ARLO Stock Chart & Stats
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Bulls Say, Bears Say
Bulls Say
Subscription MomentumGrowing paid accounts and recurring ARR strengthen the subscription base that supports Arlo’s cloud platform. Rising account scale can improve customer lifetime economics, increase software revenue visibility, and make the installed hardware base more valuable over the next several quarters.
Cash GenerationStrong operating and free cash flow indicate that Arlo’s recent profitability is converting into cash rather than remaining primarily accounting-based. This provides funding for product investment, partnerships, acquisitions, and shareholder returns while reducing reliance on external financing.
Low LeverageVery low leverage gives Arlo meaningful financial flexibility as it invests in its platform, products, and strategic opportunities. A lightly indebted balance sheet also limits interest burden and improves resilience if product promotions or operating investments temporarily pressure earnings.
Bears Say
Negative Product MarginsSelling hardware below cost can accelerate household acquisition, but it places ongoing pressure on consolidated profitability and cash economics. The strategy depends on converting device buyers into higher-margin subscribers, so weaker attach or retention would reduce the expected long-term payoff.
Inventory EfficiencyHigher inventory and slower turns increase the capital tied up in hardware and may create greater exposure to product timing or promotional decisions. If inventory remains elevated, working-capital efficiency and cash conversion could weaken while negative product margins persist.
Modest Revenue GrowthRelatively modest underlying revenue growth places greater importance on sustaining gross-margin gains and cost discipline. Slower expansion can limit operating leverage and makes future earnings more sensitive to execution in subscriptions, household additions, and product-to-service conversion.
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 $23.74B.
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 53 days.
How were Arlo Technologies Inc’s earnings last quarter?
Arlo Technologies Inc released its earnings results on Aug 06, 2026. The company reported $4.779 earnings per share for the quarter, beating the consensus estimate of $3.328 by $1.451.
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 3.36.
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 $4.779 in its last earnings report, beating expectations of $3.328. 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:
$359.77 (― Upside)
$359.77 (― Upside)
Blogger Sentiment
Neutral
MX:ARLO Sentiment 50%
Sector Average 59%
Sector Average 59%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-23.93%
12-Months-Change
Fundamentals
Return on Equity
―
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