Arlo Technologies (ARLO) Aandelenoverzicht
Arlo Technologies, Inc. biedt samen met haar dochterondernemingen cloud-gebaseerde platformdiensten aan in Noord- en Zuid-Amerika, Europa, het Midden-Oosten, Afrika en Azië. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 3/6 |
| Toekomstige groei | 0/6 |
| Prestaties in het verleden | 2/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 0/6 |
ARLO Community Fair Values
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Analyst Price Targets
Arlo Technologies, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$13.00 |
| 52 Week Hoogtepunt | US$19.94 |
| 52 Week Laag | US$11.05 |
| Bèta | 1.54 |
| 1 maand verandering | -11.74% |
| 3 maanden verandering | 0.62% |
| 1 Jaar Verandering | -25.03% |
| 3 jaar verandering | 15.45% |
| 5 jaar verandering | 102.18% |
| Verandering sinds IPO | -41.18% |
Recent nieuws en updates
Recent updates
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
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.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 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...Rendement voor aandeelhouders
| ARLO | US Electronic | US Markt | |
|---|---|---|---|
| 7D | -3.6% | 1.4% | -2.2% |
| 1Y | -25.0% | 44.3% | 13.1% |
Rendement versus industrie: ARLO presteerde slechter dan de US Electronic -sector, die het afgelopen jaar een rendement van 44.3 % opleverde.
Rendement versus markt: ARLO presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 13.1 % opleverde.
Prijsvolatiliteit
| ARLO volatility | |
|---|---|
| ARLO Average Weekly Movement | 6.4% |
| Electronic Industry Average Movement | 9.4% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.4% |
| 10% least volatile stocks in US Market | 2.9% |
Stabiele aandelenkoers: ARLO heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 6% ) van ARLO is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2018 | 376 | Matt McRae | www.arlo.com |
Arlo Technologies, Inc. biedt, samen met haar dochterondernemingen, cloud-gebaseerde platformdiensten aan in Noord- en Zuid-Amerika, Europa, het Midden-Oosten, Afrika en de regio Azië-Pacific. Het bedrijf biedt Arlo Essential Camera's en Doorbells die bescherming bieden voor slimme huizen, inclusief geautomatiseerd privacyschild, 360-graden dekking en 2K videoresolutie; Arlo Home Security System, een alles-in-één multi-sensor die toegang biedt tot beveiligingsexperts voor het monitoren van en reageren op noodsituaties; ARLO PRO 6, een pro-serie draadloze beveiligingscamera's; ARLO ULTRA 3, een 4K HDR videoresolutie, auto-zoom en tracking en een uitgebreide 180-graden gezichtsveldcamera; Arlo Go 2, een camera voor het bewaken van afgelegen gebieden, grote eigendommen, bouwplaatsen, vakantiehuizen, boot- of camperplaatsen en moeilijk toegankelijke gebieden; en Arlo Floodlight Camera, een draadloze schijnwerpercamera. Het bedrijf levert ook accessoires voor beveiligingssystemen, oplaadaccessoires en houders.
Arlo Technologies, Inc. Samenvatting
| ARLO fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$1.41b |
| Inkomsten(TTM) | US$30.54m |
| Inkomsten(TTM) | US$587.15m |
Is ARLO overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| ARLO resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$587.15m |
| Kosten van inkomsten | US$325.22m |
| Brutowinst | US$261.92m |
| Overige uitgaven | US$231.38m |
| Inkomsten | US$30.54m |
Laatst gerapporteerde inkomsten
Jun 28, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 0.28 |
| Brutomarge | 44.61% |
| Nettowinstmarge | 5.20% |
| Schuld/Eigen Vermogen Verhouding | 0% |
Hoe presteerde ARLO op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/10 06:19 |
| Aandelenkoers aan het einde van de dag | 2026/09/10 00:00 |
| Inkomsten | 2026/06/28 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Arlo Technologies, Inc. wordt gevolgd door 10 analisten. 7 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Anthony Stoss | Craig-Hallum Capital Group LLC |
| Jeffrey Rand | Deutsche Bank |
| Robert Cihra | Guggenheim Securities, LLC |