ARLO Stock Chart & Stats
Currently, no data available
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Bulls Say, Bears Say
Bulls Say
Subscription MomentumGrowing 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 GenerationStrong 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 ImprovementThe 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 MarginsSelling 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 PressureHigher 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 GrowthModest 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.
Arlo Technologies News
ARLO FAQ
What was Arlo Technologies Inc’s price range in the past 12 months?
Currently, no data Available
What is Arlo Technologies Inc’s market cap?
Arlo Technologies Inc’s market cap is $29.25B.
When is Arlo Technologies Inc’s upcoming earnings report date?
Arlo Technologies Inc’s upcoming earnings report date is Nov 05, 2026 which is in 4 days.
How were Arlo Technologies Inc’s earnings last quarter?
Arlo Technologies Inc released its earnings results on Aug 06, 2026. The company reported $5.26 earnings per share for the quarter, beating the consensus estimate of $3.663 by $1.597.
Is Arlo Technologies Inc overvalued?
According to Wall Street analysts Arlo Technologies Inc’s price is currently Undervalued.
Does Arlo Technologies Inc pay dividends?
Arlo Technologies Inc does not currently pay dividends.
What is Arlo Technologies Inc’s EPS estimate?
Arlo Technologies Inc’s EPS estimate is 3.7.
How many shares outstanding does Arlo Technologies Inc have?
Currently, no data Available
What happened to Arlo Technologies Inc’s price movement after its last earnings report?
Arlo Technologies Inc reported an EPS of $5.26 in its last earnings report, beating expectations of $3.663. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of Arlo Technologies Inc?
Currently, no hedge funds are holding shares in MX:ARLO
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Arlo Technologies Stock Smart Score
Outperform
1
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3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$389.65 (― Upside)
$389.65 (― Upside)
Blogger Sentiment
Bullish
MX:ARLO Sentiment 60%
Sector Average 61%
Sector Average 61%
Insider Transactions
Sold Shares
Worth $19.3M over
the Last 3 Months
the Last 3 Months
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-23.56%
12-Months-Change
Fundamentals
Return on Equity
21.25%
Trailing 12-Months
Asset Growth
17.15%
Trailing 12-Months
Learn more about TipRanks Smart Score
Company Description
Arlo Technologies Inc
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.
ARLO Company Deck
ARLO Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
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 MX:ARLO earnings summaries