ALLTAllot Ltd.
Allot Ltd. has one year to prove it can outperform its shrinking niche in the systems software space — and the next catalyst, the Q3 2026 earnings release on 2026-11-14, is the first test. The stock is expected to anchor at $7.11, with a modeled bull target of $8.49 and a bear fallback of $7.15, leaning slightly bearish at 47%. The path ahead is a sequence of high-impact events, each testing the company’s ability to deliver on its promises, but the market is already skeptical — and the next step is likely to be a bear.
The schedule
- Sat14Nov
The Q3 2026 earnings release is a key event that could significantly impact the stock's performance. Earnings reports have historically been a major driver of market sentiment, often leading to bull rallies or bear declines. This event is expected to have a high impact due to its potential to provide clarity on the company's financial health and future outlook.
- Tue12Jan
The CSP and Tier-1 telco contract renewals cycle is a critical event that could significantly affect the stock's performance. These contracts are essential for the company's revenue stability and long-term growth prospects. The event is expected to have a high impact due to its potential to influence the company's financial outlook and market perception.
- Sun14Feb
The Q4 2026 earnings and FY27 guidance event is a major milestone that could have a significant impact on the stock. Earnings guidance is a key factor in shaping investor expectations and market sentiment. This event is expected to have a high impact due to its potential to provide insights into the company's performance and future direction.
- Tue11May
The Q1 2027 earnings release is a key event that could significantly influence the stock's performance. This event is part of the ongoing earnings cycle and is expected to provide further clarity on the company's financial health and future prospects. The high impact of this event is due to its potential to drive market sentiment and shape investor expectations.
- Sat14Aug
Past
- Tue15Sep
The hyperscaler competitive risk check is an important event that could influence the stock's direction. This event is focused on assessing the company's position relative to major hyperscalers, which could affect investor sentiment and market dynamics. While there is potential for short-term gains, the event is expected to have a medium impact due to the uncertain nature of competitive positioning.
- Wed12Aug
Actual outcome: Mixed
Allot reported Q2 earnings of $0.05 per share, matching the estimate, but raised its 2026 revenue guidance to $115–$118 million. The company highlighted strong growth in its SECaaS business and increased North American sales, signaling improved profitability and operational momentum, which drove the stock higher despite the neutral earnings beat.
Q2 results will test if ALLT's recent return to profitability is a structural shift or a transient baseline.