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ARLO logo

Arlo Technologies, Inc. Stock Price

NYSE:ARLO Community·US$1.4b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 26 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

ARLO Share Price Performance

US$0
-17.94 (-100.00%)
​
US$21.40
Fair Value
US$0
-17.94 (-100.00%)
​
Price US$0
Wed, 17 Jun 26
Fair ValueUS$21.40
Share Pricen/a

ARLO Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$21.4 41.3% undervalued intrinsic discount

Home Security Adoption And ADT Partnership Will Expand Ecosystem

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ARLO logo
Arlo Technologies

Home Security Adoption And ADT Partnership Will Expand Ecosystem

Arlo leans into home security subscriptions, aiming to turn more camera buyers into long-term paying customers while a new partnership with ADT could open a big new sales channel. The big question is whether Arlo can keep customers paying recurring fees and defend its space as hardware prices fall and competition heats up.Read more

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AN
AnalystConsensusTarget
US$21.4
41.3% undervalued intrinsic discount
AnalystConsensusTarget's
Fair Value
Revenue
4.68% p.a.
Profit Margin
7.83%
Future PE
66.89x
Price in 2029
US$27.51
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Trending Discussion

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Recently Updated Narratives

AN
AnalystConsensusTarget
ARLO logo

ARLO: Subscription Platform And Services Mix Will Drive Future Upside

Fair Value: US$21.4 41.3% undervalued intrinsic discount
12 fair values setusers have set this as their fair value
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Snowflake Analysis

Flawless balance sheet and good value.

1 Risk
3 Rewards
View Full Analysis

Arlo Technologies, Inc. Key Details

US$587.1m

Revenue

US$325.2m

Cost of Revenue

US$261.9m

Gross Profit

US$231.4m

Other Expenses

US$30.5m

Earnings

Last Reported Earnings
Jun 28, 2026
Next Reporting Earnings
n/a
0.28
44.61%
5.20%
0%
View Full Analysis

About ARLO

Founded
2018
Employees
376
CEO
Matthew McRae
WebsiteView website
www.arlo.com

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.

Recent ARLO News & Updates

Seeking Alpha • Aug 24

Arlo: Subscriber Momentum Is Undeniable

Summary Arlo Technologies offers compelling value and diversification as the market faces elevated valuations and potential correction risk. ARLO's core bull thesis centers on rapid subscriber growth, low churn (~1%), and high customer LTV approaching $1,000, supporting a recurring revenue model. Expansion into senior care via the Aloe Care acquisition increases ARLO’s TAM estimate to $285 billion by 2034, enhancing long-term growth prospects. With ~$140 million in cash and no debt, ARLO maintains strategic flexibility for M&A and organic growth, supporting my reiterated 'Buy' rating. Read the full article on Seeking Alpha

Recent updates

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