Arlo Technologies (ARLO) Aktievy
Arlo Technologies, Inc. tillhandahåller tillsammans med sina dotterbolag molnbaserade plattformstjänster i Nord- och Sydamerika, Europa, Mellanöstern, Afrika och Asien och Stillahavsområdet. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 3/6 |
| Framtida tillväxt | 3/6 |
| Tidigare resultat | 2/6 |
| Finansiell hälsa | 6/6 |
| Utdelningar | 0/6 |
ARLO Community Fair Values
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Analyst Price Targets
Arlo Technologies, Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$12.77 |
| 52 veckors högsta | US$19.94 |
| 52 veckors lägsta | US$11.05 |
| Beta | 1.55 |
| 1 månads förändring | -16.26% |
| 3 månaders förändring | -8.85% |
| 1 års förändring | -25.28% |
| 3 års förändring | 36.29% |
| 5 års förändring | 85.34% |
| Förändring sedan börsintroduktionen | -42.22% |
Senaste nyheter och uppdateringar
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...Aktieägarnas avkastning
| ARLO | US Electronic | US Marknad | |
|---|---|---|---|
| 7D | -4.5% | -6.2% | -3.3% |
| 1Y | -25.3% | 91.7% | 22.3% |
Avkastning vs industri: ARLO presterade sämre än US Electronic branschen som gav 91.7 % under det senaste året.
Avkastning vs Marknaden: ARLO presterade sämre än US marknaden som gav 22.3 % under det senaste året.
Prisvolatilitet
| ARLO volatility | |
|---|---|
| ARLO Average Weekly Movement | 6.5% |
| Electronic Industry Average Movement | 9.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
Stabil aktiekurs: ARLO har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: ARLO s veckovolatilitet ( 6% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 2018 | 376 | Matt McRae | www.arlo.com |
Arlo Technologies, Inc. tillhandahåller tillsammans med sina dotterbolag molnbaserade plattformstjänster i Nord- och Sydamerika, Europa, Mellanöstern, Afrika och Asien och Stillahavsområdet. Företaget erbjuder Arlo Essential Cameras and Doorbells som ger skydd för smarta hem, inklusive automatiserad integritetsskydd, 360-graders täckning och 2K videoupplösning; Arlo Home Security System, en allt-i-ett multisensor som ger tillgång till säkerhetsexperter för övervakning och svar på nödsituationer; ARLO PRO 6, en trådlös säkerhetskamera i Pro-serien; ARLO ULTRA 3, en 4K HDR-videoupplösning, automatisk zoomning och spårning och en expansiv 180-graders synfältskamera; Arlo Go 2, en kamera för övervakning av avlägsna områden, stora fastigheter, byggarbetsplatser, fritidshus, båt- eller husbilsplatser och svåråtkomliga områden; och Arlo Floodlight Camera, en trådlös strålkastarkamera. Företaget tillhandahåller även tillbehör till säkerhetssystem, laddningsaccessoarer och fästen.
Arlo Technologies, Inc. Sammanfattning av grunderna
| ARLO grundläggande statistik | |
|---|---|
| Börsvärde | US$1.38b |
| Vinst(TTM) | US$30.64m |
| Intäkter(TTM) | US$560.61m |
Är ARLO övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| ARLO resultaträkning (TTM) | |
|---|---|
| Intäkter | US$560.61m |
| Kostnad för intäkter | US$307.83m |
| Bruttovinst | US$252.78m |
| Övriga kostnader | US$222.14m |
| Intäkter | US$30.64m |
Senast redovisade vinst
Mar 29, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 0.28 |
| Bruttomarginal | 45.09% |
| Nettovinstmarginal | 5.47% |
| Skuld/egenkapitalförhållande | 0% |
Hur har ARLO utvecklats på lång sikt?
Se historisk utveckling och jämförelseFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/06/09 06:16 |
| Aktiekurs vid dagens slut | 2026/06/09 00:00 |
| Intäkter | 2026/03/29 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Arlo Technologies, Inc. bevakas av 8 analytiker. 5 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Anthony Stoss | Craig-Hallum Capital Group LLC |
| Jeffrey Rand | Deutsche Bank |
| Robert Cihra | Guggenheim Securities, LLC |