Allot (ALLT) Targets $18.50 Valuation Amid Sustained Growth Cycle
Allot enters a new growth cycle fueled by a 69% increase in SECaaS ARR, supporting an $18.50 SOTP valuation.
Allot (NASDAQ: ALLT) has entered a multi-year growth phase, driven by significant momentum in its core security segments. The company reported a 69% year-over-year increase in Annual Recurring Revenue (ARR) for its Security-as-a-Service (SECaaS) division, underscoring strong market demand for its digital protection offerings.
In addition to the surge in SECaaS performance, Allot noted a positive trend in Deep Network Intelligence (DNI) bookings. This combination of growth drivers provides the foundation for an $18.50 Sum-of-the-Parts (SOTP) valuation for the company. The company’s strategic focus on scaling these high-margin recurring revenue streams remains a primary catalyst for its current financial trajectory.