Arlo Technologies Bilan de santé
Santé financière contrôle des critères 6/6
Arlo Technologies possède un total de capitaux propres de $159.4M et une dette totale de $0.0, ce qui porte son ratio d'endettement à 0%. Son actif total et son passif total sont $360.2M et de $200.8M. L'EBIT de Arlo Technologies est $16.4M ce qui fait que son ratio de couverture des intérêts -3. Elle dispose de liquidités et de placements à court terme de $167.5M.
Informations clés
0%
Ratio d'endettement
US$0
Dette
| Ratio de couverture des intérêts | -3x |
| Argent liquide | US$167.50m |
| Fonds propres | US$159.40m |
| Total du passif | US$200.79m |
| Total des actifs | US$360.19m |
Mises à jour récentes de la santé financière
Recent updates
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...Analyse de la situation financière
Passif à court terme: Les actifs à court terme de ARLO ( $275.7M ) dépassent ses passifs à court terme ( $181.7M ).
Passif à long terme: Les actifs à court terme de ARLO ( $275.7M ) dépassent ses passifs à long terme ( $19.1M ).
Historique et analyse du ratio d'endettement
Niveau d'endettement: ARLO est sans dette.
Réduire la dette: ARLO n'a eu aucune dette au cours des 5 dernières années.
Couverture de la dette: ARLO n'a pas de dette, elle n'a donc pas besoin d'être couverte par le flux de trésorerie opérationnel.
Couverture des intérêts: ARLO n'a aucune dette, par conséquent la couverture des paiements d'intérêts n'est pas un problème.
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Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/18 10:28 |
| Cours de l'action en fin de journée | 2026/05/15 00:00 |
| Les revenus | 2026/03/29 |
| Revenus annuels | 2025/12/31 |
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.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
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| Prix du marché | 30 ans |
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| Propriété | 10 ans |
| |
| Gestion | 10 ans |
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| Principaux développements | 10 ans |
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* 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 7 analystes. 4 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.
| Analyste | Institution |
|---|---|
| Anthony Stoss | Craig-Hallum Capital Group LLC |
| Jeffrey Rand | Deutsche Bank |
| Robert Cihra | Guggenheim Securities, LLC |