Arlo Technologies, Inc.

NYSE:ARLO Lagerbericht

Marktkapitalisierung: US$1.4b

Arlo Technologies Balance Sheet Health

Finanzielle Gesundheit Kriterienprüfungen 6/6

Arlo Technologies hat ein Gesamteigenkapital von $159.4M und eine Gesamtverschuldung von $0.0, wodurch sich der Verschuldungsgrad auf 0% beläuft. Die Gesamtaktiva und Gesamtpassiva betragen $360.2M bzw. $200.8M. Arlo Technologies Das EBIT des Unternehmens beträgt $16.4M, so dass der Zinsdeckungsgrad -3 beträgt. Das Unternehmen verfügt über Barmittel und kurzfristige Anlagen in Höhe von $167.5M.

Wichtige Informationen

0%

Verhältnis von Schulden zu Eigenkapital

US$0

Verschuldung

Zinsdeckungsgrad-3x
BargeldUS$167.50m
EigenkapitalUS$159.40m
GesamtverbindlichkeitenUS$200.79m
GesamtvermögenUS$360.19m

Jüngste Berichte zur Finanzlage

Keine Aktualisierungen

Recent updates

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...
Narrativ-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).
Narrativ-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.
Narrativ-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).
Seeking Alpha Jan 14

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 Alpha
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...
Narrativ-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...
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Neues Narrativ 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 Alpha
Seeking 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 Alpha
Analyseartikel 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...
Seeking Alpha Sep 03

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 Alpha
Analyseartikel Jul 24

Subdued 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...
Analyseartikel Jun 08

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...

Analyse der Finanzlage

Kurzfristige Verbindlichkeiten: ARLODie kurzfristigen Aktiva des Unternehmens ($275.7M) übersteigen seine kurzfristigen Passiva ($181.7M).

Langfristige Verbindlichkeiten: ARLODie kurzfristigen Vermögenswerte des Unternehmens ($275.7M) übersteigen seine langfristigen Verbindlichkeiten ($19.1M).


Geschichte und Analyse des Verhältnisses von Schulden zu Eigenkapital

Verschuldungsgrad: ARLO ist schuldenfrei.

Schulden abbauen: ARLO hat in den letzten 5 Jahren keine Schulden gemacht.

Schuldendeckung: ARLO hat keine Schulden und muss daher nicht durch den operativer Cashflow gedeckt werden.

Zinsdeckung: ARLO hat keine Schulden, daher ist die Deckung der Zinszahlungen kein Problem.


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Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/24 04:21
Aktienkurs zum Tagesende2026/05/22 00:00
Gewinne2026/03/29
Jährliche Einnahmen2025/12/31

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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.

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Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
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Konsensschätzungen der Analysten+3 Jahre
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Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

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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.

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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.

AnalystEinrichtung
Anthony StossCraig-Hallum Capital Group LLC
Jeffrey RandDeutsche Bank
Robert CihraGuggenheim Securities, LLC