Arlo Technologies (ARLO) Panoramica del titolo
Arlo Technologies, Inc. insieme alle sue consociate, fornisce servizi di piattaforma basati sul cloud nelle Americhe, in Europa, in Medio Oriente, in Africa e nelle regioni dell'Asia e del Pacifico. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 2/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
ARLO Community Fair Values
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Analyst Price Targets
Concorrenti di Arlo Technologies, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$12.67 |
| Massimo di 52 settimane | US$19.94 |
| Minimo di 52 settimane | US$11.05 |
| Beta | 1.55 |
| Variazione di 1 mese | -16.92% |
| Variazione a 3 mesi | -8.19% |
| Variazione di 1 anno | -26.93% |
| Variazione a 3 anni | 36.38% |
| Variazione a 5 anni | 83.89% |
| Variazione dall'IPO | -42.67% |
Notizie e aggiornamenti recenti
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...Rendimenti per gli azionisti
| ARLO | US Electronic | US Mercato | |
|---|---|---|---|
| 7D | -7.9% | 1.1% | -2.7% |
| 1Y | -26.9% | 89.9% | 22.5% |
Ritorno vs Industria: ARLO ha avuto una performance inferiore rispetto al US Electronic che ha registrato un rendimento 89.9 % nell'ultimo anno.
Rendimento vs Mercato: ARLO ha avuto una performance inferiore al mercato US che ha registrato un rendimento 22.5 % nell'ultimo anno.
Volatilità dei prezzi
| 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% |
Prezzo delle azioni stabile: ARLO non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 6% ) di ARLO è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2018 | 376 | Matt McRae | www.arlo.com |
Arlo Technologies, Inc. insieme alle sue consociate, fornisce servizi di piattaforma basati su cloud nelle Americhe, in Europa, in Medio Oriente, in Africa e nelle regioni dell'Asia e del Pacifico. L'azienda offre Arlo Essential Cameras and Doorbells, per la protezione della casa intelligente, con schermatura automatica della privacy, copertura a 360 gradi e risoluzione video 2K; Arlo Home Security System, un sistema multisensore all-in-one che consente di accedere a esperti di sicurezza per il monitoraggio e la risposta a situazioni di emergenza; ARLO PRO 6, una serie di telecamere di sicurezza wireless; ARLO ULTRA 3, una telecamera con risoluzione video 4K HDR, zoom e tracking automatici e un ampio campo visivo di 180 gradi; Arlo Go 2, una telecamera per il monitoraggio di aree remote, grandi proprietà, cantieri, case di villeggiatura, posti barca o camper e aree di difficile accesso; e Arlo Floodlight Camera, una telecamera con proiettore senza fili. L'azienda fornisce anche accessori per sistemi di sicurezza, accessori di ricarica e supporti.
Arlo Technologies, Inc. Riepilogo dei fondamenti
| ARLO statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$1.39b |
| Utili (TTM) | US$30.64m |
| Ricavi(TTM) | US$560.61m |
ARLO è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| ARLO Conto economico (TTM) | |
|---|---|
| Ricavi | US$560.61m |
| Costo del fatturato | US$307.83m |
| Profitto lordo | US$252.78m |
| Altre spese | US$222.14m |
| Utili | US$30.64m |
Ultimi utili riportati
Mar 29, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 0.28 |
| Margine lordo | 45.09% |
| Margine di profitto netto | 5.47% |
| Rapporto debito/patrimonio netto | 0% |
Come si è comportato ARLO nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/08 21:12 |
| Prezzo dell'azione a fine giornata | 2026/06/08 00:00 |
| Utili | 2026/03/29 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Arlo Technologies, Inc. è coperta da 8 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Anthony Stoss | Craig-Hallum Capital Group LLC |
| Jeffrey Rand | Deutsche Bank |
| Robert Cihra | Guggenheim Securities, LLC |