ARLO
Arlo Technologies, Inc. NYSE Listed Aug 3, 2018$13.06
+2.92%
vs $12.69
Mkt Cap $1.4B
52w Low $11.23
22.3% of range
52w High $19.44
50d MA $13.60
200d MA $14.63
P/E (TTM)
93.3x
EV/EBITDA
65.3x
P/B
10.7x
Debt/Equity
0.1x
ROE
11.7%
P/FCF
21.5x
RSI (14)
46.50
ATR (14)
$0.54
Beta
1.71
50d MA
$13.60
200d MA
$14.63
Avg Volume
1.5M
Arlo Technologies, Inc., together with its subsidiaries, provides a cloud-based platform in the Americas, Europe, the Middle East, Africa, and the Asia Pacific regions. It combines an intelligent cloud infrastructure and mobile app with various smart connected devices. The company offers Arlo essential indoor camera; Arlo Go 2 LTE/Wi-Fi security camera; Arlo Q and Arlo Q Plus, an indoor wired solution that allows users to monitor their surroundings; and Arlo Go, an LTE-enabled wire-free camera that provides untethered mobile security. It also provides Arlo Baby, a baby monitor with air quality and temperature sensors, motion and audio detection, and advanced night vision; Arlo Chime that pairs with the Arlo Video Doorbell to play a variety of ringtones or act as a siren; Arlo Ultra, an integrated spotlight and crystal-clear two-way audio with advanced noise cancellations camera; Arlo Pro 3, an integrated spotlight with color night vision camera; Arlo Video Doorbell delivers direct-to-mobile video calls and personalized alerts; Arlo Floodlight Camera, a wire-free variant LED camera, as well as Arlo Essential Spotlight; Arlo Ultra 2; Arlo Essential XL Spotlight; Arlo Essential Wire-Free Video Doorbell; and Arlo Pro 4 Wire-Free Spotlight. In addition, it provides Arlo accessories, such as charging accessories, device mounts, and device skins. Further, it offers Arlo app for iOS and Android devices that allow users to connect various devices; and Arlo Secure, with coverage for unlimited cameras and an enhanced emergency response solutions. The company offers its products through retailers, wholesale distributors, broadcast channels, wireless carriers, and security solution providers, as well as through its website. Arlo Technologies, Inc. was incorporated in 2018 and is headquartered in Carlsbad, California.
2200 Faraday Avenue · Carlsbad, CA 92008 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 7, 2026 | AMC | 0.19 | 0.28 | +47.4% | 14.90 | +8.2% | +2.3% | -10.9% | -4.7% | -2.4% | +0.6% | — |
| Feb 26, 2026 | AMC | 0.16 | 0.22 | +37.5% | 12.34 | +18.2% | +27.1% | -2.5% | -1.3% | -0.3% | -5.4% | — |
| Nov 6, 2025 | AMC | 0.15 | 0.16 | +6.7% | 16.94 | -5.7% | -12.5% | +6.3% | -2.3% | +1.1% | -3.3% | — |
| Aug 7, 2025 | AMC | 0.16 | 0.17 | +6.2% | 16.43 | +17.2% | +1.7% | +2.9% | +5.5% | -4.9% | -3.8% | — |
| May 8, 2025 | AMC | 0.12 | 0.15 | +25.0% | 10.64 | +9.8% | +16.8% | +7.2% | +2.9% | +0.1% | +0.4% | — |
| Feb 27, 2025 | AMC | 0.10 | 0.10 | +0.0% | 11.92 | +5.1% | +20.6% | -15.5% | -2.6% | +3.7% | -3.5% | — |
| Nov 7, 2024 | AMC | 0.10 | 0.11 | +10.0% | 12.16 | -17.8% | -2.0% | +1.8% | -3.5% | -2.2% | -0.5% | — |
| Aug 8, 2024 | AMC | 0.09 | 0.10 | +11.1% | 13.50 | -7.9% | -15.6% | +5.7% | -3.4% | +2.3% | +2.0% | — |
| May 9, 2024 | AMC | 0.09 | 0.09 | +0.0% | 13.93 | -5.7% | -17.9% | -1.3% | +1.4% | +5.1% | +2.2% | — |
| Feb 29, 2024 | AMC | 0.08 | 0.11 | +37.5% | 10.41 | +2.3% | +13.6% | -3.6% | -4.1% | +0.1% | +0.9% | — |
| Nov 9, 2023 | AMC | 0.06 | 0.09 | +50.0% | 8.84 | -1.5% | -7.0% | -3.5% | +10.6% | -0.5% | -2.2% | — |
| Aug 8, 2023 | AMC | 0.04 | 0.06 | +63.1% | 11.48 | -0.8% | -11.7% | +0.9% | +6.4% | -3.6% | -2.2% | — |
| May 11, 2023 | AMC | -0.05 | 0.01 | +120.0% | 7.05 | +5.1% | +27.2% | +5.4% | -2.8% | +0.8% | +4.1% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nov 11 | BWS Financial | Maintains | Buy → Buy | — | $15.77 | $15.61 | -1.0% | -2.3% | +1.1% | -3.3% | -6.2% | -4.3% |
| Aug 11 | BWS Financial | Maintains | Buy → Buy | — | $16.71 | $16.49 | -1.3% | +2.9% | +5.5% | -4.9% | -3.8% | -0.8% |
| Aug 8 | Raymond James | Maintains | Outperform → Outperform | — | $16.43 | $19.25 | +17.2% | +1.7% | +2.9% | +5.5% | -4.9% | -3.8% |
| Jun 9 | BWS Financial | Maintains | Buy → Buy | — | $16.78 | $16.93 | +0.9% | +3.3% | -1.4% | -0.4% | -1.5% | +1.8% |
| Apr 24 | BWS Financial | Maintains | Buy → Buy | — | $9.39 | $9.39 | +0.0% | +3.7% | +1.8% | -0.2% | +0.3% | -1.0% |
| Feb 28 | BWS Financial | Maintains | Buy → Buy | — | $11.92 | $12.53 | +5.1% | +20.6% | -15.5% | -2.6% | +3.7% | -3.5% |
| Nov 8 | BWS Financial | Maintains | Buy → Buy | — | $12.16 | $10.00 | -17.8% | -2.0% | +1.8% | -3.5% | -2.2% | -0.5% |
| Sep 27 | BWS Financial | Maintains | Buy → Buy | — | $11.97 | $12.04 | +0.6% | -1.2% | +2.4% | -3.0% | -2.5% | -3.8% |
| Aug 9 | BWS Financial | Maintains | Buy → Buy | — | $13.50 | $12.43 | -7.9% | -15.6% | +5.7% | -3.4% | +2.3% | +2.0% |
| Jul 22 | Roth MKM | Maintains | Buy → Buy | — | $16.59 | $16.54 | -0.3% | -3.1% | +2.4% | -3.2% | -1.5% | -1.2% |
| Jul 9 | BWS Financial | Maintains | Buy → Buy | — | $13.80 | $14.50 | +5.1% | +19.7% | -0.1% | +0.6% | -3.3% | +4.9% |
| May 10 | BWS Financial | Maintains | Buy → Buy | — | $13.93 | $13.13 | -5.7% | -17.9% | -1.3% | +1.4% | +5.1% | +2.2% |
| May 10 | Craig-Hallum | Maintains | Buy → Buy | — | $13.93 | $13.13 | -5.7% | -17.9% | -1.3% | +1.4% | +5.1% | +2.2% |
| May 10 | Roth MKM | Maintains | Buy → Buy | — | $13.93 | $13.13 | -5.7% | -17.9% | -1.3% | +1.4% | +5.1% | +2.2% |
| Apr 24 | BWS Financial | Maintains | Buy → Buy | — | $10.93 | $10.98 | +0.5% | +0.9% | +1.6% | +5.3% | +2.5% | +2.4% |
| Aug 11 | BWS Financial | Maintains | Buy → Buy | — | $10.23 | $9.36 | -8.5% | +6.4% | -3.6% | -2.2% | +2.8% | -3.4% |
| Aug 11 | Lake Street | Maintains | Buy → Buy | — | $10.23 | $9.36 | -8.5% | +6.4% | -3.6% | -2.2% | +2.8% | -3.4% |
| May 12 | Lake Street | Maintains | Buy → Buy | — | $7.05 | $7.41 | +5.1% | +27.2% | +5.4% | -2.8% | +0.8% | +4.1% |
| May 12 | BWS Financial | Maintains | Buy → Buy | — | $7.05 | $7.41 | +5.1% | +27.2% | +5.4% | -2.8% | +0.8% | +4.1% |
| Nov 9 | BWS Financial | Maintains | Buy → Buy | — | $4.68 | $4.30 | -8.1% | -29.9% | +13.1% | +3.8% | +1.3% | +7.4% |
| Nov 9 | Raymond James | Maintains | Outperform → Outperform | — | $4.68 | $4.30 | -8.1% | -29.9% | +13.1% | +3.8% | +1.3% | +7.4% |
| Mar 2 | Raymond James | Maintains | Outperform → Outperform | — | $8.68 | $9.99 | +15.1% | +28.9% | +1.2% | -4.9% | -4.6% | -0.9% |
| Mar 2 | Deutsche Bank | Maintains | Buy → Buy | — | $8.68 | $9.99 | +15.1% | +28.9% | +1.2% | -4.9% | -4.6% | -0.9% |
| Mar 2 | BWS Financial | Maintains | Buy → Buy | — | $8.68 | $9.99 | +15.1% | +28.9% | +1.2% | -4.9% | -4.6% | -0.9% |
| Jan 25 | Lake Street | Maintains | Buy → Buy | — | $8.16 | $8.08 | -1.0% | -0.7% | -0.7% | -5.7% | +9.2% | +5.0% |
| Nov 10 | BWS Financial | Maintains | Buy → Buy | — | $7.01 | $7.36 | +5.0% | +10.4% | +0.9% | -0.8% | -2.1% | +8.0% |
| May 6 | Raymond James | Maintains | Outperform → Outperform | — | $5.95 | $6.56 | +10.3% | +8.7% | +3.2% | -9.6% | +4.0% | -4.3% |
| Feb 24 | Raymond James | Maintains | Outperform → Outperform | — | $6.68 | $8.31 | +24.5% | +12.6% | -10.0% | +2.8% | +6.5% | +1.8% |
| Jan 6 | BWS Financial | Maintains | Buy → Buy | — | $7.75 | $7.99 | +3.1% | +2.1% | +6.3% | +0.2% | -0.9% | +1.9% |
| Aug 6 | BWS Financial | Maintains | Buy → Buy | — | $4.97 | $5.62 | +13.1% | +28.0% | -7.7% | +2.2% | -1.7% | -0.5% |
| Aug 6 | Raymond James | Maintains | Outperform → Outperform | — | $4.97 | $5.62 | +13.1% | +28.0% | -7.7% | +2.2% | -1.7% | -0.5% |
| Jul 29 | Raymond James | Upgrade | Market Perform → Outperform | — | $3.29 | $3.84 | +16.7% | +24.3% | +6.1% | -2.8% | +9.7% | +12.5% |
| Nov 12 | Deutsche Bank | Maintains | Buy → Buy | — | $2.68 | $2.77 | +3.4% | +9.3% | +1.7% | +0.0% | -1.3% | -5.1% |
| Feb 6 | TD Cowen | Downgrade | Outperform → Market Perform | — | $7.57 | $5.07 | -33.0% | -49.0% | -2.3% | -2.9% | +0.5% | +0.0% |
| Aug 30 | Guggenheim | Upgrade | Neutral → Buy | — | $19.04 | $19.76 | +3.8% | +3.9% | -0.3% | -0.8% | -3.2% | -3.7% |
| Aug 28 | Raymond James | Maintains | Market Perform → Perform | — | $23.08 | $22.57 | -2.2% | -9.5% | -8.8% | +3.9% | -0.3% | -0.8% |
| Aug 28 | Imperial Capital | Maintains | Outperform → Outperform | — | $23.08 | $22.57 | -2.2% | -9.5% | -8.8% | +3.9% | -0.3% | -0.8% |
| Aug 28 | Guggenheim | Maintains | Neutral → Neutral | — | $23.08 | $22.57 | -2.2% | -9.5% | -8.8% | +3.9% | -0.3% | -0.8% |
| Aug 28 | Deutsche Bank | Maintains | Buy → Buy | — | $23.08 | $22.57 | -2.2% | -9.5% | -8.8% | +3.9% | -0.3% | -0.8% |
| Aug 28 | TD Cowen | Maintains | Outperform → Outperform | — | $23.08 | $22.57 | -2.2% | -9.5% | -8.8% | +3.9% | -0.3% | -0.8% |
| Aug 28 | BofA Securities | Maintains | Neutral → Neutral | — | $23.08 | $22.57 | -2.2% | -9.5% | -8.8% | +3.9% | -0.3% | -0.8% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| May 8, 2026 | Binder Kurtis Joseph | CHIEF FINANCIAL OFFICER | Sell | 65,000 | $15.70 | $1.0M | 499,885 | -4.71% | +5.11% |
8-K
Unknown — 8-K Filing
Arlo shareholders gained meaningful proxy access rights, enabling significant long-term investors to nominate board directors and influence corporate governance, which could drive accountability and strategic changes if activist investors emerge.
Apr 7
8-K
Arlo Technologies, Inc. -- 8-K Filing
Arlo Technologies delivered strong 2025 results with $330 million revenue (up 28%), $316 million in subscriptions (up 30%), and improved profitability with 14% adjusted EBITDA margin, signaling healthy business momentum.
Feb 26
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Vanguard Portfolio Management Llc | 5,427,545 | $77M | New | Mar 2026 |
| 2 | Wasatch Advisors Lp | 5,426,267 | $77M | Added | Mar 2026 |
| 3 | Vanguard Capital Management Llc | 4,451,208 | $63M | New | Mar 2026 |
| 4 | Rice Hall James & Associates, Llc | 3,576,612 | $50M | Added | Dec 2025 |
| 5 | Morgan Stanley | 2,700,974 | $38M | Reduced | Dec 2025 |
| 6 | Primecap Management Co/ca/ | 2,318,513 | $33M | Reduced | Mar 2026 |
| 7 | Renaissance Technologies Llc | 2,049,418 | $29M | Reduced | Mar 2026 |
| 8 | D.e. Shaw & Co | 1,800,918 | $26M | Added | Mar 2026 |
| 9 | Arrowstreet Capital, Limited Partnership | 1,760,632 | $25M | Reduced | Mar 2026 |
| 10 | Needham Investment Management Llc | 1,760,000 | $25M | Added | Mar 2026 |
| 11 | Janus Henderson Group Plc | 1,615,569 | $23M | New | Mar 2026 |
| 12 | Nuveen, Llc | 1,480,543 | $21M | Added | Mar 2026 |
| 13 | Northern Trust Corp | 1,291,547 | $18M | — | Mar 2026 |
| 14 | Connor, Clark & Lunn Investment Management Ltd. | 1,206,617 | $17M | Reduced | Dec 2025 |
| 15 | Op Asset Management Ltd | 889,272 | $14M | Added | Mar 2026 |
| 16 | Swedbank Ab | 950,000 | $14M | Reduced | Mar 2026 |
| 17 | S Squared Technology, Llc | 919,534 | $13M | Reduced | Mar 2026 |
| 18 | Qube Research & Technologies Ltd | 784,139 | $11M | Reduced | Mar 2026 |
| 19 | Marshall Wace, Llp | 778,084 | $11M | Reduced | Mar 2026 |
| 20 | Ubs Group Ag | 687,198 | $10M | Added | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$1.44B
Enterprise Value
$1.28B
P/E (TTM)
93.29x
Forward P/E
16.23x
PEG Ratio
-0.67x
P/B
10.65x
P/S
2.72x
P/FCF
21.51x
EV/EBITDA
65.26x
Shares Out
110.2M
Financials (TTM)
Revenue
$529.3M
Net Income
$14.9M
EBITDA
$19.6M
Free Cash Flow
$66.9M
Op Cash Flow
$78.7M
EPS Basic
$0.14
EPS Diluted
$0.14
EPS Forward
$0.80
Gross Margin
44.0%
Op Margin
1.1%
Net Margin
2.8%
Balance Sheet
Total Assets
$310.5M
Total Liab.
$182.7M
Total Equity
$127.8M
Cash
$166.4M
LT Debt
$6.7M
Book Value/Sh
$1.23
Debt/Equity
0.05x
Current Ratio
1.51
Quick Ratio
1.27
Returns & Growth
ROE
11.7%
ROA
4.8%
ROIC
4.2%
Rev Growth YoY
+3.6%
EPS Growth YoY
+145.2%
Price Returns
2W
+5.0%
1M
-5.1%
3M
-15.0%
6M
-8.0%
12M
-6.8%
Technicals
52W High
$19.44
52W Low
$11.23
50d MA
$13.60
200d MA
$14.63
RSI (14)
46.50
ATR (14)
$0.54
Beta
1.71
Avg Volume
1.5M
Dividends
Div Rate
$0.00
Div Yield
—
Frequency
—
Ex-Div Date
—
Analyst Price Targets
Consensus
$17.50
High
$22.00
Low
$14.00
Median
$17.00
Data updated apr 24, 2026 6:55pm
· Source: financialmodelingprep.com