Want to see ARLO full AI Analyst Report?
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
$1.55B
Enterprise Value$1.33K
Total Cash (Recent Filing)$167.50M
Total Debt (Recent Filing)$6.23M
Price to Earnings (P/E)49.4
Beta1.93
Next Earnings
Aug 06, 2026EPS Estimate
0.2Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)0.29
Shares Outstanding108,609,820
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
$20.67Price Target Upside60.58% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering7
EPS Forecast (FY)0.84
Revenue Forecast (FY)$565.65M
Bulls Say, Bears Say
Bulls Say
Very Low Leverage / Strong Balance SheetExtremely low leverage and rebuilt equity provide durable financial flexibility. With minimal debt and a strengthened balance sheet, Arlo can fund partner integrations, M&A, or buybacks and better withstand cyclical demand swings over the next 2–6 months without compromising liquidity.
Recurring Revenue And Subscription MomentumRapid growth in ARR, ARPU and paid accounts shifts revenue mix toward higher-margin, sticky services. A majority-services revenue base increases predictability of cash flow, raises lifetime value per customer, and reduces sensitivity to product-cycle volatility over a multi-quarter horizon.
Margin Expansion And Return To ProfitabilityMaterial gross-margin improvement and positive EPS signal structural cost and mix gains (services mix + product margin recovery). Higher margins enhance sustainable free cash flow generation and provide room to reinvest in growth initiatives while maintaining profitability over coming quarters.
Bears Say
Tariff-related Margin HeadwindsSignificant tariff impacts create persistent uncertainty for product economics. Until relief is secured or pricing/cost actions take effect, tariffs can structurally depress product margins and reduce the benefit of services-led margin expansion across the next several quarters.
Rising Component (memory) CostsSharp, sustained increases in key component costs directly raise hardware BOM and compress product margins. Because hardware still drives customer acquisition, prolonged component inflation would slow margin recovery and require either price increases or improved unit economics to preserve blended margins.
Rising Operating Expenses And Timing Risk Of InvestmentsElevated opex to integrate partners and scale subscriptions reduces near-term operating margin and pushes up execution risk. These investments require continued subscription monetization and partnership ramp (some expected to be material in 2027) to justify the higher cost base over the medium term.
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 $1.55B.
When is Arlo Technologies’s upcoming earnings report date?
Arlo Technologies’s upcoming earnings report date is Aug 06, 2026 which is in 7 days.
How were Arlo Technologies’s earnings last quarter?
Arlo Technologies released its earnings results on May 07, 2026. The company reported $0.28 earnings per share for the quarter, beating the consensus estimate of $0.192 by $0.088.
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 108,609,820 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 $0.192. Following the earnings report the stock price went up 2.349%.
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:
$20.67 (60.58% Upside)
$20.67 (60.58% Upside)
Blogger Sentiment
Bullish
ARLO Sentiment 67%
Sector Average 63%
Sector Average 63%
Hedge Fund Trend
Increased
By 185.9K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Positive
Last 7 Days ▼ 0.3%
Last 30 Days ▲ 9.5%
Last 30 Days ▲ 9.5%
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
21.45%
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
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented a clearly positive operational and financial story: record revenue and EPS, strong subscriber/addition metrics, rising ARPU and ARR, substantially improved gross margins and adjusted EBITDA, healthy free cash flow and a strong cash position. Management also highlighted multiple strategic partnerships (ADT, Samsung, Comcast) and an acquisition (Aloe Care) that expand future TAM and monetization pathways. Offsetting risks are manageable near-term headwinds (tariffs and rising memory costs), higher operating expense from investment and some inventory buildup, as well as timing uncertainty for tariff relief and the full commercial impact of larger partnerships (notably Comcast which is expected to be material in 2027). Overall, positives substantially outweigh the headwinds.View all ARLO earnings summariesARLO Stock 12 Month Forecast
Average Price Target
$20.67
▲(60.58% Upside)
Technical Analysis
Senstar Technologies
―
Napco Security Technologies
―
Evolv Technologies Holdings
―
Bridger Aerospace Group Holdings
―
Knightscope Inc Class A
―
Ownership Overview
2.98% Insiders
23.49% Mutual Funds
6.40% Other Institutional Investors
41.78% Public Companies and Individual Investors