Arlo Technologies/$ARLO
Arlo shares fall as investors focus on the sequential revenue slowdown and softer hardware sales signalled by its Q4 outlook, overshadowing a Q3 earnings beat.
21 hours agoLightyear AI
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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
$1.3B
53.95
$0.23
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-
Price and volume
Market cap
$1.3B
52-week high
$16.89
52-week low
$11.05
Average daily volume
2M
Financial strength
Current ratio
1.466
Quick ratio
1.085
Long term debt to equity
0.031
Total debt to equity
0.031
Interest coverage (TTM)
41.70%
Profitability
EBITDA (TTM)
24.793
Gross margin (TTM)
47.38%
Net profit margin (TTM)
4.11%
Operating margin (TTM)
2.64%
Effective tax rate (TTM)
9.33%
Revenue per employee (TTM)
$1,590,000
Management effectiveness
Return on assets (TTM)
2.69%
Return on equity (TTM)
16.35%
Valuation
Price to earnings (TTM)
53.946
Price to revenue (TTM)
2.214
Price to book
7.77
Price to tangible book (TTM)
13.52
Price to free cash flow (TTM)
19.286
Free cash flow yield (TTM)
5.18%
Free cash flow per share (TTM)
0.64
Growth
Revenue change (TTM)
17.12%
Earnings per share change (TTM)
581.63%
3-year revenue growth (CAGR)
7.93%
3-year earnings per share growth (CAGR)
-22.53%
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
Subscriptions and services revenue rose 20.1% year on year to $96 million and made up 64.4% of sales, while paid accounts grew 23.1%. This growing base of recurring, high-margin income is making Arlo less dependent on device sales. (Business Wire)
Profitability improved: adjusted EBITDA rose 57.6% year on year, gross margin reached 49%, and year-to-date free cash flow was $50.6 million. If service growth continues, that stronger mix could support further margin gains. (Business Wire)
The planned Comcast launch in 2027 could bring Arlo a major new route to subscribers, while management is targeting roughly 30% ARR growth next year. That target depends on partner roll-outs and new services, including Aloe Care, gaining traction. (The Motley Fool)
Product revenue fell 10.8% year on year in the third quarter, leaving total revenue growth at 6.9% despite strong subscription growth. If device sales keep shrinking, they could increasingly offset gains from services. (StockTitan)
Arlo warns that tariffs raise the cost of products made outside the US, and management is also watching for higher memory costs. Those pressures could make its already challenging hardware economics worse or force price rises that curb demand. (The Motley Fool)
Stock-based compensation was $63.2 million over the first nine months, and shares outstanding rose from 105.0 million to 107.5 million despite share repurchases. Continued dilution could limit the benefit of buybacks to existing shareholders. (The Motley Fool)
Data summarised monthly by Lightyear AI. Last updated on 6 Nov 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
Fund name | Fund size | $ARLO weighting |
|---|---|---|
iShares Digital Security€L0CK | $1.9B | 0.33% |
iShares S&P Small Cap 600£ISP6 | $3.2B | 0.09% |
iShares S&P SmallCap 600$IDP6 | $3.2B | 0.09% |
SPDR Russell 2000 US Small Cap€R2US | $5.3B | 0.06% |
SPDR Russell 2000 US Small Cap£R2SC | $5.3B | 0.06% |
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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