Want to see ARLO full AI Analyst Report?
ARLO Stock Chart & Stats
$13.32
$0.95(7.38%)
At close: 4:00 PM EDT
$13.32
$0.95(7.38%)
Day’s Range― - ―
52-Week Range$11.05 - $19.94
Previous CloseN/A
Volume306.30K
Average Volume (3M)1.41M
Market Cap
$1.31B
Enterprise Value$1.25B
Total Cash (Recent Filing)$141.13M
Total Debt (Recent Filing)$5.72M
Price to Earnings (P/E)42.2
Beta1.91
Next Earnings
Nov 05, 2026EPS Estimate
0.2Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)0.29
Shares Outstanding107,613,304
10 Day Avg. Volume1,774,223
30 Day Avg. Volume1,411,208
Financial Highlights & Ratios
PEG Ratio-0.69
Price to Book (P/B)11.40
Price to Sales (P/S)2.75
P/FCF Ratio21.79
Enterprise Value/Market Cap0.96
Enterprise Value/Revenue2.13
Enterprise Value/Gross Profit4.64
Enterprise Value/Ebitda32.34
Forecast
1Y Price Target
$21.40Price Target Upside60.66% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering6
EPS Forecast (FY)0.95
Revenue Forecast (FY)$565.85M
Bulls Say, Bears Say
Bulls Say
Subscription GrowthGrowing paid accounts and ARR strengthen Arlo’s recurring-revenue base and increase the value of its installed hardware population. Higher ARPU, lower churn, and rising lifetime value further support durable monetization and can make future revenue less dependent on one-time device sales.
Cash GenerationStrong operating and free cash flow indicate that the recent profitability improvement is translating into liquidity rather than remaining purely accounting-based. This provides funding for product development, partnerships, acquisitions, and shareholder returns while reducing reliance on external capital.
Low LeverageVery low leverage gives Arlo substantial financial flexibility as it invests in software, hardware, and new markets. The stronger equity base and improved return on equity also provide greater resilience if operating conditions weaken or product investments take longer to convert into subscriptions.
Bears Say
Negative Product MarginsSelling hardware below cost can accelerate household acquisition, but it places sustained pressure on consolidated profitability and cash economics. The strategy only creates durable value if enough device buyers convert to and retain higher-margin services, leaving execution dependent on subscription attachment.
Inventory EfficiencyHigher inventory and slower turns tie up capital and increase the risk that product demand, promotions, or component-cost assumptions do not develop as planned. Persistently weaker inventory efficiency could pressure cash conversion and require additional discounts, reinforcing the burden of negative hardware margins.
Modest Revenue GrowthA relatively modest underlying revenue-growth rate limits operating leverage and makes future earnings more dependent on maintaining margin and cost discipline. If subscription expansion or hardware sell-through slows, there is less top-line growth to offset investment spending or product-level profitability pressure.
Arlo Technologies News
ARLO FAQ
What was Arlo Technologies Inc’s price range in the past 12 months?
Arlo Technologies Inc lowest stock price was $11.05 and its highest was $19.94 in the past 12 months.
What is Arlo Technologies Inc’s market cap?
Arlo Technologies Inc’s market cap is $1.31B.
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 17 days.
How were Arlo Technologies Inc’s earnings last quarter?
Arlo Technologies Inc released its earnings results on Aug 06, 2026. The company reported $0.28 earnings per share for the quarter, beating the consensus estimate of $0.195 by $0.085.
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 0.2.
How many shares outstanding does Arlo Technologies Inc have?
Arlo Technologies Inc has 107,613,304 shares outstanding.
What happened to Arlo Technologies Inc’s price movement after its last earnings report?
Arlo Technologies Inc reported an EPS of $0.28 in its last earnings report, beating expectations of $0.195. Following the earnings report the stock price went down -1.551%.
Which hedge fund is a major shareholder of Arlo Technologies Inc?
Currently, no hedge funds are holding shares in 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
Neutral
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$21.40 (60.66% Upside)
$21.40 (60.66% Upside)
Blogger Sentiment
Neutral
ARLO Sentiment 50%
Sector Average 63%
Sector Average 63%
Hedge Fund Trend
Increased
By 844.0K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $1.0M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Negative
Last 7 Days ▼ 2.3%
Last 30 Days ▼ 9.8%
Last 30 Days ▼ 9.8%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-31.22%
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 ARLO earnings summariesARLO Stock 12 Month Forecast
Average Price Target
$21.40
▲(60.66% Upside)
Technical Analysis
Ownership Overview
2.85% Insiders
23.71% Mutual Funds
4.72% Other Institutional Investors
42.50% Public Companies and Individual Investors