Allot Ltd. - 'A Lot' To Like At These Depressed Levels

May 25, 2022 1:07 PM ETAllot Ltd. (ALLT)27 Comments
Cobiaman profile picture
Cobiaman
2.5K Followers

Summary

  • You are currently paying 0.7x sales for Allot's profitable DPI business and getting its security business for free.
  • Sandvine, a DPI competitor, was bought by private equity for 2.8x sales a few years ago.
  • Allot's security business has 18 customers so far with lots of revenue and profitability potential.

Female technician using digital tablet examining in server room

Morsa Images/DigitalVision via Getty Images

Allot Ltd (NASDAQ:ALLT) has had a rough run over the past year. The company has lowered revenue guidance for its security business multiple times and has lost credibility with the Street. Its stock has traded

This article was written by

Cobiaman profile picture
2.5K Followers
25 year veteran of the small-cap technology hedge fund sector.  Focused on smaller technology companies with new products and / or new management teams to drive accelerating revenue and operating profit growth.  Just opinions here, no investment advice.

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. I have no business relationship with any company whose stock is mentioned in this article.

Recommended For You

Comments (27)

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.