Arlo Technologies (ARLO) Aktienübersicht
Arlo Technologies, Inc. bietet zusammen mit seinen Tochtergesellschaften Cloud-basierte Plattformdienste in Nord- und Südamerika, Europa, dem Nahen Osten, Afrika und dem Asien-Pazifik-Raum an. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 3/6 |
| Künftiges Wachstum | 3/6 |
| Vergangene Leistung | 2/6 |
| Finanzielle Gesundheit | 6/6 |
| Dividenden | 0/6 |
ARLO Community Fair Values
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Analyst Price Targets
Arlo Technologies, Inc. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$12.67 |
| 52-Wochen-Hoch | US$19.94 |
| 52-Wochen-Tief | US$11.05 |
| Beta | 1.55 |
| 1 Monat Veränderung | -16.92% |
| 3 Monate Veränderung | -8.19% |
| 1 Jahr Veränderung | -26.93% |
| 3 Jahre Veränderung | 36.38% |
| 5 Jahre Veränderung | 83.89% |
| Veränderung seit IPO | -42.67% |
Aktuelle Nachrichten und Updates
Recent updates
ARLO: Recurring Subscription Platform Will Drive Multiyear Upside Potential
Analysts have trimmed the fair value estimate for Arlo Technologies by $0.10 to $21.40, as they factor in updated assumptions on growth, margins and a higher expected P/E multiple supported by recent research citing the shift to a recurring revenue model and subscription-focused economics. Analyst Commentary Bullish Takeaways Bullish analysts point to Arlo Technologies' shift from a low-cost hardware model to a premium, service-first platform as a core driver of its recurring revenue profile, which they see as better aligned with a higher P/E multiple.Results: Arlo Technologies, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
Arlo Technologies, Inc. ( NYSE:ARLO ) just released its first-quarter report and things are looking bullish. The...ARLO: New Buyback Program Will Drive Multiyear Upside Potential
Analysts kept their $21.50 price target for Arlo Technologies unchanged, citing broadly steady assumptions around the discount rate, revenue growth, profit margin and future P/E as support for maintaining their valuation view. What's in the News The board adopted amended and restated bylaws that update references to the registered office and agent, modernize electronic communication and document transmission, and expressly allow remote-only stockholder meetings as determined by the board (Company filing).ARLO: Share Repurchases Will Support Future Upside Over Multiyear Horizon
Analysts have kept their price target for Arlo Technologies steady at $21.50, with small tweaks to inputs like discount rate, revenue growth, profit margin, and forward P/E. These adjustments reflect refined views rather than a change in the overall valuation outlook.ARLO: Share Repurchases And Samsung Partnership Will Support Future Upside
Analysts have trimmed their price target for Arlo Technologies from $23.20 to $21.50, citing updates to key assumptions including a higher discount rate, a revised profit margin outlook, and a different future P/E expectation. What's in the News Arlo Technologies announced a share repurchase program authorizing up to $50 million of buybacks, with the program running through December 31, 2027, unless changed by the Board of Directors (Key Developments).Arlo: A Great Dip To 'Buy' As Channel Inventory Tightens
Summary Arlo Technologies offers compelling value after a 20% pullback, despite ongoing strong ARR growth and margin expansion. ARLO trades at 14.4x EV/FY26 EBITDA, with projected 7.4% revenue growth and margin improvement to 15.5%. Inventory reduction positions ARLO for potential replenishment-driven revenue acceleration in the near term. With a $25 billion U.S. TAM and expansion opportunities, ARLO is well-placed for consistent growth and upward valuation rerating. Read the full article on Seeking AlphaArlo Technologies, Inc. (NYSE:ARLO) May Have Run Too Fast Too Soon With Recent 27% Price Plummet
Arlo Technologies, Inc. ( NYSE:ARLO ) shares have had a horrible month, losing 27% after a relatively good period...Why Arlo Technologies, Inc. (NYSE:ARLO) Could Be Worth Watching
Arlo Technologies, Inc. ( NYSE:ARLO ), is not the largest company out there, but it saw a decent share price growth of...Home Security Adoption And ADT Partnership Will Expand Ecosystem
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.Arlo Technologies, Inc. (NYSE:ARLO) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected
Arlo Technologies, Inc. ( NYSE:ARLO ) shares have continued their recent momentum with a 26% gain in the last month...Premium Service Plans And IoT Security Will Advance Expansion
Strong subscription and software growth, driven by premium plans and AI features, is accelerating recurring high-margin revenue and expanding long-term profitability.Arlo Technologies, Inc. (NYSE:ARLO) Shares May Have Slumped 28% But Getting In Cheap Is Still Unlikely
The Arlo Technologies, Inc. ( NYSE:ARLO ) share price has fared very poorly over the last month, falling by a...What Is Arlo Technologies, Inc.'s (NYSE:ARLO) Share Price Doing?
While Arlo Technologies, Inc. ( NYSE:ARLO ) might not have the largest market cap around , it received a lot of...Arlo: The Value In This Name Is Starting To Get Recognized
Summary Shares of Arlo have soared after the company's Q4 earnings print, especially after its FY25 outlook called for substantial ~20% growth in services revenue. The company continues to add new subscribers at a rapid clip, with a better upsell rate into its $25/month Premium tier after its simplification of its subscription offerings. The company's gross margins also continue to improve, despite the company discounting its hardware to negative margin levels in order to encourage new product sales. The stock trades at a reasonable ~20x forward FCF multiple, considering multiple paths to continued margin expansion and subscriber pickups. Read the full article on Seeking AlphaArlo: Timeless Products, Strong Execution
Summary Arlo is a value-oriented pick with strong Q3 results and promising new features in its Security 5.0 platform, boosting premium plan sign-ups. Arlo's services revenue is growing rapidly, eclipsing hardware revenue, and the company has a long-term goal of 10 million paid accounts by 2030. Despite a competitive promotional environment, Arlo's strategy to drive hardware sales at lower margins is justified by its high-margin subscription services and low churn rates. Arlo's valuation multiples (~17x FCF and ~22x P/E) are reasonable given its 20%+ ARR growth and ~30% operating margin growth. I'm reiterating my buy rating here. Read the full article on Seeking AlphaHere's What Analysts Are Forecasting For Arlo Technologies, Inc. (NYSE:ARLO) After Its Third-Quarter Results
It's been a pretty great week for Arlo Technologies, Inc. ( NYSE:ARLO ) shareholders, with its shares surging 16% to...Arlo: Deftly Managing A Slowing Macro
Summary Arlo, a small-cap home security camera company, offers a strong value play with a shift to subscription revenue and high retention rates. Despite Q2 results causing a stock dip, Arlo's low churn, cheap valuation, and growth potential make it a compelling buy at ~$10. The company continues to double down on its strategy to bring in new customers via cheaply priced hardware. It's planning a deep promotional calendar in 2H 2024 to counteract potential macroeconomic risks. The company also hinted at making a substantial inorganic growth investment at some point within the next 12-18 months, a great use of its debt-free balance sheet and strong FCF. Read the full article on Seeking AlphaSubdued Growth No Barrier To Arlo Technologies, Inc. (NYSE:ARLO) With Shares Advancing 26%
Despite an already strong run, Arlo Technologies, Inc. ( NYSE:ARLO ) shares have been powering on, with a gain of 26...Arlo Technologies, Inc. (NYSE:ARLO) Investors Are Less Pessimistic Than Expected
When close to half the companies in the Electronic industry in the United States have price-to-sales ratios (or "P/S...Aktionärsrenditen
| ARLO | US Electronic | US Markt | |
|---|---|---|---|
| 7D | -7.9% | 1.1% | -2.7% |
| 1Y | -26.9% | 89.9% | 22.5% |
Rendite im Vergleich zur Industrie: ARLO unter dem Niveau der Branche US Electronic , die im vergangenen Jahr eine Rendite von 89.9% erzielte.
Rendite vs. Markt: ARLO hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 22.5 erzielte.
Preisvolatilität
| ARLO volatility | |
|---|---|
| ARLO Average Weekly Movement | 6.5% |
| Electronic Industry Average Movement | 9.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiler Aktienkurs: ARLO hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: ARLODie wöchentliche Volatilität (6%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 2018 | 376 | Matt McRae | www.arlo.com |
Arlo Technologies, Inc. bietet zusammen mit seinen Tochtergesellschaften Cloud-basierte Plattformdienste in Nord- und Südamerika, Europa, dem Nahen Osten, Afrika und dem Asien-Pazifik-Raum an. Das Unternehmen bietet Arlo Essential Kameras und Türklingeln, die intelligenten Schutz für das eigene Zuhause bieten, einschließlich eines automatischen Sichtschutzes, 360-Grad-Abdeckung und 2K-Videoauflösung; Arlo Home Security System, ein All-in-One-Multisensor, der Zugang zu Sicherheitsexperten für die Überwachung und Reaktion auf Notfallsituationen bietet; ARLO PRO 6, eine kabellose Sicherheitskamera der Pro-Serie; ARLO ULTRA 3, eine Kamera mit 4K HDR-Videoauflösung, Auto-Zoom und Tracking sowie einem großen 180-Grad-Sichtfeld; Arlo Go 2, eine Kamera zur Überwachung von abgelegenen Gebieten, großen Grundstücken, Baustellen, Ferienhäusern, Boots- oder Wohnmobilstellplätzen und schwer zugänglichen Bereichen; und Arlo Floodlight Camera, eine kabellose Flutlichtkamera. Das Unternehmen bietet auch Zubehör für Sicherheitssysteme, Ladezubehör und Halterungen an.
Arlo Technologies, Inc.'s Grundlagenzusammenfassung
| ARLO grundlegende Statistiken | |
|---|---|
| Marktanteil | US$1.39b |
| Gewinn(TTM) | US$30.64m |
| Umsatz(TTM) | US$560.61m |
Ist ARLO zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| ARLO Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$560.61m |
| Kosten der Einnahmen | US$307.83m |
| Bruttogewinn | US$252.78m |
| Sonstige Ausgaben | US$222.14m |
| Gewinn | US$30.64m |
Zuletzt gemeldete Gewinne
Mar 29, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 0.28 |
| Bruttomarge | 45.09% |
| Nettogewinnspanne | 5.47% |
| Schulden/Eigenkapital-Verhältnis | 0% |
Wie hat sich ARLO auf lange Sicht entwickelt?
Historische Performance und VergleicheUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/06/08 19:53 |
| Aktienkurs zum Tagesende | 2026/06/08 00:00 |
| Gewinne | 2026/03/29 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Arlo Technologies, Inc. wird von 8 Analysten beobachtet. 5 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Anthony Stoss | Craig-Hallum Capital Group LLC |
| Jeffrey Rand | Deutsche Bank |
| Robert Cihra | Guggenheim Securities, LLC |