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NYSE:ARLO Community
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Arlo Technologies
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AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Premium Service Plans And IoT Security Will Advance Expansion
Key Takeaways Strong subscription and software growth, driven by premium plans and AI features, is accelerating recurring high-margin revenue and expanding long-term profitability. Major product refresh, ecosystem partnerships, and ad platform initiatives position Arlo to boost market share, distribution reach, and user monetization.
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US$19.00
FV
14.6% undervalued
intrinsic discount
5.63%
Revenue growth p.a.
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Your Valuation for
ARLO
ARLO
Arlo Technologies
Your Fair Value
US$
Current Price
US$16.23
103.1% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-111m
675m
2015
2018
2021
2024
2025
2027
2030
Revenue US$675.4m
Earnings US$58.9m
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