Arlo Technologies, Inc.

NYSE:ARLO 株式レポート

時価総額：US$1.4b

Arlo Technologies 過去の業績

過去 基準チェック /26

Arlo Technologiesは、平均年間48.5%の収益成長を遂げていますが、 Electronic業界の収益は、年間 成長しています。収益は、平均年間2.9% 4.8%収益成長率で 成長しています。 Arlo Technologiesの自己資本利益率は19.3%であり、純利益率は5.2%です。

主要情報

48.51%

収益成長率

50.39%

EPS成長率

Electronic 業界の成長15.34%
収益成長率4.76%
株主資本利益率19.27%
ネット・マージン5.20%
前回の決算情報28 Jun 2026

最近の業績更新

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
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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).
ナラティブ更新 • 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.
ナラティブ更新 • 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).
分析記事 • 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...
分析記事 • 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...
ナラティブ更新 • 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.
分析記事 • 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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新しいナラティブ • 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.
分析記事 • 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...
分析記事 • 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
分析記事 • 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...

収支内訳

Arlo Technologies の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:ARLO 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
28 Jun 265873116485
29 Mar 265613115480
31 Dec 255291515174
28 Sep 25510414668
29 Jun 25508-714567
30 Mar 25506-2214769
31 Dec 24511-3114673
29 Sep 24524-2514274
30 Jun 24517-2213574
31 Mar 24504-1712872
31 Dec 23491-2212369
01 Oct 23475-4512967
02 Jul 23473-5813566
02 Apr 23477-6213166
31 Dec 22490-5712665
02 Oct 22515-4111364
03 Jul 22498-4210362
03 Apr 22477-5410261
31 Dec 21435-569859
03 Oct 21407-649861
27 Jun 21406-679762
28 Mar 21374-739360
31 Dec 20357-10110060
27 Sep 20365-6610562
28 Jun 20361-8010563
29 Mar 20378-8410966
31 Dec 19370-8610569
29 Sep 19370-1459969
30 Jun 19395-1279669
31 Mar 19422-1118965
31 Dec 18465-758159
30 Sep 18468-347352
01 Jul 18441-156644
01 Apr 1840915739
31 Dec 1737174935
31 Dec 16185-142724

質の高い収益: ARLOには$18.6M } という大きな 一回限りの 利益があり、過去 12 か月の財務実績が28th June, 2026に影響を及ぼしています。

利益率の向上: ARLO過去に利益を上げました。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: ARLO過去 5 年間で収益を上げており、収益は年間48.5%増加しています。

成長の加速: ARLOは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。

収益対業界: ARLO昨年収益を上げたため、昨年の収益成長をElectronic業界 ( 19% ) と比較することは困難です。

株主資本利益率

高いROE: ARLOの 自己資本利益率 ( 19.3% ) は 低い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/09/18 10:11
終値2026/09/18 00:00
収益2026/06/28
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Arlo Technologies, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10

アナリスト機関
Anthony StossCraig-Hallum Capital Group LLC
Jeffrey RandDeutsche Bank
Robert CihraGuggenheim Securities, LLC