Price
$15.23+16.26%Social Signal Score
Analyst Ratings
11 analystsRevenue
$155.94M+152.31%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Matthew Blake McRae
- Sector
- Technology
- Industry
- Communication Equipment
- Employees
- 376
- Beta
- 1.54
- Country
- US
- Piotroski score
- 6 / 9 (Middling)
- Altman Z-score
- 4.59
Financials
Revenue
$155.94M+152.3%Net Income
$3.03M+12516.7%EBITDA
$6.87M+702.3%Free Cash Flow
$8.50MEPS (diluted)
$0.03+9900.0%Shares Outstanding (diluted)
110.82M+52.4%Operating Expenses
$70.87MCash & Debt
$141.13MReturn of Capital
$22.94MRevenue by Segment (annual)
$529.30MQuote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $529.30M | $14.93M | $0.14 |
| 2024 | $510.89M | $-30.50M | $-0.31 |
| 2023 | $491.18M | $-22.04M | $-0.24 |
| 2022 | $490.41M | $-56.63M | $-0.65 |
| 2021 | $435.14M | $-56.03M | $-0.68 |
| 2020 | $357.15M | $-101.25M | $-1.30 |
| 2019 | $370.01M | $-85.95M | $-1.14 |
| 2018 | $472.02M | $-68.38M | $-1.02 |
| 2017 | $370.66M | $6.55M | $0.09 |
| 2016 | $184.60M | $-13.74M | $-0.19 |
Valuation
Project earnings forward and see what return today's price implies.
EPS was negative in at least one boundary year, so a compound growth rate can't be computed from it. Set your own assumption.
- EPS in 5 years
- $0.21
- Implied price
- $3.79
- Return from $12.78
- -21.6% a year
To earn 15.0% a year on these assumptions you'd need to buy at $1.88 — -85.3% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 12 | 15 | 18 | 21 | 24 |
|---|---|---|---|---|---|
| -2.0% | -34.4% | -31.4% | -28.8% | -26.6% | -24.6% |
| 3.0% | -31.0% | -27.9% | -25.2% | -22.9% | -20.8% |
| 8.0% | -27.7% | -24.4% | -21.6% | -19.1% | -16.9% |
| 13.0% | -24.3% | -20.9% | -18.0% | -15.4% | -13.1% |
| 18.0% | -21.0% | -17.4% | -14.3% | -11.6% | -9.3% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
100-16.67%Social Signal Score
Mentions (5)
- Newsprnewswire.com·7d ago·Neutral
Arlo Debuts Essential Solar Security Camera Designed for Year-Round, Low-Maintenance Protection Powerful protection with an Integrated Solar Panel and Category-Leading Battery that Deliver up to Six Months of Power Even Without Sunlight CARLSBAD, Calif., Sept. 29, 2026 /PRNewswire/ -- Arlo Technologies, Inc.
View source ↗ - Newsprnewswire.com·20d ago·Negative
…otection, Strengthening Arlo Secure Early Warning System's Comprehensive Capabilities CARLSBAD, Calif., Sept. 16, 2026 /PRNewswire/ -- Arlo Technologies, Inc. (NYSE: ARLO), a leading provider of smart home security services, today announced Arlo Secure 7, the latest evolution of its AI-powered smart security service.
View source ↗ - Newsseekingalpha.com·26d ago·Positive
Arlo Technologies, Inc. (ARLO) Presents at Citi's 2026 Global TMT Conference Transcript Arlo Technologies, Inc. (ARLO) Presents at Citi's 2026 Global TMT Conference Transcript
View source ↗ - Newsseekingalpha.com·42d ago·Positive
Arlo: Subscriber Momentum Is Undeniable Arlo Technologies offers compelling value and diversification as the market faces elevated valuations and potential correction risk. ARLO's core bull thesis centers on rapid subscriber growth, low churn (~1%), and high customer LTV approaching $1,000, supporting a recurring revenue model. Expansion into senior care via the Aloe Care acquisition increases ARLO's TAM estimate to $285 billion by 2034, enhancing long-term growth prospects.
View source ↗ - Newsmarketbeat.com·59d ago·Positive
Arlo Technologies Q2 Earnings Call Highlights Arlo Technologies NYSE: ARLO reported record second-quarter results, citing growth in subscription services, paid accounts and total revenue as the company raised its full-year 2026 outlook.
View source ↗
Earnings
Thu, Nov 5(in 4 weeks)
Consensus estimate $0.20 per share
Typical surprise +25.0% (median, so one quarter with a near-zero estimate can't distort it)
- Thu, Aug 6$0.28 vs $0.20beat
- Thu, May 7$0.28 vs $0.19beat
- Thu, Feb 26$0.22 vs $0.16beat
- Thu, Nov 6$0.16 vs $0.15beat
- Thu, Aug 7$0.17 vs $0.16beat
- Thu, May 8$0.15 vs $0.12beat
Estimates and results for ARLO via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by ARLO officers and directors.
- Bought
- —
- Sold
- $68.0m
0 trades
55 trades
- Binder Kurtis Josephsold
- Binder Kurtis Josephsold
- Rothstein Amy Msold
- Rothstein Amy Msold
- Rothstein Amy Msold
- Binder Kurtis Josephsold
- Rothstein Amy Msold
- Binder Kurtis Josephsold
45 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
No disclosed congressional trades in ARLO.
Self-reported filings, amounts as brackets. Via Senate/House disclosures.