Arlo Technologies, Inc. logo

Arlo Technologies, Inc.

ARLO

NYSETechnologyCommunication Equipment

Previous close

$13.10

+$0.06 · +0.46%

Aug 21, 4:00 PM ET

ARLO company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Hold

Wait — insufficient conviction to act

Valuation

61

Undervalued

Momentum

36

Weakening

Sentiment

76

Bullish

Risk resilience

47

Elevated Risk

Full GoAI research

Thesis, catalysts, evidence, and risk analysis.

View full GoAI research

AI-generated, informational only, and not investment advice.

Company profile

Company website

Arlo Technologies, Inc. delivers a comprehensive, cloud-centric smart security ecosystem across the Americas, Europe, the Middle East, Africa, and Asia Pacific regions. This system seamlessly integrates an intelligent cloud backbone and a user-friendly mobile application with a diverse array of smart, internet-connected hardware. Its product portfolio encompasses a wide selection of security cameras, such as the Arlo Essential Indoor camera, the versatile Arlo Go 2 (supporting both LTE and Wi-Fi), and the mobile, wire-free Arlo Go LTE camera. For indoor monitoring, they offer the wired Arlo Q and Q Plus models. Specialized devices include the Arlo Baby monitor, equipped with air quality and temperature sensors, motion and audio detection, and superior night vision capabilities. The Arlo Chime, designed to complement the Arlo Video Doorbell, provides customizable ringtones and siren functionality. Arlo's advanced camera range features models like the Arlo Ultra and Ultra 2 (with integrated spotlights and pristine two-way audio with advanced noise cancellation), the Arlo Pro 3 and Pro 4 (boasting integrated spotlights and color night vision), and the wire-free Arlo Floodlight Camera. The Arlo Video Doorbell delivers direct video calls to mobile devices and customizable alerts, while other offerings include the Arlo Essential Spotlight, Essential XL Spotlight, and Essential Wire-Free Video Doorbell. The company also offers a suite of accessories, including various charging solutions, mounting options, and protective device skins. Complementing its hardware, Arlo provides the intuitive Arlo app for iOS and Android, enabling seamless device connectivity. Subscribers can also opt for Arlo Secure, a service offering unlimited camera coverage and advanced emergency response capabilities. Arlo's products are accessible through a diverse distribution network, encompassing retail outlets, wholesale partners, broadcast channels, wireless service providers, and specialized security solution firms, in addition to its official website. Established in 2018, Arlo Technologies, Inc. maintains its corporate headquarters in Carlsbad, California.

Industry
Communication Equipment
Sector
Technology
Headquarters
US
CEO
Matthew Blake McRae
Listed since
Aug 3, 2018
Employees
376

Market position

Day range

Current $13.10

52-week range

Current $13.10

Open
$13.08
Previous close
$13.04
Volume
730.23K
0.55× average
Average volume
1.32M
Average daily volume
Market cap
1.42B USD
Beta
1.57
Market reference 1
50-day average
$13.5608
-3.40% below average
200-day average
$13.7029
-4.40% below average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
1.32B USD
EV / EBITDA
67.26×
Earnings yield
1.02%
Free cash flow yield
4.59%

Profitability & efficiency

Return on equity
11.68%
Return on assets
4.81%
Return on invested capital
4.18%

Financial health

Current ratio
1.51×

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends50%27%4%-20%Gross margin, FY2021: 24.83%Gross margin, FY2022: 27.74%Gross margin, FY2023: 34.11%Gross margin, FY2024: 36.70%Gross margin, FY2025: 43.99%Operating margin, FY2021: -13.82%Operating margin, FY2022: -11.60%Operating margin, FY2023: -5.07%Operating margin, FY2024: -6.83%Operating margin, FY2025: 1.15%Net margin, FY2021: -12.88%Net margin, FY2022: -11.55%Net margin, FY2023: -4.49%Net margin, FY2024: -5.97%Net margin, FY2025: 2.82%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 24.83%. Gross margin FY2022 27.74%. Gross margin FY2023 34.11%. Gross margin FY2024 36.70%. Gross margin FY2025 43.99%. Operating margin FY2021 -13.82%. Operating margin FY2022 -11.60%. Operating margin FY2023 -5.07%. Operating margin FY2024 -6.83%. Operating margin FY2025 1.15%. Net margin FY2021 -12.88%. Net margin FY2022 -11.55%. Net margin FY2023 -4.49%. Net margin FY2024 -5.97%. Net margin FY2025 2.82%.

Income trends

Revenue

529.3M USD+3.60%

Operating income

6.07M USD+40.96M USD

Net income

14.93M USD+45.43M USD
Income trends across reported periods588.24M USD352.47M USD116.69M USD−119.08M USDRevenue, FY2021: 435.14M USDRevenue, FY2022: 490.41M USDRevenue, FY2023: 491.18M USDRevenue, FY2024: 510.89M USDRevenue, FY2025: 529.3M USDOperating income, FY2021: −60.14M USDOperating income, FY2022: −56.88M USDOperating income, FY2023: −24.9M USDOperating income, FY2024: −34.89M USDOperating income, FY2025: 6.07M USDNet income, FY2021: −56.03M USDNet income, FY2022: −56.63M USDNet income, FY2023: −22.04M USDNet income, FY2024: −30.5M USDNet income, FY2025: 14.93M USDFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 435.14M USD. Revenue FY2022 490.41M USD. Revenue FY2023 491.18M USD. Revenue FY2024 510.89M USD. Revenue FY2025 529.3M USD. Operating income FY2021 −60.14M USD. Operating income FY2022 −56.88M USD. Operating income FY2023 −24.9M USD. Operating income FY2024 −34.89M USD. Operating income FY2025 6.07M USD. Net income FY2021 −56.03M USD. Net income FY2022 −56.63M USD. Net income FY2023 −22.04M USD. Net income FY2024 −30.5M USD. Net income FY2025 14.93M USD.
Metric (USD)FY2025FY2024FY2023FY2022FY2021
Revenue529.3M USD510.89M USD491.18M USD490.41M USD435.14M USD
Cost of goods sold296.46M USD323.38M USD323.61M USD354.38M USD327.1M USD
Gross profit232.84M USD187.5M USD167.56M USD136.04M USD108.04M USD
Research and development73.65M USD73.18M USD68.65M USD64.71M USD59.06M USD
Selling, general, and administrative150.94M USD145.86M USD122.51M USD126.01M USD98.4M USD
Operating expenses226.77M USD222.4M USD192.47M USD192.91M USD168.17M USD
Interest income5.45M USD5.58M USD3.94M USD926K USD11K USD
Depreciation and amortization3.93M USD3.2M USD4.66M USD4.77M USD5.98M USD
Operating income6.07M USD−34.89M USD−24.9M USD−56.88M USD−60.14M USD
Net income14.93M USD−30.5M USD−22.04M USD−56.63M USD−56.03M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
82%
9 beats, 0 misses, 2 met estimates
Average EPS surprise
+20.45%
11 comparable reports
Latest EPS result
0.28
Estimate 0.2 · Beat by 43.52%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates0.320.240.160.09Q1 '25MetQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 27, 2025: actual 0.1, estimate 0.1, surprise 0.00%, Met estimate. Q2 2025, reported May 8, 2025: actual 0.15, estimate 0.12, surprise +25.00%, Beat. Q3 2025, reported Aug 7, 2025: actual 0.17, estimate 0.16, surprise +6.25%, Beat. Q4 2025, reported Nov 6, 2025: actual 0.16, estimate 0.15, surprise +6.67%, Beat. Q1 2026, reported Feb 26, 2026: actual 0.22, estimate 0.16, surprise +37.50%, Beat. Q2 2026, reported May 7, 2026: actual 0.28, estimate 0.19, surprise +47.37%, Beat. Q3 2026, reported Aug 6, 2026: actual 0.28, estimate 0.195, surprise +43.52%, Beat. Q4 2026, reported Nov 5, 2026: actual —, estimate 0.2, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates162.17M145.49M128.8M112.12MQ1 '25BeatQ2 '25BeatQ3 '25MissQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 27, 2025: actual 121.57M USD, estimate 121.36M USD, surprise +0.18%, Beat. Q2 2025, reported May 8, 2025: actual 119.07M USD, estimate 118.35M USD, surprise +0.60%, Beat. Q3 2025, reported Aug 7, 2025: actual 129.41M USD, estimate 134.93M USD, surprise -4.10%, Miss. Q4 2025, reported Nov 6, 2025: actual 139.53M USD, estimate 135.57M USD, surprise +2.92%, Beat. Q1 2026, reported Feb 26, 2026: actual 141.3M USD, estimate 135.57M USD, surprise +4.22%, Beat. Q2 2026, reported May 7, 2026: actual 150.38M USD, estimate 139.73M USD, surprise +7.63%, Beat. Q3 2026, reported Aug 6, 2026: actual 155.94M USD, estimate 148.94M USD, surprise +4.70%, Beat. Q4 2026, reported Nov 5, 2026: actual —, estimate 144.93M USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$18.67

42.52% upside
Past 12 months12-month forecast

Price history unavailable

High $20.00Average $18.67Low $17.00

Recent analyst actions

5 institutions
Piper SandlermaintainOverweight
Raymond JamesmaintainOutperform
Craig-HallummaintainBuy

ARLO news

ARLO peers

ETFs holding ARLO

Funds reporting this stock among their holdings, ordered by reported position size.

Continue in GoAI

Research ARLO

research.disclaimer