Arlo Technologies Future Growth
Future criteria checks 1/6
Arlo Technologies is forecast to grow earnings and revenue by 15.4% and 5.6% per annum respectively while EPS is expected to grow by 7.8% per annum.
Key information
15.4%
Earnings growth rate
7.83%
EPS growth rate
| Electronic earnings growth | 25.2% |
| Revenue growth rate | 5.6% |
| Future return on equity | n/a |
| Analyst coverage | Low |
| Last updated | 08 May 2026 |
Recent future growth updates
Recent updates
Analysis Article • 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...
Narrative Update • 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).Narrative Update • 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.Narrative Update • 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).Seeking Alpha • Jan 14
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 AlphaAnalysis Article • 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...Analysis Article • 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...Narrative Update • 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.Analysis Article • 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...New Narrative • 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.Analysis Article • 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...Analysis Article • 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 AlphaSeeking 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 AlphaAnalysis Article • 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...Seeking Alpha • Sep 03
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 AlphaAnalysis Article • Jul 24
Subdued 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...Analysis Article • Jun 08
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...Earnings and Revenue Growth Forecasts
| Date | Revenue | Earnings | Free Cash Flow | Cash from Op | Avg. No. Analysts |
|---|---|---|---|---|---|
| 12/31/2027 | 616 | 39 | N/A | N/A | 4 |
| 12/31/2026 | 566 | 28 | N/A | N/A | 4 |
| 3/29/2026 | 561 | 31 | 64 | 76 | N/A |
| 12/31/2025 | 529 | 15 | 67 | 79 | N/A |
| 9/28/2025 | 510 | 4 | 55 | 66 | N/A |
| 6/29/2025 | 508 | -7 | 57 | 65 | N/A |
| 3/30/2025 | 506 | -22 | 57 | 62 | N/A |
| 12/31/2024 | 511 | -31 | 49 | 51 | N/A |
| 9/29/2024 | 524 | -25 | 51 | 53 | N/A |
| 6/30/2024 | 517 | -22 | 40 | 42 | N/A |
| 3/31/2024 | 504 | -17 | 45 | 48 | N/A |
| 12/31/2023 | 491 | -22 | 35 | 38 | N/A |
| 10/1/2023 | 475 | -45 | 16 | 19 | N/A |
| 7/2/2023 | 473 | -58 | 3 | 6 | N/A |
| 4/2/2023 | 477 | -62 | -14 | -11 | N/A |
| 12/31/2022 | 490 | -57 | -48 | -46 | N/A |
| 10/2/2022 | 515 | -41 | -26 | -25 | N/A |
| 7/3/2022 | 498 | -42 | -31 | -29 | N/A |
| 4/3/2022 | 477 | -54 | -19 | -18 | N/A |
| 12/31/2021 | 435 | -56 | -25 | -23 | N/A |
| 10/3/2021 | 407 | -64 | -24 | -20 | N/A |
| 6/27/2021 | 406 | -67 | -25 | -21 | N/A |
| 3/28/2021 | 374 | -73 | -31 | -28 | N/A |
| 12/31/2020 | 357 | -101 | -50 | -47 | N/A |
| 9/27/2020 | 365 | -66 | -11 | -7 | N/A |
| 6/28/2020 | 361 | -80 | 14 | 15 | N/A |
| 3/29/2020 | 378 | -84 | -28 | -24 | N/A |
| 12/31/2019 | 370 | -86 | N/A | 9 | N/A |
| 9/29/2019 | 370 | -145 | N/A | -14 | N/A |
| 6/30/2019 | 395 | -127 | N/A | -70 | N/A |
| 3/31/2019 | 422 | -111 | N/A | -59 | N/A |
| 12/31/2018 | 465 | -75 | N/A | -18 | N/A |
| 9/30/2018 | 468 | -34 | N/A | -80 | N/A |
| 7/1/2018 | 441 | -15 | N/A | -26 | N/A |
| 4/1/2018 | 409 | 1 | N/A | -2 | N/A |
| 12/31/2017 | 371 | 7 | N/A | -39 | N/A |
| 12/31/2016 | 185 | -14 | N/A | -33 | N/A |
Analyst Future Growth Forecasts
Earnings vs Savings Rate: ARLO's forecast earnings growth (15.4% per year) is above the savings rate (3.5%).
Earnings vs Market: ARLO's earnings (15.4% per year) are forecast to grow slower than the US market (16.8% per year).
High Growth Earnings: ARLO's earnings are forecast to grow, but not significantly.
Revenue vs Market: ARLO's revenue (5.6% per year) is forecast to grow slower than the US market (11.7% per year).
High Growth Revenue: ARLO's revenue (5.6% per year) is forecast to grow slower than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: Insufficient data to determine if ARLO's Return on Equity is forecast to be high in 3 years time
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Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/17 11:55 |
| End of Day Share Price | 2026/05/15 00:00 |
| Earnings | 2026/03/29 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
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Industry and Sector Metrics
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Analyst Sources
Arlo Technologies, Inc. is covered by 7 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Anthony Stoss | Craig-Hallum Capital Group LLC |
| Jeffrey Rand | Deutsche Bank |
| Robert Cihra | Guggenheim Securities, LLC |