Home Security Adoption And ADT Partnership Will Expand Ecosystem

Published
27 May 25
Updated
15 Aug 25
AnalystConsensusTarget's Fair Value
US$23.20
29.0% undervalued intrinsic discount
15 Aug
US$16.47
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1Y
36.1%
7D
-1.4%

Author's Valuation

US$23.2

29.0% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on08 Aug 25
Fair value Increased 22%

Arlo Technologies’ future P/E has more than doubled while its net profit margin has sharply contracted, suggesting that analysts now expect significantly higher growth or valuation multiples despite weaker profitability, leading to an increased consensus price target of $21.40 (up from $19.00). What's in the News Issued earnings guidance for Q3 2025 with expected revenue of $133 million–$143 million and net income per diluted share of $0.04–$0.10.