Arlo Technologies/$ARLO
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Capital at risk
About Arlo Technologies
Arlo Technologies Inc is engaged in the provision of security and video monitoring solutions for homes and businesses. Its cloud-based platform provides users with visibility, insight, and a powerful means to help protect and connect in real-time with the people and things that matter, from any location with a Wi-Fi or cellular connection. The company offers subscription services such as Arlo Secure, Arlo Total Security, and Arlo Safe, and several categories of smart security devices, including smart Wi-Fi and LTE-enabled cameras, video doorbells, floodlight cameras, and home security systems. Geographically, the company generates a majority of its revenue from the United States, followed by Spain, Sweden, and other countries.
- Ticker
- $ARLO
- Sector
- Digital Hardware
- Primary listing
- NYSE
- Employees
- 376
- Headquarters
- Carlsbad, United States
- Website
- www.arlo.com
ARLO Metrics
BasicAdvanced
$1.4B
48.32
$0.28
1.54
-
Price and volume
Market cap
$1.4B
Beta
1.54
52-week high
$19.94
52-week low
$11.05
Average daily volume
1.3M
Financial strength
Current ratio
1.402
Quick ratio
1.053
Long term debt to equity
0.036
Total debt to equity
0.049
Interest coverage (TTM)
13.75%
Profitability
EBITDA (TTM)
14.472
Gross margin (TTM)
44.61%
Net profit margin (TTM)
5.20%
Operating margin (TTM)
1.29%
Effective tax rate (TTM)
4.20%
Revenue per employee (TTM)
$1,560,000
Management effectiveness
Return on assets (TTM)
1.37%
Return on equity (TTM)
22.07%
Valuation
Price to earnings (TTM)
48.32
Price to revenue (TTM)
2.431
Price to book
9.1
Price to tangible book (TTM)
16.99
Price to free cash flow (TTM)
21.349
Free cash flow yield (TTM)
4.68%
Free cash flow per share (TTM)
0.628
Growth
Revenue change (TTM)
15.65%
Earnings per share change (TTM)
-498.94%
3-year revenue growth (CAGR)
7.49%
3-year earnings per share growth (CAGR)
-24.66%
What the Analysts think about ARLO
Analyst ratings (Buy, Hold, Sell) for Arlo Technologies stock.
Analyst projections of the future price of Arlo Technologies stock.
Bulls say / Bears say
Arlo’s recurring-revenue engine continues to scale: Q2 subscriptions and services revenue rose 19% year over year to $93 million, ARR reached $365 million, and cumulative paid accounts increased 23.2% to 6.3 million. Subscription gross margin was 81.1%, supporting a more attractive mix than hardware sales. (Arlo Technologies)
Operating momentum is improving materially. Q2 total revenue rose 21% to $156 million, adjusted EBITDA increased 70.3% to $30.6 million, and GAAP gross margin expanded to 48.2%; management consequently raised full-year 2026 revenue guidance to $580–$600 million and non-GAAP EPS guidance to $0.90–$1.00. (Arlo Technologies)
The Aloe Care acquisition and subsequent Home Helpers partnership give Arlo a credible avenue to extend its AI-enabled SaaS platform beyond cameras into medical alerts, fall prevention, and wellness services. This could expand Arlo’s addressable market and increase monetization opportunities across its 13.6 million registered accounts. (Arlo Technologies; SEC)
Tariff exposure remains a material margin risk: Arlo says its products are manufactured outside the U.S., and tariffs could raise product costs, reduce sales, and pressure product margins. The company’s full-year non-GAAP EPS outlook also includes an expected tariff refund, making reported earnings partly dependent on a non-recurring benefit. (Arlo Technologies)
GAAP profitability remains thin relative to adjusted results. In Q2 2026, Arlo reported $3 million of GAAP net income versus $30.6 million of adjusted EBITDA, while full-year GAAP EPS guidance of $0.11–$0.21 trails non-GAAP EPS guidance of $0.90–$1.00. (Arlo Technologies)
Arlo is expanding into aging-in-place and wellness through Aloe Care, but the acquisition has yet to contribute materially: its results were immaterial through June 28, 2026, while Arlo incurred $2.2 million of acquisition-related costs and assumed contingent consideration. Integration risk could distract from the core security platform before the new business demonstrates meaningful returns. (SEC)
Data summarised monthly by Lightyear AI. Last updated on 9 Sept 2026.
ARLO Financial Performance
Revenues and expenses
ARLO Earnings Performance
Company profitability
Upcoming events
No upcoming events
ARLO News
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Funds containing ARLO
AllEURUSDGBP
Fund name | Fund size | $ARLO weighting |
|---|---|---|
iShares Digital Security€L0CK | €1.7B | 0.27% |
iShares S&P SmallCap 600$IDP6 | $3.2B | 0.08% |
iShares S&P Small Cap 600£ISP6 | £2.4B | 0.08% |
SPDR Russell 2000 US Small Cap€R2US | €4.8B | 0.05% |
iShares MSCI USA Small Cap ESG Enhanced CTB€SXRG | €2.8B | 0.03% |
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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