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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
14.010
Open
13.630
VWAP
13.85
Vol
360.73K
Mkt Cap
1.46B
Low
13.590
Amount
5.00M
EV/EBITDA(TTM)
53.25
Total Shares
108.61M
EV
1.25B
EV/OCF(TTM)
16.52
P/S(TTM)
2.58
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
Sees Q2 Revenue of $145M-$155M
select
2026-05-07
17:20:00
Company Confirms FY26 Revenue View of $550M-$580M
select
2026-05-07
17:10:00
Arlo Technologies Reports Q1 Revenue of $150.4 Million
select
2026-05-07
17:10:00
Company Sees Q2 Revenue of $145M-$155M
select
2026-05-07
14:50:00
Notable Companies Earnings Consensus: Gilead $1.91
select

News

PRnewswire
7.5
06-30PRnewswire
Arlo Expands Partnership with Aloe Care Health for AI Wellness Solutions
  • AI Wellness Solutions: Arlo Technologies expands its partnership with Aloe Care Health by integrating the ConnectAI wellness calling solution into Home Helpers' Direct Link® service, aiming to enhance proactive and personalized care for seniors aging in place.
  • Technological Integration: Since 2022, Home Helpers has incorporated Aloe Care's voice-activated medical alert technology into its care model, and the addition of ConnectAI will further enhance its Cared-4SM program by providing proactive wellness check-ins and medication reminders.
  • Market Demand Response: By combining conversational AI with the in-person services of professional caregivers, ConnectAI aims to improve health outcomes for older adults, reduce avoidable falls and emergencies, thereby enhancing customer satisfaction and market competitiveness.
  • Innovation Driving the Future: Alan Wilson, Senior Director of Technology Solutions at Home Helpers, emphasizes that continuous innovation is crucial to meet the evolving needs of clients and families, and the launch of ConnectAI signifies the company's leadership in the smart home care sector.
PRnewswire
8.5
06-17PRnewswire
Arlo Technologies Ranks in Top 10 Most Trustworthy Companies in America 2026
  • Industry Recognition: Arlo Technologies has been ranked seventh in Newsweek's 2026 list of Most Trustworthy Companies in America, highlighting its outstanding performance in the Appliances & Electronics sector and further solidifying its market leadership.
  • User Base Expansion: With over 11 million registered households and more than 6 million paid subscribers, Arlo demonstrates widespread acceptance of its smart home security services, enhancing its potential for future growth through customer loyalty.
  • Innovation-Driven: Committed to delivering innovative security solutions, Arlo enhances user experience and builds trust, which drives long-term customer loyalty and contributes to sustained revenue growth for the company.
  • Strategic Vision: CEO Matthew McRae stated that this award is a testament to the team's relentless pursuit of operational excellence, indicating that Arlo has earned the trust of customers worldwide and will continue to focus on providing exceptional security solutions to meet market demands.
Fool
7.5
05-28Fool
Market Misunderstanding of Arlo and Evolv Technologies
  • Arlo Transformation: Arlo Technologies has evolved from a camera company into a software and services platform, launching Arlo Intelligence that provides real-time security responses, with annual recurring revenue growing at 28%, indicating a successful business model transformation.
  • Partnership Strategy: Arlo's expanded partnership with Samsung to provide software-only services marks a shift from hardware sales to AI software licensing, which is expected to attract more users into its ecosystem and enhance market valuation.
  • Evolv Market Share: Evolv Technologies has captured a 50% market share across North American professional soccer venues, with renewals from key clients like the Houston Astros and Crypto.com Arena, demonstrating strong customer retention in sports and education sectors.
  • Customer Retention Rate: Despite regulatory challenges, Evolv boasts a 92% retention rate among K-12 education customers, highlighting the actual value of its products to clients and reflecting the maturity and stability of its business model.
NASDAQ.COM
4.5
05-28NASDAQ.COM
Arlo and Evolv Transition to Software Platforms
  • Arlo's Strategic Shift: Arlo Technologies is transitioning from traditional camera sales to AI-driven security software, with current stock priced around $13.50 while market estimates suggest a potential value of $24, highlighting a significant gap between the company's profitability and market perception.
  • Subscription Revenue Growth: Arlo's annual recurring revenue is growing at a rate of 28%, indicating that the transformation to a software and services platform is successful, which is expected to enhance customer loyalty and market share in the future.
  • Evolv Customer Renewals: Evolv Technologies achieved a 92% renewal rate among K-12 customers for its AI weapons detection systems, particularly after facing regulatory scrutiny, demonstrating the actual value of its products and customer trust.
  • Market Share Expansion: Evolv has reached a 50% market share across North American professional soccer venues, and the renewal and expansion contracts with several major sports venues indicate the sustainability and growth potential of its business model.
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.
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
Reason
Oppenheimer
Price Target
$20
AI Analysis
2026-05-18
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 14.41, compared to its 5-year average forward P/E of 5.55. 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
5.55
Current PE
14.41
Overvalued PE
36.72
Undervalued PE
-25.63

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
-20.01
Current EV/EBITDA
30.97
Overvalued EV/EBITDA
104.36
Undervalued EV/EBITDA
-144.39

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
1.88
Current PS
2.30
Overvalued PS
2.59
Undervalued PS
1.16

Financials

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Whales Holding ARLO

N
Needham Investment Management, LLC
Holding
ARLO
+72.69%
3M Return
E
Emerald Advisers, LLC
Holding
ARLO
+30.30%
3M Return
R
Rice Hall James & Associates, LLC
Holding
ARLO
+7.89%
3M Return

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Frequently Asked Questions

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

The current price of ARLO is 13.965 USD — it has increased 3.6

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 July 01 2026.

What is Arlo Technologies Inc (ARLO) market cap?

Today ARLO has the market capitalization of 1.46B USD.