Arlo Technologies, Inc.

NYSE:ARLO Rapport sur les actions

Capitalisation boursière : US$1.4b

Arlo Technologies Dividendes et rachats

Dividende contrôle des critères 0/6

Arlo Technologies n'a pas d'antécédents de versement de dividendes.

Informations clés

n/a

Rendement du dividende

2.5%

Rendement des rachats

Rendement total pour l'actionnaire2.5%
Rendement futur des dividendesn/a
Croissance des dividendesn/a
Prochaine date de paiement du dividenden/a
Date ex-dividenden/a
Dividende par actionn/a
Ratio de distributionn/a

Mises à jour récentes sur les dividendes et les rachats

Recent updates

Seeking Alpha • Jun 12

Arlo Technologies: Excellent Execution As Company Expands Into Senior Monitoring

Summary Arlo Technologies remains a compelling small-cap buy, leveraging strong subscriber growth and a strategic expansion into senior care via the Aloe Care acquisition. ARLO posted Q1 revenue of $150.4M (+26% y/y), surpassing both company guidance and Wall Street expectations, with paid subscribers exceeding 6 million and churn at just 1.0%. Subscription revenue growth and rising ARPU drove annual recurring revenue to $357M (+29% y/y), while gross margin expanded to 50.1% and adjusted EBITDA margin hit 20.2%. Despite competition and macro risks, conservative guidance, robust retention, and modest 15.4x FY26 P/E multiples support a contrarian long thesis amid large-cap market uncertainty. Read the full article on Seeking Alpha
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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).
Mise à jour du récit • 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.
Mise à jour du récit • 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).
Article d’analyse • 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...
Article d’analyse • 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...
Mise à jour du récit • 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.
Article d’analyse • 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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Nouveau récit • 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.
Article d’analyse • 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...
Article d’analyse • 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
Article d’analyse • 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
Article d’analyse • 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...
Article d’analyse • 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...

Stabilité et croissance des paiements

Récupération des données sur les dividendes

Dividende stable: Données insuffisantes pour déterminer si les dividendes par action de ARLO ont été stables dans le passé.

Dividende croissant: Données insuffisantes pour déterminer si les paiements de dividendes de ARLO ont augmenté.

Rendement des dividendes par rapport au marché

Arlo Technologies Rendement des dividendes par rapport au marché
Comment le rendement du dividende de ARLO se compare-t-il à celui du marché ?
SegmentRendement du dividende
Entreprise (ARLO)n/a
25% du marché (US)1.4%
25% du marché (US)4.2%
Moyenne du secteur (Electronic)0.7%
Analyste prévisionnel (ARLO) (jusqu'à 3 ans)n/a

Dividende notable: Impossible d'évaluer le rendement des dividendes de ARLO par rapport aux 25 % les moins bien payés par les actionnaires, car la société n'a signalé aucun versement récent.

Dividende élevé: Impossible d'évaluer le rendement des dividendes de ARLO par rapport aux 25 % des principaux payeurs de dividendes, car la société n'a signalé aucun versement récent.

Bénéfice distribué aux actionnaires

Couverture des revenus: Données insuffisantes pour calculer le ratio de distribution de ARLO afin de déterminer si les dividendes versés sont couverts par les bénéfices.

Paiement en espèces aux actionnaires

Couverture des flux de trésorerie: Impossible de calculer la durabilité des dividendes car ARLO n'a signalé aucun versement.

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/15 10:57
Cours de l'action en fin de journée2026/06/15 00:00
Les revenus2026/03/29
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Arlo Technologies, Inc. est couverte par 8 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

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