Allot: Multiple Inflection Points Support An $18.50 SOTP

The Minotaur436 FollowersFollow5ShareSavePlay(42min)CommentsSummaryAllot Ltd. (ALLT) is entering a multi-year growth cycle, driven by surging SECaaS ARR (+69% YoY) and robust DNI bookings, with $88 million net cash and zero debt.Our $18.50 SOTP price target is based on 2025 trailing numbers, with potential upside from accelerating Verizon and Vodafone SECaaS adoption.CRPO now covers 97% of 2026 DNI revenue guidance versus 52% - 66% historically, signaling unprecedented forward visibility and suggesting management's outlook is highly conservative.AI-driven cyberthreats and traffic growth structurally benefit ALLT, reinforcing its competitive moat and positioning both SECaaS and DNI for sustained outperformance. ismagilov/iStock via Getty Images Investment Thesis: Still Early Innings, with Confirmatory Evidence Mounting When we first published on Allot, Ltd. (ALLT) the stock was near $4.50 / share and our thesis was grounded more in the potential of recentThis article was written byThe Minotaur436 FollowersFollowTMT focused analystAnalyst’s Disclosure: I/we have a beneficial long position in the shares of ALLT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.