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ARLO Stock Chart & Stats
$12.87
$0.95(7.38%)
At close: 4:00 PM EDT
$12.87
$0.95(7.38%)
Day’s Range― - ―
52-Week Range$11.05 - $19.94
Previous CloseN/A
Volume306.30K
Average Volume (3M)1.18M
Market Cap
$1.46B
Enterprise Value$1.25K
Total Cash (Recent Filing)$141.13M
Total Debt (Recent Filing)$5.72M
Price to Earnings (P/E)45.2
Beta1.89
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. Volume921,256
30 Day Avg. Volume1,182,336
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 Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$21.20Price Target Upside64.72% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering6
EPS Forecast (FY)0.84
Revenue Forecast (FY)$565.85M
Bulls Say, Bears Say
Bulls Say
Subscription GrowthRecurring subscriptions are becoming a larger and more valuable part of Arlo’s model. Rising ARR, paid-account growth, lower churn and higher customer lifetime value can improve revenue visibility and support durable service-led economics.
Profitability And Cash GenerationThe shift from historical losses to positive earnings and strong cash conversion indicates meaningful operating improvement. Sustained free cash flow gives Arlo resources to fund product investment, partnerships, acquisitions and shareholder returns without relying heavily on external capital.
Low Financial LeverageMinimal leverage reduces interest and refinancing risk while preserving financial flexibility. The stronger equity base and improved returns provide capacity to absorb operating volatility and continue investing in the connected-security platform through the cycle.
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 depends on converting device buyers into high-margin subscribers, creating execution risk if attachment or retention weakens.
Inventory EfficiencyHigher inventory and slower turns tie up working capital and increase exposure to product obsolescence, discounting and component-cost volatility. If demand or promotions disappoint, excess stock could pressure margins and reduce the quality of cash generation.
Modest Underlying Revenue GrowthArlo’s recent profitability improvement is not yet supported by consistently high underlying top-line growth. Dependence on margin gains and cost discipline leaves less room for execution errors and may constrain the company’s ability to scale recurring services rapidly.
Arlo Technologies News
ARLO FAQ
What was Arlo Technologies’s price range in the past 12 months?
Arlo Technologies lowest stock price was $11.05 and its highest was $19.94 in the past 12 months.
What is Arlo Technologies’s market cap?
Arlo Technologies’s market cap is $1.46B.
When is Arlo Technologies’s upcoming earnings report date?
Arlo Technologies’s upcoming earnings report date is Nov 05, 2026 which is in 76 days.
How were Arlo Technologies’s earnings last quarter?
Arlo Technologies 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 overvalued?
According to Wall Street analysts Arlo Technologies’s price is currently Undervalued.
Does Arlo Technologies pay dividends?
Arlo Technologies does not currently pay dividends.
What is Arlo Technologies’s EPS estimate?
Arlo Technologies’s EPS estimate is 0.2.
How many shares outstanding does Arlo Technologies have?
Arlo Technologies has 107,613,304 shares outstanding.
What happened to Arlo Technologies’s price movement after its last earnings report?
Arlo Technologies 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?
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
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Strong Buy
Average Price Target:
$21.20 (64.72% Upside)
$21.20 (64.72% Upside)
Blogger Sentiment
Neutral
ARLO Sentiment 50%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 185.9K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Positive
Last 7 Days <0.1%
Last 30 Days ▲ 6.0%
Last 30 Days ▲ 6.0%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-21.57%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
17.15%
Trailing 12-Months
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.
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
$21.20
▲(64.72% Upside)
Technical Analysis
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Ownership Overview
2.95% Insiders
23.71% Mutual Funds
40.34% Other Institutional Investors
7.36% Public Companies and Individual Investors