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Arlo Technologies, Inc. Stock Price

NYSE:ARLO Community·US$2.0b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 19 Fair Values set on narratives written by author

ARLO Share Price Performance

US$19.34
8.78 (83.14%)
16.6% undervalued intrinsic discount
US$23.20
Fair Value
US$19.34
8.78 (83.14%)
16.6% undervalued intrinsic discount
US$23.20
Fair Value
Price US$19.34
AnalystConsensusTarget US$23.20

ARLO Community Narratives

AnalystConsensusTarget·
Fair Value US$23.2 16.6% undervalued intrinsic discount

Home Security Adoption And ADT Partnership Will Expand Ecosystem

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Snowflake Analysis

Flawless balance sheet and fair value.

1 Risk
3 Rewards

Arlo Technologies, Inc. Key Details

US$507.7m

Revenue

US$303.6m

Cost of Revenue

US$204.1m

Gross Profit

US$211.1m

Other Expenses

-US$7.0m

Earnings

Last Reported Earnings
Jun 29, 2025
Next Reporting Earnings
Nov 06, 2025
-0.067
40.19%
-1.38%
0%
View Full Analysis

About ARLO

Founded
2018
Employees
360
CEO
Matthew McRae
WebsiteView website
www.arlo.com

Arlo Technologies, Inc., together with its subsidiaries, provides cloud-based platform services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific regions. The company offers Arlo Essential Cameras and Doorbells (2nd Generation) delivers smart home protection, including automated privacy shield, 180-degree field of view, and 2K video resolution; Arlo Home Security System, an all-in-one multi-sensor that provides access to security experts for monitoring and responding to emergency situations; Arlo Pro 5S, a wireless 2K video resolution security camera; Arlo Go 2, a camera for monitoring remote areas, large properties, construction sites, vacation homes, boat or RV slips, and hard-to-access areas; Arlo Ultra 2 provides 4K video with HDR, an ultra-wide, 180-degree field of view, auto zoom and tracking on moving objects, and color night vision; and Arlo Floodlight Camera, a wire-free floodlight camera. It also provides security system accessories, charging accessories, and mounts. In addition, the company offers Arlo Secure subscriptions, including emergency response secure plus plan; 2K secure plan and 4K secure plus plan cloud-based video recording; unlimited cameras; advanced object detection; smart interactive notifications; smoke and CO alarm detection; cloud-based activity zone; call a friend; and 24/7 priority support and professional monitoring services; Arlo Total Security, a subscription which provides 24/7 professional monitoring and security hardware; Arlo Safe, a personal safety app that offers one-touch emergency response, family safety, and crash detection and response services; and Arlo SmartCloud, a SaaS solution that delivers security cloud services for business. It sells its products through retailers, wholesale distributors, broadcast channels, wireless carriers, and security solution providers, as well as through its website. Arlo Technologies, Inc. was incorporated in 2018 and is headquartered in Carlsbad, California.

Recent ARLO News & Updates

Arlo Technologies: Gross Margin Climbs To 45.8% As Service Outpaces Hardware

Oct 31

Recent updates

No updates