Arlo Technologies, Inc. ARLO
At closeNov 6, 2026, 6:17 PM EST
After hours · Nov 6, 6:17 PM ET
- YTD
- -11.79%
- 1 year
- -27.15%
- Market cap
- 1.33B
- Revenue (ttm)
- 596.79M
- Profit margin
- 4.11%
- EPS (ttm)
- 0.28
- Shares out
- 107.61M
- P/E ratio
- 44.07
- Forward P/E
- 12.02
- YTD return
- -11.79%
- 1-year return
- -27.15%
- Volume
- 3.78M
- Avg volume
- 1.61M
- Open
- 13.42
- Previous close
- 14.84
- Day's range
- 12.11 – 13.81
- 52-week range
- 11.23 – 16.94
- Analysts
- Strong Buy
- Price target
- 20.67 (+67.5%)
- Earnings date
- Nov 5, 2026
5D -2.23 (-15.31%)
Key statistics
- Enterprise value
- 1.46B
- PEG ratio
- 0.60
- Price / sales
- 2.22
- Price / book
- 7.76
- Dividend yield
- 0.00%
- Payout ratio
- 0.00%
- Revenue growth
- 6.90%
- Free cash flow
- 51.72M
- Total cash
- 144.05M
- Total debt
- 5.22M
- Return on equity
- 16.35%
- Short % of float
- 15.36%
- 50-day average
- 13.07
- 200-day average
- 13.40
Analyst view
Consensus: strong buy
- Target (low)
- 16.00
- Target (mean)
- 20.67
- Target (high)
- 25.00
- Strong buy2
- Buy5
- Hold0
- Sell0
- Strong sell0
Next earnings
Nov 5, 2026
Expected Nov 5, 2026. Consensus EPS estimate 0.19.
Financials — quick view
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Nov 5, 2026 | Sep 28, 2026 | 0.1967 | — | — | — |
| Aug 6, 2026 | Jun 28, 2026 | 0.1951 | 0.28 | +0.08 | +43.52% |
| May 7, 2026 | Mar 29, 2026 | 0.19 | 0.28 | +0.09 | +47.37% |
| Feb 26, 2026 | Dec 31, 2025 | 0.16 | 0.22 | +0.06 | +37.50% |
| Nov 6, 2025 | Sep 28, 2025 | 0.15 | 0.16 | +0.01 | +6.67% |
| Aug 7, 2025 | Jun 29, 2025 | 0.16 | 0.17 | +0.01 | +6.25% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Nov 6, 2026 | Piper Sandler | reit | Overweight | Overweight |
| Oct 20, 2026 | Piper Sandler | main | Overweight | Overweight |
| Aug 7, 2026 | Piper Sandler | main | Overweight | Overweight |
| Jul 27, 2026 | Piper Sandler | init | — | Overweight |
| Jul 7, 2026 | William Blair | init | — | Outperform |
| May 18, 2026 | Oppenheimer | init | — | Outperform |
About Arlo Technologies, Inc.
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.
- Sector
- Industrials
- Industry
- Building Products & Equipment
- Country
- United States
- Website
- arlo.com
News
Lake Street Maintains Buy on Arlo Technologies, Raises Price Target to $26 
Arlo Technologies Q3 Earnings Call Highlights 
Piper Sandler Reiterates Overweight on Arlo Technologies, Raises Price Target to $17 
Arlo’s Third Quarter: A Good Story, Priced on 1 Launch 
Arlo Technologies Q3 2026 Earnings Call Transcript 
Arlo Technologies Sees Q4 GAAP EPS $(0.03)-$0.03 vs $0.01 Est; Sees Sales $137.000M-$147.000M 
Arlo Technologies Sees Q4 Adj EPS $0.17-$0.23 vs $0.19 Est; Sees Sales $137.000M-$147.000M vs $140.284M Est 
Arlo Technologies Q3 Adj. EPS $0.24 Beats $0.20 Estimate, Sales $149.177M Beat $144.930M Estimate - Piper Sandler Maintains Overweight on Arlo Technologies, Lowers Price Target to $16
Arlo Technologies Q2 2026 Earnings Call: Complete Transcript
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Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| AGGARWAL PRASHANT K | Director | Stock Award(Grant) | Jun 17, 2026 | 25,451 |
| BINDER KURTIS JOSEPH | Chief Financial Officer | Sale | Sep 28, 2026 | 345,541 |
| BUSSE BRIAN C | General Counsel | Sale | Mar 11, 2026 | 583,364 |
| CARTER-MILLER JOCELYN E. CPA | Director | Stock Award(Grant) | Jun 17, 2026 | 126,595 |
| FAISON RALPH E | Director | Stock Award(Grant) | Jun 17, 2026 | 411,050 |
| FALLON CATRIONA M. | Director | Stock Award(Grant) | Jun 17, 2026 | 113,028 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 16.12% | 17,506,791 | 215.86M | Jun 29, 2026 |
| Brandes Investment Partners L.P. | 9.90% | 10,753,652 | 132.59M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 5.37% | 5,829,891 | 71.88M | Jun 29, 2026 |
| State Street Corporation | 4.51% | 4,894,701 | 60.35M | Jun 29, 2026 |
| Wasatch Advisors LP | 4.48% | 4,865,838 | 60.00M | Sep 29, 2026 |
| Vanguard Capital Management LLC | 4.25% | 4,617,160 | 56.93M | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | 5.90% | 6,403,562 | 78.96M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.00% | 3,255,747 | 40.14M | Jun 29, 2026 |
| iShares Trust-iShares Russell 2000 ETF | 2.57% | 2,791,830 | 34.42M | Sep 29, 2026 |
| VANGUARD WORLD FUND-Vanguard Information Technology Index Fund | 2.40% | 2,608,012 | 32.16M | Aug 30, 2026 |
| JANUS INVESTMENT FUND-Janus Henderson Venture Fund | 1.92% | 2,084,135 | 25.70M | Sep 29, 2026 |
| Needham Funds Inc-Needham Aggressive Growth Fund | 1.56% | 1,690,000 | 20.84M | Jun 29, 2026 |