Arlo Technologies Zukünftiges Wachstum
Future Kriterienprüfungen 0/6
Für Arlo Technologies wird ein Gewinn- und Umsatzwachstum von 1.3% bzw. 3.7% pro Jahr prognostiziert, während der Gewinn je Aktie voraussichtlich um 10.8% pro Jahr steigen soll.
Wichtige Informationen
1.3%
Wachstumsrate der Gewinne
10.78%
EPS-Wachstumsrate
| Electronic Gewinnwachstum | 26.2% |
| Wachstumsrate der Einnahmen | 3.7% |
| Zukünftige Eigenkapitalrendite | n/a |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 10 Aug 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent 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
Narrative-Update • Jun 17
ARLO: Subscription Platform And Services Mix Will Drive Future Upside
Analysts have modestly adjusted their fair value framework for Arlo Technologies, maintaining a fair value estimate of $21.40. They also highlight fresh support from new coverage and price targets around $20 that emphasize the company’s subscription driven model and perceived mispricing relative to its services mix.Narrative-Update • Jun 03
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.Analyseartikel • May 11
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...Narrative-Update • Apr 26
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).Narrative-Update • Apr 11
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.Narrative-Update • Mar 28
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).Analyseartikel • Nov 20
Arlo 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...Analyseartikel • Sep 14
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...Narrative-Update • Aug 08
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.Analyseartikel • Jun 17
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...Neues Narrative • May 27
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.Analyseartikel • Apr 04
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...Analyseartikel • Mar 24
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...Seeking Alpha • Mar 04
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 AlphaSeeking Alpha • Nov 15
Arlo: 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 AlphaAnalyseartikel • Nov 10
Here'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...Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 12/31/2028 | 626 | 25 | 134 | 147 | 1 |
| 12/31/2027 | 624 | 30 | 113 | 124 | 7 |
| 12/31/2026 | 592 | 20 | 90 | 94 | 7 |
| 6/28/2026 | 587 | 31 | 67 | 78 | N/A |
| 3/29/2026 | 561 | 31 | 64 | 76 | N/A |
| 12/31/2025 | 529 | 15 | 67 | 79 | N/A |
| 9/28/2025 | 510 | 4 | 55 | 66 | N/A |
| 6/29/2025 | 508 | -7 | 57 | 65 | N/A |
| 3/30/2025 | 506 | -22 | 57 | 62 | N/A |
| 12/31/2024 | 511 | -31 | 49 | 51 | N/A |
| 9/29/2024 | 524 | -25 | 51 | 53 | N/A |
| 6/30/2024 | 517 | -22 | 40 | 42 | N/A |
| 3/31/2024 | 504 | -17 | 45 | 48 | N/A |
| 12/31/2023 | 491 | -22 | 35 | 38 | N/A |
| 10/1/2023 | 475 | -45 | 16 | 19 | N/A |
| 7/2/2023 | 473 | -58 | 3 | 6 | N/A |
| 4/2/2023 | 477 | -62 | -14 | -11 | N/A |
| 12/31/2022 | 490 | -57 | -48 | -46 | N/A |
| 10/2/2022 | 515 | -41 | -26 | -25 | N/A |
| 7/3/2022 | 498 | -42 | -31 | -29 | N/A |
| 4/3/2022 | 477 | -54 | -19 | -18 | N/A |
| 12/31/2021 | 435 | -56 | -25 | -23 | N/A |
| 10/3/2021 | 407 | -64 | -24 | -20 | N/A |
| 6/27/2021 | 406 | -67 | -25 | -21 | N/A |
| 3/28/2021 | 374 | -73 | -31 | -28 | N/A |
| 12/31/2020 | 357 | -101 | -50 | -47 | N/A |
| 9/27/2020 | 365 | -66 | -11 | -7 | N/A |
| 6/28/2020 | 361 | -80 | 14 | 15 | N/A |
| 3/29/2020 | 378 | -84 | N/A | -24 | N/A |
| 12/31/2019 | 370 | -86 | N/A | 9 | N/A |
| 9/29/2019 | 370 | -145 | N/A | -14 | N/A |
| 6/30/2019 | 395 | -127 | N/A | -70 | N/A |
| 3/31/2019 | 422 | -111 | N/A | -59 | N/A |
| 12/31/2018 | 465 | -75 | N/A | -18 | N/A |
| 9/30/2018 | 468 | -34 | N/A | -80 | N/A |
| 7/1/2018 | 441 | -15 | N/A | -26 | N/A |
| 4/1/2018 | 409 | 1 | N/A | -2 | N/A |
| 12/31/2017 | 371 | 7 | N/A | -39 | N/A |
| 12/31/2016 | 185 | -14 | N/A | -33 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: ARLODas prognostizierte Gewinnwachstum (1.3% pro Jahr) liegt unter der Sparquote (3.7%).
Ertrag vs. Markt: ARLODie Erträge des Unternehmens (1.3% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (17.3% pro Jahr).
Hohe Wachstumserträge: ARLODie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.
Einnahmen vs. Markt: ARLODie Einnahmen des Unternehmens (3.7% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (13.5% pro Jahr).
Hohe Wachstumseinnahmen: ARLODie Einnahmen des Unternehmens (3.7% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: Unzureichende Daten, um festzustellen, ob die Eigenkapitalrendite von ARLO in 3 Jahren voraussichtlich hoch sein wird
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/09/10 06:11 |
| Aktienkurs zum Tagesende | 2026/09/10 00:00 |
| Gewinne | 2026/06/28 |
| 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 |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* 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
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das , 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 10 Analysten beobachtet. 7 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 |