Arlo Technologies

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AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

27 May 25

Updated

08 Aug 25

n/a

AnalystConsensusTarget's Fair Value

n/a

13.0%

0.2%

13.0%

0.2%

You can edit this narrative until Aug 9 12:25 AM. Then, changes will post as Updates.

Author's Valuation

US$23.238.0% undervalued

AnalystConsensusTarget Fair Value

Narrative

Updates1

Shared on 08 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.

AnalystConsensusTarget Fair Value

US$23.2

38.0% undervalued

Future estimation in

% p.a.

Decrease

Increase

Current revenue growth rate

8.12%

Electronic Equipment and Components revenue growth rate

0.47%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.40%

Calculation

US$103.11m

Earnings '28

33.24x

PE Ratio '28

US$3.43b

Market Cap '28

US$3.43b

Market Cap '28

117.46m

No. shares '28

US$29.18

Share Price '28

US$29.18 Share Price '28

Discounted to 2025 @ 8.09% p.a.

US$23.11

Fair Value '25