ARLO Chart
About

Arlo Technologies, Inc., together with its subsidiaries, provides cloud-based platform services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific regions. The company offers Arlo Essential Cameras and Doorbells (2nd Generation) delivers smart home protection, including automated privacy shield, 180-degree field of view, and 2K video resolution; Arlo Home Security System, an all-in-one multi-sensor that provides access to security experts for monitoring and responding to emergency situations; Arlo Pro 5S, a wireless 2K video resolution security camera; Arlo Go 2, a camera for monitoring remote areas, large properties, construction sites, vacation homes, boat or RV slips, and hard-to-access areas; Arlo Ultra 2 provides 4K video with HDR, an ultra-wide, 180-degree field of view, auto zoom and tracking on moving objects, and color night vision; and Arlo Floodlight Camera, a wire-free floodlight camera. It also provides security system accessories, charging accessories, and mounts. In addition, the company offers Arlo Secure subscriptions, including emergency response secure plus plan; 2K secure plan and 4K secure plus plan cloud-based video recording; unlimited cameras; advanced object detection; smart interactive notifications; smoke and CO alarm detection; cloud-based activity zone; call a friend; and 24/7 priority support and professional monitoring services; Arlo Total Security, a subscription which provides 24/7 professional monitoring and security hardware; Arlo Safe, a personal safety app that offers one-touch emergency response, family safety, and crash detection and response services; and Arlo SmartCloud, a SaaS solution that delivers security cloud services for business. It sells 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.

Fundamentals
Scroll to Statements
Sector Industrials Industry Building Products & Equi Market Cap 1.23B
Enterprise Value 1.07B Income 4.30M Sales 509.57M
Book/sh 1.22 Cash/sh 1.56 Dividend Yield —
Payout 0.00% Employees 360 IPO —
P/E 387.00 Forward P/E 14.80 PEG —
P/S 2.41 P/B 9.50 P/C —
EV/EBITDA 880.23 EV/Sales 2.11 Quick Ratio 1.14
Current Ratio 1.42 Debt/Eq 6.85 LT Debt/Eq —
EPS (ttm) 0.03 EPS next Y 0.78 EPS Growth —
Revenue Growth 1.40% Earnings 2026-02-26 ROA -0.41%
ROE 3.80% ROIC — Gross Margin 41.63%
Oper. Margin 0.62% Profit Margin 0.84% Shs Outstand 105.99M
Shs Float 103.04M Short Float 13.95% Short Ratio 10.55
Short Interest — 52W High 19.94 52W Low 7.84
Beta 1.69 Avg Volume 1.22M Volume 1.08M
Target Price $23.20 Recom Strong_buy Prev Close $11.42
Price $11.61 Change 1.66%
Valuation Models

Price estimates from analyst targets and simple models.

1. Analyst consensus
$23.20
Mean price target
2. Current target
$11.61
Latest analyst target
3. DCF / Fair value
$10.89
Simplified: (Free Cash Flow ÷ Shares) × 18 (P/FCF multiple). Not a …
Ratings
Current target
$11.61
Low
$22.00
High
$26.00
Mean
$23.20

Latest analyst rating changes

Date Action Analyst Rating Change Price Target
2025-11-11 main BWS Financial Buy → Buy $26
2025-08-11 main BWS Financial Buy → Buy $26
2025-08-08 main Raymond James Outperform → Outperform $22
2025-06-09 main BWS Financial Buy → Buy $24
2025-04-24 main BWS Financial Buy → Buy $24
2025-02-28 main BWS Financial Buy → Buy $24
2024-11-08 main BWS Financial Buy → Buy $24
2024-09-27 main BWS Financial Buy → Buy $24
2024-08-09 main BWS Financial Buy → Buy $24
2024-07-22 main Roth MKM Buy → Buy $18
2024-07-09 main BWS Financial Buy → Buy $24
2024-05-10 main Craig-Hallum Buy → Buy $17
2024-05-10 main BWS Financial Buy → Buy $17
2024-05-10 main Roth MKM Buy → Buy $17
2024-04-24 main BWS Financial Buy → Buy $17
2023-10-31 init Roth MKM — → Buy $13
2023-08-11 main BWS Financial Buy → Buy $17
2023-08-11 main Lake Street Buy → Buy $14
2023-06-29 init Craig-Hallum — → Buy $17
2023-05-12 main BWS Financial Buy → Buy $11
Insider Transactions
Date Shares Value Url Text Insider Position Transaction Start Date Ownership
0 47329 587486.0 — Sale at price 12.30 - 12.65 per share. BUSSE BRIAN C General Counsel — 2026-02-06 00:00:00 D
1 172015 2136923.0 — Sale at price 12.30 - 12.65 per share. MCRAE MATTHEW BLAKE Chief Executive Officer — 2026-02-06 00:00:00 D
2 57410 — — Stock Award(Grant) at price 0.00 per share. BUSSE BRIAN C General Counsel — 2026-02-04 00:00:00 D
3 167447 — — Stock Award(Grant) at price 0.00 per share. MCRAE MATTHEW BLAKE Chief Executive Officer — 2026-02-04 00:00:00 D
4 33175 nan — — MCRAE MATTHEW BLAKE Chief Executive Officer — 2026-02-03 00:00:00 D
5 8245 105621.0 — Sale at price 12.81 per share. BUSSE BRIAN C General Counsel — 2026-01-30 00:00:00 D
6 35482 454535.0 — Sale at price 12.81 per share. MCRAE MATTHEW BLAKE Chief Executive Officer — 2026-01-30 00:00:00 D
7 55043 753500.0 — Sale at price 13.69 per share. BINDER KURTIS JOSEPH Chief Financial Officer — 2026-01-09 00:00:00 D
8 18841 257920.0 — Sale at price 13.69 per share. BUSSE BRIAN C General Counsel — 2026-01-09 00:00:00 D
9 90089 1233255.0 — Sale at price 13.69 per share. MCRAE MATTHEW BLAKE Chief Executive Officer — 2026-01-09 00:00:00 D
Financials
Line Item2024-12-312023-12-312022-12-312021-12-31
TaxEffectOfUnusualItems0.000.000.00-2.46M
TaxRateForCalcs0.210.210.210.27
NormalizedEBITDA-31.69M-20.24M-52.11M-35.93M
TotalUnusualItems0.00-1.80M-9.12M
TotalUnusualItemsExcludingGoodwill0.00-1.80M-9.12M
NetIncomeFromContinuingOperationNetMinorityInterest-30.50M-22.04M-56.63M-56.03M
ReconciledDepreciation3.20M4.66M4.77M5.97M
ReconciledCostOfRevenue323.38M323.61M354.38M327.10M
EBITDA-31.69M-20.24M-52.11M-45.05M
EBIT-34.89M-24.90M-56.88M-51.02M
NetInterestIncome5.58M3.94M926.00K11.00K
InterestIncome5.58M3.94M926.00K11.00K
NormalizedIncome-30.50M-22.04M-56.63M-49.37M
NetIncomeFromContinuingAndDiscontinuedOperation-30.50M-22.04M-56.63M-56.03M
TotalExpenses545.78M516.08M547.29M486.16M
TotalOperatingIncomeAsReported-34.89M-24.90M-56.88M-60.14M
DilutedAverageShares98.63M92.75M87.17M82.69M
BasicAverageShares98.63M92.75M87.17M82.69M
DilutedEPS-0.31-0.24-0.65-0.68
BasicEPS-0.31-0.24-0.65-0.68
DilutedNIAvailtoComStockholders-30.50M-22.04M-56.63M-56.03M
NetIncomeCommonStockholders-30.50M-22.04M-56.63M-56.03M
NetIncome-30.50M-22.04M-56.63M-56.03M
NetIncomeIncludingNoncontrollingInterests-30.50M-22.04M-56.63M-56.03M
NetIncomeContinuousOperations-30.50M-22.04M-56.63M-56.03M
TaxProvision1.09M1.18M975.00K677.00K
PretaxIncome-29.41M-20.86M-55.65M-55.35M
OtherIncomeExpense-104.00K107.00K302.00K-4.34M
OtherNonOperatingIncomeExpenses-104.00K107.00K302.00K4.78M
SpecialIncomeCharges0.00-1.80M-9.12M
GainOnSaleOfBusiness0.00
WriteOff0.000.009.12M
ImpairmentOfCapitalAssets9.12M
RestructuringAndMergernAcquisition1.80M1.60M
NetNonOperatingInterestIncomeExpense5.58M3.94M926.00K11.00K
InterestIncomeNonOperating5.58M3.94M926.00K11.00K
OperatingIncome-34.89M-24.90M-56.88M-51.02M
OperatingExpense222.40M192.47M192.91M159.06M
OtherOperatingExpenses3.36M1.31M2.19M1.60M
ResearchAndDevelopment73.18M68.65M64.71M59.06M
SellingGeneralAndAdministration145.86M122.51M126.01M98.40M
SellingAndMarketingExpense73.72M66.14M70.08M48.91M
GeneralAndAdministrativeExpense72.13M56.37M55.93M49.49M
OtherGandA72.13M56.37M55.93M49.49M
GrossProfit187.50M167.56M136.03M108.03M
CostOfRevenue323.38M323.61M354.38M327.10M
TotalRevenue510.89M491.18M490.41M435.14M
OperatingRevenue510.89M491.18M490.41M435.14M
Line Item2024-12-312023-12-312022-12-312021-12-31
OrdinarySharesNumber100.89M95.38M88.89M84.45M
ShareIssued100.89M95.38M88.89M84.45M
TotalDebt18.36M17.02M19.28M26.08M
TangibleBookValue89.87M92.24M76.66M101.61M
InvestedCapital100.91M103.28M87.69M112.65M
WorkingCapital85.84M89.08M70.50M92.69M
NetTangibleAssets89.87M92.24M76.66M101.61M
CapitalLeaseObligations18.36M17.02M19.28M26.08M
CommonStockEquity100.91M103.28M87.69M112.65M
TotalCapitalization100.91M103.28M87.69M112.65M
TotalEquityGrossMinorityInterest100.91M103.28M87.69M112.65M
StockholdersEquity100.91M103.28M87.69M112.65M
GainsLossesNotAffectingRetainedEarnings34.00K320.00K-107.00K0.00
OtherEquityAdjustments34.00K320.00K-107.00K
RetainedEarnings-397.96M-367.46M-345.43M-288.80M
AdditionalPaidInCapital498.74M470.32M433.14M401.37M
CapitalStock101.00K95.00K89.00K84.00K
CommonStock101.00K95.00K89.00K84.00K
PreferredStock0.000.000.000.00
TotalLiabilitiesNetMinorityInterest197.49M182.26M184.51M234.84M
TotalNonCurrentLiabilitiesNetMinorityInterest20.73M20.81M22.23M23.91M
OtherNonCurrentLiabilities2.37M3.79M2.95M1.00M
TradeandOtherPayablesNonCurrent77.00K94.00K
NonCurrentDeferredLiabilities212.00K1.34M
NonCurrentDeferredRevenue212.00K1.34M
LongTermDebtAndCapitalLeaseObligation18.36M17.02M19.28M21.47M
LongTermCapitalLeaseObligation18.36M17.02M19.28M21.47M
CurrentLiabilities176.76M161.45M162.28M210.93M
CurrentDeferredLiabilities27.25M18.04M11.29M29.44M
CurrentDeferredRevenue27.25M18.04M11.29M29.44M
CurrentDebtAndCapitalLeaseObligation4.19M4.61M
CurrentCapitalLeaseObligation4.19M4.61M
PensionandOtherPostRetirementBenefitPlansCurrent12.92M13.28M15.56M12.37M
PayablesAndAccruedExpenses136.59M130.13M135.43M164.51M
CurrentAccruedExpenses72.81M74.93M83.30M80.41M
Payables63.78M55.20M52.13M84.10M
TotalTaxPayable12.00K
IncomeTaxPayable12.00K
AccountsPayable63.78M55.20M52.13M84.10M
TotalAssets298.40M285.54M272.20M347.49M
TotalNonCurrentAssets35.79M35.00M39.42M43.87M
OtherNonCurrentAssets4.29M7.75M8.24M6.86M
NonCurrentPrepaidAssets122.00K
NonCurrentDeferredAssets1.38M1.56M
NonCurrentDeferredTaxesAssets1.38M1.56M
GoodwillAndOtherIntangibleAssets11.04M11.04M11.04M11.04M
Goodwill11.04M11.04M11.04M11.04M
NetPPE20.46M16.21M20.14M24.41M
AccumulatedDepreciation-32.59M-33.67M-32.17M-29.02M
GrossPPE53.05M49.88M52.31M53.43M
Leases3.30M4.66M4.66M4.92M
OtherProperties15.70M11.45M12.81M14.81M
MachineryFurnitureEquipment34.05M33.77M34.85M33.70M
Properties0.000.000.000.00
CurrentAssets262.61M250.53M232.78M303.62M
OtherCurrentAssets13.19M10.27M6.54M9.92M
PrepaidAssets9.92M
Inventory40.63M38.41M46.55M38.39M
Receivables57.33M65.36M65.96M79.56M
AccountsReceivable57.33M65.36M65.96M79.56M
AllowanceForDoubtfulAccountsReceivable-132.00K-333.00K-423.00K-337.00K
GrossAccountsReceivable57.46M65.69M66.38M79.90M
CashCashEquivalentsAndShortTermInvestments151.45M136.50M113.72M175.75M
OtherShortTermInvestments69.42M79.97M29.70M0.00
CashAndCashEquivalents82.03M56.52M84.02M175.75M
Line Item2024-12-312023-12-312022-12-312021-12-31
FreeCashFlow48.62M35.45M-47.97M-25.46M
RepurchaseOfCapitalStock-4.42M0.000.00
CapitalExpenditure-2.69M-2.85M-2.01M-2.27M
IncomeTaxPaidSupplementalData1.16M1.20M415.00K964.00K
EndCashPosition82.03M60.65M88.18M179.86M
BeginningCashPosition60.65M88.18M179.86M190.29M
ChangesInCash21.38M-27.53M-91.68M-10.44M
FinancingCashFlow-40.77M-15.14M-13.94M-4.97M
CashFlowFromContinuingFinancingActivities-40.77M-15.14M-13.94M-4.97M
NetOtherFinancingCharges-44.71M-23.64M-18.20M-13.20M
ProceedsFromStockOptionExercised8.37M8.49M4.26M8.23M
NetCommonStockIssuance-4.42M0.000.00
CommonStockPayments-4.42M0.000.00
InvestingCashFlow10.84M-50.69M-31.77M17.73M
CashFlowFromContinuingInvestingActivities10.84M-50.69M-31.77M17.73M
NetInvestmentPurchaseAndSale13.53M-47.84M-29.76M20.00M
SaleOfInvestment218.60M102.03M39.54M20.00M
PurchaseOfInvestment-205.07M-149.87M-69.31M0.00
NetBusinessPurchaseAndSale0.00
SaleOfBusiness0.00
NetPPEPurchaseAndSale-2.69M-2.85M-2.01M-2.27M
PurchaseOfPPE-2.69M-2.85M-2.01M-2.27M
OperatingCashFlow51.31M38.30M-45.96M-23.20M
CashFlowFromContinuingOperatingActivities51.31M38.30M-45.96M-23.20M
ChangeInWorkingCapital11.14M9.34M-42.59M-16.86M
ChangeInOtherWorkingCapital9.44M6.61M-19.28M-38.92M
ChangeInPayablesAndAccruedExpense1.56M-4.24M-32.37M-2.00M
ChangeInAccruedExpense-6.73M-7.96M149.00K-24.16M
ChangeInPayable8.29M3.72M-32.52M22.16M
ChangeInAccountPayable8.29M3.72M-32.52M22.16M
ChangeInPrepaidAssets-3.58M-1.50M3.43M-3.46M
ChangeInInventory-4.51M7.78M-7.89M29.26M
ChangeInReceivables8.23M690.00K13.52M-1.74M
ChangesInAccountReceivables8.23M690.00K13.52M-1.74M
OtherNonCashItems24.00K-3.00K
StockBasedCompensation68.66M47.95M48.48M38.03M
ProvisionandWriteOffofAssets2.08M279.00K-190.00K-3.12M
AssetImpairmentCharge0.000.009.12M
AmortizationOfSecurities-3.26M-2.00M24.00K-3.00K
DeferredTax-13.00K112.00K181.00K-296.00K
DeferredIncomeTax-13.00K112.00K181.00K-296.00K
DepreciationAmortizationDepletion3.20M4.66M4.77M5.97M
DepreciationAndAmortization3.20M4.66M4.77M5.97M
GainLossOnSaleOfBusiness0.00
NetIncomeFromContinuingOperations-30.50M-22.04M-56.63M-56.03M
SEC Filings

Recent 10-K, 10-Q, 8-K, and Form 4 (insider) filings.

Public Trades for ARLO
Date User Asset Broker Type Position Size Entry Price Patterns