Arlo Technologies, Inc. ARLO
- Market cap
- $1.4B
- P/E
- 44.3×
Follow ARLO
Target Price Range
Analyst price targets
Free account| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| — | — | 8.76 | 2.66 | 1.20 | 5.48 | 2.93 | 3.37 | 8.33 | 7.84 |
Analyst estimates 2026–2028 Powerpack |
Low Price
|
||
| — | — | 23.77 | 10.50 | 8.91 | 10.88 | 11.79 | 11.54 | 17.64 | 19.94 |
High Price
|
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| — | 319 | 386 | 349 | 359 | 353 | 343 | 363 | 148 | 376 |
Employees
|
|||
| 0 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 3 | 1 |
Revenue/Emp
|
|||
| 185 | 371 | 465 | 370 | 357 | 435 | 490 | 491 | 511 | 529 |
Revenue
|
|||
| 20.60% | 24.61% | 19.80% | 9.68% | 15.51% | 24.83% | 27.74% | 34.11% | 36.70% | 43.99% |
Gross Margin
|
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| (14) | 8 | (75) | (82) | (101) | (55) | (56) | (21) | (29) | 16 |
EBT
|
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| (7.40%) | 2.07% | (16.07%) | (22.05%) | (28.17%) | (12.72%) | (11.35%) | (4.25%) | (5.76%) | 2.96% |
EBT Margin
|
|||
| (14) | 7 | (75) | (86) | (101) | (56) | (57) | (22) | (31) | 15 |
Net Income
|
|||
| 2 | 4 | 5 | 10 | 11 | 6 | 5 | 3 | 0 | 1 |
Depreciation
|
|||
| 2.97 | 5.95 | 6.92 | 4.93 | 4.57 | 5.26 | 5.63 | 5.30 | 5.18 | 5.08 |
Revenue/Sh
|
|||
| (0.22) | 0.11 | (1.02) | (1.14) | (1.30) | (0.68) | (0.65) | (0.24) | (0.31) | 0.14 |
Earnings/Sh
|
|||
| (0.53) | (0.63) | (0.26) | 0.12 | (0.60) | (0.28) | (0.53) | 0.41 | 0.52 | 0.76 |
Cash Flow/Sh
|
|||
| (0.02) | (0.06) | (0.32) | (0.09) | (0.05) | (0.03) | (0.02) | (0.03) | (0.03) | (0.11) |
Capex/Sh
|
|||
| (0.56) | (0.68) | (0.59) | 0.03 | (0.65) | (0.31) | (0.55) | 0.38 | 0.49 | 0.64 |
Free CF/Sh
|
|||
| 1.18 | 2.01 | 4.01 | 2.71 | 1.71 | 1.36 | 1.01 | 1.11 | 1.02 | 1.23 |
Book Value/Sh
|
|||
| 62 | 62 | 67 | 75 | 78 | 83 | 87 | 93 | 99 | 104 |
Shares
|
|||
| 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 99.93 |
PE Ratio
|
|||
| 3.13 | 3.13 | 1.44 | 0.85 | 1.70 | 1.99 | 0.65 | 1.74 | 2.16 | 2.75 |
PS Ratio
|
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| 12.39 | 12.39 | 2.49 | 1.55 | 4.55 | 7.70 | 3.64 | 8.29 | 10.94 | 11.40 |
PB Ratio
|
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| 3.13 | 3.13 | 1.05 | 0.24 | 1.20 | 1.64 | 0.46 | 1.50 | 1.89 | 2.47 |
EV/Sales
|
|||
| (38.22) | (38.22) | (12.45) | 35.26 | (8.47) | (28.00) | (4.68) | 20.78 | 19.90 | 19.53 |
EV/FCF
|
|||
| (33) | (39) | (18) | 9 | (47) | (23) | (46) | 38 | 51 | 79 |
Op' Cash Flow
|
|||
| (1) | (4) | (22) | (7) | (4) | (2) | (2) | (3) | (3) | (12) |
Capex
|
|||
| (35) | (43) | (39) | 3 | (50) | (25) | (48) | 35 | 49 | 67 |
FCF
|
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| 55 | 113 | 233 | 176 | 119 | 93 | 71 | 89 | 86 | 88 |
Working Cap'
|
|||
| — | — | 20 | 29 | 25 | 21 | 19 | — | — | — |
Total Debt
|
|||
| 0 | 0 | (181) | (228) | (181) | (154) | (94) | (136) | (151) | (166) |
Net Debt
|
|||
| 73 | 125 | 270 | 203 | 134 | 113 | 88 | 103 | 101 | 128 |
Sh' Equity
|
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| (6.18%) | 3.06% | (17.44%) | (15.10%) | (21.17%) | (14.72%) | (18.28%) | (7.90%) | (10.45%) | 4.90% |
ROA
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| (11.26%) | 2.86% | (52.83%) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
ROIC
|
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| (13.84%) | 6.60% | (38.23%) | (36.35%) | (60.06%) | (45.47%) | (56.53%) | (23.08%) | (29.88%) | 13.05% |
ROE
|
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Arlo Technologies, Inc. peers in Building Products & Equipment
| Company | Market cap | P/E | Compare |
|---|---|---|---|
| ROCK Gibraltar Industries, Inc. | $1.2B | 0.0× | Compare |
| NPKI NPK International Inc. | $991.8M | 23.4× | Compare |
| NX Quanex Building Products Corporation | $883.5M | 19.9× | Compare |
| APOG Apogee Enterprises, Inc. | $757.7M | 11.5× | Compare |
| Company | Market cap | P/E | Compare |
|---|---|---|---|
| SWIM Latham Group, Inc. | $732.9M | 125× | Compare |
| LMB Limbach Holdings, Inc. | $612.1M | 19.9× | Compare |
| JBI Janus International Group, Inc. | $562.1M | 17.4× | Compare |
| GFF Griffon Corporation | $4.4B | 24.5× | Compare |
Arlo Technologies, Inc. (ARLO) key facts
- Arlo Technologies, Inc. (ARLO) is a Building Products & Equipment company in the Industrials sector, listed on the New York Stock Exchange.
- Arlo Technologies, Inc.’s revenue for fiscal 2025 (year ended December 2025) was $529.3 million, up 3.60% from fiscal 2024.
- Net income was $14.9 million, or $0.14 per share (basic), a net margin of 2.82%.
- As of September 25, 2026, ARLO traded at $12.84, a market capitalization of $1.4 billion.
- At that price the stock trades at 44.3× trailing-twelve-month earnings and 2.4× sales.
- Return on equity was 13.1% and debt-to-equity 0.00.
Arlo Technologies, Inc. (ARLO) Latest News
16 Sep
Arlo Technologies launches Secure 7 Smart Security Service with new AI-powered features to preempt potential threats. New AI-enhanced security service launch strengthens Arlo's competitive position in smart home market.
30 Aug
Arlo stock trades above fair value following earnings results. Earnings-based valuation view may shift near-term investor sentiment and trading levels for ARLO.
15 Aug
Arlo Technologies addressed top analyst questions from its Q2 earnings call, covering financial performance, subscription growth, and competitive positioning in smart security. Earnings call questions highlight investor focus areas that may moderately influence near-term sentiment and operational priorities for Arlo.
13 Aug
Arlo Technologies held its Q2 2026 earnings call, covering financial results and business outlook. Q2 2026 earnings call delivers key financial results and guidance that can significantly move ARLO stock.
11 Aug
Arlo Technologies Q2 results show subscription growth and product mix improvements offsetting margin pressures. Q2 subscription growth balancing margins points to noticeable but limited effects on financial trajectory.
7 Aug
Arlo Technologies Q2 earnings call highlighted financial results, operational updates and forward guidance. Q2 earnings call details can shift near-term investor sentiment around Arlo's results and outlook.
6 Aug
Arlo Technologies reported upbeat Q2 CY2026 results and issued optimistic revenue guidance for the next quarter. Upbeat quarterly results with positive guidance signal stronger financial performance and growth outlook.
Arlo Technologies reported second quarter 2026 financial results. Quarterly results release key metrics that move stock valuation and investor outlook.
Arlo Technologies (ARLO) beat Q2 earnings and revenue estimates. Beating quarterly estimates typically drives short-term positive stock movement without fundamentally shifting long-term trajectory.
Arlo Technologies reported Q2 earnings with key metrics on revenue, net loss, and subscriber growth. Q2 earnings data directly shapes views on financial health and near-term valuation.
30 Jul
Arlo Technologies anticipates earnings growth, raising the question of whether investors should buy the stock. Earnings growth projections point to moderate effects on Arlo's financial performance and market positioning.
30 Jun
Arlo Technologies partners with Home Helpers Home Care to deploy Aloe Care AI-powered wellness service for remote monitoring and senior care. New AI service deployment targets home care market and may support product expansion but remains limited in scale.
14 Jun
Arlo Technologies beat Q1 earnings estimates and showed rising subscription momentum, prompting reassessment of whether these results shift the long-term investment thesis for the stock. Q1 earnings beat plus subscription growth signals improved financials that can lift near-term sentiment without fundamentally resetting company trajectory.
4 Jun
Oppenheimer initiates coverage on Arlo Technologies (ARLO) and states the market has mispriced the stock. Analyst coverage start with mispricing note can moderately shift ARLO investor sentiment.
15 May
Arlo Technologies posts Q1 outperformance driven by services-led growth and strategic partnerships. Services growth and partnerships signal major revenue gains and stronger market positioning ahead.
12 May
Arlo Technologies (ARLO) released the transcript of its Q1 2026 earnings call, detailing quarterly financial results, business updates, and forward-looking guidance. Q1 2026 earnings transcript discloses financial performance, strategic initiatives, and outlook that significantly shape investor expectations and stock trajectory.
11 May
Arlo Technologies, Inc. (ARLO) beat EPS estimates by 174%, prompting analysts to forecast future performance amid strong results. Massive 174% EPS beat signals robust financial performance, likely driving significant positive shifts in investor sentiment and stock trajectory.
9 May
Arlo Technologies released Q1 earnings call highlights, detailing financial results, revenue growth, subscription metrics, product updates, and forward guidance amid competitive smart home security market dynamics. Q1 earnings highlights cover financial performance, guidance, and strategic initiatives poised to significantly shape ARLO's market trajectory and investor sentiment.
Arlo Technologies (ARLO) returned to profitability after first quarter earnings, prompting a detailed valuation analysis amid positive financial turnaround. Return to profitability post-Q1 earnings signals major financial improvement, likely boosting investor sentiment and stock trajectory.
8 May
Arlo Technologies, Inc. released Q1 2026 earnings call summary detailing financial results, operational updates, and forward guidance. Q1 earnings call summary discloses key financial metrics and strategic outlook that significantly shape investor expectations and stock trajectory.
7 May
Arlo Technologies (ARLO) Q1 earnings compared to analyst estimates, with analysis of key metrics. Q1 earnings versus estimates directly affects ARLO's financial performance and investor sentiment.
Arlo Technologies (ARLO) beat Q1 earnings and revenue estimates. Beating Q1 earnings and revenue estimates signals strong financial performance, likely driving positive stock movement and investor sentiment.
Arlo Technologies released its Q1 earnings snapshot. Q1 earnings snapshots reveal key financial metrics that significantly influence ARLO's stock price and investor outlook.
Arlo Technologies reported strong Q1 CY2026 results, surpassing expectations and driving an 11.6% jump in its NYSE:ARLO stock price. Strong quarterly earnings surprise and 11.6% stock surge indicate significant positive impact on financial performance and investor sentiment.
Arlo Technologies, Inc. (ARLO) reported first quarter 2026 financial results. Quarterly earnings reports moderately influence ARLO's financial performance and market sentiment.
16 Apr
Arlo Technologies, Inc. (ARLO) acquires Aloe Care Health to expand its SaaS platform into aging-in-place and wellness care services. Acquisition diversifies ARLO into high-growth wellness and aging-in-place markets via SaaS expansion, significantly boosting strategic positioning and future revenue potential.
26 Mar
Arlo Technologies highlighted its pivot to AI cloud solutions, expanding partnerships, and privacy differentiators at a conference. AI cloud pivot, partner growth, and privacy edge represent major strategic advancements enhancing competitive positioning and future performance.
Arlo Technologies (ARLO) has explosive upside potential due to three key reasons. Three reasons indicate moderately noticeable influence on ARLO's financial performance and competitive positioning.
23 Mar
Arlo Technologies (NYSE:ARLO) topped specialized technology stocks in Q4 earnings recap. Q4 earnings outperformance among specialized tech stocks signals strong financial results likely boosting ARLO's stock performance and investor sentiment.
3 Mar
Arlo Technologies, Inc. (ARLO) adopts a stock repurchase program. Stock repurchase programs signal management confidence and positively influence financial metrics like EPS without fundamentally altering core operations.