NASDAQ:ALLT) Beats Q2 2025 Revenue and EPS Estimates Despite Mixed Market Reaction

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.