ARLO Arlo Technologies, Inc.
USIndustrialsAs of 2026-07-10 16:00
Why ARLO matters now
Arlo Technologies, Inc. (ARLO) is a US stock in Industrials. The latest InvestLog snapshot shows $13.00 with -0.76% on the session and $1.41B in market capitalization; recent performance reads 1-month +2.19% and YTD -6.65%.
The latest financial table shown here is Q1 2026, with revenue of $150.4M, net income of $14.9M, and EPS of $0.13. Investors can compare that operating picture with valuation signals such as P/E 93.93 and FCF yield 4.5%.
The latest indexable market news headline is "Is Arlo Technologies Inc (ARLO) Overvalued After 3.3% Rally? GF Value Says Overvalued" from GuruFocus.
Additional event context on this page matters because analyst consensus is Buy with a median target of $19.50; recent insider activity includes Binder Kurtis Joseph filing S-Sale. These signals are research inputs, not a recommendation.
Valuation
P/E (TTM)
93.93
PEG
0.63
P/B
8.77
P/S
2.53
EV/EBITDA
35.25
DCF Value
$11.22
FCF Yield
4.5%
Div Yield
0.0%
Margins & Returns
Gross Margin
45.1%
Operating Margin
2.7%
Net Margin
5.5%
ROE
22.9%
ROA
8.5%
ROIC
8.3%
Financials
| Period | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $150.4M | $14.9M | $0.13 |
| Q4 2025 | $141.3M | $5.8M | $0.05 |
| FY 2025 | $529.3M | $14.9M | $0.14 |
| Q3 2025 | $139.5M | $6.9M | $0.06 |
Analyst Ratings
Consensus
Buy
Target (Consensus)
$19.50
Target (Median)
$19.50
Target Range
$19.00 - $20.00
Trading Activity
Insider Trades
Related Stocks
Latest News
Company Info
Sector
Industrials
Industry
Security & Protection Services
Country
US
Exchange
—
Beta
1.55
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.