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ARLO logo

ARLO Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
13.010
Open
12.910
VWAP
12.97
Vol
16.54K
Mkt Cap
1.42B
Low
12.880
Amount
214.50K
EV/EBITDA(TTM)
52.00
Total Shares
108.61M
EV
1.22B
EV/OCF(TTM)
16.13
P/S(TTM)
2.52
Arlo Technologies, Inc. is a smart home security platform company. The Company offers advanced home, business, and personal security services that combine a globally scaled cloud platform, advanced monitoring and analytics capabilities, and app-controlled devices to create a personalized security ecosystem. Its expertise in cloud services, artificial intelligence (AI) and computer vision analytics, wireless connectivity and intuitive user experience design deliver seamless, smart home security for its users. Its cloud-based platform provides users with visibility, insight and a powerful means to help protect and connect in real-time with the people and things that matter, from any location with a Wi-Fi or a cellular connection. Its products include Arlo Essential Cameras and Doorbells; Arlo Home Security System; Arlo Pro 5S; Arlo Go 2; Arlo Ultra 2; Arlo Floodlight Camera, and others. Its services include Arlo Secure, Arlo Total Security, Arlo Safe, and other services.
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Events Timeline

(ET)
2026-05-08
16:30:00
Dow Jones Slightly Up, Nasdaq Surges After Jobs Report
select
2026-05-08
12:00:00
Nasdaq Rises as Chip Stocks Rebound
select
2026-05-07 (ET)
2026-05-07
19:50:00
Akamai Shares Rise 26.5% After Earnings
select
2026-05-07
17:20:00
Company Confirms FY26 Revenue View of $550M-$580M
select
2026-05-07
17:20:00
Sees Q2 Revenue of $145M-$155M
select
2026-05-07
17:10:00
Company Sees Q2 Revenue of $145M-$155M
select
2026-05-07
17:10:00
Arlo Technologies Reports Q1 Revenue of $150.4 Million
select
2026-05-07
14:50:00
Notable Companies Earnings Consensus: Gilead $1.91
select

News

seekingalpha
9.5
05-08seekingalpha
Arlo Technologies Reports Strong Q1 2026 Earnings with Record Revenue Growth
  • Significant Revenue Growth: Arlo Technologies reported total revenue of $150.4 million in Q1 2026, reflecting a 26% year-over-year increase, showcasing the company's strong execution and business expansion capabilities, which is likely to boost investor confidence.
  • Robust User Growth: The company added 318,000 paid accounts during the quarter, surpassing 6 million total paid accounts, indicating success in user acquisition and retention, thereby enhancing the sustainability of future revenues.
  • Share Buyback Program: The Board authorized a $50 million stock buyback program, reflecting management's confidence in the company's value while providing additional capital returns to shareholders, which could positively impact the stock price.
  • Strategic Acquisition Move: Arlo announced the acquisition of Aloe Care, focusing on innovative solutions in the home care market, marking a strategic expansion into the aging-in-place sector, which is expected to provide new growth momentum in the future.
PRnewswire
5.0
05-05PRnewswire
Arlo Grants Equity Awards to New Employees Under 2018 Plan
  • Equity Award Program: On May 5, 2026, Arlo Technologies granted 556,850 shares of restricted stock units (RSUs) and performance-vesting stock units (PSUs) to 25 new employees under its 2018 Equity Incentive Plan, highlighting the company's commitment to attracting talent.
  • RSU and PSU Structure: Of the total, 464,638 shares are RSUs that vest in four equal annual installments, while 92,212 shares are PSUs that vest based on the company's achievement of financial targets related to annual recurring revenue and gross margin, reflecting a performance-driven incentive approach.
  • Performance-Driven Incentives: The actual number of shares issuable under the PSUs will vary between 0-200% based on the company's performance relative to the targets, designed to motivate employees to contribute to the company's long-term success and enhance team cohesion.
  • Continuous Service Requirement: All RSUs and PSUs are contingent upon each employee's continued service at the vesting date, ensuring the company retains key talent and promotes stable business growth.
Newsfilter
5.0
05-05Newsfilter
Arlo Grants Equity Awards to New Employees Under 2018 Plan
  • Equity Award Program: On May 5, 2026, Arlo Technologies granted 556,850 shares of restricted stock units (RSUs) and performance-vesting stock units (PSUs) to 25 new employees under its 2018 Equity Incentive Plan, emphasizing the company's commitment to attracting talent.
  • RSUs and PSUs Structure: Of the total, 464,638 shares of RSUs will vest in four equal annual installments, while 92,212 shares of PSUs will vest based on the company's achievement of financial targets related to annual recurring revenue and gross margin, highlighting a strong focus on performance.
  • Performance-Driven Incentives: The actual number of shares for PSUs will vary between 0-200% based on company performance, which not only motivates employees to achieve corporate goals but also strengthens their commitment to the company's long-term growth.
  • Continued Service Requirement: All granted RSUs and PSUs are contingent upon each employee's continued service with the company at the vesting date, ensuring alignment of employee interests with the company's long-term objectives and enhancing team stability and cohesion.
seekingalpha
8.5
04-16seekingalpha
Arlo Technologies Acquires Aloe Care Health to Enhance SaaS Offerings
  • Acquisition Completed: Arlo Technologies has finalized its acquisition of Aloe Care Health, further expanding its software-as-a-service platform into aging-in-place and wellness care services, targeting the needs of the growing population aged 65 and older.
  • Technology Enhancement: This transaction adds AI-powered medical alert and fall prevention capabilities to Arlo's product portfolio, not only enhancing its competitive edge in smart home services but also strengthening its position in the healthcare solutions market.
  • Market Expansion Strategy: Arlo stated that the acquisition supports its strategy to expand into new markets with a focus on healthcare and caregiving solutions, which is expected to drive future business growth.
  • Financial Outlook: Although the financial terms of the deal were not disclosed, Arlo projects service revenue to reach $375 million to $385 million by 2026, indicating a positive outlook driven by partnerships and its SaaS model.
Fool
5.0
03-22Fool
Arlo Technologies General Counsel Sells $352K in Shares
  • Sale Context: Brian Busse, General Counsel of Arlo Technologies, sold 25,525 shares for approximately $352K on March 12, 2026, primarily to cover tax withholding obligations related to 50,000 shares from a performance stock unit (PSU) plan.
  • Ownership Reduction: This transaction reduced Busse's direct holdings by 4.19%, leaving him with 583,364 shares valued at about $7.88 million, underscoring his significant stake in the company.
  • Financial Performance: Arlo Technologies reported its first net income in fiscal year 2025, with total revenue reaching $529.3 million and net income of $14.93 million, indicating strong growth potential in the smart home security sector.
  • Stock Buyback Program: The company's board approved a $50 million stock repurchase program set to continue through December 31, 2027, which may further drive share prices up and enhance investor confidence.
Fool
6.5
03-09Fool
Rice Hall James Increases Stake in QuidelOrtho
  • Share Increase: Rice Hall James & Associates acquired 574,877 shares of QuidelOrtho in Q4 2026, reflecting confidence in the company's future prospects despite a 43.4% decline in stock price over the past year.
  • Investment Value: This acquisition raised QuidelOrtho's stake to 1.3% of the fund's 13F reportable assets, indicating recognition of its potential value, which may attract further investor interest.
  • Market Performance: As of February 13, 2026, QuidelOrtho's market capitalization stood at $1.6 billion with a current price of $23.58, trailing the S&P 500 by 55.2 percentage points, highlighting competitive pressures in the market.
  • Strategic Adjustments: QuidelOrtho is undergoing strategic adjustments, including strengthening its product pipeline and improving spending returns, with analysts expecting these efforts to yield modest revenue and operating profit growth in the coming years.
Wall Street analysts forecast ARLO stock price to rise
2 Analyst Rating
Wall Street analysts forecast ARLO stock price to rise
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
26.00
Averages
26.00
High
26.00
Current: 0.000
sliders
Low
26.00
Averages
26.00
High
26.00
Oppenheimer
Outperform
initiated
$20
AI Analysis
2026-05-18
New
Reason
Oppenheimer
Price Target
$20
AI Analysis
2026-05-18
New
initiated
Outperform
Reason
Oppenheimer initiated coverage of Arlo Technologies with an Outperform rating and $20 price target. Arlo has executed "one of the most successful business model transitions in consumer hardware," evolving from a low-cost camera vendor to a premium, service-first recurring revenue platform anchored by a growing line-up of strategic distribution partners, says the analyst, who cites the company's accelerating subscription economics and "structural mispricing relative to its services-mix profile."
Raymond James
NULL
to
Outperform
maintain
$18 -> $19
2026-05-08
Reason
Raymond James
Price Target
$18 -> $19
2026-05-08
maintain
NULL
to
Outperform
Reason
Raymond James raised the firm's price target on Arlo Technologies to $19 from $18 and keeps an Outperform rating on the shares.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for ARLO
Unlock Now

Valuation Metrics

The current forward P/E ratio for Arlo Technologies Inc (ARLO.N) is 15.41, compared to its 5-year average forward P/E of 4.64. For a more detailed relative valuation and DCF analysis to assess Arlo Technologies Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
4.64
Current PE
15.41
Overvalued PE
36.12
Undervalued PE
-26.84

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
-21.39
Current EV/EBITDA
30.26
Overvalued EV/EBITDA
102.79
Undervalued EV/EBITDA
-145.57

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
1.86
Current PS
2.26
Overvalued PS
2.57
Undervalued PS
1.14

Financials

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Whales Holding ARLO

N
Needham Investment Management, LLC
Holding
ARLO
+43.75%
3M Return
E
Emerald Advisers, LLC
Holding
ARLO
+7.07%
3M Return
R
Rice Hall James & Associates, LLC
Holding
ARLO
+3.06%
3M Return

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Frequently Asked Questions

What is Arlo Technologies Inc (ARLO) stock price today?

The current price of ARLO is 13.01 USD — it has decreased -0.31

What is Arlo Technologies Inc (ARLO)'s business?

Arlo Technologies, Inc. is a smart home security platform company. The Company offers advanced home, business, and personal security services that combine a globally scaled cloud platform, advanced monitoring and analytics capabilities, and app-controlled devices to create a personalized security ecosystem. Its expertise in cloud services, artificial intelligence (AI) and computer vision analytics, wireless connectivity and intuitive user experience design deliver seamless, smart home security for its users. Its cloud-based platform provides users with visibility, insight and a powerful means to help protect and connect in real-time with the people and things that matter, from any location with a Wi-Fi or a cellular connection. Its products include Arlo Essential Cameras and Doorbells; Arlo Home Security System; Arlo Pro 5S; Arlo Go 2; Arlo Ultra 2; Arlo Floodlight Camera, and others. Its services include Arlo Secure, Arlo Total Security, Arlo Safe, and other services.

What is the price predicton of ARLO Stock?

Wall Street analysts forecast ARLO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ARLO is26.00 USD with a low forecast of 26.00 USD and a high forecast of 26.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Arlo Technologies Inc (ARLO)'s revenue for the last quarter?

Arlo Technologies Inc revenue for the last quarter amounts to 150.38M USD, increased 26.30

What is Arlo Technologies Inc (ARLO)'s earnings per share (EPS) for the last quarter?

Arlo Technologies Inc. EPS for the last quarter amounts to 0.13 USD, decreased -1400.00

How many employees does Arlo Technologies Inc (ARLO). have?

Arlo Technologies Inc (ARLO) has 376 emplpoyees as of May 21 2026.

What is Arlo Technologies Inc (ARLO) market cap?

Today ARLO has the market capitalization of 1.42B USD.