Arlo Technologies, Inc.
ARLO
NYSE·Technology·Communication Equipment·Mkt cap $1.5B
$13.97
▲ +3.63%
P/E
49.89
Mkt Cap
$1.5B
52-Wk Range
$11.05–$19.94
52-Week Range
$11.05 - $19.94
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 22.8% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
6 reasons
- Wire-free camera technology with extended battery life and easy installation
- Integrated cloud platform with intuitive mobile app across iOS and Android
- Recurring revenue model through Arlo Secure subscription with unlimited camera coverage
- Diverse product portfolio addressing multiple use cases (home, baby, outdoor, doorbell)
- Established distribution network through retailers, carriers, and direct channels
- Advanced features including color night vision, spotlight integration, and AI-powered alerts
Bear Case
1 risk
- Above-average volatility (beta 1.5).
Growth
Stable outlook
Positive revenue trend
Value
Fairly valued vs Security Services peers
Momentum
Strong
+10.3% over 3m
Quality
Strong
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying ARLO right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 5, 2026
AUG 6, 2026
Reported EPS of $0.28 vs $0.20 consensus (+43.5% surprise). Revenue of $155.9M vs $148.9M expected (+4.7%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+43.5%
Revenue trend · last 8Q
—
-10%
-4%
+2%
+1%
+16%
+26%
+21%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$137.7M
$121.6M
$119.1M
$129.4M
$139.5M
$141.3M
$150.4M
$155.9M
Margins · last 8Q
Gross
48.2%
Operating
1.6%
Profit
1.9%
Wall Street consensus
2 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: Piper Sandler · Jul 26, 2026
vs Industry
How ARLO stacks vs Communication Equipment
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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