Symbols / ARLO Stock $13.22 +1.23% Arlo Technologies, Inc.

Industrials • Building Products & Equipment • United States • NYQ
ARLO (Stock) Chart
O: — H: — L: — C: — V: —
SMA 20: — SMA 50: — SMA 200: —
Stock Fundamentals
Scroll to Statements
Index EQUITY
Sector Industrials
Industry Building Products & Equipment
CEO Mr. Matthew Blake McRae
Exch · Country NYQ · United States
Market Cap 1.44B
Enterprise Value 1.28B
Income 30.64M
Sales 560.61M
FCF (ttm) 63.65M
Book/sh 1.47
Cash/sh 1.54
Employees 376
Insider 10d —
IPO Aug 03, 2018
Div forward ($/yr)
Div TTM ($/yr)
Dividend Yield
Ex-Div Date
5Y Avg Yield
Yield vs 5Y Avg
Payout 0.00%
P/E 47.21
Forward P/E 13.38
PEG 0.60
P/S 2.56
P/B 9.02
P/C —
EV/EBITDA 60.27
EV/Sales 2.28
Quick Ratio 1.21
Current Ratio 1.52
Debt/Eq 5.17
LT Debt/Eq —
EPS (ttm) 0.28
EPS next Y 0.99
EPS Growth —
Revenue Growth 26.30%
EPS Gr Q/Q —
Rev Gr Q/Q —
Earnings (next) 2026-08-06
Earnings (prior) 2026-05-07
ROA 3.12%
ROE 23.32%
ROIC —
Gross Margin 45.09%
Oper. Margin 5.89%
Profit Margin 5.46%
Shs Outstand 108.61M
Shs Float 105.36M
Insider Own 3.14%
Instit Own 102.26%
Short Float 12.15%
Short Ratio 6.96
Short Interest 10.97M
52W High 19.94
vs 52W High -33.70%
52W Low 11.05
vs 52W Low 19.64%
Beta 1.55
Impl. Vol. 1.56%
Rel Volume 0.48
Avg Volume 1.26M
Volume 608.53K
Target (mean) $21.40
Tgt Median $22.00
Tgt Low $19.00
Tgt High $24.00
# Analysts 5
Recom None
Prev Close $13.06
Price $13.22
Change 1.23%
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 delivers smart home protection, including automated privacy shield, 360-degree coverage, 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 6, a pro series wireless security cameras; ARLO ULTRA 3, a 4K HDR video resolution, auto-zoom and tracking and an expansive 180-degree field of view 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; 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 AI-powered recognition and detection; 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.

Valuation Models

Price estimates from analyst targets and simple models.

1. Analyst consensus
$21.40
Mean price target
2. Current target
$13.22
Latest analyst target
3. DCF / Fair value
$10.55
Simplified: (Free Cash Flow ÷ Shares) × 18 (P/FCF multiple). Not a …
Ratings
Current target
$13.22
Low
$19.00
High
$24.00
Mean
$21.40

Latest analyst rating changes

Date Action Analyst Rating Change Price Target
2026-05-18 init Oppenheimer — → Outperform $20
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
News
RSS: Latest ARLO news
Insider Transactions
Filed Date Insider Relationship Transaction Shares Price Value SEC
2026-05-08 BINDER KURTIS JOSEPH Chief Financial Officer — 65,000 $15.70 $1,020,474
2026-04-17 BINDER KURTIS JOSEPH Chief Financial Officer — 25,000 $15.19 $379,858
2026-04-06 BINDER KURTIS JOSEPH Chief Financial Officer — 25,000 $13.99 $349,640
2026-03-12 BINDER KURTIS JOSEPH Chief Financial Officer — 179,419 $13.78 $2,471,533
2026-03-12 BUSSE BRIAN C General Counsel — 25,525 $13.78 $351,609
2026-03-12 MCRAE MATTHEW BLAKE Chief Executive Officer — 153,433 $13.78 $2,113,570
2026-03-10 BINDER KURTIS JOSEPH Chief Financial Officer — 333,334 — —
2026-03-10 BUSSE BRIAN C General Counsel — 50,000 — —
2026-03-10 MCRAE MATTHEW BLAKE Chief Executive Officer — 288,824 — —
2026-03-04 BINDER KURTIS JOSEPH Chief Financial Officer — 9,665 $15.11 $146,078
Financials
Statement View
Amounts in millions (2 decimals, no suffix) • EPS per share (2 decimals) • Trend = period evolution • YoY Growth = previous period %
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Total Revenue
529.30
+3.60%
510.89
+4.01%
491.18
+0.16%
490.41
Operating Revenue
529.30
+3.60%
510.89
+4.01%
491.18
+0.16%
490.41
Cost Of Revenue
296.46
-8.33%
323.38
-0.07%
323.61
-8.68%
354.38
Reconciled Cost Of Revenue
296.46
-8.33%
323.38
-0.07%
323.61
-8.68%
354.38
Gross Profit
232.84
+24.18%
187.50
+11.90%
167.56
+23.18%
136.03
Operating Expense
226.77
+1.97%
222.40
+15.55%
192.47
-0.23%
192.91
Research And Development
73.65
+0.64%
73.18
+6.61%
68.65
+6.09%
64.71
Selling General And Administration
150.94
+3.48%
145.86
+19.06%
122.51
-2.78%
126.01
Selling And Marketing Expense
84.84
+15.08%
73.72
+11.46%
66.14
-5.62%
70.08
General And Administrative Expense
66.10
-8.37%
72.13
+27.96%
56.37
+0.78%
55.93
Other Gand A
66.10
-8.37%
72.13
+27.96%
56.37
+0.78%
55.93
Other Operating Expenses
2.18
-35.01%
3.36
+156.77%
1.31
-40.37%
2.19
Total Expenses
523.23
-4.13%
545.78
+5.75%
516.08
-5.70%
547.29
Operating Income
6.07
+117.40%
-34.89
-40.11%
-24.90
+56.22%
-56.88
Total Operating Income As Reported
6.07
+117.40%
-34.89
-40.11%
-24.90
+56.22%
-56.88
EBITDA
10.00
+131.56%
-31.69
-56.57%
-20.24
+61.16%
-52.11
Normalized EBITDA
5.86
+118.48%
-31.69
-56.57%
-20.24
+61.16%
-52.11
Reconciled Depreciation
3.93
+22.84%
3.20
-31.35%
4.66
-2.24%
4.77
EBIT
6.07
+117.40%
-34.89
-40.11%
-24.90
+56.22%
-56.88
Total Unusual Items
4.14
0.00
0.00
+100.00%
-1.80
Total Unusual Items Excluding Goodwill
4.14
0.00
0.00
+100.00%
-1.80
Special Income Charges
4.14
0.00
0.00
+100.00%
-1.80
Other Special Charges
-4.14
—
—
—
Impairment Of Capital Assets
—
—
—
—
Restructuring And Mergern Acquisition
—
—
—
1.80
Write Off
—
—
0.00
0.00
Net Income
14.93
+148.93%
-30.50
-38.43%
-22.04
+61.09%
-56.63
Pretax Income
15.67
+153.27%
-29.41
-40.99%
-20.86
+62.51%
-55.65
Net Non Operating Interest Income Expense
5.45
-2.36%
5.58
+41.91%
3.94
+324.95%
0.93
Net Interest Income
5.45
-2.36%
5.58
+41.91%
3.94
+324.95%
0.93
Interest Income Non Operating
5.45
-2.36%
5.58
+41.91%
3.94
+324.95%
0.93
Interest Income
5.45
-2.36%
5.58
+41.91%
3.94
+324.95%
0.93
Other Income Expense
4.14
+4084.62%
-0.10
-197.20%
0.11
-64.57%
0.30
Other Non Operating Income Expenses
—
-0.10
-197.20%
0.11
-64.57%
0.30
Gain On Sale Of Business
—
—
—
—
Tax Provision
0.74
-32.14%
1.09
-7.06%
1.18
+20.51%
0.97
Tax Rate For Calcs
0.00
-77.62%
0.00
+0.00%
0.00
+0.00%
0.00
Tax Effect Of Unusual Items
0.19
0.00
0.00
0.00
Net Income Including Noncontrolling Interests
14.93
+148.93%
-30.50
-38.43%
-22.04
+61.09%
-56.63
Net Income From Continuing Operation Net Minority Interest
14.93
+148.93%
-30.50
-38.43%
-22.04
+61.09%
-56.63
Net Income From Continuing And Discontinued Operation
14.93
+148.93%
-30.50
-38.43%
-22.04
+61.09%
-56.63
Net Income Continuous Operations
14.93
+148.93%
-30.50
-38.43%
-22.04
+61.09%
-56.63
Normalized Income
10.98
+135.98%
-30.50
-38.43%
-22.04
+61.09%
-56.63
Net Income Common Stockholders
14.93
+148.93%
-30.50
-38.43%
-22.04
+61.09%
-56.63
Diluted EPS
0.14
+145.16%
-0.31
-29.17%
-0.24
+63.08%
-0.65
Basic EPS
0.14
+145.16%
-0.31
-29.17%
-0.24
+63.08%
-0.65
Basic Average Shares
104.20
+5.65%
98.63
+6.34%
92.75
+6.40%
87.17
Diluted Average Shares
110.16
+11.69%
98.63
+6.34%
92.75
+6.40%
87.17
Diluted NI Availto Com Stockholders
14.93
+148.93%
-30.50
-38.43%
-22.04
+61.09%
-56.63
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Total Assets
310.55
+4.07%
298.40
+4.50%
285.54
+4.90%
272.20
Current Assets
260.49
-0.81%
262.61
+4.82%
250.53
+7.63%
232.78
Cash Cash Equivalents And Short Term Investments
166.43
+9.89%
151.45
+10.96%
136.50
+20.02%
113.72
Cash And Cash Equivalents
146.44
+78.52%
82.03
+45.13%
56.52
-32.73%
84.02
Other Short Term Investments
19.98
-71.21%
69.42
-13.20%
79.97
+169.27%
29.70
Receivables
39.67
-30.81%
57.33
-12.28%
65.36
-0.91%
65.96
Accounts Receivable
39.67
-30.81%
57.33
-12.28%
65.36
-0.91%
65.96
Gross Accounts Receivable
—
57.46
-12.53%
65.69
-1.04%
66.38
Allowance For Doubtful Accounts Receivable
—
-0.13
+60.36%
-0.33
+21.28%
-0.42
Inventory
41.19
+1.36%
40.63
+5.79%
38.41
-17.50%
46.55
Prepaid Assets
—
—
—
—
Other Current Assets
13.21
+0.15%
13.19
+28.42%
10.27
+56.95%
6.54
Total Non Current Assets
50.06
+39.86%
35.79
+2.26%
35.00
-11.20%
39.42
Net PPE
22.35
+9.24%
20.46
+26.23%
16.21
-19.53%
20.14
Gross PPE
56.38
+6.28%
53.05
+6.36%
49.88
-4.65%
52.31
Accumulated Depreciation
-34.03
-4.43%
-32.59
+3.21%
-33.67
-4.66%
-32.17
Properties
0.00
0.00
0.00
0.00
Machinery Furniture Equipment
45.79
+34.49%
34.05
+0.83%
33.77
-3.10%
34.85
Other Properties
9.20
-41.43%
15.70
+37.10%
11.45
-10.61%
12.81
Leases
1.39
-57.81%
3.30
-29.16%
4.66
+0.09%
4.66
Goodwill And Other Intangible Assets
11.04
+0.00%
11.04
+0.00%
11.04
+0.00%
11.04
Goodwill
11.04
+0.00%
11.04
+0.00%
11.04
+0.00%
11.04
Investments And Advances
12.50
0.00
—
—
Non Current Deferred Assets
—
—
—
1.38
Non Current Deferred Taxes Assets
—
—
—
1.38
Non Current Prepaid Assets
—
—
—
—
Other Non Current Assets
4.17
-2.84%
4.29
-44.64%
7.75
-5.85%
8.24
Total Liabilities Net Minority Interest
182.71
-7.49%
197.49
+8.36%
182.26
-1.22%
184.51
Current Liabilities
172.34
-2.50%
176.76
+9.48%
161.45
-0.51%
162.28
Payables And Accrued Expenses
111.98
-18.02%
136.59
+4.96%
130.13
-3.91%
135.43
Payables
42.83
-32.86%
63.78
+15.55%
55.20
+5.89%
52.13
Accounts Payable
42.83
-32.86%
63.78
+15.55%
55.20
+5.89%
52.13
Current Accrued Expenses
69.15
-5.02%
72.81
-2.83%
74.93
-10.05%
83.30
Pensionand Other Post Retirement Benefit Plans Current
23.22
+79.72%
12.92
-2.69%
13.28
-14.64%
15.56
Total Tax Payable
—
—
—
—
Income Tax Payable
—
—
—
—
Current Debt And Capital Lease Obligation
—
—
—
4.19
Current Capital Lease Obligation
—
—
—
4.19
Current Deferred Liabilities
37.14
+36.30%
27.25
+51.03%
18.04
+59.78%
11.29
Current Deferred Revenue
37.14
+36.30%
27.25
+51.03%
18.04
+59.78%
11.29
Total Non Current Liabilities Net Minority Interest
10.37
-49.97%
20.73
-0.39%
20.81
-6.37%
22.23
Long Term Debt And Capital Lease Obligation
6.74
-63.27%
18.36
+7.85%
17.02
-11.71%
19.28
Long Term Capital Lease Obligation
6.74
-63.27%
18.36
+7.85%
17.02
-11.71%
19.28
Tradeand Other Payables Non Current
—
—
—
0.08
Non Current Deferred Liabilities
—
—
—
0.21
Non Current Deferred Revenue
—
—
—
0.21
Other Non Current Liabilities
3.63
+52.91%
2.37
-37.41%
3.79
+28.52%
2.95
Stockholders Equity
127.84
+26.69%
100.91
-2.29%
103.28
+17.77%
87.69
Common Stock Equity
127.84
+26.69%
100.91
-2.29%
103.28
+17.77%
87.69
Capital Stock
0.10
+3.96%
0.10
+6.32%
0.10
+6.74%
0.09
Common Stock
0.10
+3.96%
0.10
+6.32%
0.10
+6.74%
0.09
Preferred Stock
0.00
0.00
0.00
0.00
Share Issued
105.03
+4.11%
100.89
+5.77%
95.38
+7.30%
88.89
Ordinary Shares Number
105.03
+4.11%
100.89
+5.77%
95.38
+7.30%
88.89
Additional Paid In Capital
510.76
+2.41%
498.74
+6.04%
470.32
+8.58%
433.14
Retained Earnings
-383.04
+3.75%
-397.96
-8.30%
-367.46
-6.38%
-345.43
Gains Losses Not Affecting Retained Earnings
0.02
-52.94%
0.03
-89.38%
0.32
+399.07%
-0.11
Other Equity Adjustments
0.02
-52.94%
0.03
-89.38%
0.32
+399.07%
-0.11
Total Equity Gross Minority Interest
127.84
+26.69%
100.91
-2.29%
103.28
+17.77%
87.69
Total Capitalization
127.84
+26.69%
100.91
-2.29%
103.28
+17.77%
87.69
Working Capital
88.15
+2.69%
85.84
-3.64%
89.08
+26.35%
70.50
Invested Capital
127.84
+26.69%
100.91
-2.29%
103.28
+17.77%
87.69
Total Debt
6.74
-63.27%
18.36
+7.85%
17.02
-11.71%
19.28
Capital Lease Obligations
6.74
-63.27%
18.36
+7.85%
17.02
-11.71%
19.28
Net Tangible Assets
116.80
+29.97%
89.87
-2.57%
92.24
+20.33%
76.66
Tangible Book Value
116.80
+29.97%
89.87
-2.57%
92.24
+20.33%
76.66
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Operating Cash Flow
78.72
+53.44%
51.31
+33.95%
38.30
+183.33%
-45.96
Cash Flow From Continuing Operating Activities
78.72
+53.44%
51.31
+33.95%
38.30
+183.33%
-45.96
Net Income From Continuing Operations
14.93
+148.93%
-30.50
-38.43%
-22.04
+61.09%
-56.63
Depreciation Amortization Depletion
3.93
+22.84%
3.20
-31.35%
4.66
-2.24%
4.77
Depreciation And Amortization
3.93
+22.84%
3.20
-31.35%
4.66
-2.24%
4.77
Other Non Cash Items
-4.14
—
—
0.02
Stock Based Compensation
62.33
-9.21%
68.66
+43.19%
47.95
-1.09%
48.48
Provisionand Write Offof Assets
0.89
-57.41%
2.08
+647.31%
0.28
+246.84%
-0.19
Asset Impairment Charge
—
—
0.00
0.00
Deferred Tax
-0.22
-1561.54%
-0.01
-111.61%
0.11
-38.12%
0.18
Deferred Income Tax
-0.22
-1561.54%
-0.01
-111.61%
0.11
-38.12%
0.18
Change In Working Capital
3.67
-67.09%
11.14
+19.23%
9.34
+121.93%
-42.59
Change In Receivables
17.65
+114.55%
8.23
+1092.46%
0.69
-94.90%
13.52
Changes In Account Receivables
17.65
+114.55%
8.23
+1092.46%
0.69
-94.90%
13.52
Change In Inventory
-1.43
+68.34%
-4.51
-157.99%
7.78
+198.61%
-7.89
Change In Prepaid Assets
0.32
+108.89%
-3.58
-138.79%
-1.50
-143.71%
3.43
Change In Payables And Accrued Expense
-23.94
-1632.71%
1.56
+136.87%
-4.24
+86.91%
-32.37
Change In Accrued Expense
-2.87
+57.29%
-6.73
+15.48%
-7.96
-5441.61%
0.15
Change In Payable
-21.07
-354.17%
8.29
+122.64%
3.72
+111.45%
-32.52
Change In Account Payable
-21.07
-354.17%
8.29
+122.64%
3.72
+111.45%
-32.52
Change In Other Working Capital
11.06
+17.24%
9.44
+42.77%
6.61
+134.28%
-19.28
Investing Cash Flow
27.75
+156.03%
10.84
+121.39%
-50.69
-59.53%
-31.77
Cash Flow From Continuing Investing Activities
27.75
+156.03%
10.84
+121.39%
-50.69
-59.53%
-31.77
Net PPE Purchase And Sale
-11.83
-339.96%
-2.69
+5.58%
-2.85
-41.64%
-2.01
Purchase Of PPE
-11.83
-339.96%
-2.69
+5.58%
-2.85
-41.64%
-2.01
Capital Expenditure
-11.83
-339.96%
-2.69
+5.58%
-2.85
-41.64%
-2.01
Net Investment Purchase And Sale
39.58
+192.58%
13.53
+128.28%
-47.84
-60.73%
-29.76
Purchase Of Investment
-125.43
+38.83%
-205.07
-36.83%
-149.87
-116.25%
-69.31
Sale Of Investment
165.01
-24.51%
218.60
+114.24%
102.03
+158.03%
39.54
Net Business Purchase And Sale
—
—
—
—
Gain Loss On Sale Of Business
—
—
—
—
Financing Cash Flow
-42.07
-3.19%
-40.77
-169.23%
-15.14
-8.61%
-13.94
Cash Flow From Continuing Financing Activities
-42.07
-3.19%
-40.77
-169.23%
-15.14
-8.61%
-13.94
Net Common Stock Issuance
-45.60
-931.42%
-4.42
0.00
0.00
Common Stock Payments
-45.60
-931.42%
-4.42
0.00
0.00
Repurchase Of Capital Stock
-45.60
-931.42%
-4.42
0.00
0.00
Proceeds From Stock Option Exercised
3.53
-57.79%
8.37
-1.51%
8.49
+99.37%
4.26
Net Other Financing Charges
—
-44.71
-89.17%
-23.64
-29.85%
-18.20
Changes In Cash
64.41
+201.27%
21.38
+177.67%
-27.53
+69.98%
-91.68
Beginning Cash Position
82.03
+35.25%
60.65
-31.22%
88.18
-50.97%
179.86
End Cash Position
146.44
+78.52%
82.03
+35.25%
60.65
-31.22%
88.18
Free Cash Flow
66.90
+37.60%
48.62
+37.13%
35.45
+173.91%
-47.97
Income Tax Paid Supplemental Data
1.22
+5.45%
1.16
-3.34%
1.20
+188.19%
0.41
Amortization Of Securities
-2.66
+18.32%
-3.26
-62.54%
-2.00
-8454.17%
0.02
Sale Of Business
—
—
—
—
SEC Filings

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

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