What Makes Allot (ALLT) a Unique Opportunity in the Security Software Space?

3 weeks ago 9

Soumya Eswaran

Wed, December 17, 2025 astatine 6:56 AM CST 3 min read

Riverwater Partners, an concern absorption company, released its “Micro Opportunities Strategy” Q3 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The strategy reported coagulated implicit returns successful the 4th but lagged the benchmark arsenic it did not support gait with the beardown rally. The strategy continues to absorption connected prime companies successful the volatile environment. In addition, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.

In its third-quarter 2025 capitalist letter, Riverwater Partners Micro Opportunities Strategy highlighted stocks specified arsenic Allot Ltd. (NASDAQ:ALLT). Allot Ltd. (NASDAQ:ALLT) is simply a exertion institution that develops and markets web quality and information solutions. The one-month instrumentality for Allot Ltd. (NASDAQ:ALLT) was 4.45%, and its shares gained 88.19% implicit the past 52 weeks. On December 16, 2025, Allot Ltd. (NASDAQ:ALLT) banal closed astatine $8.92 per share, with a marketplace capitalization of $431.957 million.

Riverwater Partners Micro Opportunities Strategy stated the pursuing regarding Allot Ltd. (NASDAQ:ALLT) successful its 3rd 4th 2025 capitalist letter:

"Incorporated successful Israel successful 1996, nationalist connected the Nasdaq since 2006, and dually-listed successful Tel-Aviv successful 2010, Allot Ltd. (NASDAQ:ALLT) offers web information arsenic a work (SECaaS-Allot Secure 360) and web quality solutions (AllotSmart) to communications work providers (CSPs) and enterprises worldwide. ALLT’s multi-service platforms are deployed by implicit 500 mobile, fixed, and unreality work providers and implicit 1000 enterprises. Its industry-leading network-native security-as-a-service solution is already utilized by galore millions of subscribers globally. ALLT serves implicit 1 cardinal work providers and endeavor web users crossed 100 countries, and 25% of Fortune 500 companies are its customers.