A Quick Take on Allot
11 months ago
Shareholdersunite Essentials
"ALLT: Network intel/security co. SECaaS growing 50%+, 20% of rev. Smart biz opportunity from Sandvine bankruptcy ($200M/y). $5B+ TAM, <1% penetrated. New CEO/CFO w/ carrier contacts. Breakeven, positive cash flow. Risks: execution, geopolitics, regulation. EV/S 3.3x, FY25 EPS $0.06."
Sentiment
bullish
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
A Quick Take on Allot
Source:
Shareholdersunite Essentials
Published:
January 14, 2025
Idea Type:
Stock Idea