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Arlo Technologies (ARLO) Stock Price & Analysis
ARLO Stock Chart & Stats
- Day’s Range
- $14.07 - $14.77
- 52-Week Range
- $11.05 - $19.37
- Previous Close
- $14.75
- Volume
- 306.30K
- Average Volume (3M)
- 1.67M
- Market Cap
- $1.56B
- Enterprise Value
- $1.25B
- Total Cash (Recent Filing)
- $141.13M
- Total Debt (Recent Filing)
- $5.72M
- Price to Earnings (P/E)
- 50.2
- Beta
- 1.86
- Next Earnings
- Nov 05, 2026 (Est.)
- EPS Estimate
- 0.2
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Subscription Momentum
Growing ARR and paid accounts strengthen Arlo’s recurring-revenue base and increase the value of its installed hardware population. Continued account additions, higher retention and improving customer value can support more durable revenue visibility and operating leverage.
Strong Cash Generation
Strong operating and free cash flow indicates that reported earnings are converting into liquidity, giving Arlo capacity to fund product development, partnerships and capital returns. High cash conversion also improves resilience while the business continues scaling subscriptions.
Profitability And Balance-sheet Improvement
The return to profitability alongside materially higher gross margins and minimal leverage represents a meaningful improvement in financial quality. A stronger balance sheet provides flexibility to invest in innovation and absorb execution volatility without relying heavily on external financing.
Bears Say
Negative Product Margins
Selling hardware below cost can accelerate household acquisition, but it places pressure on consolidated profitability and cash economics. The strategy remains dependent on converting device buyers into higher-margin subscribers at sufficient rates to recover acquisition spending.
Inventory Efficiency Pressure
Higher inventory and slower turns tie up more capital and increase the operational burden of managing product demand. If sell-through or subscription conversion disappoints, elevated stock could prolong cash recovery and intensify the margin impact of promotions.
Modest Underlying Revenue Growth
Modest underlying top-line growth limits the scope for revenue-driven operating leverage and places greater responsibility on margin discipline. Because profitability has only recently returned, sustained earnings improvement depends on maintaining efficiency while expanding the customer base.
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Arlo Technologies Stock Smart Score
Company Description
Arlo Technologies
Arlo Technologies, Inc. delivers a comprehensive, cloud-centric smart security ecosystem across the Americas, Europe, the Middle East, Africa, and Asia Pacific regions. This system seamlessly integrates an intelligent cloud backbone and a user-friendly mobile application with a diverse array of smart, internet-connected hardware. Its product portfolio encompasses a wide selection of security cameras, such as the Arlo Essential Indoor camera, the versatile Arlo Go 2 (supporting both LTE and Wi-Fi), and the mobile, wire-free Arlo Go LTE camera. For indoor monitoring, they offer the wired Arlo Q and Q Plus models. Specialized devices include the Arlo Baby monitor, equipped with air quality and temperature sensors, motion and audio detection, and superior night vision capabilities. The Arlo Chime, designed to complement the Arlo Video Doorbell, provides customizable ringtones and siren functionality. Arlo's advanced camera range features models like the Arlo Ultra and Ultra 2 (with integrated spotlights and pristine two-way audio with advanced noise cancellation), the Arlo Pro 3 and Pro 4 (boasting integrated spotlights and color night vision), and the wire-free Arlo Floodlight Camera. The Arlo Video Doorbell delivers direct video calls to mobile devices and customizable alerts, while other offerings include the Arlo Essential Spotlight, Essential XL Spotlight, and Essential Wire-Free Video Doorbell. The company also offers a suite of accessories, including various charging solutions, mounting options, and protective device skins. Complementing its hardware, Arlo provides the intuitive Arlo app for iOS and Android, enabling seamless device connectivity. Subscribers can also opt for Arlo Secure, a service offering unlimited camera coverage and advanced emergency response capabilities. Arlo's products are accessible through a diverse distribution network, encompassing retail outlets, wholesale partners, broadcast channels, wireless service providers, and specialized security solution firms, in addition to its official website. Established in 2018, Arlo Technologies, Inc. maintains its corporate headquarters in Carlsbad, California.
- Sector
- Industrials
- Industry
- Communication Equipment
- CEO
- Matthew Blake McRae
- Employees
- 376
- Website
- www.arlo.com
- Address
- 5770 Fleet Street, Carlsbad, CA, 92008, US
Arlo Technologies (ARLO) Earnings & Revenues
ARLO Company Deck
ARLO Earnings Call
Earnings Call SentimentPositive
The earnings call conveyed strong operational momentum and multiple record achievements: double-digit top-line growth, robust subscription additions, higher ARPU/LTV, significant adjusted EBITDA expansion, raised full-year guidance, and a clear product and services roadmap (Secure 7 and Secure 8). Material positives include strong cash generation, active share repurchases, successful early M&A integration (Aloe Care) and partnership progress (ADT, Comcast). Offsetting these positives are near-term margin pressure on product sales (pro forma product gross margin ~-11.6%), intentional negative product margins as a CAC strategy, an inventory build with lower turns, and reliance on tariff refunds for a portion of near-term profit boosts. Overall, the company appears to be trading some near-term product margin for longer-term subscription and ARR growth with an optimistic roadmap and raised guidance.
View all ARLO earnings summariesARLO Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 16 | 1 | 5 |
| Technical Analysis | 4 | 1 | 5 |
| Moving Averages | 12 | 0 | 0 |
